Both in Packaged Software

Paylocity Holding vs AppFolio

Over the past year PCTY returned +22.7% and APPF returned −9.1%; their daily moves had a correlation of 0.60.

PCTY +22.7% APPF −9.1%Growth of $1, one year, split-adjusted
MetricPCTYAPPF
Price$172.50$239.37
Market cap$9.00B$8.49B
Today+0.81%+6.99%
1 month+18.0%+17.7%
6 months+68.2%+43.2%
Year to date+13.1%+2.9%
1 year+22.5%−8.7%
Revenue growth (YoY)+11.0%+18.6%
Gross margin67.5%62.6%
Net margin13.6%15.5%
P/E (TTM)33.4×50.0×
Price / sales5.1×7.8×
Net cash$190.7M$307.3M
Dividend yield——
Volatility (60d)31.2%46.3%
Short % of float7.0%11.4%
Next earnings——

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