SPSC - SPS Commerce Inc Stock Price, Fair Value and News

196.59USD+3.99 (+2.07%)Delayed as of 14 May 2024, 10:52 am ET

Market Summary

USD196.59+3.99

Delayedas of 14 May 2024, 10:52 am

2.07%

SPSC Stock Price

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SPSC RSI Chart

SPSC Valuation

Market Cap

7.1B

Price/Earnings (Trailing)

104.07

Price/Sales (Trailing)

12.72

EV/EBITDA

65.82

Price/Free Cashflow

56.29

SPSC Price/Sales (Trailing)

SPSC Profitability

Operating Margin

66.00%

EBT Margin

15.36%

Return on Equity

10.04%

Return on Assets

8.16%

Free Cashflow Yield

1.78%

SPSC Fundamentals

SPSC Revenue

Revenue (TTM)

560.6M

Rev. Growth (Yr)

18.84%

Rev. Growth (Qtr)

3.18%

SPSC Earnings

Earnings (TTM)

68.5M

Earnings Growth (Yr)

17.75%

Earnings Growth (Qtr)

-5.3%

Breaking Down SPSC Revenue

52 Week Range

151.64197.30

(Low)(High)

Last 7 days

2.0%

Last 30 days

13.7%

Last 90 days

-0.2%

Trailing 12 Months

23.8%

How does SPSC drawdown profile look like?

SPSC Financial Health

Current Ratio

3.13

SPSC Investor Care

Shares Dilution (1Y)

1.37%

Diluted EPS (TTM)

1.83

Historical Charts for Stock Metrics

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Net sales

Year	Q1	Q2	Q3	Q4
2024	560.6M	0	0	0
2023	471.6M	492.8M	514.0M	536.9M
2022	400.4M	415.0M	431.6M	450.9M
2021	328.5M	347.5M	365.8M	385.3M
2020	286.4M	293.4M	302.1M	312.6M
2019	256.1M	263.5M	271.6M	279.1M
2018	227.3M	234.3M	241.1M	248.2M
2017	199.6M	206.3M	213.1M	220.1M
2016	167.1M	175.7M	184.6M	193.3M
2015	136.0M	143.7M	151.6M	158.5M
2014	109.6M	115.0M	120.5M	127.9M
2013	84.3M	92.2M	98.9M	104.4M
2012	61.9M	65.7M	70.5M	77.1M
2011	47.0M	50.0M	54.0M	58.0M
2010	0	40.0M	42.3M	44.6M
2009	0	0	0	37.7M

Get all data in R, Python etc through our Historical Stock Data APIs

Tracking the Latest Insider Buys and Sells of SPS Commerce Inc

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Feb 28, 2024	frome james j.	sold	-1,273,860	185	-6,879	president and coo
Feb 22, 2024	black archie c.	sold	-2,725,540	183	-14,855	-
Feb 22, 2024	nelson kimberly k.	sold	-101,429	184	-551	evp & cfo
Feb 22, 2024	frome james j.	sold	-531,806	183	-2,901	president and coo
Feb 21, 2024	black archie c.	sold	-1,583,750	181	-8,723	-
Feb 20, 2024	frome james j.	sold	-529,589	187	-2,825	president and coo
Feb 20, 2024	nelson kimberly k.	sold	-974,136	187	-5,197	evp & cfo
Feb 15, 2024	black archie c.	sold	-	-	-20,338	-
Feb 15, 2024	collins chadwick	acquired	-	-	21,450	chief executive officer
Feb 15, 2024	frome james j.	acquired	-	-	25,423	president and coo

Which funds bought or sold SPSC recently?

