-2.52%
-3.65%
8.15%
-10.24%
0.80%
51.72%
212.71%
AI Spotlight on SPSC
Company Description
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.
Market Data
| Last Price | 180.03 |
| Change Percentage | -2.52% |
| Open | 180.39 |
| Previous Close | 184.68 |
| Market Cap ( Millions) | 6763 |
| Volume | 206717 |
| Year High | 218.74 |
| Year Low | 160.58 |
| M A 50 | 189.29 |
| M A 200 | 189.65 |
Financial Ratios
| FCF Yield | 1.94% |
| Dividend Yield | 0.00% |
| ROE | 10.89% |
| Debt / Equity | 1.59% |
| Net Debt / EBIDTA | -146.95% |
| Price To Book | 8.13 |
| Price Earnings Ratio | 85.87 |
| Price To FCF | 51.43 |
| Price To sales | 11.05 |
| EV / EBITDA | 52.06 |
News
- Jan -27 - SPS Commerce Announces Date of Fourth Quarter and Fiscal Year 2024 Financial Results
- Jan -17 - SPS Commerce (SPSC) Upgraded to Strong Buy: Here's What You Should Know
- Jan -15 - Buy 5 Business Services Stocks With Strong Short-Term Potential
- Jan -07 - SPS Commerce to Present at the 27th Annual Needham Growth Conference
- Jan -02 - SPS Commerce to Acquire Carbon6 Technologies
- Dec -03 - SPS Commerce to Present at the Nasdaq 51st Investor Conference
- Nov -13 - SPS Commerce Named to Forbes' America's Best Companies 2024
- Oct -30 - SPS Commerce (SPSC) Loses -9.8% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
- Oct -25 - SPS Commerce, Inc. (SPSC) Q3 2024 Earnings Call Transcript
- Oct -24 - SPS Commerce (SPSC) Surpasses Q3 Earnings and Revenue Estimates
- Oct -10 - SPS Commerce Announces Date of Third Quarter 2024 Financial Results
- Aug -29 - SPS Commerce to Present at Citi's 2024 Global TMT Conference
- Aug -01 - SPS Commerce Acquires SupplyPike
- Jul -30 - SPS Commerce Beats Q2 Estimates, But Revenue Growth Is A Concern
- Jul -28 - 3 Tech Stocks Poised to Thrive in the Post-Digital-Tracking Era
- Jul -26 - CORRECTING and REPLACING – SPS Commerce Reports Second Quarter 2024 Financial Results
- Jul -26 - SPS Commerce, Inc. (SPSC) Q2 2024 Earnings Call Transcript
- Jul -25 - SPS Commerce (SPSC) Beats Q2 Earnings and Revenue Estimates
- Jul -25 - 7 Explosive Growth Stocks Set to Soar in 2024
- Jul -25 - SPS Commerce Reports Second Quarter 2024 Financial Results
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Fulfillment
Expected Growth : 12 %
What the company do ?
Fulfillment from SPS Commerce, Inc. is a cloud-based solution that automates and streamlines order fulfillment processes for retailers and suppliers.
Why we expect these perspectives ?
Fulfillment from SPS Commerce, Inc. growth driven by increasing adoption of cloud-based supply chain management solutions, expansion into new markets, and strategic partnerships. Additionally, growing e-commerce demand, need for real-time inventory visibility, and rising importance of omnichannel retailing contribute to the 12% growth.
Segment n°2 -> Analytics
Expected Growth : 10 %
What the company do ?
Analytics from SPS Commerce, Inc. provides insights and visibility into supply chain operations, enabling businesses to optimize their logistics and improve overall performance.
Why we expect these perspectives ?
SPS Commerce's 10% growth driven by increasing adoption of cloud-based supply chain management solutions, expansion into new markets, and growing demand for omnichannel retailing. Additionally, strategic partnerships and investments in AI-powered analytics are enhancing customer experience, driving revenue growth.
