Both in Packaged Software

HUBSPOT vs Elastic

Over the past year HUBS returned −54.3% and ESTC returned −0.3%; their daily moves had a correlation of 0.52.

HUBS −54.3% ESTC −0.3%Growth of $1, one year, split-adjusted
MetricHUBSESTC
Price$226.17$90.47
Market cap$11.28B$9.50B
Today−3.13%−0.95%
1 month+2.5%−4.7%
6 months−8.1%+80.4%
Year to date−43.6%+19.9%
1 year−54.0%+1.4%
Revenue growth (YoY)+19.8%+15.1%
Gross margin82.4%74.5%
Net margin4.8%−3.5%
P/E (TTM)76.8×25.3×
Price / sales3.3×5.3×
Net cash$1.34B$889.8M
Dividend yield——
Volatility (60d)66.2%63.8%
Short % of float8.0%4.5%
Next earnings——

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