Both in Packaged Software

Vertex vs Blackbaud

Over the past year VERX returned −33.1% and BLKB returned −16.4%; their daily moves had a correlation of 0.58.

VERX −33.1% BLKB −16.4%Growth of $1, one year, split-adjusted
MetricVERXBLKB
Price$15.32$53.55
Market cap$2.49B$2.41B
Today+3.10%+1.59%
1 month+24.6%+25.9%
6 months+16.1%+42.6%
Year to date−23.3%−15.4%
1 year−34.1%−21.2%
Revenue growth (YoY)+10.5%+4.1%
Gross margin64.4%60.8%
Net margin2.3%15.7%
P/E (TTM)420.0×16.1×
Price / sales3.2×2.1×
Net cash-$108.2M-$1.01B
Dividend yield——
Volatility (60d)46.5%34.2%
Short % of float7.4%7.6%
Next earnings——

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