Both in Packaged Software

Asana vs SPS Commerce

Over the past year ASAN returned −20.1% and SPSC returned +0.9%; their daily moves had a correlation of 0.64.

ASAN −20.1% SPSC +0.9%Growth of $1, one year, split-adjusted
MetricASANSPSC
Price$11.23$82.99
Market cap$2.57B$2.94B
Today−0.27%−3.25%
1 month+25.8%−1.4%
6 months+60.7%+40.9%
Year to date−18.1%−6.9%
1 year−18.2%−21.1%
Revenue growth (YoY)+9.9%+4.1%
Gross margin86.0%71.1%
Net margin−18.1%15.5%
P/E (TTM)—35.4×
Price / sales3.1×3.8×
Net cash$339.9M$183.5M
Dividend yield——
Volatility (60d)68.7%35.0%
Short % of float20.7%8.0%
Next earnings——

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