Both in Packaged Software

Q2 Holdings vs CCC Intelligent Solutions Holdings

Over the past year QTWO returned +19.4% and CCC returned −8.4%; their daily moves had a correlation of 0.41.

QTWO +19.4% CCC −8.4%Growth of $1, one year, split-adjusted
MetricQTWOCCC
Price$71.23$7.68
Market cap$4.40B$4.54B
Today+1.12%0.00%
1 month+22.4%+16.7%
6 months+36.1%+44.4%
Year to date−1.3%−3.4%
1 year+15.3%−11.9%
Revenue growth (YoY)+11.9%—
Gross margin59.7%74.1%
Net margin14.7%10.3%
P/E (TTM)39.9×60.9×
Price / sales5.1×4.0×
Net cash$123.0M-$1.09B
Dividend yield——
Volatility (60d)33.2%40.6%
Short % of float8.1%10.4%
Next earnings——

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