SPSC Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03

Prezzo $81.02

Capitalizzazione di Mercato (MRQ) $2.93B

P/E (TTM) 39.0

EPS (TTM) $2.08

Ricavi (TTM) $772M

ROE (TTM) 8.3%

Intervallo 52 sett. $49–$115

SPSC Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04

intervallo

barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 1

Data ex-dividendo	Split	Tipo
23 Agosto 2019	2-for-1	Avanti

Informazioni su SPS Commerce, Inc. - Common Stock Panoramica della società da Wikipedia

05 · wikidata

SPS Commerce, Inc. is a technology and application software company based in the United States that provides cloud-based supply chain management software. The company's headquarters are located in Minneapolis, Minnesota, but it also has a US office in New Jersey, and international locations in Amsterdam, Beijing, Breukelen, Hong Kong, Kyiv, Melbourne, Montpellier, Sydney, and Toronto.

## History

The company was founded in 1987 (1987), under the name St. Paul Software. In 2000, the company sold its software business to Netherlands-based TIE Commerce. After the sale, the company primarily offered internet-based business-to-business (B2B) exchanges for retailers and manufacturers. St. Paul Software was renamed SPS Commerce in May 2001. SPS Commerce went public in April 2010 when it debuted on the NASDAQ global market.

Acquisitions:

2011: acquired San Diego–based EDI services company Direct EDI for $10.9 million, adding 40 employees in a San Diego office and a development group in Ukraine.

2012: purchased New Jersey–based data analytics firm Edifice for $26M

2014: $14.9M acquisition of LeadTec, an EDI provider headquartered in Melbourne, Australia.

2016: $23M acquisition of ToolBox Solutions

2018: $23M acquisition of CovalentWorks

2019: $11.5M acquisition of long-term technology partner MAPADOC

2020: $100M acquisition of Data Masons

2021: $17M acquisition of Genius Central

2022: $45M acquisition of GCommerce

2022: $49M acquisition of InterTrade

2023: €64.5M acquisition of TIE Kinetix

2024: $25M acquisition of Traverse Systems

2024: $206M acquisition of SupplyPike

2025: $210M acquisition of Carbon6

In December 2025, activist investor Anson Funds Management disclosed a stake in SPS Commerce and pushed the company to explore a sale and consider management changes, arguing the stock price lagged competitors by 40% to 60%.

== References ==

Leggi di più Mostra meno

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreTechnology industriaTechnology dipendenti2.948 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06

Ricavi$752M

2016-12-31 → 2025-12-31

EPS$2.46

2016-12-31 → 2025-12-31

Flusso di cassa libero$152M

2016-12-31 → 2025-12-31

Margine netto10.1%

2016-12-31 → 2025-12-31

Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica	SPSC	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	39.0media 5 anni ≈88.1	≈88.1	31.8	Valore equo
P/S (TTM)	3.8media 5 anni ≈10.4	≈10.4	3.1	Sottovalutato
P/B (MRQ)	3.1media 5 anni ≈8.3	≈8.3	3.0	Sottovalutato
Prezzo / FCF (TTM)	14.8media 5 anni ≈49.7	≈49.7	·	·
Prezzo / Flusso di cassa (TTM)	12.9media 5 anni ≈41.7	≈41.7	17.6	Valore equo
Prezzo / Valore contabile tangibile (MRQ)	3.8media 5 anni ≈20.1	≈20.1	·	·
PEG Ratio	≈2.7	·	·	·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica	SPSC	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	69.8%media 5 anni ≈66.8%	≈66.8%	75.8%	Debole
Margine Operativo (TTM)	12.8%media 5 anni ≈14.8%	≈14.8%	4.2%	In linea
Margine EBITDA (TTM)	15.8%media 5 anni ≈18.2%	≈18.2%	4.2%	In linea
Margine ante imposte (TTM)	13.6%media 5 anni ≈15.5%	≈15.5%	5.3%	In linea
Margine di Profitto Netto (TTM)	10.1%media 5 anni ≈12.1%	≈12.1%	3.5%	In linea
ROA (TTM)	6.9%media 5 anni ≈8.4%	≈8.4%	5.8%	Di prim'ordine
ROE (TTM)	8.3%media 5 anni ≈9.8%	≈9.8%	12.8%	Sotto la media
ROIC	9.2%media 5 anni ≈9.2%	≈9.2%	7.6%	Di prim'ordine

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	Tendenza 5 anni	SPSC	media 5 anni	Mediana dei peer	Verdetto
Rapporto corrente (MRQ)		2.3media 5 anni ≈2.8	≈2.8	2.1	In linea
Quick Ratio		1.4media 5 anni ≈2.2	≈2.2	1.8	In linea

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica	SPSC	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	17.8%media 5 anni ≈19.2%	≈19.2%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	18.6%media 5 anni ≈18.9%	≈18.9%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	19.2%	·	·	·
EPS YoY	20.6%media 5 anni ≈14.8%	≈14.8%	·	·
Net Income YoY (Utile Netto YoY)	21.1%media 5 anni ≈15.8%	≈15.8%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	18.2%media 5 anni ≈16.3%	≈16.3%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	14.3%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	19.2%media 5 anni ≈17.4%	≈17.4%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	15.4%	·	·	·

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica	SPSC	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$2.46media 5 anni ≈$1.79	≈$1.79	·	·
Revenue / Share (Ricavi / Azione)	$19.78media 5 anni ≈$14.72	≈$14.72	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$4.71media 5 anni ≈$3.63	≈$3.63	·	·
Cash / Share (Liquidità / Azione)	$4.03media 5 anni ≈$5.33	≈$5.33	·	·

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica	SPSC	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.7media 5 anni ≈0.7	≈0.7	0.6	Di prim'ordine
Receivables Turnover (Rotazione dei crediti)	12.5media 5 anni ≈12.3	≈12.3	6.1	Di prim'ordine
Revenue / Employee (Ricavi / Dipendente)	≈$254.9K	·	·	·

