Análisis Argos
SPSC
SPSCBarata · ojo al riesgo
SPS Commerce, Inc. · Technology
US$ 59.07
precio al 2026-07-04
Valor justo Argos*
US$ 80–88
vs. su valor justo
33% por debajo
Score Argos
77/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que crezca 0.9% al año — menos de lo que viene demostrando (12.3%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 21% el último año.
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO4/6PASADO3/6SALUD6/6DIVIDENDO4/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO3/6SALUD6/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos77de 100Barata · ojo al riesgo
Ingresos17%
US$ 0.8 B
Margen operativo13%
15.7%
Flujo de caja libre7%
US$ 0.2 B
Deuda neta
US$ -0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.2B
P/E23.2x
EV/EBITDA11.5x
FCF yield7%
ROIC10.7%
Margen operativo15.7%
Crecim. ingresos+17.8%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 30 jun
SPS Commerce Announces Agreement to Sell 3P Revenue Recovery Business
MINNEAPOLIS, June 30, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced it has completed the sale of its 3P Revenue Recovery business. The company previously acquired the business through the Carbon6 Technologies, Inc. (Carbon6) acquisition which closed on February 7, 2025.
zacks.com · 29 jun
SPS Commerce (SPSC) Soars 5.7%: Is Further Upside Left in the Stock?
SPS Commerce (SPSC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
reuters.com · 23 jun
SPS Commerce explores sale amid activist pressure, sources say
Supply chain software maker SPS Commerce is exploring a sale amid pressure from activist ​investors, according to three people familiar with the ‌matter.
seekingalpha.com · 15 jun
SPS Commerce: High Quality, Fair Valuation, And A Growth Inflection Ahead
Shares of SPSC are in a downtrend as growth has slowed due to headwinds facing the business. There are several underlying growth drivers in place, and the top line should inflect higher later this year. The business is AI resilient and benefits from strong industry tailwinds, especially in the European market.
seekingalpha.com · 14 jun
SPS Commerce: Amazon Weakness Has Created A Buying Opportunity
SPS Commerce has declined ~60% as Amazon-related revenue recovery faces headwinds, but core business growth remains resilient. Excluding Amazon, SPSC is growing at a high single-digit rate, with recurring revenue and adjusted EBITDA outpacing revenue growth. Management is aggressively repurchasing shares, capitalizing on a valuation well below software peers, while maintaining a net cash position.
globenewswire.com · 26 may
SPS Commerce to Present at the William Blair 46th Annual Growth Stock Conference
MINNEAPOLIS, May 26, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at the William Blair 46th Annual Growth Stock Conference on Tuesday, June 2, 2026, at 8:40 AM C.T.
globenewswire.com · 26 may
SPS Commerce to Present at the William Blair 46th Annual Growth Stock Conference
MINNEAPOLIS, May 26, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at the William Blair 46th Annual Growth Stock Conference on Tuesday, June 2, 2026, at 8:40 AM C.
zacks.com · 22 may
How Much Upside is Left in SPS Commerce (SPSC)? Wall Street Analysts Think 32.42%
The mean of analysts' price targets for SPS Commerce (SPSC) points to a 32.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.