Added to YB: 2024-03-20
Pitch date: 2024-03-19
SPSC [bullish]
SPS Commerce, Inc.
-67.88%
current return
Author Info
Capital Incentives works in research at Verity and writes deep dives on stocks. Sign up for the newsletter.
Company Info
SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. It offers solutions through SPS Commerce, a cloud-based platform that connects retailers, brands, distributors, manufacturers, and logistics providers, handling the complexity of modern commerce operations.
Market Cap
$2.1B
Pitch Price
$181.07
Price Target
225.00 (+287%)
Dividend
N/A
EV/EBITDA
10.58
P/E
22.63
EV/Sales
2.58
Sector
Software
Category
growth
SPS Commerce, Inc. - $SPSC
SPS Commerce (SPSC): Cloud-based supply chain network simplifying retail EDI. 92 quarters of YoY growth, 21% EBITDA margin. Differentiated full-service model vs IBM, OpenText. 15% growth target with TAM runway. New CEO Collins from Korber. 26% upside to $225 on DCF.
Read full article (23 min)