Both in Packaged Software

Varonis Systems vs Braze

Over the past year VRNS returned +38.0% and BRZE returned +69.4%; their daily moves had a correlation of 0.33.

VRNS +38.0% BRZE +69.4%Growth of $1, one year, split-adjusted
MetricVRNSBRZE
Price$48.80$46.10
Market cap$5.61B$5.24B
Today−0.33%+0.68%
1 month−0.6%+75.0%
6 months+76.7%+110.1%
Year to date+48.8%+34.4%
1 year+35.3%+63.5%
Revenue growth (YoY)+18.3%+26.2%
Gross margin75.3%66.8%
Net margin−26.0%−8.3%
P/E (TTM)——
Price / sales8.1×6.3×
Net cash$206.8M$394.6M
Dividend yield——
Volatility (60d)45.9%111.5%
Short % of float5.3%9.9%
Next earnings——

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