SPS Commerce (SPSC) Competitors

$169.43
-1.69 (-0.99%)
(As of 04/25/2024 ET)

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

Should you be buying SPS Commerce stock or one of its competitors? The main competitors of SPS Commerce include Qualys (QLYS), Tenable (TENB), Workiva (WK), Braze (BRZE), Duolingo (DUOL), Alarm.com (ALRM), Confluent (CFLT), Sprinklr (CXM), Instructure (INST), and Marqeta (MQ). These companies are all part of the "prepackaged software" industry.

SPS Commerce vs.

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

Qualys has a net margin of 27.34% compared to Qualys' net margin of 12.26%. SPS Commerce's return on equity of 49.06% beat Qualys' return on equity.

Company Net Margins Return on Equity Return on Assets
Qualys27.34% 49.06% 20.56%
SPS Commerce 12.26%12.18%9.85%

SPS Commerce received 113 more outperform votes than Qualys when rated by MarketBeat users. Likewise, 73.88% of users gave SPS Commerce an outperform vote while only 60.02% of users gave Qualys an outperform vote.

CompanyUnderperformOutperform
QualysOutperform Votes
512
60.02%
Underperform Votes
341
39.98%
SPS CommerceOutperform Votes
625
73.88%
Underperform Votes
221
26.12%

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

In the previous week, SPS Commerce had 3 more articles in the media than Qualys. MarketBeat recorded 12 mentions for SPS Commerce and 9 mentions for Qualys. Qualys' average media sentiment score of 1.12 beat SPS Commerce's score of 0.83 indicating that SPS Commerce is being referred to more favorably in the news media.

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

Qualys currently has a consensus price target of $153.23, indicating a potential downside of 9.73%. SPS Commerce has a consensus price target of $199.67, indicating a potential upside of 17.85%. Given Qualys' stronger consensus rating and higher possible upside, analysts clearly believe SPS Commerce is more favorable than Qualys.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Qualys
4 Sell rating(s)
5 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
1.92
SPS Commerce
0 Sell rating(s)
0 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
3.00

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
Qualys$554.46M11.32$151.60M$4.0442.01
SPS Commerce$536.91M11.70$65.82M$1.7696.27

99.3% of Qualys shares are owned by institutional investors. Comparatively, 99.0% of SPS Commerce shares are owned by institutional investors. 1.2% of Qualys shares are owned by company insiders. Comparatively, 1.0% of SPS Commerce shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

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$6.28B$20.85B$6.56B$7.44B
Dividend YieldN/A2.15%2.91%3.94%
P/E Ratio96.27148.0519.0620.52
Price / Sales11.7095.682,547.9490.23
Price / Cash56.3765.7726.0935.26
Price / Book9.319.514.674.27
Net Income$65.82M$372.55M$117.30M$213.88M
7 Day Performance3.86%4.29%1.59%0.95%
1 Month Performance-6.74%-3.44%-4.50%-4.25%
1 Year Performance19.76%21.40%12.72%7.76%

SPS Commerce Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
QLYS
Qualys
1.7719 of 5 stars
$164.46
+1.5%
$153.23
-6.8%
+50.6%$6.08B$554.46M40.712,188Insider Selling
TENB
Tenable
4.6665 of 5 stars
$45.71
-0.5%
$56.63
+23.9%
+23.6%$5.43B$798.71M-67.221,999Upcoming Earnings
Analyst Report
Gap Down
WK
Workiva
3.8553 of 5 stars
$77.00
-1.5%
$113.50
+47.4%
-15.0%$4.21B$630.04M-32.492,526Upcoming Earnings
Analyst Report
BRZE
Braze
3.7175 of 5 stars
$40.17
-0.6%
$64.29
+60.1%
+37.9%$4.05B$471.80M-30.201,548Gap Down
DUOL
Duolingo
3.8831 of 5 stars
$198.17
+1.3%
$245.13
+23.7%
+53.5%$8.50B$531.11M582.87720Short Interest ↓
Gap Down
ALRM
Alarm.com
2.7894 of 5 stars
$64.68
-1.7%
$68.83
+6.4%
+38.3%$3.23B$881.68M42.271,989
CFLT
Confluent
1.6142 of 5 stars
$28.55
+0.5%
$30.64
+7.3%
+36.1%$8.93B$776.95M-19.422,744Positive News
Gap Down
CXM
Sprinklr
4.3289 of 5 stars
$11.34
-0.1%
$16.90
+49.0%
-2.3%$3.10B$732.36M63.003,869
INST
Instructure
2.228 of 5 stars
$19.54
-0.6%
$30.86
+58.0%
-25.6%$2.84B$530.21M-81.401,496
MQ
Marqeta
3.2771 of 5 stars
$5.29
flat
$7.57
+43.1%
+32.0%$2.72B$676.17M-12.59771

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This page (NASDAQ:SPSC) was last updated on 4/26/2024 by MarketBeat.com Staff

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