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14

Sorpresa media 11.0%

Prossimo report Ott 28, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Lug 28, 2026	$1.27	$1.12	13.8%
31 Marzo 2026		$1.10	$1.00	10.3%
31 Dicembre 2025		$1.10	$1.03	7.0%
30 Settembre 2025		$1.13	$1.02	11.1%
30 Giugno 2025		$1.00	$0.92	8.2%
31 Marzo 2025		$1.00	$0.86	15.7%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15

Conto Economico 17

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$752M	$638M	$537M	$451M	$385M	$313M	$279M	$248M	$220M	$193M	$159M	$128M
Cost of Revenue	$232M	$211M	$182M	$153M	$132M	$100M	$92M	$82M	$74M	$64M	$50M	$40M
Gross Profit	$520M	$427M	$355M	$298M	$254M	$213M	$187M	$166M	$146M	$129M	$108M	$88M
R&D Expense	$69M	$63M	$54M	$46M	$39M	$31M	$28M	$22M	$23M	$22M	$18M	$13M
SG&A Expense	$127M	$103M	$85M	$67M	$61M	$50M	$45M	$42M	$37M	$29M	$25M	$20M
Operating Expenses	$402M	$338M	$278M	$227M	$199M	$163M	$148M	$140M	$136M	$122M	$101M	$84M
Operating Income	$118M	$89M	$77M	$71M	$55M	$50M	$38M	$27M	$10M	$6M	$7M	$4M
Interest Income	·	·	·	·	·	·	·	·	·	·	·	$187.0K
Other Non-op	$495.0K	$-104.0K	$-1M	$-502.0K	$-366.0K	$-354.0K	$1M	$-626.0K	$-320.0K	$732.0K	$-145.0K	$-458.0K
Pretax Income	$124M	$99M	$86M	$71M	$54M	$53M	$42M	$28M	$11M	$8M	$7M	$4M
Income Tax	$30M	$22M	$20M	$16M	$9M	$7M	$8M	$4M	$10M	$3M	$2M	$1M
Net Income	$93M	$77M	$66M	$55M	$45M	$46M	$34M	$24M	$351.0K	$5M	$5M	$3M
EPS (Basic)	$2.46	$2.07	$1.80	$1.53	$1.24	$1.29	$0.96	$0.69	$0.01	$0.29	$0.28	$0.17
EPS (Diluted)	$2.46	$2.04	$1.76	$1.49	$1.21	$1.26	$0.94	$0.68	$0.01	$0.29	$0.27	$0.16
Shares (Basic)	37,881,000	37,306,000	36,646,000	36,117,000	35,928,000	35,226,000	35,024,000	34,392,000	34,366,000	16,947,000	16,565,000	16,236,000
Shares (Diluted)	37,992,000	37,856,000	37,475,000	36,953,000	36,962,000	36,285,000	36,002,000	35,212,000	34,712,000	17,241,000	17,032,000	16,814,000
EBITDA	$139M	$108M	$96M	$88M	$70M	$63M	$50M	$35M	$16M	$14M	$13M	$10M

Stato Patrimoniale 26

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$151M	$241M	$219M	$163M	$208M	$150M	$179M	$134M	$123M	$116M	$122M	$131M
Short-term Investments	·	$0	$56M	$51M	$50M	$38M	$34M	$45M	$40M	$23M	$8M	·
Receivables	$68M	$52M	$47M	$39M	$35M	$34M	$32M	$27M	$25M	$21M	$18M	$15M
Other Current Assets	$49M	$24M	$17M	$16M	$16M	$12M	$11M	$9M	$6M	$7M	$5M	$4M
Current Assets	$335M	$382M	$401M	$323M	$352M	$271M	$292M	$250M	$224M	$186M	$167M	$162M
PP&E (Net)	$43M	$38M	$36M	$35M	$32M	$26M	$24M	$21M	$17M	$15M	$14M	$11M
PP&E (Gross)	$145M	$125M	$121M	$108M	$102M	$86M	$74M	$62M	$51M	$44M	$39M	$32M
Accum. Depreciation	$101M	$88M	$85M	$72M	$70M	$59M	$51M	$41M	$34M	$29M	$25M	$20M
Goodwill	$542M	$399M	$249M	$197M	$144M	$135M	$77M	$70M	$52M	$50M	$34M	$35M
Intangibles	$216M	$181M	$107M	$88M	$59M	$60M	$23M	$23M	$17M	$20M	$15M	$19M
Other Non-current Assets	$8M	$2M	$1M	$2M	$3M	$3M	$3M	$2M	$2M	$2M	$1M	$213.0K
Total Assets	$1.17B	$1.03B	$824M	$673M	$616M	$526M	$447M	$386M	$340M	$298M	$262M	$244M
Accounts Payable	$14M	$9M	$7M	$11M	$8M	$5M	$4M	$4M	$4M	$2M	$2M	$4M
Accrued Liabilities	$13M	$12M	$8M	$7M	$8M	$11M	$6M	$5M	$5M	$4M	$2M	$2M
Current Liabilities	$154M	$147M	$131M	$111M	$103M	$80M	$68M	$57M	$44M	$32M	$24M	$25M
Capital Leases	$3M	$8M	$10M	$13M	$16M	$20M	$20M	·	·	·	·	·
Deferred Tax	$33M	$16M	$9M	$7M	$7M	$3M	$1M	$1M	$2M	$2M	·	$41.0K
Other Non-current Liabilities	$287.0K	$241.0K	$229.0K	$0	·	·	$405.0K	$1M	·	·	·	·
Total Liabilities	$196M	$177M	$156M	$136M	$132M	$106M	$93M	$67M	$52M	$49M	$40M	$39M
Common Stock	$40.0K	$40.0K	$39.0K	$38.0K	$38.0K	$37.0K	$36.0K	$36.0K	$17.0K	$17.0K	$17.0K	$16.0K
Retained Earnings	$429M	$336M	$259M	$193M	$138M	$93M	$49M	$15M	$-9M	$-34M	$-39M	$-44M
Treasury Stock	$178M	$100M	$129M	$129M	$86M	$65M	$46M	$26M	$6M	·	·	·
AOCI	$-373.0K	$-10M	$222.0K	$-3M	$-1M	$-1M	$-2M	$-3M	$657.0K	$-3M	$-4M	$-1M
Stockholders' Equity	$974M	$855M	$667M	$537M	$484M	$421M	$355M	$319M	$288M	$258M	$231M	$205M
Liabilities + Equity	$1.17B	$1.03B	$824M	$673M	$616M	$526M	$447M	$386M	$340M	$298M	$262M	$244M
Shares Outstanding	37,517,239	37,661,308	36,820,048	36,158,046	36,009,257	35,487,217	34,863,271	34,691,472	17,127,006	17,081,145	16,723,994	16,348,747

