Sobre SPS Commerce, Inc. - Common Stock Visão geral da empresa da Wikipedia

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.

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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 ==

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

SPSC Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

Preço

$78.95

Capitalização de Mercado

$2.92B

P/E (TTM)

31.6

EPS (TTM)

$2.46

Receita (TTM)

$752M

Rendimento div.

—

ROE

9.7%

Dívida/Capital

—

Intervalo 52 Semanas

$49 – $116

SPSC Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Receita e Lucro Líquido $752M

2016-12-31 → 2025-12-31

EPS $2.46

2016-12-31 → 2025-12-31

Fluxo de caixa livre $152M

2016-12-31 → 2025-12-31

Margens 12.4%

2016-12-31 → 2025-12-31

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica

Tendência de 5 anos

SPSC

Mediana de Pares

P/E (TTM)

31.6

36.3

P/S (TTM)

3.9

5.1

P/B

3.0

6.3

Price / FCF (Preço / FCF)

19.2

—

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica

Tendência de 5 anos

SPSC

Mediana de Pares

Gross Margin (Margem Bruta)

69.2%

67.8%

Operating Margin (Margem Operacional)

15.7%

—

Net Profit Margin (Margem de Lucro Líquido)

12.4%

6.8%

ROA

8.5%

4.3%

ROE

9.7%

7.3%

ROIC

9.2%

—

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica

Tendência de 5 anos

SPSC

Mediana de Pares

Current Ratio (Índice de liquidez corrente)

2.2

3.6

Quick Ratio (Índice de Liquidez Seca)

1.4

—

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica

Tendência de 5 anos

SPSC

Mediana de Pares

Revenue YoY (Receita Ano a Ano)

17.8%

—

Revenue CAGR 3Y (CAGR Receita 3A)

18.6%

—

Revenue CAGR 5Y (CAGR Receita 5A)

19.2%

—

EPS YoY

20.6%

—

Net Income YoY (Lucro Líquido Ano a Ano)

21.1%

—

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica

Tendência de 5 anos

SPSC

Mediana de Pares

EPS (Diluted) (EPS (Diluído))

$2.46

—

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica

Tendência de 5 anos

SPSC

Mediana de Pares

SPSC Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

COMPRA 18 analistas

Compra forte 3 16,7%
Compra 5 27,8%
Manter 9 50,0%
Venda 1 5,6%
Venda forte 0 0,0%

Preço-alvo de 12 meses

11 analistas · 2026-08-22

Mediana $70.00

Média $75.45

Agora $78.95

Mín $59.00

Máx $103.00

Alvo mediano $70.00 -11,3%

Alvo médio $75.45 -4,4%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Surpresa Média

0.11%

Período	EPS Actual	EPS est.	Surpresa
30 de Junho de 2026	$1.27	$1.12	0.15%
31 de Março de 2026	$1.10	$1.00	0.10%
31 de Dezembro de 2025	$1.10	$1.03	0.07%
30 de Setembro de 2025	$1.13	$1.02	0.11%
30 de Junho de 2025	$1.00	$0.92	0.08%
31 de Março de 2025	$1.00	$0.86	0.14%

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Ticker	Capitalização de Mercado	P/E	Receita YoY	Margem Líquida	ROE	Margem Bruta
SPSC	$3.34B	36.2	17.8%	12.4%	9.7%	69.2%
AGYS	$2.00B	51.9	15.8%	12.2%	12.4%	62.6%
SOUN	—	—	—	—	—	—
NN	—	—	—	—	—	—
INTA	$1.93B	-48.5	14.6%	-7.1%	-11.3%	75.8%
CLSK	—	—	—	—	—	—
ALRM	$2.53B	20.7	7.6%	13.0%	16.0%	—
AVPT	$2.99B	92.6	26.9%	8.3%	7.5%	74.1%
FIVN	$1.55B	44.6	10.3%	3.4%	5.6%	55.1%
NCNO	$2.43B	427.2	10.0%	0.87%	0.49%	60.6%
RAMP	—	11.8	9.0%	17.9%	15.2%	70.7%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstração de Resultados 17

Dados anuais de Demonstração de Resultados para SPSC
Métrica	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

