Both in Packaged Software

SERVICENOW vs Salesforce

Over the past year NOW returned −40.3% and CRM returned −15.0%; their daily moves had a correlation of 0.73.

NOW −40.3% CRM −15.0%Growth of $1, one year, split-adjusted
MetricNOWCRM
Price$109.16$222.20
Market cap$113.30B$182.87B
Today+2.97%−1.76%
1 month−19.8%−3.3%
6 months+18.6%+18.8%
Year to date−28.7%−16.1%
1 year−40.6%−14.7%
Revenue growth (YoY)+20.5%+10.8%
Gross margin70.5%76.7%
Net margin6.7%31.1%
P/E (TTM)78.4×18.9×
Price / sales7.3×4.2×
Net cash-$2.92B-$27.89B
Dividend yield—0.79%
Volatility (60d)80.6%53.9%
Short % of float2.7%3.5%
Next earnings——

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