Both in Packaged Software

Vertex vs nCino

Over the past year VERX returned −33.1% and NCNO returned −15.0%; their daily moves had a correlation of 0.65.

VERX −33.1% NCNO −15.0%Growth of $1, one year, split-adjusted
MetricVERXNCNO
Price$15.32$22.68
Market cap$2.49B$2.40B
Today+3.10%+1.02%
1 month+24.6%+17.2%
6 months+16.1%+25.1%
Year to date−23.3%−11.5%
1 year−34.1%−12.1%
Revenue growth (YoY)+10.5%+8.2%
Gross margin64.4%62.6%
Net margin2.3%3.2%
P/E (TTM)420.0×71.4×
Price / sales3.2×3.9×
Net cash-$108.2M-$242.6M
Dividend yield——
Volatility (60d)46.5%47.9%
Short % of float7.4%20.0%
Next earnings——

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