Back in June, I compared Veeva Systems (NYSE: VEEV) and Zendesk (NYSE: ZEN). Both cloud service companies remained resilient throughout the COVID-19 crisis, but I believed Veeva's wider moat, better profitability, and lower valuation made it a better buy than Zendesk.

Veeva's stock has risen about 40% since then, but Zendesk's stock surged more than 70%. Let's take a fresh look at both stocks to see why Zendesk defied my expectations -- and whether or not its stock still has room to run in 2021.

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Source Fool.com