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SPS COMMERCE INC

SPSCNASDAQ
πŸ† #1707 by market capEarnings Oct 29US Equity
$74.61β–Ό $0.30 (βˆ’0.40%)
Live
1hβ–Ό 0.1%
24hβ–Ό 0.4%
7dβ–² 2.7%
14dβ–² 7.8%
30dβ–² 17.7%
1yβ–Ό 31.2%
🏦Market Cap
$2.74B
Small Cap
πŸ“ˆRevenue Growth (YoY)
+9.8%
Slowing
πŸ“ŠGross Margin
69.8%
High
πŸ’΅FCF Margin
25.7%
Strong
βš–οΈP/S Ratio
3.5x
Fair
Otter Score
46
Weak

Trading Snapshot

Day Range
$73.50 – $75.97
52-Week Range
$49.04 – $117.37
Volume
$3.45B
Avg Volume
$4.42B
Shares Outstanding
36.7M
Next Earnings
Oct 3, 2026

Fundamentals Snapshot

Annual Revenue
$752M
Last Q Revenue
$198M
P/E Ratio
34.4
P/S Ratio
3.5x
EPS (TTM)
$2.07
Dividend Yield
β€”

Why Investors Own SPSC

  • βœ“High-growth profile β€” revenue up +28.8% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 32% gross margin and 10% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$752Mβ–² +29.3% YoY
Gross Margin (TTM)
32.2%β–² +3.1% YoY
Operating Income (TTM)
$88Mβ–² +29.3% YoY
Free Cash Flow (TTM)
$72Mβ–² +29.3% YoY

About SPS COMMERCE INC

SPS Commerce, Inc. delivers comprehensive, cloud-based solutions for supply chain management across the globe. The company's central offering is its "SPS Commerce" platform, an advanced system that enhances operations for retailers, suppliers, grocers, distributors, and logistics firms. This platform allows these businesses to streamline the management and fulfillment of omnichannel orders, boost sell-through efficiency, and automate the creation of new trading partnerships. Key components include the Fulfillment solution, which automates order processing and can either replace or augment a client's existing staff and electronic communication systems. It simplifies adherence to retailer-specific rules, facilitates seamless digital data exchange with numerous trading partners using various protocols, and provides greater transparency into an order's journey. Additionally, the Analytics solution features data analysis applications that empower clients with deeper insights throughout their supply chains. SPS Commerce also offers complementary products like an assortment tool for accurate order management and rapid fulfillment, and a community product designed to expedite vendor onboarding and ensure trading partner compliance with evolving supply chain demands. The company, initially incorporated in 1987 as St. Paul Software, Inc., adopted its current name, SPS Commerce, Inc., in May 2001. It is headquartered in Minneapolis, Minnesota.

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Otter Score Breakdown

β“˜
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
Overall Score
Weak
46/100

Analyst Price Target

β“˜
Average Target
$84.75
β–² +13.6% Upside
High Target$99.69
Low Target$78.03
Based on 9 analysts

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