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SPS Commerce (SPSC) Competitors

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$82.35 -1.85 (-2.20%)
Closing price 04:00 PM Eastern
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$82.16 -0.18 (-0.22%)
As of 07:30 PM Eastern
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SPSC vs. SAIL, HUBS, FIG, PAYC, and BSY

Should you buy SPS Commerce stock or one of its competitors? SPS Commerce's main competitors and comparable companies include SailPoint (SAIL), HubSpot (HUBS), Figma (FIG), Paycom Software (PAYC), and Bentley Systems (BSY). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "application software" industry.

How does SPS Commerce compare to SailPoint?

SPS Commerce (NASDAQ:SPSC) and SailPoint (NASDAQ:SAIL) are both technology companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, profitability, media sentiment, valuation, institutional ownership, analyst recommendations, risk and dividends.

SPS Commerce currently has a consensus price target of $77.10, suggesting a potential downside of 5.40%. SailPoint has a consensus price target of $21.55, suggesting a potential upside of 8.11%. Given SailPoint's stronger consensus rating and higher possible upside, analysts clearly believe SailPoint is more favorable than SPS Commerce.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SPS Commerce
2 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.18
SailPoint
1 Sell rating(s)
6 Hold rating(s)
19 Buy rating(s)
0 Strong Buy rating(s)
2.69

SPS Commerce has a beta of 0.62, suggesting that its stock price is 38% less volatile than the broader market. Comparatively, SailPoint has a beta of 2.15, suggesting that its stock price is 115% more volatile than the broader market.

SPS Commerce has a net margin of 10.10% compared to SailPoint's net margin of -16.92%. SPS Commerce's return on equity of 13.04% beat SailPoint's return on equity.

Company Net Margins Return on Equity Return on Assets
SPS Commerce10.10% 13.04% 10.83%
SailPoint -16.92%2.44%2.21%

SPS Commerce has higher earnings, but lower revenue than SailPoint. SailPoint 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$751.51M3.90$93.34M$2.0739.37
SailPoint$1.07B10.62-$270.05M-$0.34N/A

In the previous week, SailPoint had 4 more articles in the media than SPS Commerce. MarketBeat recorded 4 mentions for SailPoint and 0 mentions for SPS Commerce. SPS Commerce's average media sentiment score of 0.93 beat SailPoint's score of 0.32 indicating that SPS Commerce is being referred to more favorably in the media.

Company Overall Sentiment
SPS Commerce Positive
SailPoint Neutral

99.0% of SPS Commerce shares are owned by institutional investors. 0.6% of SPS Commerce shares are owned by company insiders. Comparatively, 1.7% of SailPoint shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Summary

SPS Commerce beats SailPoint on 9 of the 17 factors compared between the two stocks.

How does SPS Commerce compare to HubSpot?

HubSpot (NYSE:HUBS) and SPS Commerce (NASDAQ:SPSC) are both technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, analyst recommendations, media sentiment, risk, earnings, valuation, institutional ownership and dividends.

SPS Commerce has a net margin of 10.10% compared to HubSpot's net margin of 4.26%. SPS Commerce's return on equity of 13.04% beat HubSpot's return on equity.

Company Net Margins Return on Equity Return on Assets
HubSpot4.26% 8.66% 4.47%
SPS Commerce 10.10%13.04%10.83%

90.4% of HubSpot shares are held by institutional investors. Comparatively, 99.0% of SPS Commerce shares are held by institutional investors. 3.7% of HubSpot shares are held by insiders. Comparatively, 0.6% of SPS Commerce shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

HubSpot currently has a consensus price target of $270.61, indicating a potential upside of 27.18%. SPS Commerce has a consensus price target of $77.10, indicating a potential downside of 5.40%. Given HubSpot's stronger consensus rating and higher possible upside, equities analysts plainly believe HubSpot is more favorable than SPS Commerce.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
HubSpot
2 Sell rating(s)
17 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.38
SPS Commerce
2 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.18

In the previous week, HubSpot had 13 more articles in the media than SPS Commerce. MarketBeat recorded 13 mentions for HubSpot and 0 mentions for SPS Commerce. SPS Commerce's average media sentiment score of 0.93 beat HubSpot's score of 0.28 indicating that SPS Commerce is being referred to more favorably in the news media.

