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Upturn AI SWOT - About
SPSC 
SPS Commerce Inc (SPSC)
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Upturn Advisory Summary
04/01/2025: SPSC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -29.19% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.04B USD | Price to earnings Ratio 65.06 | 1Y Target Price 200.14 |
Price to earnings Ratio 65.06 | 1Y Target Price 200.14 | ||
Volume (30-day avg) 361376 | Beta 0.92 | 52 Weeks Range 122.58 - 218.61 | Updated Date 03/31/2025 |
52 Weeks Range 122.58 - 218.61 | Updated Date 03/31/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.04 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.08% | Operating Margin (TTM) 14.48% |
Management Effectiveness
Return on Assets (TTM) 5.99% | Return on Equity (TTM) 10.12% |
Valuation
Trailing PE 65.06 | Forward PE 67.11 | Enterprise Value 4814258239 | Price to Sales(TTM) 7.91 |
Enterprise Value 4814258239 | Price to Sales(TTM) 7.91 | ||
Enterprise Value to Revenue 7.55 | Enterprise Value to EBITDA 36.72 | Shares Outstanding 37773800 | Shares Floating 37422540 |
Shares Outstanding 37773800 | Shares Floating 37422540 | ||
Percent Insiders 0.87 | Percent Institutions 102.52 |
Analyst Ratings
Rating 4.18 | Target Price 220.2 | Buy 1 | Strong Buy 6 |
Buy 1 | Strong Buy 6 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
SPS Commerce Inc
Company Overview
History and Background
SPS Commerce was founded in 2001. It provides cloud-based supply chain management software. The company went public in 2010 and has grown through organic expansion and strategic acquisitions, focusing on retail supply chain solutions.
Core Business Areas
- Retail Network: SPS Commerce's core business is its cloud-based retail network, connecting retailers and suppliers for automated order management, inventory visibility, and collaborative forecasting.
- Analytics and Insights: Provides data analytics and reporting tools to help retailers and suppliers optimize their supply chain performance.
- Product Sourcing: Solutions for retailers to efficiently source new products and suppliers.
Leadership and Structure
Chad Collins serves as the CEO. The company has a typical corporate structure with departments for sales, marketing, engineering, finance, and operations. The Board of Directors oversees strategic direction and governance.
Top Products and Market Share
Key Offerings
- SPS Commerce Assortment: A cloud-based platform facilitating product discovery and sourcing between retailers and suppliers. Market share data isn't publicly available, but it is a significant revenue driver for the company. Competitors include RangeMe and Faire.
- SPS Commerce Fulfillment: Automates order processing and streamlines communication between retailers and their suppliers. Competitors include TrueCommerce and DiCentral.
Market Dynamics
Industry Overview
The retail supply chain management industry is experiencing growth driven by e-commerce expansion, increasing supply chain complexity, and the need for real-time visibility and automation. There is a high demand for integration with disparate systems.
Positioning
SPS Commerce is a leading provider of cloud-based retail network solutions, catering to a wide range of retailers and suppliers. Their competitive advantages include a large network of connected businesses, a comprehensive suite of solutions, and a strong reputation for reliability.
Total Addressable Market (TAM)
TAM is estimated to be in the tens of billions of dollars. SPS Commerce is well-positioned with its established network and comprehensive solutions to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Large established retail network
- Comprehensive suite of solutions
- Strong reputation for reliability
- Recurring revenue model
Weaknesses
- Reliance on the retail industry
- Potential for disruption from emerging technologies
- Vulnerability to cybersecurity threats
Opportunities
- Expansion into new markets and geographies
- Development of new solutions and services
- Acquisition of complementary businesses
- Increased adoption of cloud-based solutions
Threats
- Increased competition from established players and new entrants
- Economic downturns impacting retail spending
- Changes in retail industry trends and technologies
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- ORCL
- SAP
- Manhattan Associates (MANH)
Competitive Landscape
SPS Commerce competes with larger enterprise software vendors and specialized supply chain solutions providers. SPS Commerce has an advantage in its cloud offering and large trading network.
Major Acquisitions
MAPADOC
- Year: 2016
- Acquisition Price (USD millions): 21.5
- Strategic Rationale: Expand its EDI offerings and customer base within the Microsoft Dynamics channel.
Growth Trajectory and Initiatives
Historical Growth: SPS Commerce has experienced strong historical growth driven by increasing adoption of its retail network and solutions.
Future Projections: Analysts expect continued growth in revenue and earnings as the company expands its market reach and develops new solutions.
Recent Initiatives: Recent strategic initiatives include expanding its product sourcing capabilities, focusing on international expansion, and integrating AI into its platform.
Summary
SPS Commerce is a strong company with a solid cloud platform, a wide and growing customer base, and consistently increasing sales. Its well-established network and specialized services give it an advantage. The need to keep up with technological advancements and maintain data security are potential problems. Overall, the company is healthy and should continue to thrive.
Similar Companies
MANH
Manhattan Associates Inc
MANH
Manhattan Associates Inc
ORCL
Oracle Corporation
ORCL
Oracle Corporation
SAP
SAP SE ADR
SAP
SAP SE ADR
Sources and Disclaimers
Data Sources:
- SPS Commerce Investor Relations
- Company SEC Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPS Commerce Inc
Exchange NASDAQ | Headquaters Minneapolis, MN, United States | ||
IPO Launch date 2010-04-22 | CEO & Director Mr. Chadwick Collins | ||
Sector Technology | Industry Software - Application | Full time employees 2783 | Website https://www.spscommerce.com |
Full time employees 2783 | Website https://www.spscommerce.com | ||
SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. The company offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, grocers, suppliers, manufacturers, distributors, and logistics firm; and manages omnichannel, supply chain, and other business requirements. It also provides Fulfillment, a comprehensive solution designed to streamline supply chain operation that sends and receives order data, ensuring accurate execution of required processes from order to invoicing and revenue recovery through fully automated operations; and Analytics product that simplifies managing sell-through data from customers business partners that handle data acquisition, cleansing, normalization, and delivery. In addition, the company offers various complimentary products, such as assortment product, which simplifies the communication of robust, accurate item data by automatically translating item attributes, and hierarchies through single connection across all sales channels; and community product that allows organizations to accelerate digitization of their supply chain and improve collaboration with suppliers through change management, onboarding programs, and supplier score carding. The company was formerly known as St. Paul Software, Inc. and changed its name to SPS Commerce, Inc. in May 2001. SPS Commerce, Inc. was incorporated in 1987 and is headquartered in Minneapolis, Minnesota.
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