SPS Commerce (SPSC) Competitors

$178.97
+5.10 (+2.93%)
(As of 05/1/2024 ET)

SPSC vs. QLYS, KVYO, TENB, WK, BRZE, CFLT, ALRM, CXM, DUOL, and MQ

Should you be buying SPS Commerce stock or one of its competitors? The main competitors of SPS Commerce include Qualys (QLYS), Klaviyo (KVYO), Tenable (TENB), Workiva (WK), Braze (BRZE), Confluent (CFLT), Alarm.com (ALRM), Sprinklr (CXM), Duolingo (DUOL), and Marqeta (MQ).

SPS Commerce vs.

SPS Commerce (NASDAQ:SPSC) and Qualys (NASDAQ:QLYS) are both mid-cap business services companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, earnings, media sentiment, dividends, analyst recommendations, institutional ownership, community ranking, valuation and profitability.

Qualys has higher revenue and earnings than SPS Commerce. Qualys is trading at a lower price-to-earnings ratio than SPS Commerce, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SPS Commerce$536.91M12.34$65.82M$1.8397.80
Qualys$554.46M11.02$151.60M$4.0440.91

SPS Commerce currently has a consensus price target of $196.57, indicating a potential upside of 9.83%. Qualys has a consensus price target of $154.57, indicating a potential downside of 6.48%. Given SPS Commerce's stronger consensus rating and higher possible upside, equities research analysts plainly believe SPS Commerce is more favorable than Qualys.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SPS Commerce
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71
Qualys
4 Sell rating(s)
6 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
1.92

99.0% of SPS Commerce shares are owned by institutional investors. Comparatively, 99.3% of Qualys shares are owned by institutional investors. 1.0% of SPS Commerce shares are owned by insiders. Comparatively, 1.2% of Qualys shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

SPS Commerce has a beta of 0.79, meaning that its stock price is 21% less volatile than the S&P 500. Comparatively, Qualys has a beta of 0.51, meaning that its stock price is 49% less volatile than the S&P 500.

SPS Commerce received 114 more outperform votes than Qualys when rated by MarketBeat users. Likewise, 73.73% of users gave SPS Commerce an outperform vote while only 59.95% of users gave Qualys an outperform vote.

CompanyUnderperformOutperform
SPS CommerceOutperform Votes
626
73.73%
Underperform Votes
223
26.27%
QualysOutperform Votes
512
59.95%
Underperform Votes
342
40.05%

Qualys has a net margin of 27.34% compared to SPS Commerce's net margin of 12.23%. Qualys' return on equity of 49.06% beat SPS Commerce's return on equity.

Company Net Margins Return on Equity Return on Assets
SPS Commerce12.23% 12.06% 9.76%
Qualys 27.34%49.06%20.56%

In the previous week, SPS Commerce had 21 more articles in the media than Qualys. MarketBeat recorded 30 mentions for SPS Commerce and 9 mentions for Qualys. SPS Commerce's average media sentiment score of 0.64 beat Qualys' score of 0.62 indicating that SPS Commerce is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SPS Commerce
5 Very Positive mention(s)
5 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Qualys
3 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

SPS Commerce beats Qualys on 10 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SPSC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SPSC vs. The Competition

MetricSPS CommercePrepackaged software IndustryBusiness SectorNASDAQ Exchange
Market Cap$6.63B$21.96B$6.53B$7.43B
Dividend YieldN/A1.93%2.66%3.96%
P/E Ratio97.8099.7737.2219.12
Price / Sales12.349.151,018.1789.84
Price / Cash60.2968.6527.6235.54
Price / Book9.719.244.384.27
Net Income$65.82M$387.75M$119.46M$214.24M
7 Day Performance5.63%-0.21%0.21%1.20%
1 Month Performance1.65%-3.97%-3.96%-3.86%
1 Year Performance17.97%20.98%8.17%8.19%

SPS Commerce Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
QLYS
Qualys
1.7264 of 5 stars
$171.54
+1.8%
$153.23
-10.7%
+48.5%$6.34B$554.46M42.462,188Upcoming Earnings
KVYO
Klaviyo
2.3317 of 5 stars
$23.38
+1.8%
$36.88
+57.7%
N/A$6.11B$698.10M0.001,815Upcoming Earnings
Short Interest ↑
News Coverage
TENB
Tenable
4.618 of 5 stars
$46.15
+2.5%
$56.63
+22.7%
+23.9%$5.48B$798.71M-67.871,999News Coverage
WK
Workiva
4.0428 of 5 stars
$80.33
+1.6%
$111.63
+39.0%
-14.2%$4.40B$630.04M-33.892,526Upcoming Earnings
News Coverage
BRZE
Braze
3.2692 of 5 stars
$40.79
+2.8%
$63.41
+55.5%
+37.5%$4.11B$471.80M-30.671,548Analyst Report
CFLT
Confluent
1.7884 of 5 stars
$28.53
+4.3%
$30.64
+7.4%
+30.5%$8.92B$776.95M-19.412,744Upcoming Earnings
News Coverage
Positive News
ALRM
Alarm.com
2.8794 of 5 stars
$66.15
+2.1%
$68.83
+4.1%
+41.2%$3.30B$881.68M43.241,989News Coverage
CXM
Sprinklr
4.3138 of 5 stars
$11.83
+3.1%
$16.90
+42.9%
-0.1%$3.23B$732.36M65.703,869
DUOL
Duolingo
3.2956 of 5 stars
$220.53
+7.3%
$245.13
+11.2%
+60.0%$9.46B$531.11M648.64720Upcoming Earnings
Short Interest ↓
MQ
Marqeta
3.4186 of 5 stars
$5.65
+4.1%
$7.57
+34.0%
+37.2%$2.90B$676.17M-13.45771Upcoming Earnings

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This page (NASDAQ:SPSC) was last updated on 5/2/2024 by MarketBeat.com Staff

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