Both in Packaged Software

Tyler Technologies vs Manhattan Associates

Over the past year TYL returned −13.4% and MANH returned +40.5%; their daily moves had a correlation of 0.60.

TYL −13.4% MANH +40.5%Growth of $1, one year, split-adjusted
MetricTYLMANH
Price$404.24$255.14
Market cap$16.07B$14.81B
Today+0.07%+0.76%
1 month+23.1%+24.2%
6 months+23.3%+80.8%
Year to date−11.0%+47.2%
1 year−15.1%+40.1%
Revenue growth (YoY)+8.7%+11.0%
Gross margin49.1%56.9%
Net margin14.7%20.0%
P/E (TTM)47.9×69.6×
Price / sales6.5×12.8×
Net cash-$530.7M$199.4M
Dividend yield——
Volatility (60d)38.9%32.4%
Short % of float8.2%5.7%
Next earnings——

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