SPSC vs TRAK
SPSC: SPS Commerce provides a cloud-based network for retail supply chain integration, enabling seamless document exchange and data collaboration between retailers and suppliers. TRAK: RepoTrak provides cloud-based supply chain visibility and compliance software for food and beverage manufacturers, retailers, and distributors to track product safety, authenticity, and regulatory adherence.
Side-by-side fundamentals
| Metric | SPSC | TRAK | Edge |
|---|---|---|---|
| Price as of 2026-07-31 close | $73.39 | $8.56 | |
| Market cap as of 2026-08-03 | $2.6B | $156M | |
| P/E as of 2026-08-03 | 35.42 | 21.05 | TRAK lower |
| PEG as of 2026-08-03 | n/a | 1.73 | |
| Net margin as of 2026-08-03 | +10.1% | +31.1% | TRAK higher |
| Gross margin as of 2026-08-03 | +69.8% | +85.4% | TRAK higher |
| Operating margin as of 2026-08-03 | +12.8% | +32.2% | TRAK higher |
| ROE as of 2026-08-03 | +8.1% | +14.6% | TRAK higher |
| ROA as of 2026-08-03 | +6.8% | +13.0% | TRAK higher |
| Debt / equity as of 2026-08-03 | 0.00 | 0.01 | SPSC lower |
| Revenue growth (YoY) as of 2026-08-03 | +9.8% | +6.5% | SPSC higher |
| Revenue CAGR (3y) SEC XBRL | +18.6% | -1.6% | SPSC higher |
| Dividend yield as of 2026-08-03 | n/a | +0.9% | |
| Beta as of 2026-08-03 | 1.00 | 0.86 | |
| 1-year return as of 2026-07-31 close | -32.6% | -53.1% | SPSC higher |
Fundamentals: market data, as of 2026-08-03. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-31.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.