SPS Commerce (SPSC) Competitors

$182.41
+0.34 (+0.19%)
(As of 05/3/2024 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.

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 media sentiment, institutional ownership, risk, earnings, profitability, community ranking, dividends, valuation and analyst recommendations.

Qualys has a beta of 0.51, suggesting that its share price is 49% less volatile than the S&P 500. Comparatively, SPS Commerce has a beta of 0.81, suggesting that its share price is 19% less volatile than the S&P 500.

Qualys presently has a consensus price target of $157.62, suggesting a potential downside of 4.69%. SPS Commerce has a consensus price target of $196.57, suggesting a potential upside of 7.76%. Given Qualys' stronger consensus rating and higher probable upside, analysts plainly 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)
6 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
1.92
SPS Commerce
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71

In the previous week, SPS Commerce had 3 more articles in the media than Qualys. MarketBeat recorded 10 mentions for SPS Commerce and 7 mentions for Qualys. Qualys' average media sentiment score of 1.09 beat SPS Commerce's score of 0.88 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
4 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SPS Commerce
5 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$554.46M11.02$151.60M$4.0440.93
SPS Commerce$536.91M12.58$65.82M$1.8399.68

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 will outperform the market over the long term.

Qualys has a net margin of 27.34% compared to Qualys' net margin of 12.23%. 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 12.23%12.06%9.76%

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

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.
Skip Chart

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.
Skip Chart

SPSC vs. The Competition

MetricSPS CommercePrepackaged software IndustryBusiness SectorNASDAQ Exchange
Market Cap$6.76B$21.20B$6.58B$7.72B
Dividend YieldN/A2.04%2.71%3.95%
P/E Ratio99.6860.8428.4915.05
Price / Sales12.589.22989.3688.37
Price / Cash60.2766.7127.6636.12
Price / Book9.899.134.614.36
Net Income$65.82M$369.42M$117.69M$214.85M
7 Day Performance1.93%-0.77%3.64%2.26%
1 Month Performance1.72%-3.20%-2.95%-2.35%
1 Year Performance21.29%19.03%8.86%9.00%

SPS Commerce Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
QLYS
Qualys
1.7803 of 5 stars
$171.54
+1.8%
$153.23
-10.7%
+52.8%$6.34B$554.46M42.462,188Upcoming Earnings
KVYO
Klaviyo
2.584 of 5 stars
$23.38
+1.8%
$36.88
+57.7%
N/A$6.11B$698.10M0.001,815Upcoming Earnings
TENB
Tenable
4.6647 of 5 stars
$46.15
+2.5%
$56.63
+22.7%
+28.2%$5.48B$798.71M-67.871,999Analyst Report
Analyst Revision
News Coverage
WK
Workiva
3.9359 of 5 stars
$80.33
+1.6%
$111.63
+39.0%
-4.8%$4.40B$630.04M-33.892,526News Coverage
Gap Up
BRZE
Braze
3.6112 of 5 stars
$40.79
+2.8%
$63.41
+55.5%
+51.1%$4.11B$471.80M-30.671,548Insider Selling
News Coverage
Gap Up
CFLT
Confluent
1.5281 of 5 stars
$28.53
+4.3%
$30.64
+7.4%
+23.3%$8.92B$776.95M-19.412,744Upcoming Earnings
Gap Up
ALRM
Alarm.com
2.9262 of 5 stars
$66.15
+2.1%
$68.83
+4.1%
+50.0%$3.30B$881.68M43.241,989Upcoming Earnings
News Coverage
CXM
Sprinklr
4.2384 of 5 stars
$11.83
+3.1%
$16.90
+42.9%
+6.5%$3.23B$732.36M65.703,869
DUOL
Duolingo
3.1172 of 5 stars
$220.53
+7.3%
$245.13
+11.2%
+100.6%$9.46B$531.11M648.64720Upcoming Earnings
Insider Selling
Gap Up
MQ
Marqeta
3.2087 of 5 stars
$5.65
+4.1%
$7.57
+34.0%
+33.1%$2.90B$676.17M-13.45771Upcoming Earnings

Related Companies and Tools

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

From Our Partners