Commerce.com 대차대조표 건전성
재무 건전성 기준 점검 5/6
Commerce.com 의 총 주주 지분은 $46.9M 이고 총 부채는 $156.8M, 이는 부채 대 자기자본 비율을 334.5% 로 가져옵니다. 총자산과 총부채는 각각 $324.3M 및 $277.4M 입니다. Commerce.com 의 EBIT는 $2.1M 이며 이자보상배율은 0.4 입니다. $155.1M 의 현금 및 단기 투자금을 보유하고 있습니다.
핵심 정보
334.46%
부채/자본 비율
US$156.80m
부채
| 이자보상배율 | 0.4x |
| 현금 | US$155.14m |
| 자본 | US$46.88m |
| 총부채 | US$277.38m |
| 총자산 | US$324.26m |
최근 재무 건전성 업데이트
분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...Recent updates
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...재무 상태 분석
단기부채: CMRC 의 단기 자산 ( $230.0M )이 단기 부채( $116.4M ).
장기 부채: CMRC의 단기 자산($230.0M)이 장기 부채($160.9M)를 초과합니다.
부채/자본 비율 추이 및 분석
부채 수준: CMRC 의 순부채 대 자기자본 비율( 3.5% )은 satisfactory로 간주됩니다.
부채 감소: CMRC의 부채 대비 자본 비율은 지난 5년 동안 0%에서 334.5%로 증가했습니다.
대차대조표
현금 보유 기간 분석
과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.
안정적인 현금 활주로: 수익성이 없는 CMRC 현재의 플러스 무료 현금 흐름 수준을 유지한다면 3년 이상 충분한 현금 활주로를 보유하고 있습니다.
예측 현금 활주로: CMRC 은(는) 수익성이 없지만 잉여 현금 흐름이 긍정적이고 매년 32.6 %씩 성장하기 때문에 3년 이상 충분한 현금 활주로를 보유하고 있습니다.
건전한 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/27 03:35 |
| 종가 | 2026/05/27 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Commerce.com, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Raimo Lenschow | Barclays |
| Sunil Rajgopal | Berenberg |
| David Hynes | Canaccord Genuity |