SPS Commerce, Inc.

NasdaqGS:SPSC Stock Report

Market Cap: US$5.3b

SPS Commerce Management

Management criteria checks 2/4

SPS Commerce's CEO is Chad Collins, appointed in Oct 2023, has a tenure of 1.5 years. total yearly compensation is $14.41M, comprised of 3.6% salary and 96.4% bonuses, including company stock and options. directly owns 0.027% of the company’s shares, worth $1.44M. The average tenure of the management team and the board of directors is 6.6 years and 8 years respectively.

Key information

Chad Collins

Chief executive officer

US$14.4m

Total compensation

CEO salary percentage3.6%
CEO tenure1.5yrs
CEO ownership0.03%
Management average tenure6.6yrs
Board average tenure8yrs

Recent management updates

Recent updates

Results: SPS Commerce, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Apr 28
Results: SPS Commerce, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

If EPS Growth Is Important To You, SPS Commerce (NASDAQ:SPSC) Presents An Opportunity

Apr 25
If EPS Growth Is Important To You, SPS Commerce (NASDAQ:SPSC) Presents An Opportunity

A Look At The Intrinsic Value Of SPS Commerce, Inc. (NASDAQ:SPSC)

Apr 10
A Look At The Intrinsic Value Of SPS Commerce, Inc. (NASDAQ:SPSC)

SPS Commerce: Interesting TAM Expansion And Appears Undervalued

Mar 25

Returns On Capital At SPS Commerce (NASDAQ:SPSC) Have Stalled

Mar 25
Returns On Capital At SPS Commerce (NASDAQ:SPSC) Have Stalled

Why We're Not Concerned Yet About SPS Commerce, Inc.'s (NASDAQ:SPSC) 27% Share Price Plunge

Mar 07
Why We're Not Concerned Yet About SPS Commerce, Inc.'s (NASDAQ:SPSC) 27% Share Price Plunge

Is SPS Commerce, Inc. (NASDAQ:SPSC) Potentially Undervalued?

Mar 04
Is SPS Commerce, Inc. (NASDAQ:SPSC) Potentially Undervalued?

SPS Commerce's (NASDAQ:SPSC) Earnings Seem To Be Promising

Feb 17
SPS Commerce's (NASDAQ:SPSC) Earnings Seem To Be Promising

SPS Commerce, Inc.'s (NASDAQ:SPSC) Price Is Out Of Tune With Revenues

Jan 16
SPS Commerce, Inc.'s (NASDAQ:SPSC) Price Is Out Of Tune With Revenues

SPS Commerce: Continued Dealmaking Adds To The Growth Path

Jan 04

Estimating The Fair Value Of SPS Commerce, Inc. (NASDAQ:SPSC)

Jan 02
Estimating The Fair Value Of SPS Commerce, Inc. (NASDAQ:SPSC)

Is Now The Time To Put SPS Commerce (NASDAQ:SPSC) On Your Watchlist?

Dec 05
Is Now The Time To Put SPS Commerce (NASDAQ:SPSC) On Your Watchlist?

Is SPS Commerce, Inc. (NASDAQ:SPSC) Potentially Undervalued?

Nov 08
Is SPS Commerce, Inc. (NASDAQ:SPSC) Potentially Undervalued?

SPS Commerce (NASDAQ:SPSC) Is Experiencing Growth In Returns On Capital

Oct 16
SPS Commerce (NASDAQ:SPSC) Is Experiencing Growth In Returns On Capital

SPS Commerce, Inc.'s (NASDAQ:SPSC) Share Price Not Quite Adding Up

Sep 28
SPS Commerce, Inc.'s (NASDAQ:SPSC) Share Price Not Quite Adding Up
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Critical Expansion And Advanced Technologies Propel Retail Supply Chain Leader To New Heights

Aug 27 Strategic acquisitions and expansion into supply chain optimization position SPS Commerce for revenue growth through upselling and leveraging retailer relationships.

SPS Commerce (NASDAQ:SPSC) Ticks All The Boxes When It Comes To Earnings Growth

Aug 23
SPS Commerce (NASDAQ:SPSC) Ticks All The Boxes When It Comes To Earnings Growth

SPS Commerce Beats Q2 Estimates, But Revenue Growth Is A Concern

Jul 30

Some Confidence Is Lacking In SPS Commerce, Inc.'s (NASDAQ:SPSC) P/S

Jun 28
Some Confidence Is Lacking In SPS Commerce, Inc.'s (NASDAQ:SPSC) P/S

If EPS Growth Is Important To You, SPS Commerce (NASDAQ:SPSC) Presents An Opportunity

May 23
If EPS Growth Is Important To You, SPS Commerce (NASDAQ:SPSC) Presents An Opportunity

SPS Commerce: Continuing Its Growth Trajectory

May 13

SPS Commerce: Patience Before Pulling The Trigger

Mar 13

CEO Compensation Analysis

How has Chad Collins's remuneration changed compared to SPS Commerce's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2025n/an/a

US$81m

Dec 31 2024US$14mUS$525k

US$77m

Sep 30 2024n/an/a

US$79m

Jun 30 2024n/an/a

US$72m

Mar 31 2024n/an/a

US$69m

Dec 31 2023US$7mUS$121k

US$66m

Compensation vs Market: Chad's total compensation ($USD14.41M) is above average for companies of similar size in the US market ($USD8.78M).

Compensation vs Earnings: Chad's compensation has increased by more than 20% in the past year.

CEO

Chad Collins (47 yo)

1.5yrs

Tenure

US$14,405,176

Compensation

Mr. Chadwick Collins, also known as Chad, serves as Chief Executive Officer & Director of SPS Commerce, Inc. since October 02, 2023. He served as the Chief Executive Officer of HighJump Software Inc. He se...

Leadership Team

NamePositionTenureCompensationOwnership
Chadwick Collins
CEO & Director1.5yrsUS$14.41m0.027%
$ 1.4m
Kimberly Nelson
Executive VP & CFO17.4yrsUS$5.46m0.32%
$ 16.7m
Jamie Thingelstad
Executive VP & CTO11.7yrsUS$3.22m0.040%
$ 2.1m
Daniel Juckniess
Executive VP & Chief Revenue Officerless than a yearUS$4.12m0.013%
$ 683.0k
Erica Koenig
Senior VP & Chief Human Resources Officerno datano datano data
Michael Svatek
Chief Product Officerno datano datano data

6.6yrs

Average Tenure

54yo

Average Age

Experienced Management: SPSC's management team is seasoned and experienced (6.6 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Chadwick Collins
CEO & Director1.5yrsUS$14.41m0.027%
$ 1.4m
Philip Soran
Independent Chairman14.8yrsUS$255.40k0.050%
$ 2.6m
Tami Reller
Independent Director8.9yrsUS$231.79k0.12%
$ 6.2m
Sven Wehrwein
Independent Director16.8yrsUS$247.40k0.031%
$ 1.7m
Anne Ward
Independent Director4.4yrsUS$233.91k0.0074%
$ 394.2k
James Ramsey
Independent Director11.1yrsUS$228.64k0.039%
$ 2.1m
Marty Reaume
Independent Director7.1yrsUS$238.27k0.021%
$ 1.1m
Razat Gaurav
Independent Directorless than a yearno datano data

8.0yrs

Average Tenure

54.5yo

Average Age

Experienced Board: SPSC's board of directors are considered experienced (8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/29 03:58
End of Day Share Price 2025/04/29 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SPS Commerce, Inc. is covered by 23 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joseph VruwinkBaird
Ishan MajumdarBaptista Research
Jeffrey HoustonBarrington Research Associates, Inc.