Both in Packaged Software
Via Transportation vs SPS Commerce
Over the past year VIA returned −32.3% and SPSC returned +0.6%; their daily moves had a correlation of 0.47.
VIA −32.3% SPSC +0.6%Growth of $1, one year, split-adjusted
| Metric | VIA | SPSC |
|---|---|---|
| Price | $36.49 | $82.99 |
| Market cap | $2.97B | $2.94B |
| Today | +1.33% | −3.25% |
| 1 month | +20.7% | −1.4% |
| 6 months | +124.7% | +40.9% |
| Year to date | +25.8% | −6.9% |
| 1 year | −31.2% | −21.1% |
| Revenue growth (YoY) | — | +4.1% |
| Gross margin | 41.0% | 71.1% |
| Net margin | −14.4% | 15.5% |
| P/E (TTM) | — | 35.4× |
| Price / sales | 6.0× | 3.8× |
| Net cash | $320.6M | $183.5M |
| Dividend yield | — | — |
| Volatility (60d) | 44.4% | 35.0% |
| Short % of float | 14.3% | 8.0% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).