Flusso di cassa 14

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$21M	$19M	$19M	$16M	$15M	$13M	$11M	$9M	$7M	$7M	$6M	$6M
Stock-based Comp	$54M	$55M	$46M	$33M	$28M	$19M	$15M	$13M	$13M	$8M	$6M	$5M
Deferred Tax	$19M	$-10M	$-10M	$-4M	$4M	$4M	$8M	$3M	$10M	$-2M	$-38.0K	$1M
Amort. of Intangibles	$37M	$24M	$16M	$12M	$10M	$6M	$5M	$4M	$5M	$5M	$3M	$3M
Other Non-cash	$-8M	$17M	$12M	$-1M	$22M	$7M	$5M	$7M	$3M	$132.0K	$-3M	$2M
Operating Cash Flow	$179M	$157M	$132M	$100M	$113M	$89M	$72M	$55M	$31M	$19M	$14M	$17M
CapEx	$27M	$20M	$20M	$20M	$20M	$16M	$14M	$14M	$7M	$8M	$9M	$8M
Investing Cash Flow	$-169M	$-110M	$-93M	$-113M	$-47M	$-120M	$-14M	$-40M	$-23M	$-34M	·	·
Stock Repurchased	$114M	$38M	$0	$43M	$20M	$19M	$21M	$20M	$6M	·	·	·
Net Stock Activity	$-114M	$-38M	$0	$-43M	$-20M	$-19M	$-21M	$-20M	$-6M	·	·	·
Financing Cash Flow	$-101M	$-23M	$16M	$-32M	$-8M	$2M	$-12M	$-4M	$-2M	$10M	·	·
Net Change in Cash	$-90M	$22M	$56M	$-45M	$58M	$-30M	$45M	$11M	$7M	$-6M	$-9M	$-499.0K
Taxes Paid	$29M	$27M	$29M	$16M	$10M	$2M	$2M	$2M	$1M	$722.0K	$114.0K	·
Free Cash Flow	$152M	$137M	$113M	$80M	$93M	$72M	$58M	$41M	$24M	$11M	$6M	$9M

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	69.2%	67.0%	66.1%	66.0%	65.8%	68.1%	67.0%	67.1%	66.6%	66.7%	68.4%	68.7%
Operating Margin	15.7%	13.9%	14.4%	15.8%	14.3%	16.0%	13.8%	10.8%	3.8%	3.9%	4.4%	3.4%
Net Margin	12.4%	12.1%	12.3%	12.2%	11.6%	14.6%	12.1%	9.6%	-1.1%	2.9%	2.9%	2.1%
Pretax Margin	16.5%	15.6%	15.9%	15.8%	13.9%	16.9%	15.1%	11.4%	4.1%	4.6%	4.5%	3.2%
EBITDA Margin	18.6%	16.9%	17.9%	19.4%	18.1%	20.2%	17.7%	14.2%	7.1%	7.3%	8.4%	7.9%
ROA	8.5%	8.3%	8.8%	8.6%	7.8%	9.4%	8.1%	6.6%	-0.77%	2.0%	1.8%	1.2%
ROE	9.7%	9.2%	10.2%	10.5%	9.3%	11.2%	9.6%	7.6%	-0.91%	2.4%	2.2%	1.4%
ROIC	9.2%	8.1%	8.9%	10.2%	9.5%	10.3%	8.7%	7.1%	-0.81%	1.9%	2.1%	1.4%

Liquidità e Solvibilità 2

Metrica	Tendenza	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio		2.2	2.6	3.1	2.9	3.4	3.4	4.3	4.4	5.1	5.8	6.9	6.6
Quick Ratio		1.4	2.0	2.5	2.3	2.8	2.8	3.6	3.6	4.4	5.0	6.1	6.0

Efficienza 2

Metrica	Tendenza	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover		0.7	0.7	0.7	0.7	0.7	0.6	0.7	0.7	0.7	0.7	0.6	0.5
Receivables Turnover		12.5	12.9	12.4	12.2	11.3	9.6	9.5	9.5	9.7	10.1	9.6	9.5

Per Azione 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$25.96	$22.69	$18.13	$14.85	$13.45	$11.86	$10.18	$18.39	$16.16	$14.59	$13.29	$12.54
Revenue / Share	$19.78	$16.85	$14.33	$12.20	$10.42	$8.62	$7.75	$14.10	$12.84	$11.21	$9.31	$7.61
Cash Flow / Share	$4.71	$4.16	$3.53	$2.71	$3.05	$2.44	$1.99	$3.12	$1.81	$1.09	$0.85	$1.00
Cash / Share	$4.03	$6.40	$5.95	$4.50	$5.76	$4.22	$5.14	$7.72	$7.19	$6.78	$7.27	$8.00
EPS (TTM)	$2.46	$2.04	$1.76	$1.49	$1.21	$1.26	$0.94	$0.68	$0.01	$0.29	$0.27	$0.16

Tassi di Crescita 9

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	17.8%	18.8%	19.1%	17.0%	23.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	18.6%	18.3%	19.8%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	19.2%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	20.6%	15.9%	18.1%	23.1%	-4.0%	·	·	·	·	·	·	·
EPS CAGR 3Y	18.2%	19.0%	11.8%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	14.3%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	21.1%	17.1%	19.4%	23.6%	-2.2%	·	·	·	·	·	·	·
Net Income CAGR 3Y	19.2%	20.0%	13.0%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	15.4%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 10

