Commerce.com 過去の業績
過去 基準チェック /06
Commerce.comは25.8%の年平均成長率で業績を伸ばしているが、IT業界はgrowingで10.3%毎年増加している。売上は成長しており、年平均12.1%の割合である。
主要情報
25.76%
収益成長率
28.36%
EPS成長率
| IT 業界の成長 | 22.43% |
| 収益成長率 | 12.07% |
| 株主資本利益率 | -32.55% |
| ネット・マージン | -4.40% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • May 17
CMRC: AI Shopping Tools And Payments Integration Will Drive Future Upside
Commerce.com’s analyst price target has moved higher by $0.34 as analysts factor in updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, alongside recent Street research including the $1 price target increase and earlier $1 reduction at Barclays. Analyst Commentary Recent research shows a mix of optimism and caution around Commerce.com, with price targets adjusted in both directions as analysts reassess fair value, execution risk and growth trends.Seeking Alpha • May 08
Commerce.com: Not Out Of The Woods Yet With Weak Growth, High Churn
Summary Commerce.com saw a 20%+ post-earnings rally driven by accelerating GMV and price stabilization. Despite the Q1 beat, I maintain a "Sell" rating due to persistent concerns and inferior growth relative to peers. The company has had a choppy history for revenue and GMV growth, and Shopify is growing at nearly a 3x faster pace than Commerce.com despite being >10x larger. I recognize recent execution improvements but do not view CMRC as out of the woods yet. Read the full article on Seeking Alphaナラティブの更新 • May 02
CMRC: Agentic Commerce And AI Integrations Will Drive Future Upside
Analysts have trimmed their price targets on Commerce.com, with one key target moving from $3 to $2. They point to ongoing deceleration in recurring revenue and sales growth and signal that the latest quarterly report does not materially change the existing investment narrative.ナラティブの更新 • Apr 18
CMRC: Global Integrations And AI Protocol Adoption Will Drive Future Upside
Analysts have trimmed the average price target on Commerce.com, with the new fair value estimate moving from about $4.96 to roughly $4.71. They point to slower recurring revenue and sales growth and highlight reduced future P/E assumptions following recent research updates from several firms.ナラティブの更新 • Apr 03
CMRC: Global Commerce Integrations And AI Protocol Adoption Will Support Future Upside
Analysts have trimmed their average price target on Commerce.com by $1 to $2, pointing to slower recurring revenue and sales growth as key reasons for the reset. Analyst Commentary Recent Street research around Commerce.com centers on slower recurring revenue and sales growth, with several firms trimming price targets and at least one high profile downgrade.ナラティブの更新 • Mar 19
CMRC: Global Partnerships And AI Commerce Protocol Will Support Future Upside
Analysts have reduced their average price target on Commerce.com by $1, reflecting recent cuts from firms that now cite decelerating recurring revenue and sales growth as key concerns. Analyst Commentary Recent research suggests that price target cuts on Commerce.com are tied closely to concerns about execution on growth and the pace of recurring revenue expansion, rather than any single quarterly print.ナラティブの更新 • Mar 05
CMRC: Global Checkout Partnerships And AI Shopping Standards Will Support Future Upside
Analysts have reduced their average price target on Commerce.com by $1. This change reflects a cautious view linked to slower recurring revenue and moderating sales growth highlighted in recent research updates.ナラティブの更新 • Feb 19
CMRC: Global Checkout And AI Shopping Protocols Will Drive Future Upside
Analysts have reduced their price target on Commerce.com to $2, down $1 from the prior $3 level. They cite ongoing concerns around decelerating recurring revenue and sales growth, which they say leave the core investment story largely unchanged.ナラティブの更新 • Feb 05
CMRC: Global Payments And AI Shopping Protocols Will Drive Future Upside
Analysts have trimmed their price target on Commerce.com by about $0.10, citing a slightly higher required discount rate and a small reset in forward P/E assumptions following recent research updates. Analyst Commentary Recent Street research around Commerce.com highlights a mixed picture, with some analysts focusing on potential execution upside while others are more cautious about valuation support and risk pricing.分析記事 • Jan 30
Commerce.com, Inc.'s (NASDAQ:CMRC) 25% Dip In Price Shows Sentiment Is Matching Revenues
To the annoyance of some shareholders, Commerce.com, Inc. ( NASDAQ:CMRC ) shares are down a considerable 25% in the...ナラティブの更新 • Jan 21