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Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
May 10, 2024	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	unchanged	-	-98,000	2,034,000	0.33%
May 10, 2024	Campbell & CO Investment Adviser LLC	added	388	1,204,070	1,532,820	0.13%
May 10, 2024	Pacer Advisors, Inc.	added	36.5	11,710	50,478	-%
May 10, 2024	VisionPoint Advisory Group, LLC	added	71.05	4,653	12,019	-%
May 10, 2024	Edgestream Partners, L.P.	added	47.14	378,664	1,317,040	0.07%
May 10, 2024	Vontobel Holding Ltd.	reduced	-5.17	-161,436	1,530,790	0.01%
May 10, 2024	Covestor Ltd	reduced	-68.39	-126,000	54,000	0.03%
May 10, 2024	WELLS FARGO & COMPANY/MN	reduced	-6.24	-2,317,900	19,615,500	-%
May 10, 2024	CITIGROUP INC	added	23.18	1,040,760	6,987,000	-%
May 10, 2024	TD Waterhouse Canada Inc.	sold off	-100	-162,679	-	-%

Are Funds Buying or Selling SPSC?

Are funds buying SPSC calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own SPSC

No. of Funds

Unveiling SPS Commerce Inc's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 13, 2024	vanguard group inc	11.69%	4,288,681	SC 13G/A
Feb 12, 2024	neuberger berman group llc	4.90%	1,799,191	SC 13G/A
Jan 22, 2024	blackrock inc.	15.8%	5,795,765	SC 13G/A
Feb 10, 2023	neuberger berman group llc	5.58%	2,009,711	SC 13G/A
Feb 09, 2023	vanguard group inc	11.31%	4,075,393	SC 13G/A
Jan 23, 2023	blackrock inc.	16.2%	5,829,180	SC 13G/A
Feb 11, 2022	neuberger berman group llc	5.89%	2,117,798	SC 13G
Jan 28, 2022	blackrock inc.	15.9%	5,712,611	SC 13G/A
Jan 10, 2022	conestoga capital advisors, llc	5.25%	1,886,914	SC 13G/A
Feb 10, 2021	vanguard group inc	10.99%	3,881,023	SC 13G/A

Recent SEC filings of SPS Commerce Inc

View All Filings

Date Filed	Form Type	Document
Apr 25, 2024	10-Q	Quarterly Report
Apr 25, 2024	8-K	Current Report
Apr 11, 2024	UPLOAD	UPLOAD
Apr 09, 2024	CORRESP	CORRESP
Apr 04, 2024	ARS	ARS
Apr 04, 2024	DEF 14A	DEF 14A
Apr 04, 2024	DEFA14A	DEFA14A
Mar 26, 2024	UPLOAD	UPLOAD
Mar 19, 2024	PRE 14A	PRE 14A
Mar 14, 2024	CORRESP	CORRESP

Peers (Alternatives to SPS Commerce Inc)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
MSFT	3.1T	236.6B	-1.93%	33.91%	35.68	13	13.97%	24.86%
ADBE	216.4B	19.9B	1.90%	44.02%	45.08	10.86	10.76%	1.35%
CRWD	76.2B	3.1B	3.33%	145.20%	853.09	24.94	36.33%	148.75%
SQ	43.0B	22.9B	-9.36%	25.59%	86.34	1.88	23.28%	240.37%
AKAM	14.4B	3.9B	-8.84%	10.55%	22.95	3.7	7.01%	28.42%
FFIV	10.0B	2.8B	-8.80%	24.55%	20.16	3.61	0.20%	52.82%
MID-CAP
ALTR	7.1B	619.6M	4.15%	26.49%	736.82	11.39	7.11%	116.83%
HCP	6.4B	583.1M	34.01%	5.52%	-33.45	10.94	22.54%	30.49%
ACIW	3.8B	1.5B	14.06%	45.07%	26.32	2.6	6.51%	54.77%
APPN	2.4B	560.0M	-13.34%	-5.98%	-22.69	4.36	14.52%	34.67%
SMALL-CAP
CSGS	1.3B	1.2B	-10.13%	-13.00%	19.99	1.1	3.70%	18.24%
ATEN	1.2B	254.7M	19.85%	12.87%	25.57	4.59	-7.51%	2.74%
BAND	583.1M	634.3M	26.87%	96.78%	-19.98	0.92	9.43%	-197.31%
DTSS	21.9M	23.3M	-13.74%	-57.95%	-1.91	0.94	336.57%	-92.79%
BLIN	13.0M	15.6M	-3.10%	28.87%	-1.31	0.84	-6.37%	-5256.07%

