Both in Packaged Software

Veeva Systems vs Autodesk

Over the past year VEEV returned +3.3% and ADSK returned −22.5%; their daily moves had a correlation of 0.63.

VEEV +3.3% ADSK −22.5%Growth of $1, one year, split-adjusted
MetricVEEVADSK
Price$296.13$235.35
Market cap$47.95B$49.19B
Today+3.96%+0.75%
1 month+13.5%+11.2%
6 months+95.6%+7.7%
Year to date+32.7%−20.5%
1 year−1.9%−24.4%
Revenue growth (YoY)+17.6%+16.1%
Gross margin75.0%91.4%
Net margin29.5%24.0%
P/E (TTM)47.2×30.0×
Price / sales13.9×6.3×
Net cash$7.24B$677.0M
Dividend yield——
Volatility (60d)45.8%46.3%
Short % of float4.6%4.5%
Next earnings——

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