Both in Packaged Software

Cloudflare vs Synopsys

Over the past year NET returned +63.4% and SNPS returned +5.3%; their daily moves had a correlation of 0.28.

NET +63.4% SNPS +5.3%Growth of $1, one year, split-adjusted
MetricNETSNPS
Price$360.93$509.99
Market cap$128.52B$97.73B
Today+5.57%+2.46%
1 month+16.0%+28.4%
6 months+116.1%+30.0%
Year to date+83.1%+8.6%
1 year+64.1%+4.2%
Revenue growth (YoY)+35.9%+42.4%
Gross margin71.8%72.6%
Net margin−24.4%22.0%
P/E (TTM)—90.8×
Price / sales51.2×10.4×
Net cash$892.5M-$6.43B
Dividend yield——
Volatility (60d)56.8%53.5%
Short % of float2.4%2.7%
Next earnings——

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