Both in Packaged Software

SPS Commerce vs Asana

Over the past year SPSC returned +0.9% and ASAN returned −20.1%; their daily moves had a correlation of 0.64.

SPSC +0.9% ASAN −20.1%Growth of $1, one year, split-adjusted
MetricSPSCASAN
Price$82.99$11.23
Market cap$2.94B$2.57B
Today−3.25%−0.27%
1 month−1.4%+25.8%
6 months+40.9%+60.7%
Year to date−6.9%−18.1%
1 year−21.1%−18.2%
Revenue growth (YoY)+4.1%+9.9%
Gross margin71.1%86.0%
Net margin15.5%−18.1%
P/E (TTM)35.4×—
Price / sales3.8×3.1×
Net cash$183.5M$339.9M
Dividend yield——
Volatility (60d)35.0%68.7%
Short % of float8.0%20.7%
Next earnings——

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