Balanço Patrimonial 26

Dados anuais de Balanço Patrimonial para SPSC
Métrica	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

Fluxo de Caixa 14

Dados anuais de Fluxo de Caixa para SPSC
Métrica	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

Lucratividade 8

Dados anuais de Lucratividade para SPSC
Métrica	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%

Liquidez e Solvência 2

Dados anuais de Liquidez e Solvência para SPSC
Métrica	Tendência	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

Eficiência 2

Dados anuais de Eficiência para SPSC
Métrica	Tendência	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

Por Ação 5

Dados anuais de Por Ação para SPSC
Métrica	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

Taxas de Crescimento 9

Dados anuais de Taxas de Crescimento para SPSC
Métrica	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%	·	·	·	·	·	·	·	·	·	·	·

Avaliação (TTM) 10

Dados anuais de Avaliação (TTM) para SPSC
Métrica	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%

Demonstração de Resultados 16

Dados trimestrais de Demonstração de Resultados para SPSC
Métrica	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	-75,969,000	37,895,000	37,965,000	37,990,000	-74,268,000	37,447,000	37,078,000	37,049,000	-73,102,000	36,728,000	36,593,000	36,427,000	-72,197,000	36,093,000
Shares (Diluted)	36,577,000	37,442,000	-76,263,000	37,993,000	38,099,000	38,163,000	-75,509,000	37,996,000	37,683,000	37,686,000	-74,690,000	37,584,000	37,426,000	37,155,000	-73,813,000	36,915,000
EBITDA	$8M	·	·	$31M	$26M	$31M	·	$26M	$23M	$20M	·	$21M	$17M	$21M	·	$20M

Balanço Patrimonial 26

Dados trimestrais de Balanço Patrimonial para SPSC
Métrica	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

Fluxo de Caixa 13

Dados trimestrais de Fluxo de Caixa para SPSC
Métrica	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	·	·

Lucratividade 8

Dados trimestrais de Lucratividade para SPSC
Métrica	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%

Liquidez e Solvência 2

Dados trimestrais de Liquidez e Solvência para SPSC
Métrica	Tendência	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

Eficiência 2

Dados trimestrais de Eficiência para SPSC
Métrica	Tendência	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

Por Ação 5

Dados trimestrais de Por Ação para SPSC
Métrica	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)	$1.91	$2.30	·	$2.39	$2.20	$2.16	·	$2.03	$1.80	$1.73	·	$1.68	$1.52	$1.47	·	$1.37

Avaliação (TTM) 10

Dados trimestrais de Avaliação (TTM) para SPSC
Métrica	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	$767M	$751M	·	$723M	$686M	$648M	·	$603M	$569M	$542M	·	$506M	$480M	$455M	·	$427M
Net Income TTM	$72M	$87M	·	$91M	$83M	$82M	·	$76M	$68M	$65M	·	$63M	$57M	$55M	·	$51M
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	29.9	24.2	·	43.6	61.9	61.4	·	95.7	104.5	106.9	·	101.6	126.4	103.6	·	90.7
P/S	2.7	·	·	5.4	7.5	7.8	·	12.1	12.3	12.7	·	12.4	14.7	12.2	·	10.5
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	·	·
P / FCF	·	·	·	·	·	149.1	·	·	·	224.4	·	·	·	339.9	·	·
Earnings Yield	3.3%	4.1%	·	2.3%	1.6%	1.6%	·	1.1%	0.96%	0.94%	·	0.98%	0.79%	0.97%	·	1.1%

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Demonstração de Resultados

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Receita	$752M	$638M	$537M	$451M	$385M
Margem Bruta %	69.2%	67.0%	66.1%	66.0%	65.8%
Margem Operacional %	15.7%	13.9%	14.4%	15.8%	14.3%
Lucro líquido	$93M	$77M	$66M	$55M	$45M
EPS Diluído	$2.46	$2.04	$1.76	$1.49	$1.21

Balanço Patrimonial

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Índice de liquidez corrente	2.2	2.6	3.1	2.9	3.4
Índice de Liquidez Seca	1.4	2.0	2.5	2.3	2.8

Fluxo de Caixa

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Fluxo de caixa livre	$152M	$137M	$113M	$80M	$93M

