Both in Packaged Software

Appian vs SPS Commerce

Over the past year APPN returned +60.9% and SPSC returned +3.1%; their daily moves had a correlation of 0.51.

APPN +60.9% SPSC +3.1%Growth of $1, one year, split-adjusted
MetricAPPNSPSC
Price$48.75$85.08
Market cap$3.49B$3.02B
Today−0.71%+2.52%
1 month+32.9%+3.3%
6 months+115.9%+45.3%
Year to date+37.6%−4.5%
1 year+63.5%−18.1%
Revenue growth (YoY)+19.1%+4.1%
Gross margin71.2%71.1%
Net margin−5.8%15.5%
P/E (TTM)—36.3×
Price / sales4.4×3.9×
Net cash-$68.2M$183.5M
Dividend yield——
Volatility (60d)65.9%35.1%
Short % of float12.0%8.0%
Next earnings——

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