Both in Packaged Software

Fastly vs SPS Commerce

Over the past year FSLY returned +153.5% and SPSC returned +3.3%; their daily moves had a correlation of 0.02.

FSLY +153.5% SPSC +3.3%Growth of $1, one year, split-adjusted
MetricFSLYSPSC
Price$21.07$85.25
Market cap$3.36B$3.02B
Today+2.28%+0.20%
1 month−19.0%+6.0%
6 months−34.9%+46.0%
Year to date+107.0%−4.4%
1 year+154.2%+3.7%
Revenue growth (YoY)+23.3%+4.1%
Gross margin63.3%71.1%
Net margin−8.5%15.5%
P/E (TTM)—36.4×
Price / sales4.9×3.9×
Net cash$13.5M$183.5M
Dividend yield——
Volatility (60d)98.5%35.0%
Short % of float13.6%8.0%
Next earnings——

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