Both in Packaged Software

SERVICENOW vs Datadog

Over the past year NOW returned −40.3% and DDOG returned +36.1%; their daily moves had a correlation of 0.42.

NOW −40.3% DDOG +36.1%Growth of $1, one year, split-adjusted
MetricNOWDDOG
Price$109.16$220.52
Market cap$113.30B$79.18B
Today+2.97%+2.05%
1 month−19.8%−20.2%
6 months+18.6%+51.3%
Year to date−28.7%+62.2%
1 year−40.6%+35.4%
Revenue growth (YoY)+20.5%+35.6%
Gross margin70.5%78.6%
Net margin6.7%4.0%
P/E (TTM)78.4×445.9×
Price / sales7.3×20.0×
Net cash-$2.92B$4.00B
Dividend yield——
Volatility (60d)80.6%62.6%
Short % of float2.7%3.0%
Next earnings——

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