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Investidores institucionais (13F) 350 declarantes · $2.0B total · Em 30 de Junho de 2026

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Atividade institucional — Q2 2026 vs trimestre anterior

Novas posições	Posições encerradas	Aumentou	Diminuído	Variação líquida de ações
58 (-9 vs trimestre anterior)	62 (-18 vs trimestre anterior)	109 (-17 vs trimestre anterior)	110 (+17 vs trimestre anterior)	+2.0M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

Instituição	Valor	Ações	% de 13F rastreado	Tipo
VANGUARD GROUP INC	$410.936.004	4.610.524	20,63%	Ações
VANGUARD PORTFOLIO MANAGEMENT LLC	$166.633.914	2.914.709	8,37%	Ações
DISCIPLINED GROWTH INVESTORS INC /MN	$121.422.277	2.123.881	6,10%	Ações
NEUBERGER BERMAN GROUP LLC	$101.344.744	1.772.691	5,09%	Ações
VANGUARD CAPITAL MANAGEMENT LLC	$91.379.556	1.598.383	4,59%	Ações
STATE STREET CORP	$88.367.440	1.545.696	4,44%	Ações
GEODE CAPITAL MANAGEMENT, LLC	$64.531.189	1.128.588	3,24%	Ações
Engine Capital Management, LP	$52.389.445	916.380	2,63%	Ações
GOLDMAN SACHS GROUP INC	$50.992.381	891.943	2,56%	Ações
Invenomic Capital Management LP	$49.704.170	869.410	2,50%	Ações
CITADEL ADVISORS LLC	$49.587.772	867.374	2,49%	Ações
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	$42.795.518	748.566	2,15%	Ações
Anson Funds Management LP	$42.591.650	745.000	2,14%	Ações
Lightrock Netherlands B.V.	$35.054.871	613.169	1,76%	Ações
Irenic Capital Management LP	$34.170.738	597.704	1,72%	Ações
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$31.016.097	542.524	1,56%	Ações
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$29.127.543	509.490	1,46%	Ações
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$23.552.000	411.959	1,18%	Ações
Thematics Asset Management	$20.506.624	196.914	1,03%	Ações
DIMENSIONAL FUND ADVISORS LP	$17.854.819	312.311	0,90%	Ações
JANUS HENDERSON GROUP PLC	$16.943.612	304.549	0,85%	Ações
Public Sector Pension Investment Board	$15.489.868	270.944	0,78%	Ações
BARCLAYS PLC	$15.265.361	267.017	0,77%	Ações
PRINCIPAL FINANCIAL GROUP INC	$15.226.086	266.330	0,76%	Ações
BNP PARIBAS FINANCIAL MARKETS	$14.985.400	262.120	0,75%	Ações
VANGUARD FIDUCIARY TRUST CO	$14.512.319	253.845	0,73%	Ações
BANK OF AMERICA CORP /DE/	$13.304.488	232.718	0,67%	Ações
Qube Research & Technologies Ltd	$12.478.210	218.265	0,63%	Ações
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$11.585.215	202.645	0,58%	Ações
GLENMEDE TRUST CO NA	$11.549.940	202.028	0,58%	Ações
Fenimore Asset Management Inc	$11.194.229	195.806	0,56%	Ações
D. E. Shaw & Co., Inc.	$10.450.219	182.792	0,52%	Ações
Long Path Partners LP	$10.342.739	180.912	0,52%	Ações
Walleye Capital LLC	$10.309.752	180.335	0,52%	Ações
Bank of New York Mellon Corp	$9.419.501	164.763	0,47%	Ações
CANADA PENSION PLAN INVESTMENT BOARD	$8.967.686	156.860	0,45%	Ações
LAZARD ASSET MANAGEMENT LLC	$8.790.974	153.769	0,44%	Ações
Glenmede Investment Management, LP	$8.343.280	80.116	0,42%	Ações
Congress Wealth Management LLC / DE /	$6.645.130	48.828	0,33%	Ações
PERRY CREEK CAPITAL LP	$6.055.847	105.927	0,30%	Ações
Anson Funds Management LP	$5.717.000	100.000	0,29%	Opção de compra
RHUMBLINE ADVISERS	$5.327.534	93.188	0,27%	Ações
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.813.314	84.193	0,24%	Ações
