SPS Commerce Resultados de beneficios anteriores
Pasado controles de criterios 3/6
SPS Commerce ha aumentado sus beneficios a una tasa media anual de 16%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 27.2% anual. Los ingresos han ido creciendo a una tasa media de 16.8% al año. La rentabilidad financiera de SPS Commerce es de 9.4%, y sus márgenes netos son de 11.9%.
Información clave
16.03%
Tasa de crecimiento de los beneficios
14.68%
Tasa de crecimiento del BPA
| Crecimiento de la industria Software | 17.33% |
| Tasa de crecimiento de los ingresos | 16.81% |
| Rentabilidad financiera | 9.44% |
| Margen neto | 11.92% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 08
SPSC: Reset Expectations And Buybacks Will Reframe Sentiment Despite Softer Guidance
The analyst price target for SPS Commerce has been revised lower to $93.92 from $110.00, as analysts factor in softer revenue growth expectations, slightly reduced profit margin assumptions, and a lower future P/E multiple following recent target cuts across the Street. Analyst Commentary Recent Street research on SPS Commerce has centered on recalibrating expectations after quarterly results and updated guidance, with several firms trimming price targets and, in some cases, ratings.Actualización de narrativa • Apr 23
SPSC: Activist Sale Pressure Will Reframe Sentiment Despite Softer Guidance
Analysts have trimmed their average price targets on SPS Commerce, with several firms cutting estimates by $5 to $30 after Q4 revenue came in at the low end of guidance and the FY26 revenue outlook was set at 6% to 7% year over year, compared with a prior 7% to 8% range, reflecting ongoing headwinds in the business. Analyst Commentary Recent research on SPS Commerce has centered on the softer Q4 revenue outcome and the recalibrated FY26 revenue outlook of 6% to 7% year over year, which came in below the prior 7% to 8% range.
Actualización de narrativa • Apr 09
SPSC: Share Repurchases And Potential Sale Will Support Future Returns
Analysts have trimmed their blended price target on SPS Commerce by $0 overall, reflecting recent target cuts from several firms after Q4 revenue landed at the low end of guidance and the FY26 revenue growth outlook of 6% to 7% came in below the prior 7% to 8% range. Key model inputs such as fair value, revenue growth, profit margin, and future P/E assumptions remain essentially unchanged.Actualización de narrativa • Mar 25
SPSC: Activist Sale Pressure And AI Rollout Will Reframe Sentiment
Analysts have trimmed their blended price target on SPS Commerce by aligning with recent cuts to around $95, reflecting Q4 revenue at the low end of guidance and a FY26 revenue outlook of 6% to 7%, which sits below prior expectations as headwinds persist. Analyst Commentary Even with a reset in expectations around Q4 and the FY26 outlook, some bullish analysts still see room for SPS Commerce to execute on its long term model.Actualización de narrativa • Mar 11
SPSC: Activist Sale Push And AI Suite Will Reset Sentiment
We are lowering our fair value estimate for SPS Commerce to $110 from $125, reflecting analysts' reduced price targets after Q4 revenue landed at the low end of guidance and FY26 revenue growth guidance of 6% to 7% came in below prior expectations. Analyst Commentary Street research after the Q4 print has generally reset expectations lower for SPS Commerce, with several cuts to price targets and at least one downgrade to a more cautious rating.Actualización de narrativa • Feb 24
SPSC: Share Repurchases Will Support Returns As FY26 Headwinds Ease
Our updated narrative on SPS Commerce reflects a lower fair value estimate, moving from about $99.82 to $82.09. This is in line with recent analyst price target cuts that cite softer revenue trends, a more conservative 6% to 7% FY26 growth guide, and a reset to a lower future P/E assumption despite slightly higher projected profit margins.Artículo de análisis • Feb 15
SPS Commerce, Inc. Just Recorded A 5.8% EPS Beat: Here's What Analysts Are Forecasting Next
One of the biggest stories of last week was how SPS Commerce, Inc. ( NASDAQ:SPSC ) shares plunged 22% in the week since...Artículo de análisis • Feb 12
More Unpleasant Surprises Could Be In Store For SPS Commerce, Inc.'s (NASDAQ:SPSC) Shares After Tumbling 26%
SPS Commerce, Inc. ( NASDAQ:SPSC ) shareholders won't be pleased to see that the share price has had a very rough...Actualización de narrativa • Feb 10
