Both in Packaged Software

Cloudflare vs Adobe

Over the past year NET returned +63.4% and ADBE returned −30.3%; their daily moves had a correlation of 0.25.

NET +63.4% ADBE −30.3%Growth of $1, one year, split-adjusted
MetricNETADBE
Price$360.93$242.27
Market cap$128.52B$94.29B
Today+5.57%+0.51%
1 month+16.0%−2.6%
6 months+116.1%+7.5%
Year to date+83.1%−30.8%
1 year+64.1%−30.5%
Revenue growth (YoY)+35.9%+12.9%
Gross margin71.8%88.7%
Net margin−24.4%27.0%
P/E (TTM)—12.9×
Price / sales51.2×3.6×
Net cash$892.5M-$724.0M
Dividend yield——
Volatility (60d)56.8%46.5%
Short % of float2.4%4.5%
Next earnings——

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