Both in Packaged Software

Vertex vs BlackLine

Over the past year VERX returned −33.1% and BL returned −40.9%; their daily moves had a correlation of 0.69.

VERX −33.1% BL −40.9%Growth of $1, one year, split-adjusted
MetricVERXBL
Price$15.32$33.81
Market cap$2.49B$1.97B
Today+3.10%+0.30%
1 month+24.6%+23.0%
6 months+16.1%−0.3%
Year to date−23.3%−38.8%
1 year−34.1%−40.2%
Revenue growth (YoY)+10.5%+9.2%
Gross margin64.4%76.0%
Net margin2.3%8.8%
P/E (TTM)420.0×56.5×
Price / sales3.2×2.7×
Net cash-$108.2M-$141.8M
Dividend yield——
Volatility (60d)46.5%50.0%
Short % of float7.4%11.1%
Next earnings——

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