SPSC logo

SPS COMMERCE INC

SPSCNASDAQ
πŸ† #1717 by market capEarnings Oct 22US Equity
$83.34β–² $1.20 (+1.44%)
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24hβ–² 1.4%
7dβ–² 2.4%
14dβ–² 3.5%
30dβ–Ό 2.3%
ytdβ–Ό 6.4%
1yβ–Ό 20.0%
🏦Market Cap
$3.00B
Small Cap
πŸ“ˆRevenue Growth (YoY)
+17.8%
Healthy
πŸ“ŠGross Margin
69.8%
High
πŸ’΅FCF Margin
25.7%
Strong
βš–οΈP/S Ratio
3.8x
Fair
Otter Score
80
Good

Trading Snapshot

Day Range
$82.10 – $84.85
52-Week Range
$49.04 – $114.87
Volume
$3.45B
Avg Volume
$4.42B
Shares Outstanding
36.0M
Next Earnings
Nov 21, 2026

Fundamentals Snapshot

Annual Revenue
$752M
Last Q Revenue
$198M
P/E Ratio
38.9
P/S Ratio
3.8x
EPS (TTM)
$2.11
Dividend Yield
0.00%
Dilution (1yr)
βˆ’0.2%

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.

SPSC logo

SPS COMMERCE INC

SPSC
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$752Mβ–² +17.8% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
69.2%β–² +3.3% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
$118Mβ–² +33.1% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
$152Mβ–² +10.9% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
37.8Mβ–Ό βˆ’0.2% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$144Mβ–Ό βˆ’$84M YoY
StockOtter Β· stockotter.space

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

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Good
80/100

Analyst Ratings

β“˜
Consensus
Buy
19 analysts
Strong Buy3
Buy5
Hold10
Sell1
Strong Sell0
Ratings as of Sep 2026

Latest News & Updates

BarronsΒ·6d ago

This Company's Software Manages Supply Chains for Retailers. Its Stock Can Surge 30%.

SPS Commerce has recovered almost all SaaSpocalypse losses and is poised to rally further from here.

Business WireΒ·15d ago

SPS Commerce Brings Network Intelligence to AI, Enabling Supply Chain Leaders to Turn Investment into Insight

MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce (NASDAQ: SPSC), the leading intelligent supply chain network, today announced a new wave of product innovation that combines agentic AI with the intelligence of a network traine

Zacks Investment ResearchΒ·16d ago

SPS Commerce (SPSC) Surges 7.1%: Is This an Indication of Further Gains?

SPS Commerce (SPSC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

The Motley FoolΒ·18d ago

Why SPS Commerce Rallied on Friday

Bloomberg reported that SPS was in advanced talks with a large private equity firm. SPS had said it was exploring a sale back in June.

Seeking AlphaΒ·20d ago

SPS Commerce, Inc. (SPSC) Presents at Citi's 2026 Global TMT Conference Transcript

SPS Commerce, Inc. (SPSC) Presents at Citi's 2026 Global TMT Conference Transcript

GlobeNewsWireΒ·27d ago

SPS Commerce to Present at Citi's 2026 Global TMT Conference

MINNEAPOLIS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Β SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at Citi's 2026 Global TMT Conference on Wedne