Company Overall Sentiment
HubSpot Neutral
SPS Commerce Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
HubSpot$3.13B3.39$45.91M$2.8375.19
SPS Commerce$751.51M3.90$93.34M$2.0739.37

HubSpot has a beta of 1.24, suggesting that its stock price is 24% more volatile than the broader market. Comparatively, SPS Commerce has a beta of 0.62, suggesting that its stock price is 38% less volatile than the broader market.

Summary

HubSpot beats SPS Commerce on 9 of the 17 factors compared between the two stocks.

How does SPS Commerce compare to Figma?

SPS Commerce (NASDAQ:SPSC) and Figma (NYSE:FIG) are both mid-cap technology companies, but which is the better business? We will compare the two companies based on the strength of their institutional ownership, media sentiment, profitability, risk, earnings, analyst recommendations, dividends and valuation.

SPS Commerce has a beta of 0.62, meaning that its stock price is 38% less volatile than the broader market. Comparatively, Figma has a beta of 1.33, meaning that its stock price is 33% more volatile than the broader market.

In the previous week, Figma had 9 more articles in the media than SPS Commerce. MarketBeat recorded 9 mentions for Figma and 0 mentions for SPS Commerce. SPS Commerce's average media sentiment score of 0.93 beat Figma's score of 0.28 indicating that SPS Commerce is being referred to more favorably in the media.

Company Overall Sentiment
SPS Commerce Positive
Figma Neutral

SPS Commerce has a net margin of 10.10% compared to Figma's net margin of -123.15%. SPS Commerce's return on equity of 13.04% beat Figma's return on equity.

Company Net Margins Return on Equity Return on Assets
SPS Commerce10.10% 13.04% 10.83%
Figma -123.15%-100.03%-64.39%

99.0% of SPS Commerce shares are owned by institutional investors. 0.6% of SPS Commerce shares are owned by company insiders. Comparatively, 32.3% of Figma shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

SPS Commerce has higher earnings, but lower revenue than Figma. Figma 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$751.51M3.90$93.34M$2.0739.37
Figma$1.06B9.09-$1.25B-$3.64N/A

SPS Commerce presently has a consensus target price of $77.10, indicating a potential downside of 5.40%. Figma has a consensus target price of $32.56, indicating a potential upside of 54.46%. Given Figma's stronger consensus rating and higher probable upside, analysts clearly believe Figma is more favorable than SPS Commerce.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SPS Commerce
2 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.18
Figma
1 Sell rating(s)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.21

Summary

SPS Commerce beats Figma on 9 of the 17 factors compared between the two stocks.

How does SPS Commerce compare to Paycom Software?

Paycom Software (NYSE:PAYC) and SPS Commerce (NASDAQ:SPSC) are both technology companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, media sentiment, profitability, analyst recommendations, valuation, risk, dividends and institutional ownership.

87.8% of Paycom Software shares are held by institutional investors. Comparatively, 99.0% of SPS Commerce shares are held by institutional investors. 13.2% of Paycom Software shares are held by company insiders. Comparatively, 0.6% of SPS Commerce shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Paycom Software has a net margin of 22.78% compared to SPS Commerce's net margin of 10.10%. Paycom Software's return on equity of 37.06% beat SPS Commerce's return on equity.

Company Net Margins Return on Equity Return on Assets
Paycom Software22.78% 37.06% 8.17%
SPS Commerce 10.10%13.04%10.83%

Paycom Software presently has a consensus target price of $213.93, suggesting a potential downside of 4.16%. SPS Commerce has a consensus target price of $77.10, suggesting a potential downside of 5.40%. Given Paycom Software's stronger consensus rating and higher possible upside, equities research analysts clearly believe Paycom Software is more favorable than SPS Commerce.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Paycom Software
1 Sell rating(s)
9 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.38
SPS Commerce
2 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.18

Paycom Software has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market. Comparatively, SPS Commerce has a beta of 0.62, suggesting that its share price is 38% less volatile than the broader market.

Paycom Software has higher revenue and earnings than SPS Commerce. Paycom Software 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
Paycom Software$2.05B4.90$453.40M$9.4123.72
SPS Commerce$751.51M3.90$93.34M$2.0739.37

In the previous week, Paycom Software had 7 more articles in the media than SPS Commerce. MarketBeat recorded 7 mentions for Paycom Software and 0 mentions for SPS Commerce. SPS Commerce's average media sentiment score of 0.93 beat Paycom Software's score of 0.68 indicating that SPS Commerce is being referred to more favorably in the news media.

