Both in Packaged Software

Rapid7 vs Grid Dynamics Holdings

Over the past year RPD returned −20.6% and GDYN returned +49.4%; their daily moves had a correlation of 0.30.

RPD −20.6% GDYN +49.4%Growth of $1, one year, split-adjusted
MetricRPDGDYN
Price$14.84$13.37
Market cap$1.00B$1.07B
Today−0.10%−2.34%
1 month+20.1%+70.5%
6 months+122.2%+119.2%
Year to date−2.4%+48.1%
1 year−19.8%+43.1%
Revenue growth (YoY)−1.5%+9.7%
Gross margin68.9%40.3%
Net margin2.9%5.4%
P/E (TTM)49.7×136.9×
Price / sales1.2×2.5×
Net cash-$191.6M$304.3M
Dividend yield——
Volatility (60d)98.8%79.4%
Short % of float12.9%5.9%
Next earnings——

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