Both in Packaged Software

Qualys vs AppFolio

Over the past year QLYS returned +79.1% and APPF returned −18.7%; their daily moves had a correlation of 0.33.

QLYS +79.1% APPF −18.7%Growth of $1, one year, split-adjusted
MetricQLYSAPPF
Price$224.12$213.25
Market cap$7.75B$7.56B
Today−2.68%+2.99%
1 month+19.6%+4.4%
6 months+153.2%+23.2%
Year to date+68.6%−8.3%
1 year+82.9%−10.7%
Revenue growth (YoY)+11.0%+18.6%
Gross margin83.4%62.6%
Net margin28.8%15.5%
P/E (TTM)37.5×44.5×
Price / sales11.0×7.0×
Net cash$426.3M$307.3M
Dividend yield——
Volatility (60d)58.0%43.4%
Short % of float9.4%11.5%
Next earnings——

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