Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United States
/
Software
Create a narrative
SPS Commerce Community
NasdaqGS:SPSC Community
2
Narratives
written by author
0
Comments
on narratives written by author
6
Fair Values set
on narratives written by author
Create a narrative
Community Investing Ideas
SPS Commerce
Popular
Undervalued
Overvalued
SPS Commerce
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Cloud-based EDI And Omni-Channel Analytics Will Strengthen Retail Supply Chains
Key Takeaways Strong demand for cloud-based solutions and effective integration of acquisitions are fueling recurring revenue growth and expanded customer opportunities. Operational efficiencies and market leadership position the company for margin expansion and resilience despite macroeconomic headwinds.
View narrative
US$152.36
FV
28.5% undervalued
intrinsic discount
11.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
Updated
narrative
SPS Commerce
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digitization And E-Commerce Will Expand Automated Supply Networks
Key Takeaways Broad adoption of cloud-based supply chain solutions and acquisitions are driving recurring revenue growth, customer expansion, and higher margins for SPS Commerce. Increasing regulation and digitization in retail supply chains position SPS Commerce for continued growth through transparency, automation, and network effects.
View narrative
US$230.00
FV
52.6% undervalued
intrinsic discount
16.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 months ago
author updated this narrative
Your Valuation for
SPSC
SPSC
SPS Commerce
Your Fair Value
US$
Current Price
US$108.94
1.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.2b
Earnings US$135.9m
Advanced
Set Fair Value