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Upturn AI SWOT - About
LSPD 
Lightspeed Commerce Inc (LSPD)
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Upturn Advisory Summary
06/27/2025: LSPD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
20 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $12.07
Year Target Price $12.07
| 4 | Strong Buy |
| 4 | Buy |
| 11 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 28.91% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.59B USD | Price to earnings Ratio - | 1Y Target Price 11.93 |
Price to earnings Ratio - | 1Y Target Price 11.93 | ||
Volume (30-day avg) - | Beta 2.78 | 52 Weeks Range 7.34 - 18.96 | Updated Date 06/29/2025 |
52 Weeks Range 7.34 - 18.96 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.34 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -61.96% | Operating Margin (TTM) -8.9% |
Management Effectiveness
Return on Assets (TTM) -2.95% | Return on Equity (TTM) -32.74% |
Valuation
Trailing PE - | Forward PE 19.76 | Enterprise Value 1044340723 | Price to Sales(TTM) 1.47 |
Enterprise Value 1044340723 | Price to Sales(TTM) 1.47 | ||
Enterprise Value to Revenue 0.97 | Enterprise Value to EBITDA -14.36 | Shares Outstanding 137387008 | Shares Floating 98716555 |
Shares Outstanding 137387008 | Shares Floating 98716555 | ||
Percent Insiders 10.95 | Percent Institutions 65.59 |
Analyst Ratings
Rating 3.55 | Target Price 12.07 | Buy 4 | Strong Buy 4 |
Buy 4 | Strong Buy 4 | ||
Hold 11 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Lightspeed Commerce Inc
Company Overview
History and Background
Lightspeed Commerce Inc. was founded in 2005 by Dax Dasilva in Montreal, Canada. Initially focused on providing point-of-sale (POS) solutions for retailers, it expanded its services to include restaurants and e-commerce businesses. Lightspeed went public on the Toronto Stock Exchange (TSX) in 2019 and later listed on the New York Stock Exchange (NYSE) in 2020.
Core Business Areas
- Retail: Lightspeed Retail offers a cloud-based POS system designed for independent retailers, providing tools for inventory management, customer relationship management (CRM), and analytics. It serves various retail segments, including apparel, footwear, and home goods.
- Hospitality: Lightspeed Restaurant provides a cloud-based POS system for restaurants, bars, and cafes. It offers features like online ordering, table management, and kitchen display systems (KDS).
- E-commerce: Lightspeed E-commerce enables businesses to create and manage online stores, integrating with Lightspeed's POS systems for a unified commerce experience. It includes features for product catalog management, payment processing, and shipping.
- Payments: Lightspeed Payments is an integrated payment processing solution that allows merchants to accept various payment methods directly through the Lightspeed POS system. This streamlines transactions and provides real-time data on sales and payments.
Leadership and Structure
The CEO of Lightspeed Commerce Inc. is JP Chauvet. The company has a typical corporate structure with departments such as sales, marketing, product development, and finance.
Top Products and Market Share
Key Offerings
- Lightspeed Retail: A cloud-based POS system for retailers. Market share data varies by segment, but generally, Lightspeed competes with other POS providers. Competitors include Square, Shopify, and Clover. Lightspeed does not breakdown revenue by specific product line, only subscription and transaction revenue. Competitors: Shopify (SHOP), Square (SQ), Toast (TOST).
- Lightspeed Restaurant: A POS system designed for restaurants. Market share is competitive, with a focus on independent restaurants. Competitors include Toast, Square, and Revel Systems. Lightspeed does not breakdown revenue by specific product line, only subscription and transaction revenue. Competitors: Toast (TOST), Square (SQ), Shift4 Payments (FOUR).
- Lightspeed eCom: eCom platform for retailers and restaurants. Lightspeed does not breakdown revenue by specific product line, only subscription and transaction revenue. Competitors include Shopify (SHOP), BigCommerce (BIGC), Wix (WIX).
Market Dynamics
Industry Overview
The POS and e-commerce platform industry is rapidly growing, driven by the increasing adoption of digital payments, online shopping, and the need for integrated business solutions. The industry is competitive, with numerous players offering various solutions for different business types.
Positioning
Lightspeed positions itself as a provider of unified commerce solutions for SMB's in the retail, hospitality and e-commerce industries. Lightspeed's competitive advantage lies in its integrated platform, which combines POS, e-commerce, and payments into a single system.
Total Addressable Market (TAM)
Estimates suggest the global POS software market could exceed $30 billion by 2025. Lightspeed is positioned to capture a portion of this market through its focus on cloud-based solutions and integrated payments.
