Both in Packaged Software

Zeta Global Holdings vs Paylocity Holding

Over the past year ZETA returned +73.3% and PCTY returned +21.0%; their daily moves had a correlation of 0.46.

ZETA +73.3% PCTY +21.0%Growth of $1, one year, split-adjusted
MetricZETAPCTY
Price$31.17$170.91
Market cap$7.82B$8.92B
Today−4.80%+1.49%
1 month−3.8%+16.6%
6 months+67.6%+55.9%
Year to date+53.2%+12.1%
1 year+75.6%+20.8%
Revenue growth (YoY)+43.5%+11.0%
Gross margin59.1%67.5%
Net margin1.8%13.6%
P/E (TTM)—33.1×
Price / sales5.0×5.0×
Net cash$112.5M$190.7M
Dividend yield——
Volatility (60d)46.4%31.7%
Short % of float7.2%7.0%
Next earnings——

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