Both in Packaged Software

SentinelOne vs AppFolio

Over the past year S returned +30.7% and APPF returned −14.7%; their daily moves had a correlation of 0.42.

S +30.7% APPF −14.7%Growth of $1, one year, split-adjusted
MetricSAPPF
Price$23.11$223.74
Market cap$8.04B$7.93B
Today−0.22%−0.50%
1 month−9.1%+9.5%
6 months+45.7%+29.5%
Year to date+54.1%−3.8%
1 year+29.5%−12.1%
Revenue growth (YoY)+20.6%+18.6%
Gross margin72.1%62.6%
Net margin−32.0%15.5%
P/E (TTM)—46.7×
Price / sales7.3×7.3×
Net cash$655.2M$307.3M
Dividend yield——
Volatility (60d)65.0%44.4%
Short % of float7.2%11.4%
Next earnings——

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