Both in Packaged Software
SPS Commerce vs Via Transportation
Over the past year SPSC returned +4.5% and VIA returned −30.6%; their daily moves had a correlation of 0.47.
SPSC +4.5% VIA −30.6%Growth of $1, one year, split-adjusted
| Metric | SPSC | VIA |
|---|---|---|
| Price | $86.22 | $37.43 |
| Market cap | $3.06B | $3.05B |
| Today | +3.89% | +2.58% |
| 1 month | +4.7% | +27.6% |
| 6 months | +47.3% | +122.3% |
| Year to date | −3.3% | +29.0% |
| 1 year | −17.0% | −29.7% |
| Revenue growth (YoY) | +4.1% | — |
| Gross margin | 71.1% | 41.0% |
| Net margin | 15.5% | −14.4% |
| P/E (TTM) | 36.8× | — |
| Price / sales | 3.9× | 6.2× |
| Net cash | $183.5M | $320.6M |
| Dividend yield | — | — |
| Volatility (60d) | 35.6% | 44.3% |
| Short % of float | 8.0% | 14.3% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).