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SPSC | NASDAQ

$84.17 $1.73 | 2.10%
SIGNAL:Signal available — unlock to view |2026-10-01 |F&G 66 |RSI 61.1

Company Overview:

Market Cap: $2.97B
Trailing PE: 40.7x
FWD PE *: 16.5x
Payout Ratio (TTM): —
52-Week Range: $49.04 - $114.87

* Forward PE is based on street estimates.

10 Year SPSC Performance Metrics:

Total Return (with DRIP): 130.9% (8.73% CAGR)
Total Return (no DRIP): 130.9% (8.73% CAGR)
Share Price: 129.3% (8.65% CAGR)
Yield on Cost (with DRIP): —
Total Invested: $10,000
Total Value (with DRIP): $23,092
Total Return $ (with DRIP): $13,092
SPSC Total Return
1M 3M 6M YTD 1Y 3Y 5Y 10Y
SPSC Price Chart
1M 3M 6M YTD 1Y 3Y 5Y 10Y All

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SPSC Fundamentals: Earnings, Revenue, Cash Flow, Ebitda, Cash/Debt, Shares Float, etc:

SPSC - Revenue
SPSC Revenue CAGR:1Y: 5.56%2Y: 13.49%5Y: 15.91%10Y: 15.37%
SPSC - Earnings Per Share (EPS)
SPSC EPS CAGR:1Y: -63.46%2Y: -37.08%5Y: -7.46%10Y: 33.84%
SPSC - Net Income
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SPSC Net Income CAGR:1Y: -65.22%2Y: -38.30%5Y: -7.59%10Y: 34.59%
SPSC - EBITDA
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SPSC EBITDA CAGR:1Y: 65.87%2Y: 37.27%5Y: 29.05%10Y: 33.99%
SPSC - Free Cash Flow
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SPSC Free Cash Flow CAGR:1Y: 123.84%2Y: 53.47%5Y: 15.80%10Y: 51.08%
SPSC - Free Cash Flow / Share
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SPSC Free Cash Flow / Share CAGR:1Y: 129.97%2Y: 53.73%5Y: 15.14%10Y: 49.75%
SPSC - Operating Income
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SPSC Operating Income CAGR:1Y: 20.39%2Y: 17.29%5Y: 18.69%10Y: 43.18%
SPSC - Gross Profit
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SPSC Gross Profit CAGR:1Y: 8.79%2Y: 19.78%5Y: 17.18%10Y: 16.03%
SPSC - Shares Outstanding
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SPSC Shares Outstanding CAGR:1Y: -3.99%2Y: -1.48%5Y: -0.10%10Y: 0.66%
SPSC - Share Buybacks
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SPSC Share Buybacks CAGR:1Y: 161.96%2Y: 56.41%5Y: 51.36%10Y: 0.00%
SPSC - Stock-Based Comp
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SPSC Stock-Based Comp CAGR:1Y: 24.66%2Y: 27.54%5Y: 20.05%10Y: 24.65%
SPSC - Expenses
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SPSC Expenses CAGR:1Y: 29.00%2Y: 30.37%5Y: 9.45%10Y: 24.59%
SPSC - Revenue vs Net Income
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SPSC - EPS vs FCF / Share
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SPSC - EPS vs PE Ratio
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SPSC - FCF vs FCF / Share
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SPSC - FCF vs Stock Based Comp
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SPSC - Cash & Debt
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SPSC - Revenue by Segment
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SPSC Revenue CAGR:1Y: 5.56%2Y: 13.49%5Y: 15.91%10Y: 15.37%

Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:

SPSC - REVENUE: Actual + Estimates
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SPSC Actual Revenue CAGR:1Y: 5.56%2Y: 13.49%5Y: 15.91%10Y: 15.37%
SPSC - EPS: Actual + Estimates
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SPSC Actual EPS CAGR:1Y: -63.46%2Y: -37.08%5Y: -7.46%10Y: 33.84%
SPSC - NET INCOME: Actual + Estimates
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SPSC Actual Net Income CAGR:1Y: -65.22%2Y: -38.30%5Y: -7.59%10Y: 34.59%
SPSC - EBITDA: Actual + Estimates
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SPSC Actual EBITDA CAGR:1Y: 65.87%2Y: 37.27%5Y: 29.05%10Y: 33.99%

Ratios, Profit Margins & Return on Capital:

SPSC - Net Profit Margin
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SPSC Net Profit Margin CAGR:1Y: -67.05%2Y: -45.63%5Y: -20.27%10Y: 16.71%
SPSC - Gross Profit Margin
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SPSC Gross Profit Margin CAGR:1Y: 3.06%2Y: 5.55%5Y: 1.10%10Y: 0.57%
SPSC - Price to Earnings
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SPSC Price to Earnings CAGR:1Y: 14.97%2Y: -11.70%5Y: -3.34%10Y: -20.31%
SPSC - Price To Sales Ratio
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SPSC Price To Sales Ratio CAGR:1Y: -61.26%2Y: -51.63%5Y: -22.39%10Y: -6.82%
SPSC - Return on Capital Employed
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SPSC Return on Capital Employed CAGR:1Y: 19.65%2Y: 0.99%5Y: 2.95%10Y: 25.14%
SPSC - Return on Invested Capital
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SPSC Return on Invested Capital CAGR:1Y: 9.39%2Y: 1.00%5Y: -0.18%10Y: 27.74%

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Projected Future Returns & Dividends for SPSC

Based on past 10-year performance, here are SPSC growth metrics:

Share price CAGR of +8.65%
Dividend CAGR of +0%

Using SPSC CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

SPSC (DRIP)SPSC - No DRIP
Current Price$84.17$84.17
Start Shares118.81118.81
Start Value$10,000$10,000
  
After 10 years:
Final Share Count118.81118.81
Dividends Payment$0.00$0.00
Annual Dividends$0$0
Yield on cost0.00%0.00%
Share Price$84.17$84.17
Total Dividends$0$0
Final Value$10,000$10,000

Estimated Future Value + Dividends - SPSC

NOTE: Above numbers are our estimate based on SPSC's Dividend and Price CAGR over past 10 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

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Company Info

SPS Commerce, Inc. (SPSC) had its IPO on 2010-04-22, and is traded on NASDAQ stock exchange.

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.

SPSC website: https://www.spscommerce.com


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DCF Model — SPSC

Value from:
Pay up to today
—
vs current price $84.17
—
Cash flow & implied price by year

FCF is negative or missing for this company (common for banks) — the model discounts EPS instead.

EPS is negative or missing for this company — Simple mode uses free cash flow per share instead.

Free cash flow today
—
grows for the next years
Then mature
—
every future dollar counted back to today
Pile of today-dollars
—
÷ shares
Implied price path
YearFCFImplied price
Sensitivity — fair value: growth ↓ × target return →