RENAISSANCE GROUP LLC	$4.476.754	78.306	0,22%	Ações
ALLIANCEBERNSTEIN L.P.	$4.356.957	78.264	0,22%	Ações
PRUDENTIAL FINANCIAL INC	$4.341.718	75.944	0,22%	Ações
LPL Financial LLC	$4.268.284	74.660	0,21%	Ações
Swiss National Bank	$4.253.448	74.400	0,21%	Ações
CAXTON ASSOCIATES LLP	$4.247.159	74.290	0,21%	Ações
AMERICAN CAPITAL MANAGEMENT INC	$4.228.179	73.958	0,21%	Ações
Quantinno Capital Management LP	$4.020.538	70.326	0,20%	Ações
HERALD INVESTMENT MANAGEMENT Ltd	$3.999.100	70.000	0,20%	Ações
Advantage Alpha Capital Partners LP	$3.994.706	38.359	0,20%	Ações
Voleon Capital Management LP	$3.988.122	69.759	0,20%	Ações
Sovereign's Capital Management, LLC	$3.957.955	69.184	0,20%	Ações
VICTORY CAPITAL MANAGEMENT INC	$3.873.668	67.757	0,19%	Ações
AMERIPRISE FINANCIAL INC	$3.711.047	64.912	0,19%	Ações
MONTRUSCO BOLTON INVESTMENTS INC.	$3.618.861	63.300	0,18%	Ações
Occam Crest Management LP	$3.608.800	52.000	0,18%	Ações
Diametric Capital, LP	$3.404.416	59.549	0,17%	Ações
BUCKHEAD CAPITAL MANAGEMENT LLC	$3.294.262	57.626	0,17%	Ações
EFG Asset Management (North America) Corp.	$3.280.471	31.490	0,16%	Ações
Legal & General Group Plc	$3.217.871	56.286	0,16%	Ações
Ballast Asset Management, LP	$3.215.755	56.249	0,16%	Ações
Palisades Investment Partners, LLC	$3.192.170	55.838	0,16%	Ações
FRED ALGER MANAGEMENT, LLC	$3.154.641	55.180	0,16%	Ações
Verition Fund Management LLC	$3.144.350	55.000	0,16%	Ações
FMR LLC	$3.062.597	53.570	0,15%	Ações
FEDERATED HERMES, INC.	$3.060.139	53.527	0,15%	Ações
NATIXIS	$3.001.425	52.500	0,15%	Ações
ZB,N.A.	$2.966.287	16.122	0,15%	Ações
UBS Group AG	$2.878.795	50.355	0,14%	Ações
Numerai GP LLC	$2.862.959	50.078	0,14%	Ações
Amundi	$2.588.029	45.269	0,13%	Ações
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$2.462.674	44.237	0,12%	Ações
SYNOVUS FINANCIAL CORP	$2.270.460	21.802	0,11%	Ações
BROWN CAPITAL MANAGEMENT LLC	$2.184.351	38.208	0,11%	Ações
Prescott Group Capital Management, L.L.C.	$2.181.264	38.154	0,11%	Ações
ENVESTNET ASSET MANAGEMENT INC	$2.072.584	36.253	0,10%	Ações
VANGUARD ASSET MANAGEMENT, Ltd	$2.035.767	35.609	0,10%	Ações
Ewing Morris & Co. Investment Partners Ltd.	$2.014.842	35.243	0,10%	Ações
WELLS FARGO & COMPANY/MN	$1.955.557	34.206	0,10%	Ações
NEW YORK STATE COMMON RETIREMENT FUND	$1.942.351	33.975	0,10%	Ações
Bridgewater Associates, LP	$1.874.833	32.794	0,09%	Ações
Corient Private Wealth LP	$1.783.305	31.193	0,09%	Ações
BlackRock, Inc.	$1.757.920	30.749	0,09%	Ações
Linden Thomas Advisory Services, LLC	$1.736.253	30.370	0,09%	Ações
Hillsdale Investment Management Inc.	$1.732.251	30.300	0,09%	Ações
KENNEDY CAPITAL MANAGEMENT LLC	$1.660.217	29.040	0,08%	Ações
Redwood Investments, LLC	$1.639.348	12.351	0,08%	Ações
Elo Mutual Pension Insurance Co	$1.586.982	27.759	0,08%	Ações
KLP KAPITALFORVALTNING AS	$1.572.175	27.500	0,08%	Ações
VELA Investment Management, LLC	$1.569.431	27.452	0,08%	Ações
DEUTSCHE BANK AG\	$1.449.603	25.356	0,07%	Ações
Assenagon Asset Management S.A.	$1.419.531	24.830	0,07%	Ações
RIVERBRIDGE PARTNERS LLC	$1.389.863	24.311	0,07%	Ações
INTECH INVESTMENT MANAGEMENT LLC	$1.362.418	23.831	0,07%	Ações
Cresset Asset Management, LLC	$1.334.176	23.337	0,07%	Ações
STATE OF WISCONSIN INVESTMENT BOARD	$1.305.191	22.830	0,07%	Ações
NORGES BANK	$1.303.476	22.800	0,07%	Ações

