Both in Packaged Software

Q2 Holdings vs BILL Holdings

Over the past year QTWO returned +19.4% and BILL returned +4.6%; their daily moves had a correlation of 0.54.

QTWO +19.4% BILL +4.6%Growth of $1, one year, split-adjusted
MetricQTWOBILL
Price$71.23$49.82
Market cap$4.40B$4.28B
Today+1.12%+0.20%
1 month+22.4%+12.0%
6 months+36.1%+30.0%
Year to date−1.3%−8.7%
1 year+15.3%+0.3%
Revenue growth (YoY)+11.9%+13.8%
Gross margin59.7%84.5%
Net margin14.7%−4.2%
P/E (TTM)39.9×—
Price / sales5.1×2.6×
Net cash$123.0M$101.4M
Dividend yield——
Volatility (60d)33.2%39.6%
Short % of float8.1%16.6%
Next earnings——

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