CMRC: Higher Margins And Agentic Commerce Push Will Support Future Upside
Analysts have reduced their price target on Commerce.com to about $6.50 from roughly $7.56, citing updated views on fair value, a higher discount rate, slightly softer revenue growth assumptions, improved profit margin expectations, and a lower future P/E outlook following recent research, including a downgrade at a major firm. Analyst Commentary Bullish Takeaways Bullish analysts see improved profit margin expectations as a key support for the revised fair value, arguing that better cost control could help offset softer revenue assumptions.分析記事 • Nov 23
Are Investors Undervaluing Commerce.com, Inc. (NASDAQ:CMRC) By 38%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Commerce.com fair value estimate is US$7.04 Commerce.com's...分析記事 • Aug 02
Would Commerce.com (NASDAQ:CMRC) Be Better Off With Less Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jun 16
BigCommerce Holdings, Inc.'s (NASDAQ:BIGC) Business And Shares Still Trailing The Industry
BigCommerce Holdings, Inc.'s ( NASDAQ:BIGC ) price-to-sales (or "P/S") ratio of 1.1x might make it look like a buy...
新しいナラティブ • Mar 28
SaaS Leaders And AI Will Transform Sales Operations
Recruitment of experienced leaders and sales process reorganization are expected to enhance sales efficiency and drive profitable revenue growth.Seeking Alpha • Mar 09
BigCommerce: Enterprise Account Slippage And C-Suite Hires Raise Concerns (Downgrade)
Summary Shares of BigCommerce fell after reporting disappointing Q4 results, derailing an attempted rebound rally this year. The company's ARR growth slowed to near-zero, while it's also facing a decline in enterprise accounts. Recent executive hires contradict restructuring goals, showing limited commitment to margin expansion. BigCommerce's valuation is cheap but reflects minimal growth and margin expansion. I'm downgrading BigCommerce to a sell rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
BigCommerce Holdings Q4 Results: A Solid E-Commerce Growth Play (Upgrade)
Summary BigCommerce Holdings, Inc. saw moderate top line growth in the fourth quarter. BigCommerce achieved record gross profits and beat both top and bottom line estimates for Q4 2024. The e-Commerce market is projected to grow significantly, benefiting BigCommerce, which has a strong market position in the enterprise segment. BIGC stock is valued attractively compared to rivals like Shopify and Amazon, but risks include slowing enterprise growth and meeting profitability targets for FY 2025. Read the full article on Seeking Alpha分析記事 • Feb 11
Does BigCommerce Holdings (NASDAQ:BIGC) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Dec 22
BigCommerce: Slow Growth Still An Issue, But Layoffs Are Moving In Right Direction (Rating Upgrade)
Summary BigCommerce has struggled in 2024, shedding ~30% of its value, but a Q3 earnings beat and layoffs prompt my upgrade to a neutral rating. The company focuses on profitability with positive adjusted EBITDA and pro forma operating margins, aiming for further margin expansion through management restructuring. Risks include dramatic growth slowdown, higher churn, and fierce competition from Shopify, which is growing faster and capturing market share. The stock trades at an opportunistic ~1.5x forward revenue. Shares could gain if the company's restructuring provides substantial adjusted EBITDA expansion next year. Read the full article on Seeking Alpha分析記事 • Dec 14
Revenues Working Against BigCommerce Holdings, Inc.'s (NASDAQ:BIGC) Share Price
You may think that with a price-to-sales (or "P/S") ratio of 1.7x BigCommerce Holdings, Inc. ( NASDAQ:BIGC ) is a stock...Seeking Alpha • Dec 03
BigCommerce Holdings: Growing E-Commerce Venture At A Cheap Price
Summary BigCommerce's shares surged after Q3 earnings, reversing a negative trend due to stronger-than-expected top-line growth and an improving earnings profile. BigCommerce is improving key platform metrics such as gross margin, average revenue per user and guided for stronger (non-GAAP) operating income in FY 2024. Despite a post-pandemic revenue slowdown, BigCommerce's enterprise focus and growing e-Commerce market present an opportunity for investors in the long term. BigCommerce's shares are undervalued compared to Shopify and their 3-year average P/S ratio, with significant upside potential if it achieves consistent operating income profitability going forward. Read the full article on Seeking Alpha分析記事 • Nov 08
