Both in Packaged Software

Netskope vs AppFolio

Over the past year NTSK returned −5.7% and APPF returned −8.7%; their daily moves had a correlation of 0.32.

NTSK −5.7% APPF −8.7%Growth of $1, one year, split-adjusted
MetricNTSKAPPF
Price$21.84$223.74
Market cap$8.92B$7.93B
Today−0.73%−0.50%
1 month+18.6%+9.5%
6 months+102.8%+29.5%
Year to date+24.5%−3.8%
1 year−7.6%−12.1%
Revenue growth (YoY)—+18.6%
Gross margin73.9%62.6%
Net margin−50.2%15.5%
P/E (TTM)—46.7×
Price / sales11.1×7.3×
Net cash$369.2M$307.3M
Dividend yield——
Volatility (60d)70.8%44.4%
Short % of float9.5%11.4%
Next earnings——

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