SPS Commerce Inc News

Latest updates

SPS Commerce Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Revenue	3.2%	150	145	136	130	126	122	114	109	105	103	98.00	95.00	90.00	83.00	80.00	76.00	74.00	73.00	71.00	69.00	67.00
Cost Of Revenue	5.0%	51.00	49.00	46.00	45.00	43.00	42.00	39.00	38.00	35.00	36.00	34.00	32.00	30.00	27.00	25.00	24.00	24.00	24.00	23.00	24.00	21.00
Gross Profit	2.3%	98.00	96.00	90.00	86.00	83.00	80.00	76.00	72.00	70.00	67.00	64.00	63.00	60.00	56.00	55.00	51.00	51.00	49.00	48.00	45.00	46.00
Operating Expenses	13.2%	83.00	73.00	70.00	69.00	66.00	61.00	56.00	56.00	53.00	52.00	50.00	49.00	47.00	43.00	41.00	40.00	39.00	38.00	37.00	35.00	38.00
S&GA Expenses	9.7%	36.00	33.00	30.00	30.00	29.00	27.00	25.00	25.00	25.00	23.00	22.00	22.00	21.00	20.00	19.00	19.00	18.00	18.00	17.00	18.00	18.00
R&D Expenses	12.6%	16.00	14.00	14.00	13.00	13.00	12.00	11.00	11.00	11.00	11.00	11.00	9.00	9.00	8.00	8.00	7.00	8.00	8.00	8.00	7.00	6.00
EBITDA Margin	-3.7%	0.19*	0.19*	0.19*	0.19*	0.19*	0.20*	0.19*	0.18*	0.19*	0.18*	0.19*	0.20*	-	-	-	-	-	-	-	-	-
Interest Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	0.00	0.00	0.00	1.00	1.00	1.00	1.00	1.00
Income Taxes	-92.7%	1.00	7.00	5.00	4.00	3.00	5.00	3.00	4.00	4.00	2.00	1.00	3.00	2.00	1.00	3.00	1.00	1.00	3.00	3.00	2.00	1.00
Earnings Before Taxes	-29.6%	19.00	26.00	22.00	19.00	18.00	21.00	19.00	15.00	17.00	15.00	13.00	13.00	12.00	15.00	14.00	13.00	11.00	12.00	12.00	11.00	8.00
EBT Margin	-3.6%	0.15*	0.16*	0.16*	0.16*	0.15*	0.16*	0.15*	0.14*	0.15*	0.14*	0.15*	0.16*	-	-	-	-	-	-	-	-	-
Net Income	-5.3%	18.00	19.00	17.00	15.00	15.00	16.00	16.00	11.00	13.00	13.00	11.00	10.00	10.00	13.00	11.00	11.00	10.00	9.00	9.00	9.00	7.00
Net Income Margin	-0.3%	0.12*	0.12*	0.12*	0.13*	0.12*	0.12*	0.12*	0.11*	0.12*	0.12*	0.12*	0.13*	-	-	-	-	-	-	-	-	-
Free Cashflow	7.2%	31.00	28.00	38.00	30.00	16.00	18.00	34.00	29.00	-0.01	27.00	20.00	28.00	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Assets	1.9%	840	824	787	736	697	673	637	623	613	616	591	572	550	526	488	462	440	447	427	419	407
Current Assets	4.7%	420	401	360	385	346	323	339	366	351	352	343	323	297	271	337	304	290	292	274	273	257
Cash Equivalents	7.1%	235	219	179	209	182	163	186	213	203	208	196	184	169	150	209	175	184	179	150	147	144
Net PPE	-3.0%	35.00	36.00	36.00	35.00	35.00	35.00	33.00	32.00	32.00	32.00	31.00	29.00	27.00	26.00	25.00	26.00	24.00	24.00	21.00	21.00	21.00
Goodwill	-0.1%	249	249	50.00	203	199	197	-1.33	143	144	144	135	135	135	135	77.00	76.00	74.00	77.00	76.00	70.00	70.00
Liabilities	0.3%	157	156	161	135	131	136	129	126	122	132	121	118	109	106	93.00	88.00	85.00	93.00	82.00	80.00	76.00
Current Liabilities	2.7%	134	131	133	112	107	111	105	101	94.00	103	95.00	91.00	83.00	80.00	70.00	67.00	62.00	68.00	61.00	58.00	53.00
Shareholder's Equity	2.3%	683	667	627	601	566	537	508	497	492	484	471	455	441	421	395	373	355	355	345	338	331
Retained Earnings	6.9%	277	259	240	223	209	193	177	161	151	138	125	114	104	93.00	80.00	69.00	57.00	49.00	40.00	31.00	22.00
Additional Paid-In Capital	3.9%	558	537	520	508	490	476	463	454	442	433	423	413	403	393	383	374	362	354	349	344	340
Accumulated Depreciation	5.0%	89.00	85.00	-	-	-	-	-	-	-	-	71.00	67.00	63.00	59.00	59.00	55.00	53.00	51.00	49.00	46.00	44.00
Shares Outstanding	0.6%	37.00	37.00	37.00	37.00	36.00	36.00	36.00	36.00	36.00	36.00	36.00	36.00	-	-	-	-	-	-	-	-	-
Float	-	-	-	-	7,000	-	-	-	4,100	-	-	-	3,600	-	-	-	2,600	-	-	-	1,800	-

