Both in Packaged Software

Varonis Systems vs BOX

Over the past year VRNS returned +35.7% and BOX returned +33.4%; their daily moves had a correlation of 0.43.

VRNS +35.7% BOX +33.4%Growth of $1, one year, split-adjusted
MetricVRNSBOX
Price$48.96$43.01
Market cap$5.62B$5.90B
Today+0.43%−0.53%
1 month+1.7%+21.7%
6 months+78.6%+70.6%
Year to date+49.3%+43.8%
1 year+39.0%+34.0%
Revenue growth (YoY)+18.3%+9.2%
Gross margin75.3%79.1%
Net margin−26.0%4.1%
P/E (TTM)—58.7×
Price / sales8.2×4.8×
Net cash$206.8M-$8.1M
Dividend yield——
Volatility (60d)45.9%30.1%
Short % of float5.3%13.1%
Next earnings——

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