Company Overall Sentiment
Paycom Software Positive
SPS Commerce Positive

Summary

Paycom Software beats SPS Commerce on 12 of the 16 factors compared between the two stocks.

How does SPS Commerce compare to Bentley Systems?

SPS Commerce (NASDAQ:SPSC) and Bentley Systems (NASDAQ:BSY) are both mid-cap technology companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, media sentiment, risk, earnings, institutional ownership, analyst recommendations, valuation and profitability.

SPS Commerce has a beta of 0.62, suggesting that its share price is 38% less volatile than the broader market. Comparatively, Bentley Systems has a beta of 0.99, suggesting that its share price is 1% less volatile than the broader market.

In the previous week, Bentley Systems had 2 more articles in the media than SPS Commerce. MarketBeat recorded 2 mentions for Bentley Systems and 0 mentions for SPS Commerce. SPS Commerce's average media sentiment score of 0.93 beat Bentley Systems' score of 0.58 indicating that SPS Commerce is being referred to more favorably in the media.

Company Overall Sentiment
SPS Commerce Positive
Bentley Systems Positive

SPS Commerce presently has a consensus price target of $77.10, suggesting a potential downside of 5.40%. Bentley Systems has a consensus price target of $44.38, suggesting a potential upside of 36.04%. Given Bentley Systems' stronger consensus rating and higher probable upside, analysts clearly believe Bentley Systems is more favorable than SPS Commerce.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SPS Commerce
2 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.18
Bentley Systems
1 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.67

Bentley Systems has higher revenue and earnings than SPS Commerce. Bentley Systems 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$751.51M3.90$93.34M$2.0739.37
Bentley Systems$1.50B6.31$277.86M$0.9135.85

Bentley Systems has a net margin of 18.10% compared to SPS Commerce's net margin of 10.10%. Bentley Systems' return on equity of 28.43% beat SPS Commerce's return on equity.

Company Net Margins Return on Equity Return on Assets
SPS Commerce10.10% 13.04% 10.83%
Bentley Systems 18.10%28.43%9.69%

99.0% of SPS Commerce shares are held by institutional investors. Comparatively, 44.2% of Bentley Systems shares are held by institutional investors. 0.6% of SPS Commerce shares are held by insiders. Comparatively, 20.3% of Bentley Systems shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Summary

Bentley Systems beats SPS Commerce on 11 of the 16 factors compared between the two stocks.

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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 CommerceSoftware IndustryTechnology SectorNASDAQ Exchange
Market Cap$2.96B$16.15B$31.66B$13.24B
Dividend YieldN/A3.43%2.75%15.88%
P/E Ratio39.78143.8181.3526.05
Price / Sales3.941,278.50589.1889.39
Price / Cash17.2945.1349.1351.25
Price / Book3.198.788.126.31
Net Income$93.34M$431.57M$702.36M$361.43M
7 Day Performance1.29%262.03%114.88%-1.67%
1 Month Performance-0.57%165.57%74.29%-3.94%
1 Year Performance-21.20%-0.50%168.48%2.77%

SPS Commerce Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPSC
SPS Commerce
1.8215 of 5 stars
$82.35
-2.2%
$77.10
-6.4%
-18.5%$2.96B$751.51M39.782,948
SAIL
SailPoint
2.5657 of 5 stars
$20.32
+2.5%
$21.38
+5.2%
-9.7%$11.32B$1.07BN/A3,229
HUBS
HubSpot
4.3392 of 5 stars
$214.22
-0.9%
$273.97
+27.9%
-50.5%$10.78B$3.13B75.708,882
FIG
Figma
3.5184 of 5 stars
$22.27
-1.9%
$32.56
+46.2%
-57.5%$10.33B$1.06BN/A1,886
PAYC
Paycom Software
3.4221 of 5 stars
$226.10
-0.1%
$215.00
-4.9%
+14.1%$10.20B$2.05B24.035,770

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This page (NASDAQ:SPSC) was last updated on 10/2/2026 by MarketBeat.com Staff.
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