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$752M	$638M	$537M	$451M	$385M	$313M	$279M	$248M	$220M	$193M	$159M	$128M
Net Income TTM	$93M	$77M	$66M	$55M	$45M	$46M	$34M	$24M	$351.0K	$5M	$5M	$3M
Market Cap	$3.34B	$6.93B	$7.14B	$4.64B	$5.13B	$3.85B	$1.93B	$714M	$416M	$597M	$587M	$463M
P/E	36.2	90.2	110.1	86.2	117.6	86.2	59.0	60.6	2429.5	120.5	130.0	177.0
P/S	4.4	10.9	13.3	10.3	13.3	12.3	6.9	2.9	1.9	3.1	3.7	3.6
P/B	3.4	8.1	10.7	8.6	10.6	9.2	5.4	2.2	1.5	2.4	2.6	2.3
P / Tangible Book	15.5	25.3	23.0	18.5	18.2	17.1	·	·	·	·	·	·
P / Cash Flow	18.7	44.0	53.9	46.4	45.4	43.5	26.9	13.0	13.4	31.8	40.7	27.6
P / FCF	22.0	50.4	63.4	57.9	54.9	53.5	33.2	17.3	17.5	55.5	103.5	50.3
Earnings Yield	2.8%	1.1%	0.91%	1.2%	0.85%	1.2%	1.7%	1.7%	0.04%	0.83%	0.77%	0.57%

Conto Economico 16

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$198M	$192M	$193M	$190M	$187M	$182M	$171M	$164M	$154M	$150M	$145M	$136M	$130M	$126M	$122M	$114M
Cost of Revenue	$59M	$59M	$57M	$58M	$60M	$57M	$56M	$52M	$52M	$51M	$49M	$46M	$45M	$43M	$42M	$39M
Gross Profit	$139M	$133M	$136M	$132M	$128M	$125M	$115M	$112M	$102M	$98M	$96M	$90M	$86M	$83M	$80M	$76M
R&D Expense	$17M	$18M	$17M	$17M	$17M	$17M	$17M	$15M	$14M	$16M	$14M	$14M	$13M	$13M	$12M	$11M
SG&A Expense	$37M	$36M	$33M	$32M	$31M	$31M	$26M	$27M	$24M	$26M	$21M	$22M	$22M	$21M	$18M	$17M
Operating Expenses	$130M	$108M	$101M	$101M	$101M	$99M	$91M	$86M	$78M	$83M	$73M	$70M	$69M	$66M	$61M	$56M
Operating Income	$8M	$25M	$35M	$31M	$26M	$26M	$25M	$26M	$23M	$15M	$23M	$21M	$17M	$17M	$19M	$20M
Other Non-op	$385.0K	$134.0K	$546.0K	$-21.0K	$-22.0K	$-8.0K	$-57.0K	$-3.0K	$7.0K	$-51.0K	$-33.0K	$-1M	$-19.0K	$12.0K	$-96.0K	$-130.0K
Pretax Income	$10M	$26M	$36M	$32M	$27M	$28M	$24M	$29M	$27M	$19M	$26M	$22M	$19M	$18M	$21M	$19M
Income Tax	$4M	$6M	$10M	$7M	$8M	$6M	$7M	$6M	$9M	$532.0K	$7M	$5M	$4M	$3M	$5M	$3M
Net Income	$7M	$20M	$26M	$26M	$20M	$22M	$18M	$23M	$18M	$18M	$19M	$17M	$15M	$15M	$16M	$16M
EPS (Basic)	$0.19	$0.53	$0.69	$0.67	$0.52	$0.58	$0.46	$0.63	$0.49	$0.49	$0.52	$0.46	$0.40	$0.42	$0.44	$0.44
EPS (Diluted)	$0.19	$0.53	$0.69	$0.67	$0.52	$0.58	$0.46	$0.62	$0.48	$0.48	$0.51	$0.45	$0.39	$0.41	$0.43	$0.43
Shares (Basic)	36,533,000	37,379,000	·	37,895,000	37,965,000	37,990,000	·	37,447,000	37,078,000	37,049,000	·	36,728,000	36,593,000	36,427,000	·	36,093,000
Shares (Diluted)	36,577,000	37,442,000	·	37,993,000	38,099,000	38,163,000	·	37,996,000	37,683,000	37,686,000	·	37,584,000	37,426,000	37,155,000	·	36,915,000
EBITDA	$8M	·	·	$31M	$26M	$31M	·	$26M	$23M	$20M	·	$21M	$17M	$21M	·	$20M

