Both in Packaged Software

nCino vs Vertex

Over the past year NCNO returned −12.0% and VERX returned −22.1%; their daily moves had a correlation of 0.66.

NCNO −12.0% VERX −22.1%Growth of $1, one year, split-adjusted
MetricNCNOVERX
Price$23.53$16.12
Market cap$2.49B$2.61B
Today+3.75%+5.22%
1 month+26.0%+34.2%
6 months+30.8%+20.8%
Year to date−8.2%−19.3%
1 year−12.2%−28.7%
Revenue growth (YoY)+8.2%+10.5%
Gross margin62.6%64.4%
Net margin3.2%2.3%
P/E (TTM)74.1×441.9×
Price / sales4.0×3.3×
Net cash-$242.6M-$108.2M
Dividend yield——
Volatility (60d)48.4%47.1%
Short % of float20.0%7.4%
Next earnings——

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