SPS Commerce, Inc. (NASDAQ: SPSC) is a Technology company in the Software - Application industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 38.81 | EPS (ttm) | 2.07 | Insider Own | 31.72% | Shs Outstand | 36.00M | Perf Week | 4.03% |
| Market Cap | 2.89B | Forward P/E | 15.09 | EPS next Y | 5.33 | Insider Trans | -0.02% | Shs Float | 35.57M | Perf Month | 3.83% |
| Enterprise Value | 2.72B | PEG | 3.44 | EPS next Q | 1.22 | Inst Own | - | Short Float | 9.35% | Perf Quarter | 52.04% |
| Income | 79.00M | P/S | 3.74 | EPS this Y | 136.92% | Inst Trans | - | Short Ratio | 5.11 | Perf Half Y | 33.79% |
| Sales | 773.00M | P/B | 3.08 | EPS next Y | 8.58% | ROA | 6.93% | Short Interest | 3.33M | Perf YTD | -9.86% |
| Book/sh | 26.06 | P/C | 16.72 | EPS next 5Y | 11.29% | ROE | 8.14% | 52W High | 114.87 -30.06% | Perf Year | -25.56% |
| Cash/sh | 4.81 | P/FCF | 14.98 | EPS past 3/5Y | 18.19% 14.32% | ROIC | 9.28% | 52W Low | 49.04 63.83% | Perf 3Y | -55.23% |
| Dividend Est. | - | EV/EBITDA | 14.89 | Sales past 3/5Y | 18.58% 19.16% | Gross Margin | 69.82% | Volatility | 5.65% 3.91% | Perf 5Y | -41.52% |
| Dividend TTM | - | EV/Sales | 3.52 | EPS Y/Y TTM | 1.47% | Oper. Margin | 15.83% | ATR (14) | 3.47 | Perf 10Y | 132.80% |
| Dividend Ex-Date | - | Quick Ratio | 2.26 | Sales Y/Y TTM | 21.16% | Profit Margin | 10.10% | RSI (14) | 52.86 | Recom | 2.52 |
| Dividend Gr. 3/5Y | - | Current Ratio | 2.26 | EPS Q/Q | 27.00% | SMA20 | -1.64% | Beta | 0.61 | Target Price | 69.00 |
| Payout | 0.00% | Debt/Eq | 0.00 | Sales Q/Q | 5.88% | SMA50 | 8.13% | Rel Volume | 0.65 | Prev Close | 80.68 |
| Employees | 2,948 | LT Debt/Eq | 0.00 | Earnings | Oct 29 | SMA200 | 16.80% | Avg Volume | 648.87K | Price | 80.34 |
| IPO Date | Apr 22, 2010 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 16.07% 1.21% | Net Debt/EBITDA | -0.91 | Volume | 421,619 | Change | -0.42% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-19-26 | Reiterated | Needham | Buy | $75 → $100 |
| Jul-31-26 | Reiterated | D.A. Davidson | Neutral | $55 → $65 |
| Jul-31-26 | Reiterated | Stifel Nicolaus | Buy | $60 → $70 |
| Jul-31-26 | Reiterated | Morgan Stanley | Underweight | $57 → $59 |
| Jul-21-26 | Downgrade | Morgan Stanley | Equal Weight → Underweight | $70 → $57 |
| Jul-01-26 | Reiterated | DA Davidson | Neutral | $80 → $55 |
| May-01-26 | Reiterated | Morgan Stanley | Equal Weight | $95 → $70 |
| May-01-26 | Reiterated | Stifel Nicolaus | Buy | $65 → $60 |
| May-01-26 | Reiterated | Needham | Buy | $110 → $75 |
| May-01-26 | Reiterated | Cantor Fitzgerald | Neutral | $70 → $60 |
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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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 773 | 752 | 638 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 233 | 232 | 211 | — | — | — | — | — | — | |
| Gross Profit | 540 | 520 | 427 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 311 | 296 | 252 | — | — | — | — | — | — | |