Stato Patrimoniale 26

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$173M	$154M	$151M	$134M	$108M	$95M	$241M	$199M	$240M	$235M	·	$179M	$209M	$182M	·	$186M
Short-term Investments	·	·	·	·	·	·	·	$7M	$32M	$56M	·	$61M	$61M	$51M	·	$51M
Receivables	$64M	$65M	$68M	$67M	$68M	$63M	$52M	$56M	$55M	$52M	·	$45M	$45M	$43M	·	$37M
Other Current Assets	$30M	$43M	$49M	$48M	$27M	$26M	$24M	$19M	$15M	$14M	·	$16M	$14M	$16M	·	$15M
Current Assets	$330M	$329M	$335M	$316M	$269M	$252M	$382M	$345M	$407M	$420M	·	$360M	$385M	$346M	·	$339M
PP&E (Net)	$44M	$46M	$43M	$41M	$40M	$39M	$38M	$36M	$35M	$35M	·	$36M	$35M	$35M	·	$33M
PP&E (Gross)	$155M	$153M	$145M	$137M	$135M	$131M	$125M	$132M	$126M	$124M	·	$118M	$113M	$112M	·	$111M
Accum. Depreciation	$111M	$107M	$101M	$96M	$95M	$92M	$88M	$96M	$91M	$89M	·	$82M	$78M	$77M	·	$78M
Goodwill	$539M	$541M	$542M	$543M	$544M	$534M	$399M	$424M	$269M	$249M	·	$252M	$203M	$199M	·	$166M
Intangibles	$172M	$206M	$216M	$225M	$237M	$252M	$181M	$168M	$108M	$99M	·	$104M	$78M	$85M	·	$71M
Other Non-current Assets	$13M	$14M	$8M	$5M	$2M	$2M	$2M	$1M	$1M	$1M	·	$1M	$1M	$2M	·	$2M
Total Assets	$1.13B	$1.16B	$1.17B	$1.16B	$1.12B	$1.11B	$1.03B	$1.00B	$855M	$840M	·	$787M	$736M	$697M	·	$637M
Accounts Payable	$9M	$14M	$14M	$13M	$12M	$11M	$9M	$8M	$6M	$12M	·	$6M	$6M	$5M	·	$8M
Accrued Liabilities	$15M	$16M	$13M	$12M	$13M	$17M	$12M	$9M	$9M	$11M	·	$9M	$7M	$8M	·	$5M
Current Liabilities	$146M	$155M	$154M	$160M	$148M	$153M	$147M	$146M	$129M	$134M	·	$133M	$112M	$107M	·	$105M
Capital Leases	$5M	$5M	$3M	$4M	$5M	$6M	$8M	$9M	$8M	$8M	·	$11M	$11M	$12M	·	$14M
Deferred Tax	$31M	$34M	$33M	$30M	$13M	$20M	$16M	$12M	$7M	$8M	·	$10M	$6M	$7M	·	$5M
Other Non-current Liabilities	$271.0K	$279.0K	$287.0K	$299.0K	$296.0K	$3M	$241.0K	$640.0K	$680.0K	$232.0K	·	·	·	·	·	·
Total Liabilities	$187M	$199M	$196M	$200M	$171M	$188M	$177M	$174M	$151M	$157M	·	$161M	$135M	$131M	·	$129M
Common Stock	$40.0K	$40.0K	$40.0K	$40.0K	$40.0K	$40.0K	$40.0K	$39.0K	$39.0K	$39.0K	·	$39.0K	$39.0K	$39.0K	·	$38.0K
Retained Earnings	$456M	$449M	$429M	$404M	$378M	$358M	$336M	$319M	$295M	$277M	·	$240M	$223M	$209M	·	$177M
Treasury Stock	$277M	$227M	$178M	$152M	$122M	$102M	$100M	$100M	$162M	$149M	·	$129M	$129M	$129M	·	$128M
AOCI	$-4M	$-2M	$-373.0K	$-919.0K	$695.0K	$-7M	$-10M	$-1M	$-4M	$-3M	·	$-5M	$-2M	$-3M	·	$-5M
Stockholders' Equity	$938M	$962M	$974M	$959M	$950M	$921M	$855M	$829M	$703M	$683M	$667M	$627M	$601M	$566M	$537M	$508M
Liabilities + Equity	$1.13B	$1.16B	$1.17B	$1.16B	$1.12B	$1.11B	$1.03B	$1.00B	$855M	$840M	·	$787M	$736M	$697M	·	$637M
Shares Outstanding	36,194,528	36,948,282	37,517,239	37,732,760	37,927,432	38,001,227	37,661,308	37,566,443	37,086,627	37,049,001	36,820,048	36,695,930	36,646,819	36,532,756	36,158,046	36,037,964

Flusso di cassa 13

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$6M	$6M	$6M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$5M	$4M	$4M
Stock-based Comp	$19M	$18M	$10M	$14M	$15M	$14M	$12M	$11M	$11M	$20M	$9M	$11M	$13M	$12M	$8M	$8M
Deferred Tax	$-5M	$713.0K	$6M	$18M	$-1M	$-4M	$132.0K	$-2M	$-1M	$-7M	$2M	$-3M	$-4M	$-5M	$-2M	$68.0K
Amort. of Intangibles	$9M	$9M	$10M	$9M	$10M	$9M	$8M	$6M	$5M	$4M	$5M	$4M	$3M	$4M	$4M	$3M
Other Non-cash	·	·	·	·	·	$3M	·	·	·	$-2M	·	·	·	$-5M	·	·
Operating Cash Flow	$66M	$56M	$46M	$61M	$32M	$40M	$41M	$53M	$29M	$34M	$33M	$44M	$34M	$22M	$24M	$40M
CapEx	$9M	$7M	$8M	$6M	$7M	$6M	$6M	$5M	$5M	$4M	$4M	$6M	$5M	$5M	$6M	$6M
Investing Cash Flow	$170.0K	$-7M	$-8M	$-6M	$-8M	$-148M	$-227.0K	$-98M	$-9M	$-3M	$806.0K	$-75M	$-14M	$-5M	$-52M	$-55M
Stock Repurchased	$51M	$47M	$25M	$30M	$20M	$40M	$0	$84.0K	$21M	$17M	$0	$0	$0	$0	$515.0K	$12M
Net Stock Activity	·	·	·	·	·	$-40M	·	·	·	$-17M	·	·	·	$0	·	·
Financing Cash Flow	$-47M	$-46M	$-21M	$-28M	$-13M	$-39M	$5M	$2M	$-15M	$-15M	$6M	$1M	$7M	$2M	$5M	$-10M
Net Change in Cash	$19M	$3M	$18M	$26M	$13M	$-146M	$42M	$-41M	$6M	$16M	$40M	$-31M	$27M	$19M	$-23M	$-26M
Free Cash Flow	·	·	·	·	·	$34M	·	·	·	$31M	·	·	·	$16M	·	·

Redditività 8

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	70.2%	·	·	69.5%	68.1%	68.7%	·	68.5%	66.1%	65.6%	·	66.5%	65.8%	65.9%	·	66.3%
Operating Margin	4.2%	·	·	16.4%	14.1%	14.3%	·	15.6%	15.1%	10.3%	·	15.2%	13.1%	13.3%	·	17.2%
Net Margin	3.5%	·	·	13.5%	10.5%	12.2%	·	14.3%	11.7%	12.0%	·	12.4%	11.3%	12.2%	·	13.9%
Pretax Margin	5.3%	·	·	17.1%	14.5%	15.5%	·	17.9%	17.7%	12.4%	·	16.4%	14.5%	14.3%	·	16.6%
EBITDA Margin	4.2%	·	·	16.4%	14.1%	17.0%	·	15.6%	15.1%	13.4%	·	15.2%	13.1%	17.0%	·	17.2%
ROA	0.61%	·	·	2.4%	2.0%	2.3%	·	2.6%	2.3%	2.3%	·	2.4%	2.2%	2.3%	·	2.6%
ROE	0.73%	·	·	2.9%	2.4%	2.8%	·	3.2%	2.8%	2.9%	·	3.0%	2.7%	2.9%	·	3.2%
ROIC	0.59%	·	·	2.6%	2.0%	2.2%	·	2.5%	2.2%	2.2%	·	2.5%	2.2%	2.5%	·	3.2%