Executivos da empresa 25 insiders · 7 diretores · 16 conselheiros

Investidor com informação privilegiada	Função	Última atividade	Ações detidas	Líquido 12m
Chadwick Collins	Chief Executive Officer	5 de Novembro de 2024 S	54.446	$0
Kimberly K. Nelson	EVP & CFO	19 de Agosto de 2024 M	147.002	$0
James J. Frome	President and COO	16 de Agosto de 2024 S	43.466	$0
Jamie Thingelstad	EVP, Chief Technology Officer	4 de Novembro de 2025 M	35.467	$0
Dan Juckniess	EVP, Chief Sales Officer	1 de Agosto de 2024 A	23.705	$0
Michael J. Gray	EVP of Operations	29 de Junho de 2012 M	6.319	$0
David J. Novak Jr.	EVP of Business Develpmt	29 de Junho de 2012 M	6.319	$0
Sven Wehrwein	Conselheiro	9 de Agosto de 2024 M	16.212	$0
James Burr Ramsey	Conselheiro	22 de Maio de 2024 M	14.728	$0
Anne Sempowski Ward	Conselheiro	16 de Maio de 2024 A	2.824	$0
Marty M Reaume	Conselheiro	16 de Maio de 2024 A	7.848	$0
Tami Reller	Conselheiro	16 de Maio de 2024 A	37.560	$0
Archie C. Black	Conselheiro	22 de Fevereiro de 2024 S	56.997	$0
Martin J Leestma	Conselheiro	3 de Novembro de 2020 M	28.318	$0
Michael J Mcconnell	Conselheiro	30 de Abril de 2019 M	2.440	$0
Melvin L Keating	Conselheiro	31 de Maio de 2018 A	913	$0
Michael A Smerklo	Conselheiro	2 de Maio de 2018 S	0	$0
Michael B Gorman	Conselheiro	15 de Dezembro de 2014 G	22.363	$0
George H. Spencer III	Conselheiro	30 de Agosto de 2013 S	2.003	$0
Daniel R Fishback	Conselheiro	24 de Maio de 2012 A	1.055	$0
Steve A. Cobb	Conselheiro	27 de Maio de 2011 M	1.200	$0
Murray R. Wilson	Conselheiro	27 de Abril de 2010 A	1.011.947	$0
Philip Soran	—	18 de Novembro de 2025 M	22.177	$0
Bradley A. Cleveland	—	15 de Maio de 2013 A	948	$0
Split Rock Partners LLC	—	17 de Maio de 2011 A	—	$0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 79 ETFs

