Both in Packaged Software

Commerce.com, Inc. Series 1 vs Expensify

Over the past year CMRC returned −26.6% and EXFY returned +42.2%; their daily moves had a correlation of 0.15.

CMRC −26.6% EXFY +42.2%Growth of $1, one year, split-adjusted
MetricCMRCEXFY
Price$3.40$2.29
Market cap$281.7M$208.8M
Today+3.34%−2.55%
1 month+4.6%+1.8%
6 months+12.2%+104.5%
Year to date−17.5%+51.7%
1 year−24.9%+44.0%
Revenue growth (YoY)—−5.3%
Gross margin75.2%48.2%
Net margin1.3%−11.4%
P/E (TTM)——
Price / sales0.8×1.5×
Net cash-$216.0K$65.8M
Dividend yield——
Volatility (60d)71.0%51.0%
Short % of float9.7%1.6%
Next earnings——

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