Added to YB: 2026-06-05
Pitch date: 2026-06-04
CMRC [neutral]
Commerce.com, Inc.
Author Info
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Company Info
Commerce.com, Inc. provides artificial intelligence-driven commerce ecosystem in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.
Market Cap
$236.8M
Pitch Price
N/A
Price Target
5.12 (+78%)
Dividend
N/A
EV/EBITDA
15.16
P/E
-15.25
EV/Sales
0.71
Sector
IT Services
Category
value
The $240M SaaS Nobody's Watching: Inside Commerce.com ($CMRC)
CMRC (overview): BigCommerce rebrand at $2.91, 0.70x sales (vs 4-8x SaaS norm) for 78.7% GM software. FY25 rev $342.3M (+2.8%, decel from 7.6%); op loss -$72.4M→-$16.2M in 2yrs; now FCF+ ~$16.9M. $141M net cash. FY26 EPS est $0.25 (~11.7x fwd). Avg PT $5.12 (+76%). Bear: Shopify threat, 7% SBC dilution, MS/Barclays Underweight $3-4.
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