Both in Packaged Software

Cloudflare vs Intuit

Over the past year NET returned +55.4% and INTU returned −53.8%; their daily moves had a correlation of 0.25.

NET +55.4% INTU −53.8%Growth of $1, one year, split-adjusted
MetricNETINTU
Price$341.89$303.88
Market cap$121.74B$81.21B
Today−0.31%+2.23%
1 month+8.8%−3.2%
6 months+77.1%−16.0%
Year to date+73.4%−54.1%
1 year+57.3%−53.8%
Revenue growth (YoY)+35.9%+13.7%
Gross margin71.8%78.1%
Net margin−24.4%8.3%
P/E (TTM)—17.8×
Price / sales48.5×3.8×
Net cash$892.5M-$469.0M
Dividend yield—1.82%
Volatility (60d)55.9%45.0%
Short % of float2.4%2.6%
Next earnings——

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