Both in Packaged Software

Blackbaud vs SPS Commerce

Over the past year BLKB returned −12.3% and SPSC returned +5.0%; their daily moves had a correlation of 0.57.

BLKB −12.3% SPSC +5.0%Growth of $1, one year, split-adjusted
MetricBLKBSPSC
Price$56.05$86.65
Market cap$2.52B$3.07B
Today+3.39%+1.64%
1 month+28.8%+7.0%
6 months+58.7%+55.1%
Year to date−11.5%−2.8%
1 year−12.3%+5.0%
Revenue growth (YoY)+4.1%+4.1%
Gross margin60.8%71.1%
Net margin15.7%15.5%
P/E (TTM)16.9×36.9×
Price / sales2.2×3.9×
Net cash-$1.01B$183.5M
Dividend yield——
Volatility (60d)34.7%35.1%
Short % of float7.6%8.0%
Next earnings——

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

BLKB vs SPSC: Blackbaud vs SPS Commerce Stock Comparison | Gainbot