Both in Packaged Software

Q2 Holdings vs Braze

Over the past year QTWO returned +19.4% and BRZE returned +62.9%; their daily moves had a correlation of 0.50.

QTWO +19.4% BRZE +62.9%Growth of $1, one year, split-adjusted
MetricQTWOBRZE
Price$71.23$45.79
Market cap$4.40B$5.20B
Today+1.12%+0.26%
1 month+22.4%+72.1%
6 months+36.1%+88.2%
Year to date−1.3%+33.5%
1 year+15.3%+59.8%
Revenue growth (YoY)+11.9%+26.2%
Gross margin59.7%66.8%
Net margin14.7%−8.3%
P/E (TTM)39.9×—
Price / sales5.1×6.2×
Net cash$123.0M$394.6M
Dividend yield——
Volatility (60d)33.2%111.6%
Short % of float8.1%9.9%
Next earnings——

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