Both in Packaged Software

GUIDEWIRE SOFTWARE vs Bentley Systems, Incorporated

Over the past year GWRE returned −28.8% and BSY returned −15.7%; their daily moves had a correlation of 0.65.

GWRE −28.8% BSY −15.7%Growth of $1, one year, split-adjusted
MetricGWREBSY
Price$162.43$42.40
Market cap$13.42B$12.81B
Today−0.10%+3.67%
1 month+6.8%+31.6%
6 months+13.1%+26.2%
Year to date−19.2%+11.1%
1 year−31.3%−15.8%
Revenue growth (YoY)+15.3%+12.8%
Gross margin65.6%82.0%
Net margin7.6%19.1%
P/E (TTM)96.4×44.2×
Price / sales9.1×8.0×
Net cash$75.0M-$1.07B
Dividend yield—0.66%
Volatility (60d)72.0%37.8%
Short % of float4.6%10.1%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).