SPS COMMERCE INC (SPSC)
Information Technology · Cloud-based supply chain management and fulfillment network · NASDAQ
SPS Commerce operates a global supply chain network connecting retailers, brands, distributors, manufacturers, and logistics providers to orchestrate orders, inventory, and fulfillment across omnichannel commerce.
What SPS COMMERCE INC does
SPS Commerce is a cloud-based supply chain management platform that connects retailers, brands, distributors, manufacturers, and logistics providers through a shared network infrastructure. The company enables customers to transact with thousands of trading partners without building custom integrations or managing compliance protocols. Its platform orchestrates fulfillment, order management, analytics, and inventory processes across wholesale, eCommerce, marketplace, and direct-to-consumer channels. The company has achieved 100 consecutive quarters of revenue growth with 96% of revenues from recurring customers.
Themes: ["Supply chain management / orchestration"]
Fundamentals
- Price$60.74 as of 2026-07-09 close
- Market cap$2.2B as of 2026-07-10
- 1-year return-56.2% as of 2026-07-09 close
- P/E23.75 as of 2026-07-10
- Net margin+11.9% as of 2026-07-10
- Gross margin+69.3% as of 2026-07-10
- ROE+9.4% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+13.8% as of 2026-07-10
- Revenue CAGR (3y)+18.6% SEC XBRL
- Beta0.50 as of 2026-07-10
Key risks (from latest filing)
["Customer concentration and dependence on recurring revenue from existing trading partners; loss of significant customers could impact revenues"]
Competitors & peers
- Kinaxis (KXS)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.