SPSC: Activist Sale Pressure And New Capabilities Will Support Sentiment Reset
Analysts have maintained their fair value estimate for SPS Commerce at $125.00. Modest adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E help explain the updated price target narrative.Actualización de narrativa • Jan 27
SPSC: Share Repurchases And New Products Will Offset Forecasting Setbacks
Analysts now see fair value for SPS Commerce at about US$99.82 per share, up from roughly US$98, as they factor in a slightly lower discount rate, steady revenue growth and margins, and a modestly higher future P/E, despite recent price target cuts tied to softer near term growth expectations and the Q3 revenue miss. Analyst Commentary Recent Street research around SPS Commerce points to a more cautious stance overall, with several firms cutting ratings and reducing price targets after the Q3 revenue miss and updated guidance.Actualización de narrativa • Jan 11
SPSC: Share Repurchases And Product Expansion Will Support Sentiment Reset
Analysts have reset expectations on SPS Commerce, with published price targets moving from a prior range of around $125 to a band of roughly $80 to $110. This shift reflects concerns about constrained near term growth, Q3 revenue shortfalls, and softer guidance.Actualización de narrativa • Dec 25
SPSC: Share Repurchases Will Support Confidence After Growth Expectations Reset
Analysts have reset their outlook on SPS Commerce, cutting the price target from $230 to $125 as they factor in slower expected revenue growth, a higher discount rate and lower peer multiples, even as profit margins are modeled to improve. Analyst Commentary Recent research has highlighted a more cautious overall stance on SPS Commerce, with multiple firms lowering ratings and price targets in response to softer growth expectations and a weaker retail spending backdrop.Seeking Alpha • Dec 17
SPS Commerce: Finally About To See Some Fundamental Support
Summary SPS Commerce has long been combining organic growth with M&A, while it traded at dazzling premiums. Slower organic growth triggered a huge setback in prices and expectations. Though slowing, growth remains solid as fundamental support comes in sight here. Read the full article on Seeking AlphaActualización de narrativa • Dec 11
SPSC: Share Repurchases And Durable Cash Flows Will Support Future Upside
Analysts have sharply reduced their price targets on SPS Commerce to a range of $80 to $110 from prior levels as high as $170, citing constrained near term growth, a weaker retail end market, and tempered long term growth expectations despite the company’s still solid fundamentals. Analyst Commentary Street research reflects a more balanced but cautious stance on SPS Commerce, with recent notes highlighting both the durability of the business model and the near term pressures on growth, execution, and valuation.Artículo de análisis • Dec 09
Returns On Capital At SPS Commerce (NASDAQ:SPSC) Have Stalled
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Actualización de narrativa • Nov 27
SPSC: Share Buybacks And Cash Flow Will Drive Further Upside
Analysts have lowered their average price target for SPS Commerce. Reductions from firms such as Morgan Stanley, Needham, DA Davidson, and Cantor Fitzgerald cite weaker near-term growth prospects and the impact of a disappointing Q3 revenue performance.Actualización de narrativa • Nov 12
SPSC: Share Buybacks And Cash Flow Will Support Investor Confidence
Analysts have significantly reduced their price targets for SPS Commerce, lowering the fair value estimate from $142.27 to $98.00. They cite constrained near-term growth and ongoing headwinds in the retail end market as reasons for the adjustment.Actualización de narrativa • Oct 29
Recurring Revenue And Market Position Will Drive Potential Upside Into Year End
Analysts have recently reduced their price targets for SPS Commerce. New estimates generally fall in the $125 to $145 range, citing lower peer multiples and expectations for more moderate medium-term growth.Actualización de narrativa • Oct 14
Cloud-based EDI And Omni-Channel Analytics Will Strengthen Retail Supply Chains
Analysts have lowered their average price target on SPS Commerce by approximately $5.55. This adjustment reflects reduced peer multiples and slightly moderated growth expectations following recent earnings and investor updates.Actualización de narrativa • Sep 25
