Technology
SPS Commerce, Inc.(SPSC)
Live Price
Offline$54.92
-1.36% today
1Y Change
-60.41%
Window
Jun 20, 2025 โ Jun 17, 2026
- Market Cap
- $2.20B
- Revenue Growth
- +17.8%
- EPS Growth
- +18.8%
- Dividend Yield
- 0.0%
Coverage: 249 bars ยท Jun 20, 2025 โ Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
SPS Commerce, Inc. (SPSC) is a Technology stock with a market cap of $2.20B and listed on NASDAQ. The stock last traded around $54.92 and down 60.4% across the available one-year price window (Jun 20, 2025 โ Jun 17, 2026). Baseline metrics include revenue growth of +17.8%, EPS growth of +18.8%, a dividend yield of 0.0%. What stands out right now is revenue +17.8%, EPS +18.8%, free cash flow +10.9% with operating margin 15.3% and ROIC 8.7%. Valuation is more restrained than many high-expectation growth names at P/E 24.2 and price/sales 2.9. Stock Foundry combines SPSC price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+17.8% vs +11.9% peer median
Operating Margin
Below sector median
+15.3% vs +22.0% peer median
P/E
Above sector median
24.2 vs 18.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
2026 was reported on Apr 30, 2026 with an EPS surprise of +7.8% and a revenue surprise of -0.2%.
The operating story is still moving forward
Revenue is running at +17.8% and EPS at +18.8%, with operating margin around 15.3%.
The next real check-in already has a date
The next earnings event is scheduled for Jul 29, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 2 reported quarters, the stock averaged -4.3% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 30, 2026 | +7.8% | +5.0% | +1.9% | +1.1% |
2026 Feb 12, 2026 | +14.0% | -4.4% | -10.5% | -6.5% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SPSC
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
SPSC Max Drawdown
-64.98%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SPSC and SPY.
Company Overview
SPS Commerce, Inc.
NASDAQ Global Select
SPS Commerce, Inc. provides cloud-based supply chain management solutions worldwide. It offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, suppliers, grocers, distributors, and logistics firms manage and fulfill omnichannel orders, optimize sell-through performance, and automate new trading relationships. The company also provides Fulfillment solution that provides fulfillment automation and replaces or augments an organization's existing staff and trading partner electronic communication infrastructure by enabling easy compliance with retailers' rulebooks, automatic, and digital exchange of information among numerous trading partners through various protocols, and greater visibility into the journey of an order; and Analytics solution, which consists of data analytics applications that enables customers to enhance their visibility across supply chains through greater analytics capabilities. In addition, it offers various complimentary products, such as assortment product, which enables accurate order management and rapid fulfillment; and community product that accelerates vendor onboarding and ensures trading partner adoption of new supply chain requirements. The company was formerly known as St. Paul Software, Inc. and changed its name to SPS Commerce, Inc. in May 2001. SPS Commerce, Inc. was incorporated in 1987 and is headquartered in Minneapolis, Minnesota.
- Leadership
- Chadwick Collins
- IPO Date
- Apr 22, 2010
- Employees
- 2.8k
- Street Address
- 333 South Seventh Street
- Mailing
- Minneapolis, MN, 55402
- Region
- Minneapolis, MN, US
- Reporting Currency
- USD
- Investor Line
- 612 435 9400
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 24.2
- EV/EBITDA
- 11.5
- Price/Sales
- 2.9
- Price/Book
- 2.3
Growth
- Revenue
- +17.8%
- EPS
- +18.8%
- Free Cash Flow
- +10.9%
Profitability
- Gross Margin
- 68.0%
- Operating Margin
- 15.3%
- Net Margin
- 11.9%
- ROE
- 9.5%
- ROIC
- 8.7%
Balance Sheet
- Debt/Equity
- 0.01
- Current Ratio
- 2.12
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.