Both in Packaged Software

Oracle vs Snowflake

Over the past year ORCL returned −54.1% and SNOW returned +49.2%; their daily moves had a correlation of 0.42.

ORCL −54.1% SNOW +49.2%Growth of $1, one year, split-adjusted
MetricORCLSNOW
Price$141.40$368.89
Market cap$428.65B$130.14B
Today+4.21%+7.42%
1 month−7.5%+11.9%
6 months+2.4%+204.6%
Year to date−27.5%+68.2%
1 year−51.0%+47.4%
Revenue growth (YoY)+29.6%+35.1%
Gross margin60.0%67.0%
Net margin24.2%−12.4%
P/E (TTM)22.9×—
Price / sales6.0×23.9×
Net cash-$88.26B$60.7M
Dividend yield1.41%—
Volatility (60d)52.8%48.5%
Short % of float2.8%5.3%
Next earnings——

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