Both in Packaged Software
Alarm.com Holdings vs SPS Commerce
Over the past year ALRM returned +38.0% and SPSC returned +5.0%; their daily moves had a correlation of 0.61.
ALRM +38.0% SPSC +5.0%Growth of $1, one year, split-adjusted
| Metric | ALRM | SPSC |
|---|---|---|
| Price | $67.71 | $86.65 |
| Market cap | $3.32B | $3.07B |
| Today | +3.44% | +1.64% |
| 1 month | +20.7% | +7.0% |
| 6 months | +49.0% | +55.1% |
| Year to date | +32.7% | −2.8% |
| 1 year | +38.0% | +5.0% |
| Revenue growth (YoY) | +9.2% | +4.1% |
| Gross margin | 65.6% | 71.1% |
| Net margin | 8.7% | 15.5% |
| P/E (TTM) | 28.2× | 36.9× |
| Price / sales | 3.1× | 3.9× |
| Net cash | -$11.7M | $183.5M |
| Dividend yield | — | — |
| Volatility (60d) | 23.5% | 35.1% |
| Short % of float | 6.7% | 8.0% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).