Both in Packaged Software

Vertex vs SPS Commerce

Over the past year VERX returned −33.1% and SPSC returned +0.9%; their daily moves had a correlation of 0.68.

VERX −33.1% SPSC +0.9%Growth of $1, one year, split-adjusted
MetricVERXSPSC
Price$15.32$82.99
Market cap$2.49B$2.94B
Today+3.10%−3.25%
1 month+24.6%−1.4%
6 months+16.1%+40.9%
Year to date−23.3%−6.9%
1 year−34.1%−21.1%
Revenue growth (YoY)+10.5%+4.1%
Gross margin64.4%71.1%
Net margin2.3%15.5%
P/E (TTM)420.0×35.4×
Price / sales3.2×3.8×
Net cash-$108.2M$183.5M
Dividend yield——
Volatility (60d)46.5%35.0%
Short % of float7.4%8.0%
Next earnings——

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