Upturn SWOT Analysis
Strengths
- Integrated platform offering POS, e-commerce, and payments
- Cloud-based architecture for scalability and accessibility
- Strong focus on SMBs in specific verticals (retail, hospitality)
- Recurring revenue model through subscriptions
- Global presence with operations in multiple countries
Weaknesses
- Profitability challenges due to growth investments
- Relatively smaller market share compared to larger competitors
- Potential for customer churn in a competitive market
- Historical reliance on acquisitions for growth, which can create integration challenges
Opportunities
- Expansion into new geographic markets
- Development of new features and functionalities for existing products
- Partnerships with other technology providers
- Increased adoption of digital payments and e-commerce
- Cross selling of other products into the install base, like payments
Threats
- Intense competition from larger and well-funded companies
- Changing consumer preferences and technological advancements
- Economic downturns impacting SMB spending
- Security breaches or data privacy concerns
- Regulation surrounding Payment Processing
Competitors and Market Share
Key Competitors
- SHOP
- SQ
- TOST
Competitive Landscape
Lightspeed's advantages include its integrated platform and focus on specific verticals. Disadvantages include its smaller size compared to Shopify and Square, and path to profitability.
Major Acquisitions
Ecwid
- Year: 2021
- Acquisition Price (USD millions): 500
- Strategic Rationale: To expand Lightspeed's e-commerce capabilities and reach a broader customer base by offering simpler and less costly e-commerce capabilities.
Vend
- Year: 2021
- Acquisition Price (USD millions): 350
- Strategic Rationale: To consolidate the retail POS market and expand Lightspeed's presence in the Asia-Pacific region. The integration has had some struggles.
Growth Trajectory and Initiatives
Historical Growth: Lightspeed has experienced strong revenue growth through organic expansion and acquisitions.
Future Projections: Analysts project continued revenue growth, with a focus on achieving profitability in the near future. Projections are subject to change based on market conditions and company performance.
Recent Initiatives: Recent strategic initiatives include expanding the Lightspeed Payments platform, focusing on profitability and operational efficiencies, and integrating acquired companies.
Summary
Lightspeed Commerce Inc. offers a comprehensive platform for SMB's, but it faces profitability challenges. Strong revenue growth has been offset by high operating expenses. The integrated platform and focus on specific verticals provide a competitive edge. The company needs to improve its profitability and efficiently integrate acquired companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Lightspeed Commerce Inc. Investor Relations
- SEC Filings
- Industry Reports
- Financial News Sources
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance 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 Lightspeed Commerce Inc
Exchange NYSE | Headquaters Montreal, QC, Canada | ||
IPO Launch date 2019-08-13 | CEO - | ||
Sector Technology | Industry Software - Application | Full time employees - | Website https://www.lightspeedhq.com |
Full time employees - | Website https://www.lightspeedhq.com | ||
Lightspeed Commerce Inc. engages in sale of cloud-based software subscriptions and payments solutions for single and multi-location retailers, restaurants, golf course operators, and other businesses in the United States, Canada, the United Kingdom, Australia, and internationally. It offers a cloud-based commerce platform that connects suppliers, merchants, and consumers to enable omnichannel experiences and engage with consumers, manage operations, accept payments, and grow business. The company's cloud platform is designed around interrelated elements, such as omni-channel consumer experience, a comprehensive back-office operations management suite to improve customers' efficiency and insight, and the facilitation of payments. Its platform functionalities include full omni-channel capabilities, point of sale (POS), product and menu management, kitchen display system (KDS), employee and inventory management comprising ordering, analytics and reporting, multi-location connectivity, order anywhere and curbside pickup functionality, loyalty, and customer management solutions. The company also offers tailored financial solutions, such as Lightspeed Payments and Lightspeed Capital; Lightspeed Restaurant, a unified hospitality commerce offering; Lightspeed Retail, a retail commerce offering; Lightspeed eCommerce that allows merchants to enhance omnichannel reach and increase selling flexibility; Lightspeed NuORDER integration to order from various brands; and Tee Sheet Lightspeed Golf for golf course operators to manage tee-time schedules, golf retail POS, and food and beverage POS. In addition, it sells hardware, including tablets, customer facing displays, KDS screens, receipt printers, networking hardware, cash drawers, payment terminals, servers, stands, bar-code scanners, and an assortment of accessories, as well as provides installation and implementation services. The company was formerly known as Lightspeed POS Inc. and changed its name to Lightspeed Commerce Inc. in August 2021. Lightspeed Commerce Inc. was i
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