BigCommerce Holdings (NASDAQ:BIGC) Is Making Moderate Use Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Oct 03
BigCommerce: SaaS Play At A Cheap Price
Summary BigCommerce shares fell after Q2 earnings, but positive adjusted operating income suggests a potential turnaround. Despite monetization struggles, BigCommerce attracts large enterprise brands and shows promising signs with its expected adjusted operating income turnaround in FY 2024. Shares have lost 42% this year, reflecting top line and earnings challenges, but the drop also represents a more attractive entry point. Key risks include losing large merchant clients to competitors like Shopify and weak operating income growth in the years ahead. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
BigCommerce: An Unbearable Slowdown
Summary BigCommerce shares have lost more than 30% of their value this year as growth has slowed down to near zero. In its recently released Q2 results, the company reported just 8% y/y growth, decelerating four points sequentially. Its guidance for Q3 points to even worse growth at 5-8% y/y. The company is hurting particularly in the small business space, where price increases have triggered a y/y reduction in ARR. Though cheap at less than 2x forward revenue, this stock remains a value trap. Read the full article on Seeking Alpha分析記事 • Aug 07
Market Cool On BigCommerce Holdings, Inc.'s (NASDAQ:BIGC) Revenues Pushing Shares 25% Lower
BigCommerce Holdings, Inc. ( NASDAQ:BIGC ) shareholders won't be pleased to see that the share price has had a very...分析記事 • Jul 18
An Intrinsic Calculation For BigCommerce Holdings, Inc. (NASDAQ:BIGC) Suggests It's 40% Undervalued
Key Insights The projected fair value for BigCommerce Holdings is US$13.82 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Jun 17
BigCommerce: Sell On Stalled Growth (Rating Downgrade)
Summary BigCommerce shares have plummeted over 90% since IPO, showing little hope for a rebound. Terrible Q1 results indicate continued revenue deceleration and loss of market share to Shopify. Despite a cheap share price, BigCommerce's limited growth opportunities and inability to generate meaningful profit make the stock a sell. Read the full article on Seeking AlphaSeeking Alpha • Jun 05
BigCommerce: Solid Value Proposition But Revenue Growth Slowing (Rating Downgrade)
Summary BigCommerce's shares have disappointed since its IPO, with decelerating top line growth and profitability struggles. The e-Commerce industry is still growing, however, and BigCommerce continues to add new clients to its portfolio that leverage BIGC's strength to expand in Europe and the Middle East. BigCommerce is making progress improving its cost structure and could soon become profitable. BigCommerce's valuation is attractive, but there are risks of losing customers to Shopify and failing to achieve profitability. Read the full article on Seeking Alpha分析記事 • May 08
Is BigCommerce Holdings (NASDAQ:BIGC) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Apr 17
BigCommerce: Wait For Growth To Reaccelerate
Summary BigCommerce's growth has slowed down, with y/y growth decelerating in the fourth quarter of 2023. The company's guidance for FY24 suggests that underlying demand is still poor, and further growth deterioration is possible. While there are positive takeaways, such as improved profitability and a new sales strategy, it is recommended to wait for clear growth improvement before investing. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
BigCommerce: Losses Are Largely Factored In (Rating Upgrade)
Summary BigCommerce stock has lost over 10% of its value year to date and over 30% in the past year. The company has recently shown signs of profitability and growth acceleration, driven by subscription revenue. However, concerns remain primarily around BigCommerce's declining revenue growth, competition with Shopify, and heavy debt. Upgrading the stock to neutral based on recent improving trends, but BigCommerce isn't exactly in the clear just yet. Read the full article on Seeking Alpha分析記事 • Feb 06
BigCommerce Holdings, Inc. (NASDAQ:BIGC) Shares Could Be 37% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, BigCommerce Holdings fair value estimate is US$12.60...分析記事 • Nov 06
Is BigCommerce Holdings, Inc. (NASDAQ:BIGC) Trading At A 39% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, BigCommerce Holdings fair value estimate is US$16.44...分析記事 • Oct 16
Is It Time To Consider Buying BigCommerce Holdings, Inc. (NASDAQ:BIGC)?
