Added to YB: 2026-01-14
Pitch date: 2026-01-12
SPSC [neutral]
SPS Commerce, Inc.
-4.11%
current return
Author Info
Benevolus is a value investor that takes value wherever they can find it. Most of their positions are long microcap equities. Sign up for the newsletter.
Company Info
SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. The company offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, grocers, suppliers, manufacturers, distributors, and logistics firm; and manages omnichannel, supply chain, and other business requirements.
Market Cap
$3.6B
Pitch Price
$95.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.23
P/E
42.62
EV/Sales
4.76
Sector
Software
Category
growth
5 Interesting Minnesota-Based Companies - SPS Commerce, Inc.
SPSC (quick overview): Supply chain mgmt platform w/ 20% annual earnings growth, trades at 20x PE (1.0 PEG). Quality compounder like Ameriprise, attractive PE acquisition target. Fairly priced but not cheap enough currently. Boring but likely solid long-term performer.
Read full article (1 min)