Business Description
SPS Commerce Inc
NAICS : 513210
SIC : 7372
ISIN : US78463M1071
Total Employee Number:
2,948Description
SPS Commerce Inc is a provider of cloud-based supply chain management services for retailers, grocers, distributors, suppliers, and logistics firms to increase supply chain performance, optimize inventory levels and sell-through, reduce operational costs, improve order visibility, and satisfy consumer demands for a seamless omnichannel experience. Its solutions are delivered through the SPS Commerce platform and provide integrations and retail performance analytics to its customers. The company has one operating segment Supply Chain Management Solutions, that derives revenues from customers by providing access to cloud-based supply chain management services, primarily under subscription-based service arrangements.
Financial Strength
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 27.46 | |||||
Equity-to-Asset | 0.83 | |||||
Debt-to-Equity | 0.01 | |||||
Debt-to-EBITDA | 0.03 | |||||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 7/9 | |||||
Altman Z-Score | 11.57 | |||||
Beneish M-Score | -3.12 | |||||
WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 17.5 | |||||
3-Year EBITDA Growth Rate | 20 | |||||
3-Year EPS without NRI Growth Rate | 22 | |||||
3-Year FCF Growth Rate | 22.7 | |||||
3-Year Book Growth Rate | 20.5 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 11.86 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 6.24 |
Momentum Rank
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 81.15 | |||||
9-Day RSI | 75.18 | |||||
14-Day RSI | 72.27 | |||||
3-1 Month Momentum % | 27.98 | |||||
6-1 Month Momentum % | 21.21 | |||||
12-1 Month Momentum % | -38.25 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 2.26 | |||||
Quick Ratio | 2.26 | |||||
Cash Ratio | 1.18 | |||||
Days Sales Outstanding | 31.37 | |||||
Days Payable | 19.43 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Average Share Buyback Ratio | -1.2 | |||||
Shareholder Yield % | 5.16 |
Profitability Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 69.82 | |||||
Operating Margin % | 15.83 | |||||
Net Margin % | 10.1 | |||||
EBITDA Margin % | 23.72 | |||||
FCF Margin % | 25.72 | |||||
OCF Margin % | 29.53 | |||||
ROE % | 8.15 | |||||
ROA % | 6.8 | |||||
ROIC % | 9.32 | |||||
3-Year ROIIC % | 6.21 | |||||
ROC (Joel Greenblatt) % | 170.38 | |||||
ROCE % | 12.3 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 6 | |||||
Tariff Resilience Score | 10 |
GF Value Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 41.02 | |||||
Forward PE Ratio | 17.32 | |||||
PE Ratio without NRI | 21.48 | |||||
Shiller PE Ratio | 59.25 | |||||
Price-to-Owner-Earnings | 27.11 | |||||
PEG Ratio | 1.15 | |||||
PS Ratio | 4.11 | |||||
PB Ratio | 3.28 | |||||
Price-to-Tangible-Book | 13.57 | |||||
Price-to-Free-Cash-Flow | 15.98 | |||||
Price-to-Operating-Cash-Flow | 13.92 | |||||
EV-to-EBIT | 23.63 | |||||
EV-to-EBITDA | 15.78 | |||||
EV-to-Revenue | 3.74 | |||||
EV-to-Forward-Revenue | 9.69 | |||||
EV-to-FCF | 14.55 | |||||
Price-to-GF-Value | 0.47 | |||||
Price-to-Projected-FCF | 1.23 | |||||
Price-to-DCF (Earnings Based) | 0.69 | |||||
Price-to-DCF (FCF Based) | 0.51 | |||||
Price-to-Median-PS-Value | 0.52 | |||||
Price-to-Peter-Lynch-Fair-Value | 1.13 | |||||
Price-to-Graham-Number | 3.6 | |||||
| Price-to-Net-Current-Asset-Value | 21.44 | |||||
Earnings Yield (Greenblatt) % | 4.23 | |||||
FCF Yield % | 6.5 | |||||
Forward Rate of Return (Yacktman) % | 23.06 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Annualized Return % Â
Total Annual Return % Â
SPS Commerce Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 772.492 | ||
| EPS (TTM) ($) | 2.07 | ||
| Beta | 0.6953 | ||
| 3-Year Sharpe Ratio | -0.59 | ||
| 3-Year Sortino Ratio | -0.71 | ||
| Volatility % | 53.6 | ||
| 14-Day RSI | 72.27 | ||
| 14-Day ATR ($) | 3.034605 | ||
| 20-Day SMA ($) | 77.952 | ||
| 12-1 Month Momentum % | -38.25 | ||
| 52-Week Range ($) | 49.04 - 114.87 | ||
| Shares Outstanding (Mil) | 36 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
SPS Commerce Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
SPS Commerce Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Annual report for 2026 | 2027-02-19 | In 174 days | ||
| Fourth quarter earnings conference call for 2026 | 2027-02-12 16:30 | In 168 days | ||
| Fourth quarter earnings results for 2026 | 2027-02-12 | In 167 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-30 16:30 | In 63 days | ||
| Third quarter earnings results for 2026 | 2026-10-30 | In 62 days | ||
| Second quarter earnings conference call for 2026 | 2026-07-30 16:30 | 69.40 (+0.96%) | ||
| Second quarter earnings results for 2026 | 2026-07-30 | 69.40 (+0.96%) | ||
| William Blair 46th Annual Growth Stock Conference | 2026-06-02 08:40 | 59.64 (+1.97%) | ||
| General meeting for 2026 | 2026-05-28 08:00 | 53.02 (-0.09%) | ||
| First quarter earnings conference call for 2026 | 2026-04-30 15:30 | 55.18 (+0.33%) |
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SPS Commerce Inc Frequently Asked Questions
What is SPS Commerce Inc(SPSC)'s stock price today?
The current price of SPSC is $84.92. The 52 week high of SPSC is $114.87 and 52 week low is $49.04.
When is next earnings date of SPS Commerce Inc(SPSC)?
The next earnings date of SPS Commerce Inc(SPSC) is 2026-10-30 Est..
Does SPS Commerce Inc(SPSC) pay dividends? If so, how much?
SPS Commerce Inc(SPSC) does not pay dividend.
Guru Commentaries on NAS:SPSC
Conestoga Micro Cap Composite
Neutral
2025 Q3
What the manager wrote
SPS Commerce, Inc. (SPSC) provides cloud EDI and supply-chain connectivity for retailers and brands. While second quarter results exceeded expectations, management issued medium-term guidance of 'at least' high-single digit revenue growth and margin expansion annually. The growth rate caught some investors off-guard, while the margin expansion was positive. Management has since hosted an investor day that better highlighted the durability of growth and a larger addressable market, but investors are awaiting execution and comfort with the pace of revenue growth.
2025 Q3
What the manager wrote
SPS Commerce, Inc. provides cloud-based tools that help retailers, suppliers, and logistics partners share product information, manage orders and inventory, and track sales across channels. During the quarter, the company delivered strong fiscal second-quarter results and raised its full-year outlook. However, shares detracted from performance after management lowered their medium term organic revenue growth rate, citing more cautious customer spending and longer decision cycles amid macroeconomic uncertainty.
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