Cloud-based EDI And Omni-Channel Analytics Will Strengthen Retail Supply Chains
Analysts have trimmed their price targets for SPS Commerce to $147.82, citing the company’s transition to a more mature growth phase with tempered expectations and reduced upside catalysts, despite ongoing business model strength. Analyst Commentary SPS Commerce is perceived to have entered a more mature growth phase, prompting lower growth expectations.Artículo de análisis • Jul 21
Calculating The Fair Value Of SPS Commerce, Inc. (NASDAQ:SPSC)
Key Insights Using the 2 Stage Free Cash Flow to Equity, SPS Commerce fair value estimate is US$150 SPS Commerce's...Artículo de análisis • Jul 03
SPS Commerce's (NASDAQ:SPSC) Returns Have Hit A Wall
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Artículo de análisis • Jun 15
Earnings Tell The Story For SPS Commerce, Inc. (NASDAQ:SPSC)
With a price-to-earnings (or "P/E") ratio of 63x SPS Commerce, Inc. ( NASDAQ:SPSC ) may be sending very bearish signals...Artículo de análisis • Apr 28
Results: SPS Commerce, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
It's been a good week for SPS Commerce, Inc. ( NASDAQ:SPSC ) shareholders, because the company has just released its...Artículo de análisis • Apr 25
If EPS Growth Is Important To You, SPS Commerce (NASDAQ:SPSC) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Artículo de análisis • Apr 10
A Look At The Intrinsic Value Of SPS Commerce, Inc. (NASDAQ:SPSC)
Key Insights The projected fair value for SPS Commerce is US$153 based on 2 Stage Free Cash Flow to Equity With US$136...Seeking Alpha • Mar 25
SPS Commerce: Interesting TAM Expansion And Appears Undervalued
Summary SPS Commerce offers cloud-based SCM software and has delivered strong returns since its IPO, despite recent share price corrections. SPSC's fundamentals are solid, with steady revenue growth, profitability, and expanding operating cash flow, making it a decent growth stock. Future growth catalysts include recurring revenue from acquisitions and tapping into Amazon's FBA seller ecosystem, presenting significant TAM opportunities. My conservative price target of $149.6 per share projects a 15% upside YoY, justifying a buy rating for SPSC. Read the full article on Seeking AlphaArtículo de análisis • Mar 25
Returns On Capital At SPS Commerce (NASDAQ:SPSC) Have Stalled
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Artículo de análisis • Mar 07
Why We're Not Concerned Yet About SPS Commerce, Inc.'s (NASDAQ:SPSC) 27% Share Price Plunge
The SPS Commerce, Inc. ( NASDAQ:SPSC ) share price has fared very poorly over the last month, falling by a substantial...Artículo de análisis • Mar 04
Is SPS Commerce, Inc. (NASDAQ:SPSC) Potentially Undervalued?
SPS Commerce, Inc. ( NASDAQ:SPSC ), might not be a large cap stock, but it received a lot of attention from a...Artículo de análisis • Feb 17
SPS Commerce's (NASDAQ:SPSC) Earnings Seem To Be Promising
Despite posting healthy earnings, SPS Commerce, Inc.'s ( NASDAQ:SPSC ) stock has been quite weak. Our analysis suggests...Artículo de análisis • Jan 16
SPS Commerce, Inc.'s (NASDAQ:SPSC) Price Is Out Of Tune With Revenues
With a price-to-sales (or "P/S") ratio of 11.5x SPS Commerce, Inc. ( NASDAQ:SPSC ) may be sending very bearish signals...Seeking Alpha • Jan 04
SPS Commerce: Continued Dealmaking Adds To The Growth Path
Summary SPS Commerce continues strong growth with organic and M&A efforts, but high valuations and elevated multiples make it unattractive for investment despite solid track record. Recent acquisitions, including SupplyPike and Carbon6 Technologies, boost revenues but come with lower margins. Despite improved earnings projections, realistic earnings remain around $2 per share, making current valuation of 90 times earnings too high. Continued M&A activity and net cash balances support growth, but cautious stance remains due to demanding valuations and modest earnings improvements. Read the full article on Seeking AlphaArtículo de análisis • Jan 02
Estimating The Fair Value Of SPS Commerce, Inc. (NASDAQ:SPSC)
Key Insights The projected fair value for SPS Commerce is US$170 based on 2 Stage Free Cash Flow to Equity SPS...Artículo de análisis • Dec 05
Is Now The Time To Put SPS Commerce (NASDAQ:SPSC) On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Artículo de análisis • Nov 08
Is SPS Commerce, Inc. (NASDAQ:SPSC) Potentially Undervalued?
