Both in Packaged Software

Via Transportation vs Alarm.com Holdings

Over the past year VIA returned −32.3% and ALRM returned +32.2%; their daily moves had a correlation of 0.42.

VIA −32.3% ALRM +32.2%Growth of $1, one year, split-adjusted
MetricVIAALRM
Price$36.49$64.86
Market cap$2.97B$3.18B
Today+1.33%−2.52%
1 month+20.7%+18.2%
6 months+124.7%+37.6%
Year to date+25.8%+27.1%
1 year−31.2%+32.1%
Revenue growth (YoY)—+9.2%
Gross margin41.0%65.6%
Net margin−14.4%8.7%
P/E (TTM)—27.0×
Price / sales6.0×3.0×
Net cash$320.6M-$11.7M
Dividend yield——
Volatility (60d)44.4%23.0%
Short % of float14.3%6.7%
Next earnings——

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