Free Trial

Lightspeed Commerce (LSPD) Competitors

Lightspeed Commerce logo
$11.87 -0.20 (-1.66%)
As of 11:44 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

LSPD vs. VRNS, WAY, GLBE, S, CCCS, FROG, CWAN, BILL, ZETA, and YOU

Should you be buying Lightspeed Commerce stock or one of its competitors? The main competitors of Lightspeed Commerce include Varonis Systems (VRNS), Waystar (WAY), Global-e Online (GLBE), SentinelOne (S), CCC Intelligent Solutions (CCCS), JFrog (FROG), Clearwater Analytics (CWAN), BILL (BILL), Zeta Global (ZETA), and CLEAR Secure (YOU). These companies are all part of the "computer software" industry.

Lightspeed Commerce vs. Its Competitors

Lightspeed Commerce (NYSE:LSPD) and Varonis Systems (NASDAQ:VRNS) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, valuation, institutional ownership, media sentiment, risk, profitability, dividends and earnings.

68.7% of Lightspeed Commerce shares are owned by institutional investors. Comparatively, 95.7% of Varonis Systems shares are owned by institutional investors. 2.3% of Varonis Systems shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, Varonis Systems had 4 more articles in the media than Lightspeed Commerce. MarketBeat recorded 8 mentions for Varonis Systems and 4 mentions for Lightspeed Commerce. Varonis Systems' average media sentiment score of 0.88 beat Lightspeed Commerce's score of -0.08 indicating that Varonis Systems is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lightspeed Commerce
0 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Varonis Systems
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Lightspeed Commerce has a beta of 2.48, suggesting that its share price is 148% more volatile than the S&P 500. Comparatively, Varonis Systems has a beta of 0.67, suggesting that its share price is 33% less volatile than the S&P 500.

Lightspeed Commerce presently has a consensus price target of $14.53, indicating a potential upside of 22.42%. Varonis Systems has a consensus price target of $63.12, indicating a potential upside of 7.36%. Given Lightspeed Commerce's higher possible upside, research analysts plainly believe Lightspeed Commerce is more favorable than Varonis Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lightspeed Commerce
1 Sell rating(s)
11 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.24
Varonis Systems
0 Sell rating(s)
3 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.82

Varonis Systems has a net margin of -17.30% compared to Lightspeed Commerce's net margin of -61.11%. Lightspeed Commerce's return on equity of 0.33% beat Varonis Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Lightspeed Commerce-61.11% 0.33% 0.31%
Varonis Systems -17.30%-23.06%-5.76%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lightspeed Commerce$1.08B1.49-$667.20M-$4.50-2.64
Varonis Systems$595.17M11.07-$95.76M-$0.92-63.90

Summary

Varonis Systems beats Lightspeed Commerce on 10 of the 16 factors compared between the two stocks.

Get Lightspeed Commerce News Delivered to You Automatically

Sign up to receive the latest news and ratings for LSPD and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding LSPD and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE 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.
Skip Chart

LSPD vs. The Competition

MetricLightspeed CommerceINTERNET SOFTWARE IndustryComputer SectorNYSE Exchange
Market Cap$1.60B$19.86B$31.81B$21.39B
Dividend YieldN/A3.55%3.14%3.52%
P/E Ratio-2.6375.91455.0929.18
Price / Sales1.49106.291,779.3181.71
Price / Cash15.4886.1338.0624.47
Price / Book1.049.027.254.53
Net Income-$667.20M$355.94M$809.16M$1.00B
7 Day Performance-5.94%-0.40%-0.12%-1.06%
1 Month Performance-2.18%7.63%7.14%2.30%
1 Year Performance-24.32%88.66%24,210.69%14.12%

Lightspeed Commerce Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LSPD
Lightspeed Commerce
3.3902 of 5 stars
$11.87
-1.7%
$14.53
+22.4%
-13.1%$1.60B$1.08B-2.633,000
VRNS
Varonis Systems
4.1218 of 5 stars
$59.83
+3.0%
$61.65
+3.0%
+1.9%$6.70B$595.17M-65.032,406Analyst Forecast
WAY
Waystar
4.5432 of 5 stars
$37.70
-0.3%
$45.14
+19.7%
+36.8%$6.57B$1.01B78.541,500Trending News
Insider Trade
GLBE
Global-e Online
3.5556 of 5 stars
$37.65
+2.2%
$48.33
+28.4%
-2.1%$6.39B$752.76M-221.471,084Positive News
Gap Down
S
SentinelOne
3.4332 of 5 stars
$19.21
+0.5%
$24.26
+26.3%
-25.0%$6.37B$907.38M-14.552,800
CCCS
CCC Intelligent Solutions
3.1214 of 5 stars
$9.47
-0.7%
$11.75
+24.1%
-14.9%$6.17B$996.96M473.742,350
FROG
JFrog
2.4931 of 5 stars
$50.19
+0.8%
$49.93
-0.5%
+76.0%$5.86B$474.76M-65.181,600Positive News
Analyst Forecast
CWAN
Clearwater Analytics
3.9774 of 5 stars
$18.58
+1.9%
$32.67
+75.9%
-29.8%$5.43B$551.09M11.681,915
BILL
BILL
3.7374 of 5 stars
$53.43
+2.1%
$59.15
+10.7%
-1.1%$5.43B$1.46B-333.922,364
ZETA
Zeta Global
3.0594 of 5 stars
$22.11
+2.9%
$30.29
+37.0%
-32.0%$5.26B$1.16B-116.342,191Analyst Forecast
Gap Down
YOU
CLEAR Secure
3.4888 of 5 stars
$38.02
+0.2%
$34.71
-8.7%
+11.7%$5.05B$835.53M23.774,022Positive News

Related Companies and Tools


This page (NYSE:LSPD) was last updated on 9/25/2025 by MarketBeat.com Staff
From Our Partners