Liquidità e Solvibilità 2

Metrica	Tendenza	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio		2.3	·	·	2.0	1.8	1.6	·	2.4	3.2	3.1	·	2.7	3.4	3.2	·	3.2
Quick Ratio		1.6	·	·	1.3	1.2	1.0	·	1.8	2.5	2.6	·	2.1	2.8	2.6	·	2.6

Efficienza 2

Metrica	Tendenza	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover		0.2	·	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2
Receivables Turnover		3.0	·	·	3.1	3.0	3.1	·	3.3	3.1	3.1	·	3.3	3.1	3.1	·	3.2

Per Azione 5

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$25.93	·	·	$25.41	$25.04	$24.23	·	$22.08	$18.97	$18.43	·	$17.08	$16.40	$15.49	·	$14.09
Revenue / Share	$5.41	·	·	$5.00	$4.92	$4.76	·	$4.31	$4.08	$3.97	·	$3.61	$3.48	$3.39	·	$3.10
Cash Flow / Share	·	·	·	·	·	$1.05	·	·	·	$0.90	·	·	·	$0.58	·	·
Cash / Share	$4.78	·	·	$3.54	$2.84	$2.50	·	$5.29	$6.48	$6.33	·	$4.87	$5.71	$4.99	·	$5.17
EPS (TTM)	$2.08	$2.30	·	$2.23	$2.18	$2.14	·	$2.09	$1.92	$1.83	·	$1.68	$1.66	$1.56	·	$1.40

Valutazione (TTM) 9

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$772M	$751M	·	$730M	$704M	$670M	·	$612M	$584M	$561M	·	$514M	$493M	$472M	·	$432M
Net Income TTM	$78M	$87M	·	$85M	$83M	$81M	·	$79M	$72M	$69M	·	$63M	$62M	$58M	·	$52M
Market Cap	$2.07B	·	·	$3.93B	$5.16B	$5.04B	·	$7.29B	$6.98B	$6.85B	·	$6.26B	$7.04B	$5.56B	·	$4.48B
P/E	27.5	24.2	·	46.7	62.4	62.0	·	92.9	98.0	101.0	·	101.6	115.7	97.6	·	88.7
P/S	2.7	·	·	5.4	7.3	7.5	·	11.9	12.0	12.2	·	12.2	14.3	11.8	·	10.4
P/B	2.2	·	·	4.1	5.4	5.5	·	8.8	9.9	10.0	·	10.0	11.7	9.8	·	8.8
P / Tangible Book	9.1	9.6	·	20.6	30.5	37.4	·	30.7	21.3	20.5	·	23.1	22.0	19.7	·	16.5
P / Cash Flow	·	·	·	·	·	126.2	·	·	·	201.1	·	·	·	257.2	·	·
Earnings Yield	3.6%	4.1%	·	2.1%	1.6%	1.6%	·	1.1%	1.0%	0.99%	·	0.98%	0.86%	1.0%	·	1.1%

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ricavi	$752M	$638M	$537M	$451M	$385M
Margine Lordo %	69.2%	67.0%	66.1%	66.0%	65.8%
Margine Operativo %	15.7%	13.9%	14.4%	15.8%	14.3%
Utile netto	$93M	$77M	$66M	$55M	$45M
EPS Diluito	$2.46	$2.04	$1.76	$1.49	$1.21

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Rapporto corrente	2.2	2.6	3.1	2.9	3.4
Quick Ratio	1.4	2.0	2.5	2.3	2.8

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$152M	$137M	$113M	$80M	$93M

Proprietari istituzionali (13F) 343 filer · $2.6B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 343

Valore detenuto $2.6B

Nuove posizioni 57

Posizioni chiuse 62

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
57 (-12 vs trimestre precedente)	62 (-19 vs trimestre precedente)	112 (-15 vs trimestre precedente)	111 (+18 vs trimestre precedente)	-73K

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione	Valore	Azioni	% di 13F tracciati	Tipo
VANGUARD GROUP INC	$439.004.555	4.925.441	16,72%	Azioni
BlackRock, Inc.	$339.258.844	5.934.211	12,92%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$166.633.914	2.914.709	6,35%	Azioni
DISCIPLINED GROWTH INVESTORS INC /MN	$121.422.277	2.123.881	4,63%	Azioni
NEUBERGER BERMAN GROUP LLC	$101.812.680	1.780.876	3,88%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$91.379.556	1.598.383	3,48%	Azioni
STATE STREET CORP	$88.367.440	1.545.696	3,37%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$72.401.154	1.266.247	2,76%	Azioni
GOLDMAN SACHS GROUP INC	$63.312.001	1.107.434	2,41%	Azioni
MORGAN STANLEY	$57.054.061	997.970	2,17%	Azioni
Engine Capital Management, LP	$52.389.445	916.380	2,00%	Azioni
CITADEL ADVISORS LLC	$52.245.834	913.868	1,99%	Azioni
FEDERATED HERMES, INC.	$51.546.302	901.632	1,96%	Azioni
Invenomic Capital Management LP	$49.704.170	869.410	1,89%	Azioni
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	$43.489.218	760.700	1,66%	Azioni
Anson Funds Management LP	$42.591.650	745.000	1,62%	Azioni
Lightrock Netherlands B.V.	$35.054.871	613.169	1,34%	Azioni
Irenic Capital Management LP	$34.170.738	597.704	1,30%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$31.016.097	542.524	1,18%	Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$29.127.543	509.490	1,11%	Azioni
NORTHERN TRUST CORP	$28.291.603	494.868	1,08%	Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$23.552.000	411.959	0,90%	Azioni
BANK OF AMERICA CORP /DE/	$21.643.818	378.587	0,82%	Azioni
Thematics Asset Management	$20.506.624	196.914	0,78%	Azioni
DIMENSIONAL FUND ADVISORS LP	$19.663.870	343.932	0,75%	Azioni
JANUS HENDERSON GROUP PLC	$16.943.612	304.549	0,65%	Azioni
Bank of New York Mellon Corp	$15.731.751	275.175	0,60%	Azioni
Public Sector Pension Investment Board	$15.489.868	270.944	0,59%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$15.341.398	268.347	0,58%	Azioni
BARCLAYS PLC	$15.272.107	267.135	0,58%	Azioni
BNP PARIBAS FINANCIAL MARKETS	$14.985.400	262.120	0,57%	Azioni
VANGUARD FIDUCIARY TRUST CO	$14.512.319	253.845	0,55%	Azioni
Nuveen, LLC	$13.271.786	232.146	0,51%	Azioni
Qube Research & Technologies Ltd	$12.478.210	218.265	0,48%	Azioni
GLENMEDE TRUST CO NA	$12.250.272	214.278	0,47%	Azioni
AQR CAPITAL MANAGEMENT LLC	$11.883.953	207.870	0,45%	Azioni
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$11.585.215	202.645	0,44%	Azioni
Fenimore Asset Management Inc	$11.194.229	195.806	0,43%	Azioni
D. E. Shaw & Co., Inc.	$10.450.219	182.792	0,40%	Azioni
Long Path Partners LP	$10.342.739	180.912	0,39%	Azioni
Walleye Capital LLC	$10.309.752	180.335	0,39%	Azioni
UBS Group AG	$10.044.254	175.691	0,38%	Azioni
Invesco Ltd.	$9.957.470	174.173	0,38%	Azioni
Glenmede Investment Management, LP	$9.782.807	93.939	0,37%	Azioni
CANADA PENSION PLAN INVESTMENT BOARD	$8.967.686	156.860	0,34%	Azioni
LAZARD ASSET MANAGEMENT LLC	$8.790.974	153.769	0,33%	Azioni
ROYAL BANK OF CANADA	$8.006.000	140.044	0,31%	Azioni
COMERICA BANK	$7.668.263	86.035	0,29%	Azioni
Congress Wealth Management LLC / DE /	$6.645.130	48.828	0,25%	Azioni
JPMORGAN CHASE & CO	$6.484.009	110.694	0,25%	Azioni