Cashflow (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Cashflow (Quarterly)																					(In Thousands)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Cashflow From Operations	3.9%	34,064	32,786	43,842	34,039	21,631	23,569	39,698	32,438	4,347	31,325	26,910	33,053	21,605	23,033	28,734	22,128	14,667	20,834	21,298	19,461	10,201
Share Based Compensation	112.7%	20,018	9,411	11,436	12,881	11,780	7,763	7,960	8,661	9,015	6,301	6,849	7,499	6,925	4,690	4,893	5,009	4,344	3,374	3,147	2,875	5,294
Cashflow From Investing	-465.4%	-2,945	806	-75,100	-13,758	-4,590	-52,197	-55,299	-10,962	5,668	-14,616	-14,315	-12,970	-4,802	-88,494	515	-31,940	-550	12,316	-14,455	-12,053	-121
Cashflow From Financing	-349.6%	-14,889	5,965	1,050	6,530	2,425	5,024	-10,472	-11,608	-14,575	-5,001	-1,084	-5,019	2,743	6,178	4,812	256	-8,918	-3,604	-4,022	-4,022	-494
Buy Backs	-	16,540	-	-	-	-	515	12,477	14,997	15,226	9,769	4,211	-	-	-	-	6,950	12,000	5,652	6,000	6,000	2,966

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SPSC Income Statement

2024-03-31

Condensed Consolidated Statements of Comprehensive Income - USD ($) shares in Thousands, $ in Thousands	3 Months Ended
	Mar. 31, 2024	Mar. 31, 2023
Income Statement [Abstract]
Revenues	$ 149,576	$ 125,868
Cost of revenues	51,487	42,964
Gross profit	98,089	82,904
Operating expenses
Sales and marketing	36,432	29,083
Research and development	16,009	12,563
General and administrative	25,907	20,677
Amortization of intangible assets	4,338	3,851
Total operating expenses	82,686	66,174
Income from operations	15,403	16,730
Other income, net	3,132	1,276
Income before income taxes	18,535	18,006
Income tax expense	532	2,717
Net income	18,003	15,289
Other comprehensive income (expense)
Foreign currency translation adjustments	(3,317)	(95)
Unrealized gain on investments, net of tax of $171 and $133, respectively	513	399
Reclassification of gain on investments into earnings, net of tax of $(215) and $(125), respectively	(646)	(376)
Total other comprehensive income (expense)	(3,450)	(72)
Comprehensive income	$ 14,553	$ 15,217
Net income per share
Basic (in dollars per share)	$ 0.49	$ 0.42
Diluted (in dollars per share)	$ 0.48	$ 0.41
Weighted average common shares used to compute net income per share
Basic (in shares)	37,049	36,427
Diluted (in shares)	37,686	37,155

