8-K Announcements
6Material company update
May 14, 2026·SEC
Material company update
May 7, 2026·SEC
Material company update
Apr 14, 2026·SEC
Commerce.com, Inc.(CMRC)Earnings, Financials & Key Ratios
CMRC•NASDAQ
$2.91
Price updated Jun 27, 2026
AboutCommerce.com, Inc. operates a software-as-a-service e-commerce platform for brands and retailers in the United States, North and South America, Europe, the Middle East, Africa, and the Asia Pacific. The company provides a platform for launching and scaling an ecommerce operation, including store design, catalog management, hosting, checkout, order management, reporting, and pre-integration into third-party services, such as payments, shipping, and accounting. It serves stores in various sizes, product categories, and purchase types comprising business-to-consumer and business-to-business. Commerce.com, Inc. was formerly known as BigCommerce Holdings, Inc. and changed its name to Commerce.com, Inc. in July 2025. The company was founded in 2009 and is headquartered in Austin, Texas.Show more
- Revenue$342M+2.8%
- EBITDA-$3M+90.8%
- Net Income-$19M+28.4%
- EPS (Diluted)-0.24+31.4%
- Gross Margin78.75%+2.7%
- EBITDA Margin-0.75%+91.1%
- Operating Margin-4.74%+62.2%
- Net Margin-5.65%+30.4%
- ROE-53.19%+42.0%
CMRC Price & Volume
Commerce.com, Inc. (CMRC) stock price & volume — 10-year historical chart
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Stagnant Revenue Growth Masks Persistent Liquidity Risks
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Decelerating
Profitability:Strained
Financial Position:Vulnerable
Cash Flow:Mixed
Primary Risk:Liquidity and solvency pressure
"Commerce.com faces a challenging transition as revenue growth has decelerated to 2.83% in 2025Q4, signaling a loss of competitive momentum in its core enterprise segment. The company's reliance on debt, evidenced by a 3.52 debt-to-equity ratio, combined with a history of significant stock-based compensation peaking at $10.2 million in 2024Q3, creates a precarious financial profile. Investors should monitor whether the recent 7.7% operating margin in 2026Q1 represents a sustainable pivot or merely a temporary fluctuation in an otherwise volatile earnings trajectory."
Verdict Logic
the company's precarious liquidity profile, highlighted by a cash position of only $44.3 million against $165.5 million in total debt as of 2025Q4, suggests significant solvency risks for long-term shareholders.
CMRC Growth Metrics
Commerce.com, Inc. (CMRC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years17.58%
3 Years7.05%
TTM3.55%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM27.3%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM29.82%
Return on Capital
10 Years-49.52%
5 Years-18.4%
3 Years-13.11%
Last Year-7.16%
CMRC Recent Earnings
Commerce.com, Inc. (CMRC) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.13+18.2%
$0.11
Rev
$87M+4.3%
$83M
Q1 2026
Feb 12, 2026Metric
Actual
Est
EPS
$0.07+0.0%
$0.07
Rev
$90M-0.9%
$90M
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$0.08+700.0%
$0.01
Rev
$86M-4.6%
$90M
Q3 2025
Jul 31, 2025Metric
Actual
Est
EPS
$0.04+33.3%
$0.03
Rev
$84M-1.9%
$86M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.13vs $0.11+18.2% | $87Mvs $83M+4.3% |
| Q1 2026 | Feb 12, 2026 | $0.07vs $0.07+0.0% | $90Mvs $90M-0.9% |
| Q4 2025 | Nov 6, 2025 | $0.08vs $0.01+700.0% | $86Mvs $90M-4.6% |
| Q3 2025 | Jul 31, 2025 | $0.04vs $0.03+33.3% | $84Mvs $86M-1.9% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Commerce.com, Inc. (CMRC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $2.91 | $240.11M | -12.13 | 2.83% | -5.65% | -53.19% | — | |
| $116.86 | $151.64B | 124.32 | 30.14% | 10.77% | 10.52% | — | |
| $44.10 | $2.43B | 50.11 | 13.2% | -1.97% | — | — | |
| $47.46 | $11.23B | 29.66 | 10.78% | 12.55% | 16.35% | — | |
| $4.04 | $714.95M | 36.73 | 6.09% | 9.4% | 9.68% | — | |
| $84.55 | $11.28B | 13.57 | 8.26% | 17.32% | 366.9% | — |
Compare CMRC vs Peers
Commerce.com, Inc. (CMRC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CMRC SEC Filings & Documents
Commerce.com, Inc. (CMRC) SEC filings — annual & quarterly reports (10-K, 10-Q)
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CMRC Frequently Asked Questions
Commerce.com, Inc. (CMRC) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Commerce.com, Inc.'s revenue?
Commerce.com, Inc. (CMRC) reported $346.8M in revenue for fiscal year 2025. This represents a 278% increase from $91.9M in 2018.
How fast is Commerce.com, Inc. growing?
Commerce.com, Inc. (CMRC) grew revenue by 2.8% over the past year. Growth has been modest.
Is CMRC profitable?
Commerce.com, Inc. (CMRC) reported a net loss of $15.3M for fiscal year 2025.
Dividend & Returns
What is CMRC's return on equity?
Commerce.com, Inc. (CMRC) has a return on equity (ROE) of -53.2%. Negative ROE indicates the company is unprofitable.
What is Commerce.com, Inc.'s free cash flow?
Commerce.com, Inc. (CMRC) generated $33.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.