Both in Packaged Software

Tenable Holdings vs Varonis Systems

Over the past year TENB returned +60.5% and VRNS returned −22.4%; their daily moves had a correlation of 0.47.

TENB +60.5% VRNS −22.4%Growth of $1, one year, split-adjusted
MetricTENBVRNS
Price$48.72$48.90
Market cap$5.37B$5.62B
Today+0.14%−0.43%
1 month+39.2%+3.8%
6 months+126.9%+79.2%
Year to date+107.1%+49.1%
1 year+61.6%−22.0%
Revenue growth (YoY)+8.6%+18.3%
Gross margin77.5%75.3%
Net margin1.4%−26.0%
P/E (TTM)795.9×—
Price / sales5.1×8.2×
Net cash-$54.8M$206.8M
Dividend yield——
Volatility (60d)70.8%46.7%
Short % of float14.0%5.3%
Next earnings——

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