| Research and Development | 69 | 69 | 63 | — | — | — | — | — | — | |
| Other Operating Expense | 37 | 37 | 23 | — | — | — | — | — | — | |
| Operating Income | 123 | 118 | 89 | — | — | — | — | — | — | |
| Interest Expense | 0 | 0 | 0 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -18 | 6 | 11 | — | — | — | — | — | — | |
| Net Income Before Taxes | 104 | 124 | 99 | — | — | — | — | — | — | |
| Income Taxes | 27 | 30 | 22 | — | — | — | — | — | — | |
| Consolidated Net Income | 79 | 93 | 77 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 79 | 93 | 77 | — | — | — | — | — | — | |
| Net Income | 79 | 93 | 77 | — | — | — | — | — | — | |
| EPS (Recurring) | 2.08 | 2.46 | 2.07 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 2.08 | 2.46 | 2.07 | — | — | — | — | — | — | |
| EPS (Diluted) | 2.07 | 2.46 | 2.04 | — | — | — | — | — | — | |
| EBITDA | 183 | 177 | 142 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 38.81 | 36.23 | 90.19 | — | — | — | — | — | — | |
| Price To Sales Ratio | 3.85 | 4.50 | 10.67 | — | — | — | — | — | — | |
| Gross Margin | 69.86 | 69.15 | 66.93 | — | — | — | — | — | — | |
| Operating Margin | 15.91 | 15.69 | 13.95 | — | — | — | — | — | — | |
| Net Margin | 10.22 | 12.37 | 12.07 | — | — | — | — | — | — | |
| Shares Outstanding | 37 | 38 | 37 | — | — | — | — | — | — | |
| Market Capitalization | 2,973 | 3,387 | 6,808 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Reaume Marty M | Director | May 07 '26 | Option Exercise | 51.80 | 1,000 | 51,800 | 10,158 | May 11 |
| Reaume Marty M | Director | May 07 '26 | Sale | 57.03 | 1,000 | 57,030 | 9,158 | May 11 |
| Reaume Marty M | Director | Apr 07 '26 | Option Exercise | 51.80 | 1,000 | 51,800 | 10,158 | Apr 09 |
| Reaume Marty M | Director | Apr 07 '26 | Sale | 57.90 | 1,000 | 57,900 | 9,158 | Apr 09 |
| Reller Tami | Director | Mar 13 '26 | Option Exercise | 51.80 | 5,732 | 296,918 | 51,172 | Mar 17 |
| Reaume Marty M | Director | Mar 09 '26 | Option Exercise | 51.80 | 1,000 | 51,800 | 10,158 | Mar 11 |
| Reaume Marty M | Director | Mar 09 '26 | Sale | 62.73 | 1,000 | 62,730 | 9,158 | Mar 11 |
| THINGELSTAD JAMIE | EVP, Chief Technology Officer | Feb 24 '26 | Sale | 54.94 | 2,418 | 132,852 | 56,344 | Feb 24 |
| Collins Chadwick | Chief Executive Officer | Feb 20 '26 | Sale | 58.66 | 13,384 | 785,129 | 72,241 | Feb 24 |
| Nelson Kimberly K. | EVP & CFO | Feb 20 '26 | Sale | 58.66 | 6,300 | 369,527 | 145,452 | Feb 24 |
| Reaume Marty M | Director | Feb 09 '26 | Option Exercise | 51.80 | 1,000 | 51,800 | 10,158 | Feb 11 |
| Reaume Marty M | Director | Feb 09 '26 | Sale | 79.92 | 1,000 | 79,920 | 9,158 | Feb 11 |
| Reaume Marty M | Director | Jan 07 '26 | Option Exercise | 51.80 | 1,732 | 89,718 | 10,890 | Jan 09 |
| Reaume Marty M | Director | Jan 07 '26 | Sale | 92.26 | 1,732 | 159,794 | 9,158 | Jan 09 |
| SORAN PHILIP | Director | Nov 18 '25 | Option Exercise | 51.80 | 5,732 | 296,918 | 25,894 | Nov 20 |