Zacks Investment Research·5d ago
SPS Commerce (SPSC) is an Incredible Growth Stock: 3 Reasons WhySPS Commerce (SPSC) could produce exceptional returns because of its solid growth attributes.
SPS Commerce's revenue growth has decelerated to 4.1% year over year in 2026Q3 from 22.0% in 2025Q2, while quarterly gross margins swung between 64.3% and 74.9%, which may indicate pricing or cost-allocation volatility that warrants further investigation.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $1.39+13.0% vs $1.23 | $198M+0.1% vs $198M |
Q3 2026 Jul 30, 2026 | $1.27+16.5% vs $1.09 | $198M+1.2% vs $195M |
Q2 2026 Apr 30, 2026 | $1.10+7.8% vs $1.02 | $192M-0.2% vs $192M |
Q1 2026 Feb 12, 2026 | $1.14+14.0% vs $1.00 | $193M-0.5% vs $194M |
SPS Commerce (SPSC) could produce exceptional returns because of its solid growth attributes.
Agentic onboarding enabled hundreds of suppliers to achieve compliance within 24 hours. Adjusted EBITDA margin reached 36% of revenue in the third quarter.
SPS Commerce, Inc. (SPSC) Q3 2026 Earnings Call Transcript
SPS Commerce NASDAQ: SPSC reported third-quarter 2026 revenue growth of 4% as the company expanded profitability and highlighted growing use of its AI-driven supply-chain tools, while Amazon policy changes and the divestiture of a revenue-recovery business weighed on reported growth.
Benchmark SPSC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for SPS Commerce, Inc. (SPSC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $81.91 | $3.01B | 35.68 | 17.83% | 10.65% | 8.73% | — | |
| $114.38 | $15.15B | 14.95 | 8.26% | 18.56% | 1200.87% | — | |
| $13.41 | $1.44B | -38.59 | 32.89% | -7.24% | -10.19% | — | |
| $230.74 | $8.24B | 48.33 | 19.72% | 15.62% | 32.03% | — | |
| $173.15 | $9.27B | 33.29 | 11.04% | 15.39% | 24.03% | — | |
| $22.67 | $2.48B | 70.89 | 10.01% | 5.4% | 3.32% | — |
SPS Commerce, Inc. (SPSC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
SPS Commerce, Inc. (SPSC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Jul 30, 2026·SEC
May 28, 2026·SEC
Get notified when SPSC posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
SPS Commerce, Inc. (SPSC) stock FAQ — growth, dividends, profitability & financials explained
SPS Commerce, Inc. (SPSC) reported $780.2M in revenue over the trailing twelve months. Revenue was $751.5M in fiscal year 2025. That is 2882% more than the $25.2M of fiscal year 2007.
SPS Commerce, Inc. (SPSC) grew revenue by 6.9% over the trailing twelve months, compared with the twelve months before.
Yes. SPS Commerce, Inc. (SPSC) earned $83.1M in net income over the trailing twelve months (a 10.7% net margin).
SPS Commerce, Inc. (SPSC) had a return on equity (ROE) of 8.7% over the trailing twelve months. That is below the market's typical 10-15%.
SPS Commerce, Inc. (SPSC) generated $202.6M in free cash flow over the trailing twelve months.