Segment n°3 -> One-time Revenues
Expected Growth : 8 %
What the company do ?
One-time Revenues from SPS Commerce, Inc. refers to non-recurring revenue generated from implementation, integration, and setup fees for its cloud-based supply chain management platform.
Why we expect these perspectives ?
One-time revenues from SPS Commerce, Inc. grew 8% driven by increasing adoption of cloud-based supply chain management solutions, expansion into new industries, and strategic partnerships. Additionally, the company's focus on innovation, such as AI-powered analytics, and its ability to help businesses navigate complex global supply chains also contributed to this growth.
Segment n°4 -> Other
Expected Growth : 6 %
What the company do ?
Other from SPS Commerce, Inc. refers to the company's miscellaneous revenue streams, including implementation services, training, and other non-recurring fees.
Why we expect these perspectives ?
Strong demand for cloud-based supply chain management solutions, increasing adoption of omnichannel retailing, and growing need for inventory visibility and management drive SPS Commerce's growth. Additionally, the company's expanding partner network, innovative product offerings, and strategic acquisitions contribute to its rapid expansion.
Sps Commerce, Inc. Products
| Product Range | What is it ? |
|---|---|
| Full Circle | A comprehensive, cloud-based platform that enables businesses to manage their omnichannel retail operations, including order management, inventory management, and fulfillment. |
| Fulfillment | A solution that streamlines order fulfillment processes, enabling businesses to efficiently manage orders, inventory, and shipping operations. |
| Assortment | A product information management (PIM) solution that helps businesses centralize and manage their product data, ensuring accuracy and consistency across all sales channels. |
| Analytics | A business intelligence platform that provides insights and analytics to help businesses optimize their operations, improve supply chain efficiency, and increase revenue. |
| Community | A cloud-based platform that enables businesses to connect with their trading partners, exchange data, and collaborate on business processes. |
| EDI | A solution that enables businesses to exchange electronic data interchange (EDI) documents with their trading partners, streamlining business processes and improving supply chain efficiency. |
SPS Commerce, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for SPS Commerce, Inc. is medium because while there are some substitutes available, they are not highly attractive to customers.
Bargaining Power Of Customers
The bargaining power of customers for SPS Commerce, Inc. is low because customers are fragmented and do not have significant bargaining power.
Bargaining Power Of Suppliers
The bargaining power of suppliers for SPS Commerce, Inc. is medium because while suppliers have some bargaining power, the company has a diversified supplier base.
Threat Of New Entrants
The threat of new entrants for SPS Commerce, Inc. is high because the industry has low barriers to entry and new entrants can easily enter the market.
Intensity Of Rivalry
The intensity of rivalry for SPS Commerce, Inc. is high because the industry is highly competitive and there are many players competing for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 2.06% |
| Debt Cost | 3.95% |
| Equity Weight | 97.94% |
| Equity Cost | 7.99% |
| WACC | 7.90% |
| Leverage | 2.10% |
SPS Commerce, Inc. : Quality Control
SPS Commerce, Inc. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| BOX | Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device. The company's Software-as-a-Service platform enables … |
| S | SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company's Extended Detection and Response (XDR) data stack that fuses together the data, access, control, and … |
| FOUR | Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. It provides omni-channel card acceptance and processing solutions, including credit, debit, contactless card, Europay, Mastercard and … |
| PATH | UiPath Inc. provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, and Japan. The company offers a suite … |
| AVDX | AvidXchange Holdings, Inc. provides accounts payable (AP) automation software and payment solutions for middle market businesses and their suppliers in North America. The company offers AP automation software, a SaaS-based … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Box
A-Score
1-Year Total Return ->
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Shift4 Payments
A-Score
1-Year Total Return ->
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SPS Commerce
A-Score
1-Year Total Return ->
4
AvidXchange
A-Score
1-Year Total Return ->
5
UiPath
A-Score
1-Year Total Return ->
6
