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Stock impact report

SPS Commerce, Inc. (SPSC): A Bull Case Theory [Yahoo! Finance]

SPS Commerce, Inc. (SPSC) 
Last sps commerce, inc. earnings: 4/30 04:07 pm Check Earnings Report
Company Research Source: Yahoo! Finance
SPS Commerce, Inc.'s share was trading at $89.84 as of December 17th. SPSC's trailing P/E was 40.11 according to Yahoo Finance. SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. For more than a decade, SPSC was viewed as a textbook small-cap compounder, consistently growing revenue, expanding margins, and maintaining high customer retention, which justified a premium valuation that often exceeded 40x EBITDA. That perception changed abruptly after the stock fell roughly 60%, forcing investors to reassess whether the company is merely out of favor or structurally impaired. At its core, SPS operates a cloud-based retail supply chain platform that connects retailers, suppliers, and logistics providers, enabling standardized and automated document exchange through EDI and other protocols. While EDI is often labeled antiquated and vulnerable to API-first disruption, SPS mitigates this risk by remaining protocol-agnostic and embedding itself Show less Read more
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