Both in Packaged Software

TERADATA vs SPS Commerce

Over the past year TDC returned +55.7% and SPSC returned +3.3%; their daily moves had a correlation of 0.21.

TDC +55.7% SPSC +3.3%Growth of $1, one year, split-adjusted
MetricTDCSPSC
Price$33.62$85.25
Market cap$3.13B$3.02B
Today+0.03%+0.20%
1 month+12.4%+6.0%
6 months+11.8%+46.0%
Year to date+10.4%−4.4%
1 year+61.2%+3.7%
Revenue growth (YoY)+0.5%+4.1%
Gross margin59.3%71.1%
Net margin11.2%15.5%
P/E (TTM)6.8×36.4×
Price / sales1.8×3.9×
Net cash$323.0M$183.5M
Dividend yield——
Volatility (60d)31.6%35.0%
Short % of float17.6%8.0%
Next earnings——

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