SPSC Balance Sheet

2024-03-31

Condensed Consolidated Balance Sheets - USD ($) $ in Thousands	Mar. 31, 2024	Dec. 31, 2023
Current assets
Cash and cash equivalents	$ 234,637	$ 219,081
Short-term investments	56,174	56,359
Accounts receivable	55,724	50,160
Allowance for credit losses	(3,589)	(3,320)
Accounts receivable, net	52,135	46,840
Deferred costs	63,647	62,403
Other assets	13,695	16,758
Total current assets	420,288	401,441
Property and equipment, net	34,971	36,043
Operating lease right-of-use assets	7,285	7,862
Goodwill	248,813	249,176
Intangible assets, net	99,289	107,344
Other assets
Deferred costs, non-current	20,601	20,347
Deferred income tax assets	7,483	505
Other assets, non-current	1,117	1,126
Total assets	839,847	823,844
Current liabilities
Accounts payable	12,303	7,420
Accrued compensation	32,990	41,588
Accrued expenses	10,744	8,014
Deferred revenue	73,701	69,187
Operating lease liabilities	4,478	4,460
Total current liabilities	134,216	130,669
Other liabilities
Deferred revenue, non-current	6,473	6,930
Operating lease liabilities, non-current	8,425	9,569
Deferred income tax liabilities	7,536	8,972
Other liabilities, non-current	232	229
Total liabilities	156,882	156,369
Commitments and contingencies
Stockholders' equity
Preferred stock, $0.001 par value; 5,000,000 shares authorized; 0 shares issued and outstanding	0	0
Common stock, $0.001 par value; $110,000,000 shares authorized; $39,309,579 and $38,971,146 shares issued; and $37,049,001 and $36,820,048 shares outstanding, respectively	39	39
Treasury stock, at cost; $2,260,578 and $2,151,098 shares, respectively	(148,892)	(128,892)
Additional paid-in capital	557,998	537,061
Retained earnings	277,048	259,045
Accumulated other comprehensive gain (loss)	(3,228)	222
Total stockholders’ equity	682,965	667,475
Total liabilities and stockholders’ equity	$ 839,847	$ 823,844

About SPS Commerce Inc

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, an electronic data interchange solution that scales as a business grows, where companies use a single system to manage orders and logistics from various sales channels, including wholesale, eCommerce, and marketplaces; and Analytics product that enables organizations to enhance visibility into how products are selling through a single connection across various sales channels, including wholesale, eCommerce, and marketplaces, as well as enhances access and usage of sales and inventory data through a combination of analytics applications, network of connections, and industry-leading expertise. In addition, it offers various complimentary products, such as assortment product, which simplifies the communication of robust, accurate item data by automatically translating item attributes, and hierarchies; and community product that allows organizations to accelerate digitization of their supply chain and improve collaboration with suppliers through change management and onboarding programs. 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.

CEO	Mr. Archie C. Black
WEBSITE	spscommerce.com
INDUSTRY	Software - Infra
EMPLOYEES	2215

SPS Commerce Inc Frequently Asked Questions

What is the ticker symbol for SPS Commerce Inc? What does SPSC stand for in stocks?

SPSC is the stock ticker symbol of SPS Commerce Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of SPS Commerce Inc (SPSC)?

As of Mon May 13 2024, market cap of SPS Commerce Inc is 7.13 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of SPSC stock?

You can check SPSC's fair value in chart for subscribers.

What is the fair value of SPSC stock?

You can check SPSC's fair value in chart for subscribers. The fair value of SPS Commerce Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of SPS Commerce Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for SPSC so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is SPS Commerce Inc a good stock to buy?

The fair value guage provides a quick view whether SPSC is over valued or under valued. Whether SPS Commerce Inc is cheap or expensive depends on the assumptions which impact SPS Commerce Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for SPSC.

What is SPS Commerce Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Mon May 13 2024, SPSC's PE ratio (Price to Earnings) is 104.07 and Price to Sales (PS) ratio is 12.72. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. SPSC PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on SPS Commerce Inc's stock?

In the past 10 years, SPS Commerce Inc has provided 0.224 (multiply by 100 for percentage) rate of return.