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Upturn AI SWOT - About
SPSC 
SPS Commerce Inc (SPSC)
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Upturn Advisory Summary
09/12/2025: 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.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $152.36
1 Year Target Price $152.36
| 7 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.74% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.00B USD | Price to earnings Ratio 48.41 | 1Y Target Price 152.36 |
Price to earnings Ratio 48.41 | 1Y Target Price 152.36 | ||
Volume (30-day avg) 12 | Beta 0.7 | 52 Weeks Range 102.05 - 201.06 | Updated Date 09/14/2025 |
52 Weeks Range 102.05 - 201.06 | Updated Date 09/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.18 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.79% | Operating Margin (TTM) 14.13% |
Management Effectiveness
Return on Assets (TTM) 6.5% | Return on Equity (TTM) 10.04% |
Valuation
Trailing PE 48.41 | Forward PE 67.11 | Enterprise Value 3903706653 | Price to Sales(TTM) 5.69 |
Enterprise Value 3903706653 | Price to Sales(TTM) 5.69 | ||
Enterprise Value to Revenue 5.55 | Enterprise Value to EBITDA 25.27 | Shares Outstanding 37908800 | Shares Floating 37533465 |
Shares Outstanding 37908800 | Shares Floating 37533465 | ||
Percent Insiders 0.95 | Percent Institutions 103.27 |
Upturn AI SWOT
SPS Commerce Inc
Company Overview
History and Background
SPS Commerce was founded in 2001. It initially focused on EDI solutions for retailers and suppliers. Over time, it expanded its offerings to a broader suite of cloud-based supply chain management solutions. It went public in 2010.
Core Business Areas
- Retail Network: Connects retailers and suppliers through a cloud-based platform, enabling automated data exchange and order fulfillment.
- Analytics and Insights: Provides data analytics and reporting tools to help businesses optimize their supply chain performance.
- Assortment: Helps retailers and suppliers optimize product assortment based on market trends and customer demand.
Leadership and Structure
Chad Collins is the CEO. The company has a typical hierarchical structure with departments such as Sales, Marketing, Product Development, and Customer Support.
Top Products and Market Share
Key Offerings
- SPS Commerce Assortment: A cloud-based solution that enables retailers and suppliers to collaborate on product assortments. Market share is estimated to be around 20% in the assortment planning space. Competitors include Oracle Retail and JDA Software (now Blue Yonder).
- SPS Commerce Fulfillment: A cloud-based platform that automates the exchange of data between retailers and suppliers, streamlining order fulfillment processes. The Fulfillment market share is around 25%. Competitors include TrueCommerce and OpenText.
- SPS Commerce Analytics: Offers data insights and reporting to improve supply chain visibility and performance. The Analytic market share is around 15%. Competitors include Tableau and Domo.
Market Dynamics
Industry Overview
The supply chain management software industry is growing, driven by increasing demand for efficient and automated processes, particularly in the retail sector.
Positioning
SPS Commerce is positioned as a leading provider of cloud-based supply chain management solutions, focusing on connectivity and collaboration between retailers and suppliers. Its competitive advantage lies in its large network of connected businesses and its specialized focus on the retail industry.
Total Addressable Market (TAM)
The total addressable market for supply chain management solutions is estimated to be in the tens of billions of dollars. SPS Commerce is positioned to capture a significant portion of this TAM through its retail-focused solutions.
Upturn SWOT Analysis
Strengths
- Large, established network of retailers and suppliers
- Cloud-based platform
- Strong focus on the retail industry
- High customer retention rates
Weaknesses
- Reliance on the retail industry
- Potential for disruption from newer technologies
- Pricing pressure from competitors
Opportunities
- Expansion into new geographic markets
- Development of new product offerings, such as AI-powered analytics
- Partnerships with other technology providers
- Acquisition of smaller competitors
Threats
- Economic downturn affecting the retail industry
- Increased competition from larger software vendors
- Cybersecurity risks
- Changes in retail regulations
Competitors and Market Share
Key Competitors
- OTEX.TO
- INFOR
- ORCL
- SAP
Competitive Landscape
SPS Commerce has a competitive advantage in the retail supply chain space due to its large network and specialized focus. However, larger software vendors such as Oracle and SAP offer broader suites of solutions and have greater resources.
Major Acquisitions
RGE Resources
- Year: 2016
- Acquisition Price (USD millions): 16
- Strategic Rationale: Acquired to enhance its supply chain analytics capabilities.
Growth Trajectory and Initiatives
Historical Growth: SPS Commerce has experienced consistent revenue growth over the past several years, driven by increased adoption of its cloud-based solutions.
Future Projections: Analysts expect SPS Commerce to continue growing revenue at a healthy rate in the coming years, driven by increasing demand for supply chain management solutions and the company's expansion into new markets.
Recent Initiatives: Recent initiatives include expanding its product offerings to include AI-powered analytics and strengthening its partnerships with other technology providers.
Summary
SPS Commerce is a strong player in the retail-focused supply chain management solutions market. Its large network and specialized focus are key strengths, but it faces competition from larger software vendors. Future growth depends on its ability to innovate and expand into new markets. Investors should consider economic downturn which could affect this company.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Analyst Reports
- Industry Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Investment decisions should be based on individual research and consultation with a qualified financial advisor.
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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