Added to YB: 2024-03-20
Pitch date: 2024-03-19
SPSC [bullish]
SPS Commerce, Inc.
-67.77%
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. 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
$2.3B
Pitch Price
$181.07
Price Target
225.00 (+286%)
Dividend
N/A
EV/EBITDA
11.85
P/E
25.17
EV/Sales
2.92
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)