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo	Peso	Unidades	Em	Fonte
SOVF · Elevation Series Trust	2,52%	42.280 NS	30 de Abril de 2026	N-PORT
CLOU · Global X Funds	1,50%	70.886 NS	31 de Maio de 2026	N-PORT
PSCT · Invesco Exchange-Traded Fund Trust …	1,31%	80.233 SH	21 de Agosto de 2026	Diário
FSCC · Federated Hermes ETF Trust	1,06%	51.863 NS	31 de Maio de 2026	N-PORT
SCOW · Pacer Funds Trust	0,78%	215 NS	30 de Abril de 2026	N-PORT
NBSM · Neuberger Berman ETF Trust	0,51%	20.239 NS	31 de Maio de 2026	N-PORT
SYZ · Lazard Active ETF Trust	0,44%	5.251 NS	30 de Junho de 2026	N-PORT
HAPS · Harbor ETF Trust	0,39%	11.014 NS	30 de Abril de 2026	N-PORT
CAFG · Pacer Funds Trust	0,29%	1.175 NS	30 de Abril de 2026	N-PORT
AFSM · First Trust Exchange-Traded Fund VI…	0,29%	4.963 NS	31 de Maio de 2026	N-PORT
PSC · Principal Exchange-Traded Funds	0,22%	88.664 NS	30 de Junho de 2026	N-PORT
NUSC · Nushares ETF Trust	0,17%	38.924 NS	30 de Abril de 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,14%	26.219 SH	19 de Agosto de 2026	Diário
SMDX · Tidal Trust III	0,13%	2.821 NS	30 de Abril de 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,11%	14.602 NS	30 de Abril de 2026	N-PORT
VIOO · VANGUARD ADMIRAL FUNDS	0,11%	127.978 SH	19 de Agosto de 2026	Diário
IWO · iShares Trust	0,11%	207.358 SH	21 de Agosto de 2026	Diário
PRFZ · Invesco Exchange-Traded Fund Trust	0,10%	35.650 SH	21 de Agosto de 2026	Diário
IGV · iShares Trust	0,10%	176.012 SH	21 de Agosto de 2026	Diário
SAA · ProShares Trust	0,09%	451 NS	31 de Maio de 2026	N-PORT
IWM · iShares Trust	0,09%	959.055 SH	21 de Agosto de 2026	Diário
BKSE · BNY Mellon ETF Trust	0,09%	1.340 NS	30 de Abril de 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,09%	31.161 SH	19 de Agosto de 2026	Diário
ESML · iShares Trust	0,08%	30.032 SH	21 de Agosto de 2026	Diário
PNQI · Invesco Exchange-Traded Fund Trust	0,08%	5.482 SH	21 de Agosto de 2026	Diário
IWN · iShares Trust	0,08%	142.933 SH	21 de Agosto de 2026	Diário
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,07%	7.828 NS	30 de Abril de 2026	N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS	0,07%	23.828 SH	19 de Agosto de 2026	Diário
RWJ · Invesco Exchange-Traded Fund Trust …	0,07%	17.609 SH	21 de Agosto de 2026	Diário
RSSL · Global X Funds	0,06%	16.487 NS	30 de Abril de 2026	N-PORT
GSSC · Goldman Sachs ETF Trust	0,06%	11.195 NS	31 de Maio de 2026	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0,06%	214.651 SH	19 de Agosto de 2026	Diário
VTWV · VANGUARD SCOTTSDALE FUNDS	0,06%	13.129 SH	19 de Agosto de 2026	Diário
ITWO · ProShares Trust	0,05%	1.794 NS	31 de Maio de 2026	N-PORT
ISCG · iShares Trust	0,05%	6.500 SH	21 de Agosto de 2026	Diário
VBK · VANGUARD INDEX FUNDS	0,05%	458.806 SH	19 de Agosto de 2026	Diário
DFAS · Dimensional ETF Trust	0,05%	119.803 NS	30 de Abril de 2026	N-PORT
SCHA · SCHWAB STRATEGIC TRUST	0,04%	180.234 NS	31 de Maio de 2026	N-PORT
ISCB · iShares Trust	0,04%	1.620 SH	21 de Agosto de 2026	Diário
SXQG · EXCHANGE TRADED CONCEPTS TRUST	0,04%	506 NS	31 de Maio de 2026	N-PORT
SCHM · SCHWAB STRATEGIC TRUST	0,04%	102.783 NS	31 de Maio de 2026	N-PORT
ISCV · iShares Trust	0,04%	3.446 SH	21 de Agosto de 2026	Diário
FTEC · FIDELITY COVINGTON TRUST	0,04%	117.980 NS	30 de Abril de 2026	N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe…	0,03%	1.175 SH	21 de Agosto de 2026	Diário
