Both in Packaged Software

SPS Commerce vs Fastly

Over the past year SPSC returned −17.5% and FSLY returned +193.0%; their daily moves had a correlation of 0.02.

SPSC −17.5% FSLY +193.0%Growth of $1, one year, split-adjusted
MetricSPSCFSLY
Price$92.63$24.41
Market cap$3.33B$3.89B
Today+0.75%+8.73%
1 month+12.0%−8.5%
6 months+69.5%+2.7%
Year to date+3.9%+139.8%
1 year−16.8%+203.2%
Revenue growth (YoY)+5.6%+23.3%
Gross margin70.2%63.3%
Net margin3.5%−8.5%
P/E (TTM)42.8×—
Price / sales4.3×5.7×
Net cash$173.2M$13.5M
Dividend yield——
Volatility (60d)39.4%105.3%
Short % of float8.0%14.0%
Next earnings——

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