Mostra tutti i 343 proprietari istituzionali →

Insider aziendali 30 insider · 9 dirigenti · 19 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Chadwick Collins	Chief Executive Officer	20 Febbraio 2026 A	174.173	3	$-785.102
Del Preto Joseph	EXECUTIVE VP AND CFO	07 Maggio 2026 A	141.707	0	$0
Kimberly K. Nelson	EVP & CFO	20 Febbraio 2026 A	185.141	3	$-369.541
James J. Frome	President and COO	16 Agosto 2024 S	43.466	0	$0
Jamie Thingelstad	EVP, Chief Technology Officer	08 Maggio 2026 A	95.777	2	$-132.853
Eduardo Rosini	EVP, Chief Commercial Officer	20 Febbraio 2026 A	109.860	0	$0
Dan Juckniess	EVP, Chief Sales Officer	18 Febbraio 2025 A	31.802	0	$0
Michael J. Gray	EVP of Operations	29 Giugno 2012 M	6.319	0	$0
David J. Novak Jr.	EVP of Business Develpmt	29 Giugno 2012 M	6.319	0	$0
Marty M Reaume	Direttore	07 Maggio 2026 M	9.158	6	$-417.377
Tami Reller	Direttore	13 Marzo 2026 M	51.172	0	$0
Fumbi F. Chima	Direttore	20 Febbraio 2026 A	3.451	0	$0
Michael J Mcconnell	Direttore	20 Febbraio 2026 A	3.451	0	$0
Mark Partin	Direttore	06 Novembre 2025 A	2.485	0	$0
Razat Gaurav	Direttore	13 Maggio 2025 A	1.310	0	$0
Anne Sempowski Ward	Direttore	13 Maggio 2025 A	4.134	0	$0
Sven Wehrwein	Direttore	13 Maggio 2025 A	17.522	0	$0
James Burr Ramsey	Direttore	22 Maggio 2024 M	14.728	0	$0
Archie C. Black	Direttore	22 Febbraio 2024 S	56.997	0	$0
Martin J Leestma	Direttore	03 Novembre 2020 M	28.318	0	$0
Melvin L Keating	Direttore	31 Maggio 2018 A	913	0	$0
Michael A Smerklo	Direttore	02 Maggio 2018 S	0	0	$0
Michael B Gorman	Direttore	15 Dicembre 2014 G	22.363	0	$0
George H. Spencer III	Direttore	30 Agosto 2013 S	2.003	0	$0
Daniel R Fishback	Direttore	24 Maggio 2012 A	1.055	0	$0
Steve A. Cobb	Direttore	27 Maggio 2011 M	1.200	0	$0
Murray R. Wilson	Direttore	27 Aprile 2010 A	1.011.947	0	$0
Philip Soran	·	18 Novembre 2025 M	22.177	0	$0
Bradley A. Cleveland	·	15 Maggio 2013 A	948	0	$0
Split Rock Partners LLC	·	17 Maggio 2011 A	·	0	$0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 58 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo	Peso	Unità	Aggiornato al	Fonte
SOVF · Elevation Series Trust	3,12%	37.171 NS	31 Luglio 2026	N-PORT
PSCT · Invesco Exchange-Traded Fund Trust …	1,20%	79.609 SH	05 Ottobre 2026	Giornaliero
SCOW · Pacer Funds Trust	0,92%	215 NS	31 Luglio 2026	N-PORT
CAFG · Pacer Funds Trust	0,57%	2.353 NS	31 Luglio 2026	N-PORT
HAPS · Harbor ETF Trust	0,49%	11.452 NS	31 Luglio 2026	N-PORT
CALF · Pacer Funds Trust	0,21%	106.386 NS	31 Luglio 2026	N-PORT
NUSC · Nushares ETF Trust	0,20%	35.715 NS	31 Luglio 2026	N-PORT
FYC · First Trust Exchange-Traded AlphaDE…	0,17%	30.125 NS	31 Luglio 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,14%	26.219 SH	19 Agosto 2026	Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust	0,12%	38.847 SH	05 Ottobre 2026	Giornaliero
IWO · iShares Trust	0,11%	210.890 SH	11 Settembre 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,11%	127.978 SH	19 Agosto 2026	Giornaliero
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,11%	8.557 NS	31 Luglio 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,10%	9.947 NS	31 Luglio 2026	N-PORT
IGV · iShares Trust	0,10%	167.820 SH	11 Settembre 2026	Giornaliero
IWM · iShares Trust	0,09%	956.239 SH	11 Settembre 2026	Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS	0,09%	31.161 SH	19 Agosto 2026	Giornaliero
RSSL · Global X Funds	0,09%	17.846 NS	31 Luglio 2026	N-PORT
ESML · iShares Trust	0,08%	30.468 SH	11 Settembre 2026	Giornaliero
PNQI · Invesco Exchange-Traded Fund Trust	0,08%	5.126 SH	05 Ottobre 2026	Giornaliero
VTWG · VANGUARD SCOTTSDALE FUNDS	0,07%	23.828 SH	19 Agosto 2026	Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS	0,06%	214.651 SH	19 Agosto 2026	Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS	0,06%	13.129 SH	19 Agosto 2026	Giornaliero
ISCG · iShares Trust	0,05%	6.639 SH	11 Settembre 2026	Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust …	0,05%	12.561 SH	05 Ottobre 2026	Giornaliero
VBK · VANGUARD INDEX FUNDS	0,05%	458.806 SH	19 Agosto 2026	Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe…	0,04%	1.171 SH	05 Ottobre 2026	Giornaliero
FAD · First Trust Exchange-Traded AlphaDE…	0,03%	2.727 NS	31 Luglio 2026	N-PORT
VGT · VANGUARD WORLD FUND	0,03%	952.221 SH	19 Agosto 2026	Giornaliero
RILA · Spinnaker ETF Series	0,03%	171 NS	31 Luglio 2026	N-PORT
DXUV · Dimensional ETF Trust	0,03%	2.005 NS	31 Luglio 2026	N-PORT
WSML · iShares Trust	0,03%	2.287 SH	11 Settembre 2026	Giornaliero
SMDX · Tidal Trust III	0,02%	382 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,02%	421.209 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,02%	797.921 SH	19 Agosto 2026	Giornaliero
DFSV · Dimensional ETF Trust	0,02%	19.584 NS	31 Luglio 2026	N-PORT
IGM · iShares Trust	0,01%	17.256 SH	11 Settembre 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,01%	21.579 NS	31 Luglio 2026	N-PORT
FTEC · FIDELITY COVINGTON TRUST	0,00%	11.146 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,00%	49.639 SH	11 Settembre 2026	Giornaliero
IYY · iShares Trust	0,00%	1.567 SH	10 Settembre 2026	Giornaliero
IWV · iShares Trust	0,00%	10.099 SH	09 Settembre 2026	Giornaliero
DFAT · Dimensional ETF Trust	0,00%	6.861 NS	31 Luglio 2026	N-PORT
DFAC · Dimensional ETF Trust	0,00%	14.111 NS	31 Luglio 2026	N-PORT
DFUS · Dimensional ETF Trust	0,00%	5.187 NS	31 Luglio 2026	N-PORT
TILT · FlexShares Trust	0,00%	474 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	1.110.399 SH	19 Agosto 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	30.104 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	2.995 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,00%	8.217 SH	19 Agosto 2026	Giornaliero
FTLS · First Trust Exchange-Traded Fund III	-0,04%	-12.623 NS	31 Luglio 2026	N-PORT
IJR · iShares Trust	·	2.239.710 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	208.559 SH	09 Settembre 2026	Giornaliero
IJS · iShares Trust	·	130.595 SH	08 Settembre 2026	Giornaliero
IWN · iShares Trust	·	143.043 SH	11 Settembre 2026	Giornaliero
XJR · iShares Trust	·	5.065 SH	31 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	1.620 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	3.446 SH	11 Settembre 2026	Giornaliero

