Price
No data yet.
Social Signal Score
Analyst Ratings
23 analystsRevenue
$197.81M+301.38%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Chadwick Collins
- Sector
- Technology
- Industry
- Software - Application
- Employees
- 2,948
- Beta
- 0.51
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 11.54
Financials
Revenue
$197.81M+301.4%Net Income
$6.86M+173.6%EBITDA
$47.40M+763.7%Free Cash Flow
$57.43MEPS (diluted)
$0.19+162.8%Shares Outstanding (diluted)
37.03M+6.8%Operating Expenses
$97.54MCash & Debt
$173.17MReturn of Capital
$51.23MQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $751.50M | $93.34M | $2.46 |
| 2024 | $637.76M | $77.05M | $2.07 |
| 2023 | $536.91M | $65.82M | $1.80 |
| 2022 | $450.88M | $55.13M | $1.53 |
| 2021 | $385.28M | $44.60M | $1.24 |
| 2020 | $312.63M | $45.59M | $1.29 |
| 2019 | $279.12M | $33.71M | $0.96 |
| 2018 | $248.24M | $23.87M | $0.69 |
| 2017 | $220.57M | $-2.44M | $-0.07 |
| 2016 | $193.29M | $5.71M | $0.17 |
| 2015 | $158.52M | $4.64M | $0.14 |
| 2014 | $127.95M | $2.70M | $0.08 |
| 2013 | $104.39M | $1.05M | $0.03 |
| 2012 | $77.11M | $1.22M | $0.05 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SPSC's reported EPS growth of 35.6% a year over 13 years. Historical EPS growth of 36% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $9.15
- Implied price
- $329.35
- Return from $82.35
- 31.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $163.75 — today's price is already 49.7% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 26 | 31 | 36 | 41 | 46 |
|---|---|---|---|---|---|
| 20.0% | 14.1% | 18.2% | 21.8% | 25.0% | 27.9% |
| 25.0% | 18.9% | 23.1% | 26.9% | 30.2% | 33.2% |
| 30.0% | 23.6% | 28.1% | 31.9% | 35.4% | 38.6% |
| 35.0% | 28.4% | 33.0% | 37.0% | 40.6% | 43.9% |
| 40.0% | 33.1% | 37.9% | 42.1% | 45.8% | 49.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
40-77.14%Social Signal Score
Mentions (6)
- Newsbarrons.com·12d ago·Negative
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.
View source ↗ - Newszacks.com·22d ago·Positive
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.
View source ↗ - Newsfool.com·24d ago·Neutral
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.
View source ↗ - Newsseekingalpha.com·26d ago·Positive
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
View source ↗ - Newsfool.com·47d ago·Positive
Why SPS Commerce Stock Was a Winner on Wednesday This followed discussions with its CEO and CFO. In the pundit's view, the supply chain software developer stands before several growth-producing opportunities.
View source ↗ - Newsbusinesswire.com·48d ago·Positive
Walgreens, US Foods, Petco and More Recognized in the Inaugural Class of Top Supply Chain Leaders by SPS Commerce MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce (NASDAQ: SPSC), the leading intelligent supply chain network, today announced the inaugural class of its Top Supply Chain Leaders, recognizing an initial 50 operational leaders and their teams from organizations across the U.S. and Canada, including Walgreens, US Foods, Petco, Fastenal, Ace Hardware, Gordon Food Service, and Canadian Tire. T…
View source ↗
Earnings
Thu, Oct 29(in 3 weeks)
Consensus estimate $1.23 per share
Typical surprise +14.0% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Jul 30$1.27 vs $1.09beat
- Thu, Apr 30$1.10 vs $1.02beat
- Thu, Feb 12$1.14 vs $1.00beat
- Thu, Oct 30$1.13 vs $0.99beat
- Wed, Jul 30$1.00 vs $0.90beat
- Thu, Apr 24$1.00 vs $0.84beat
Estimates and results for SPSC via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by SPSC officers and directors.
- Bought
- —
- Sold
- $4.8m
0 trades
42 trades
- Reaume Marty Msold
- Reaume Marty Msold
- Reaume Marty Msold
- Thingelstad Jamiesold
- Thingelstad Jamiesold
- Collins Chadwicksold
- Collins Chadwicksold
- Collins Chadwicksold
58 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Peter Welchhouse · VT00 · disclosed Jun 8, 2020 (31d later)Sell$1,001 - $15,000
- Peter Welchhouse · VT00 · disclosed Jun 8, 2020 (20d later)Sell$1,001 - $15,000
- Donna Shalalahouse · FL27 · disclosed Apr 27, 2020 (308d later)Sell$1,001 - $15,000
- Peter Welchhouse · VT00 · disclosed Jun 4, 2019 (34d later)Buy$1,001 - $15,000
- Thomas Roland Tillissenate · NC · disclosed Feb 26, 2015 (13d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.