Both in Packaged Software

nCino vs SPS Commerce

Over the past year NCNO returned −15.4% and SPSC returned +3.3%; their daily moves had a correlation of 0.56.

NCNO −15.4% SPSC +3.3%Growth of $1, one year, split-adjusted
MetricNCNOSPSC
Price$22.62$85.25
Market cap$2.39B$3.02B
Today−2.33%+0.20%
1 month+17.3%+6.0%
6 months+25.9%+46.0%
Year to date−11.8%−4.4%
1 year−15.2%+3.7%
Revenue growth (YoY)+8.2%+4.1%
Gross margin62.6%71.1%
Net margin3.2%15.5%
P/E (TTM)71.2×36.4×
Price / sales3.8×3.9×
Net cash-$242.6M$183.5M
Dividend yield——
Volatility (60d)48.3%35.0%
Short % of float20.0%8.0%
Next earnings——

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