Added to YB: 2026-06-02
Pitch date: 2026-03-29
CMRC [bullish]
Commerce.com, Inc.
+22.8%
current return
Author Info
No bio for this author
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
$2.50
Price Target
5.60 (+82%)
Dividend
N/A
EV/EBITDA
15.16
P/E
-15.25
EV/Sales
0.71
Sector
IT Services
Category
value
Commerce.com, Inc. - $CMRC
CMRC: E-comm SaaS (fka BigCommerce) at 0.6x EV/rev, 4.9x EBITDA, 6.6x non-GAAP EPS—priced like a dying retailer despite 79% GM, $342M ARR, $32B GMV. AI fears overdone; Feedonomics benefits from agentic commerce. 3 paths to 2x+: GTM-driven reaccel ($7.50), Lynrock (11.3%) activist sale ($5), or muddle-along multiple normalization ($5). Risks: SAAS selloff, Shopify B2B push, weak 1Q26 guide.
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