SPSC Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21

rating · 19 analisti COMPRA

Target mediano $70.00 -13,6%

3 15,8% Acquisto forte

5 26,3% Compra

10 52,6% Mantieni

1 5,3% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

11 analisti · 2026-10-03

Target medio $75.45 -6,9%

Ora Prezzo attuale $81.02

Basso$59.00 Media$75.45 Alto$103.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker	Capitalizzazione di Mercato	P/E	Rev YoY	Margine Netto	ROE	Margine lordo
SPSC	$3.34B	36.2	17.8%	12.4%	9.7%	69.2%
FRSH	$3.47B	19.4	16.4%	21.9%	18.2%	85.0%
WK	·	-183.5	19.8%	-3.0%	72.7%	78.5%
CLSK	·	·	·	·	·	·
AVPT	$2.99B	92.6	26.9%	8.3%	7.5%	74.1%
BRZE	·	-17.7	24.4%	-17.8%	-21.5%	67.2%
INTA	$1.93B	-48.5	14.6%	-7.1%	-11.3%	75.8%
AGYS	$2.00B	51.9	15.8%	12.2%	12.4%	62.6%
ALRM	$2.53B	20.7	7.6%	13.0%	16.0%	·
SOUN	·	·	·	·	·	·
FIVN	$1.55B	44.6	10.3%	3.4%	5.6%	55.1%

Ultime notizie Notizie recenti che menzionano questa società

23

Dovresti Considerare Vendere la Tua Posizione in SPS Commerce (SPSC)? Yahoo Finance · 5 mesi, 1 settimana fa

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

25

BOUNCE_UP Scaduto Ott 31

rischio 1 premio 1,50

ingresso $78.83 R:R 1,50

Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

La tua selezione è salvata e ti segue su tutti i ticker.

SPSC SPS Commerce, Inc. - Common Stock

SPSC Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

SPSC Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Informazioni su SPS Commerce, Inc. - Common Stock Panoramica della società da Wikipedia

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Proprietari istituzionali (13F) 343 filer · $2.6B totale · Aggiornato al 30 Settembre 2026

Insider aziendali 30 insider · 9 dirigenti · 19 direttori

Proprietà ETF Posseduti da 58 ETF

SPSC Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

Target Price a 12 Mesi

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ultime notizie Notizie recenti che menzionano questa società

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi