Both in Packaged Software

ServiceTitan vs AppFolio

Over the past year TTAN returned −10.7% and APPF returned −16.2%; their daily moves had a correlation of 0.48.

TTAN −10.7% APPF −16.2%Growth of $1, one year, split-adjusted
MetricTTANAPPF
Price$84.26$213.25
Market cap$8.13B$7.56B
Today+4.37%+2.99%
1 month+25.1%+4.4%
6 months+36.5%+23.2%
Year to date−20.9%−8.3%
1 year−12.6%−10.7%
Revenue growth (YoY)+20.9%+18.6%
Gross margin71.4%62.6%
Net margin−8.5%15.5%
P/E (TTM)—44.5×
Price / sales7.6×7.0×
Net cash$479.5M$307.3M
Dividend yield——
Volatility (60d)93.2%43.4%
Short % of float13.5%11.5%
Next earnings——

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