UWM · ProShares Trust	0,03%	1.403 NS	31 de Maio de 2026	N-PORT
VGT · VANGUARD WORLD FUND	0,03%	952.221 SH	19 de Agosto de 2026	Diário
FNDA · SCHWAB STRATEGIC TRUST	0,03%	41.892 NS	31 de Maio de 2026	N-PORT
WSML · iShares Trust	0,03%	2.264 SH	21 de Agosto de 2026	Diário
URTY · ProShares Trust	0,02%	1.419 NS	31 de Maio de 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,02%	421.209 SH	19 de Agosto de 2026	Diário
VB · VANGUARD INDEX FUNDS	0,02%	797.921 SH	19 de Agosto de 2026	Diário
RILA · Spinnaker ETF Series	0,02%	171 NS	30 de Abril de 2026	N-PORT
DXUV · Dimensional ETF Trust	0,02%	1.186 NS	30 de Abril de 2026	N-PORT
DFSV · Dimensional ETF Trust	0,01%	19.584 NS	30 de Abril de 2026	N-PORT
IGM · iShares Trust	0,01%	17.282 SH	21 de Agosto de 2026	Diário
AVSC · AMERICAN CENTURY ETF TRUST	0,01%	5.951 NS	31 de Maio de 2026	N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS	0,01%	1.468 NS	31 de Maio de 2026	N-PORT
HDG · ProShares Trust	0,01%	36 NS	31 de Maio de 2026	N-PORT
ONEQ · Fidelity Commonwealth Trust	0,01%	12.706 NS	31 de Maio de 2026	N-PORT
TILT · FlexShares Trust	0,00%	1.694 NS	30 de Abril de 2026	N-PORT
ITOT · iShares Trust	0,00%	49.767 SH	21 de Agosto de 2026	Diário
IYY · iShares Trust	0,00%	1.567 SH	20 de Agosto de 2026	Diário
IWV · iShares Trust	0,00%	10.011 SH	21 de Agosto de 2026	Diário
DFAT · Dimensional ETF Trust	0,00%	6.861 NS	30 de Abril de 2026	N-PORT
SCHB · SCHWAB STRATEGIC TRUST	0,00%	21.732 NS	31 de Maio de 2026	N-PORT
DFAC · Dimensional ETF Trust	0,00%	14.111 NS	30 de Abril de 2026	N-PORT
FNDB · SCHWAB STRATEGIC TRUST	0,00%	416 NS	31 de Maio de 2026	N-PORT
AVSU · AMERICAN CENTURY ETF TRUST	0,00%	127 NS	31 de Maio de 2026	N-PORT
DFUS · Dimensional ETF Trust	0,00%	5.187 NS	30 de Abril de 2026	N-PORT
EBI · RBB Fund Trust	0,00%	20 NS	31 de Maio de 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	1.110.399 SH	19 de Agosto de 2026	Diário
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	30.104 SH	19 de Agosto de 2026	Diário
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	2.995 SH	19 de Agosto de 2026	Diário
ESGV · VANGUARD WORLD FUND	0,00%	8.217 SH	19 de Agosto de 2026	Diário
CSMD · Professionally Managed Portfolios	0,00%	-189 NS	30 de Abril de 2026	N-PORT
IJR · iShares Trust	—	2.236.214 SH	21 de Agosto de 2026	Diário
IJT · iShares Trust	—	203.614 SH	19 de Agosto de 2026	Diário
IJS · iShares Trust	—	130.175 SH	21 de Agosto de 2026	Diário
XJR · iShares Trust	—	5.005 SH	19 de Agosto de 2026	Diário

Sobre SPS Commerce, Inc. - Common Stock Visão geral da empresa da Wikipedia

SPSC Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

SPSC Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

Médias móveis e sobreposições

Volume

Osciladores

Momento e tendência

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

SPSC Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

Preço-alvo de 12 meses

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

Últimas notícias Notícias recentes mencionando esta empresa

Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

Investidores institucionais (13F) 350 declarantes · $2.0B total · Em 30 de Junho de 2026

Executivos da empresa 25 insiders · 7 diretores · 16 conselheiros

Participação em ETFs Detido por 79 ETFs