Both in Packaged Software

Clear Secure vs Varonis Systems

Over the past year YOU returned +55.4% and VRNS returned +35.2%; their daily moves had a correlation of 0.24.

YOU +55.4% VRNS +35.2%Growth of $1, one year, split-adjusted
MetricYOUVRNS
Price$47.95$48.75
Market cap$4.93B$5.60B
Today+4.26%−0.20%
1 month+15.4%+2.5%
6 months−14.7%+77.9%
Year to date+36.7%+48.6%
1 year+53.7%+39.3%
Revenue growth (YoY)+26.6%+18.3%
Gross margin85.9%75.3%
Net margin18.0%−26.0%
P/E (TTM)33.4×—
Price / sales4.9×8.1×
Net cash$959.3M$206.8M
Dividend yield1.25%—
Volatility (60d)32.5%46.2%
Short % of float14.6%5.3%
Next earnings——

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