Both in Packaged Software
SPS Commerce vs Alarm.com Holdings
Over the past year SPSC returned +0.9% and ALRM returned +31.8%; their daily moves had a correlation of 0.60.
SPSC +0.9% ALRM +31.8%Growth of $1, one year, split-adjusted
| Metric | SPSC | ALRM |
|---|---|---|
| Price | $82.99 | $64.86 |
| Market cap | $2.94B | $3.18B |
| Today | −3.25% | −2.52% |
| 1 month | −1.4% | +18.2% |
| 6 months | +40.9% | +37.6% |
| Year to date | −6.9% | +27.1% |
| 1 year | −21.1% | +32.1% |
| Revenue growth (YoY) | +4.1% | +9.2% |
| Gross margin | 71.1% | 65.6% |
| Net margin | 15.5% | 8.7% |
| P/E (TTM) | 35.4× | 27.0× |
| Price / sales | 3.8× | 3.0× |
| Net cash | $183.5M | -$11.7M |
| Dividend yield | — | — |
| Volatility (60d) | 35.0% | 23.0% |
| Short % of float | 8.0% | 6.7% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).