Loading stock…

SPS Commerce, Inc. (SPSC) Stock Verdict & Ratings | Investment Bastion

02Growth

Is it actually growing, and how fast?

SPSCSPS Commerce

Revenue FY25$638M

GROWTH RATING↗

AVERAGE55 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+19%9

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+146%10

EPS growth, FY27E+8%6

EPS growth, FY28E+15%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 19%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 15%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 55% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 19%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE35 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+6%9

3-month return+37%10

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high73%4

1-year return-23%2

3-year return-52%1

5-year return-48%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+6%) and over three months (+37%).

WATCH

Returns sit at the market level so far this year (-7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-52% over three years and -48% over five), behind 90% of the market.

It's down 23% over the past year, now 27% below its 52-week high. That is lagging the market.

BOTTOM LINE

Early Turnaround

A poor multi-year track record but a sharp recent rally. Momentum is turning up, yet the trend is young and unproven — it needs follow-through to confirm rather than fade. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on SPS Commerce. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

SPSCSPS Commerce

Revenue FY25$638M

GROWTH RATING↗

AVERAGE55 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+19%9

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+146%10

EPS growth, FY27E+8%6

EPS growth, FY28E+15%7

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 19%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow faster than sales (EPS about 15%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 55% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 19%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE35 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+6%9

3-month return+37%10

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high73%4

1-year return-23%2

3-year return-52%1

5-year return-48%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+6%) and over three months (+37%).

WATCH

Returns sit at the market level so far this year (-7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-52% over three years and -48% over five), behind 90% of the market.

It's down 23% over the past year, now 27% below its 52-week high. That is lagging the market.

BOTTOM LINE

Early Turnaround

04Value

Are you paying a fair price for it?

Stop guessing on SPS Commerce. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

SPS Commerce, Inc.

01Key Ratings

02Growth

03Price Momentum

04Value

Stop guessing on SPS Commerce. Get the full investment case.

Premium

02Growth

03Price Momentum

04Value

Stop guessing on SPS Commerce. Get the full investment case.

Premium