While BigCommerce Holdings, Inc. ( NASDAQ:BIGC ) might not be the most widely known stock at the moment, it received a...分析記事 • Jun 29
Is There An Opportunity With BigCommerce Holdings, Inc.'s (NASDAQ:BIGC) 50% Undervaluation?
Key Insights The projected fair value for BigCommerce Holdings is US$19.53 based on 2 Stage Free Cash Flow to Equity...収支内訳
収支内訳
Commerce.com の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 347 | -15 | 189 | 72 |
| 31 Dec 25 | 342 | -19 | 193 | 73 |
| 30 Sep 25 | 340 | -13 | 188 | 75 |
| 30 Jun 25 | 338 | -18 | 189 | 78 |
| 31 Mar 25 | 335 | -21 | 188 | 80 |
| 31 Dec 24 | 333 | -27 | 191 | 81 |
| 30 Sep 24 | 330 | -28 | 195 | 81 |
| 30 Jun 24 | 324 | -41 | 196 | 81 |
| 31 Mar 24 | 318 | -49 | 196 | 83 |
| 31 Dec 23 | 309 | -65 | 199 | 83 |
| 30 Sep 23 | 298 | -94 | 204 | 87 |
| 30 Jun 23 | 292 | -104 | 208 | 87 |
| 31 Mar 23 | 285 | -125 | 212 | 88 |
| 31 Dec 22 | 279 | -140 | 211 | 88 |
| 30 Sep 22 | 272 | -141 | 206 | 85 |
| 30 Jun 22 | 258 | -133 | 192 | 80 |
| 31 Mar 22 | 239 | -105 | 173 | 72 |
| 31 Dec 21 | 220 | -77 | 156 | 65 |
| 30 Sep 21 | 198 | -57 | 141 | 59 |
| 30 Jun 21 | 179 | -43 | 130 | 54 |
| 31 Mar 21 | 166 | -41 | 119 | 51 |
| 31 Dec 20 | 152 | -39 | 109 | 48 |
| 30 Sep 20 | 140 | -37 | 98 | 45 |
| 30 Jun 20 | 129 | -41 | 89 | 44 |
| 31 Mar 20 | 120 | -43 | 86 | 43 |
| 31 Dec 19 | 112 | -50 | 83 | 43 |
| 31 Dec 18 | 92 | -44 | 65 | 42 |
質の高い収益: CMRCは現在利益が出ていません。
利益率の向上: CMRCは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: CMRCは利益を出していないが、過去 5 年間で年間25.8%の割合で損失を削減してきた。
成長の加速: CMRCの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: CMRCは利益が出ていないため、過去 1 年間の収益成長をIT業界 ( 25.7% ) と比較することは困難です。
株主資本利益率
高いROE: CMRCは現在利益が出ていないため、自己資本利益率 ( -32.55% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/27 07:41 |
| 終値 | 2026/05/27 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Commerce.com, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Raimo Lenschow | Barclays |
| Sunil Rajgopal | Berenberg |
| David Hynes | Canaccord Genuity |