SPS Commerce, Inc. ( NASDAQ:SPSC ), is not the largest company out there, but it saw a double-digit share price rise of...Artículo de análisis • Oct 16
SPS Commerce (NASDAQ:SPSC) Is Experiencing Growth In Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Artículo de análisis • Sep 28
SPS Commerce, Inc.'s (NASDAQ:SPSC) Share Price Not Quite Adding Up
You may think that with a price-to-sales (or "P/S") ratio of 12.4x SPS Commerce, Inc. ( NASDAQ:SPSC ) is a stock to...
Nueva narrativa • Aug 27
Critical Expansion And Advanced Technologies Propel Retail Supply Chain Leader To New Heights
Strategic acquisitions and expansion into supply chain optimization position SPS Commerce for revenue growth through upselling and leveraging retailer relationships.Artículo de análisis • Aug 23
SPS Commerce (NASDAQ:SPSC) Ticks All The Boxes When It Comes To Earnings Growth
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero SPS Commerce. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 762 | 91 | 304 | 69 |
| 31 Dec 25 | 752 | 93 | 296 | 69 |
| 30 Sep 25 | 730 | 85 | 287 | 69 |
| 30 Jun 25 | 704 | 83 | 277 | 67 |
| 31 Mar 25 | 670 | 81 | 262 | 64 |
| 31 Dec 24 | 638 | 77 | 252 | 63 |
| 30 Sep 24 | 612 | 79 | 240 | 60 |
| 30 Jun 24 | 584 | 72 | 228 | 58 |
| 31 Mar 24 | 561 | 69 | 220 | 57 |
| 31 Dec 23 | 537 | 66 | 208 | 54 |
| 30 Sep 23 | 514 | 63 | 199 | 52 |
| 30 Jun 23 | 493 | 62 | 189 | 49 |
| 31 Mar 23 | 472 | 58 | 179 | 48 |
| 31 Dec 22 | 451 | 55 | 169 | 46 |
| 30 Sep 22 | 432 | 52 | 163 | 44 |
| 30 Jun 22 | 415 | 48 | 157 | 44 |
| 31 Mar 22 | 400 | 47 | 153 | 41 |
| 31 Dec 21 | 385 | 45 | 149 | 39 |
| 30 Sep 21 | 366 | 45 | 144 | 36 |
| 30 Jun 21 | 347 | 45 | 138 | 34 |
| 31 Mar 21 | 329 | 46 | 132 | 32 |
| 31 Dec 20 | 313 | 46 | 126 | 31 |
| 30 Sep 20 | 302 | 41 | 122 | 31 |
| 30 Jun 20 | 293 | 39 | 118 | 31 |
| 31 Mar 20 | 286 | 36 | 114 | 30 |
| 31 Dec 19 | 279 | 34 | 115 | 28 |
| 30 Sep 19 | 272 | 32 | 114 | 27 |
| 30 Jun 19 | 264 | 31 | 115 | 24 |
| 31 Mar 19 | 256 | 27 | 115 | 23 |
| 31 Dec 18 | 248 | 24 | 114 | 22 |
| 30 Sep 18 | 241 | 10 | 116 | 22 |
| 30 Jun 18 | 234 | 4 | 115 | 23 |
| 31 Mar 18 | 227 | 1 | 113 | 23 |
| 31 Dec 17 | 220 | 0 | 109 | 23 |
| 30 Sep 17 | 213 | 9 | 102 | 23 |
| 30 Jun 17 | 206 | 9 | 99 | 22 |
| 31 Mar 17 | 200 | 8 | 96 | 22 |
| 31 Dec 16 | 193 | 5 | 96 | 22 |
| 30 Sep 16 | 185 | 6 | 91 | 21 |
| 30 Jun 16 | 176 | 5 | 87 | 20 |
| 31 Mar 16 | 167 | 5 | 84 | 19 |
| 31 Dec 15 | 159 | 5 | 80 | 18 |
| 30 Sep 15 | 152 | 3 | 78 | 17 |
| 30 Jun 15 | 144 | 3 | 75 | 16 |
Ingresos de calidad: SPSC tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(11.9%) de SPSC son inferiores a los del año pasado (12.1%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de SPSC han crecido un 16% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de SPSC en el último año (11.8%) está por debajo de su media de 5 años (16% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de SPSC en el último año (11.8%) superó al de la industria Software 11.8%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de SPSC (9.4%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/29 07:17 |
| Precio de las acciones al final del día | 2026/05/29 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
SPS Commerce, Inc. está cubierta por 19 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Joseph Vruwink | Baird |
| Jeffrey Houston | Barrington Research Associates, Inc. |
| Mark Schappel | Benchmark Company |