SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $56.08)
- $56.08 P/E (TTM): 22.8X Cap: $2.09B
- View SPSC Profile
- View Questions on SPSC

{tplLang.businessdescription | toLang tLang}

{ profileData.description }

{tplLang.details | toLang tLang}

{tplLang.ceo | toLang tLang}

{profileData.profile.details.ceo}

{tplLang.employees | toLang tLang}

{profileData.profile.details.employees | numeraljs '0,0'}

{tplLang.issuetype | toLang tLang}

{profileData.profile.details.issuetype | asIssueType}

{tplLang.industryclassifications | toLang tLang}

{tplLang.sector | toLang tLang}

{profileData.profile.classification.sector}

{tplLang.industry | toLang tLang}

{profileData.profile.classification.industry}

{tplLang.toolname| toLang tLang}

There is no {tplLang.toolname| toLang tLang} currently available for {data.symbolstring}.

Axon Enterprise Inc. (AXON $412.81)
- $412.81 P/E (TTM): 273.38X Cap: $33.18B
- View AXON Profile
- View Questions on AXON
SPS Commerce Inc. (SPSC $56.08)
- $56.08 P/E (TTM): 22.8X Cap: $2.09B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $108.82)
- $108.82 Cap: $25.91B
- View NBIS Profile
- View Questions on NBIS

Q: The last earnings report was somewhat disappointing with regards to its outlook. What is your current take on this name? It is currently one of three US names I own in my TFSA. Would you recommend to hold or sale and move onto another name? If the later, what would you recommend for a purchase today (considering today's prices for an entry point).

Read Answer Asked by Patrik on August 05, 2025

SPS Commerce Inc. (SPSC $56.08)
- $56.08 P/E (TTM): 22.8X Cap: $2.09B
- View SPSC Profile
- View Questions on SPSC

Q: Can you expand further as to what caused this drop in price? Any idea as to why Net Income would be lower in 2025? Do you still consider this a top small cap pick in the US (if not what would you recommend beyond CLBT and FOUR)? Is this pullback a buying opportunity?

Read Answer Asked by Patrik on February 14, 2025

The Trade Desk Inc. (TTD $22.05)
- $22.05 P/E (TTM): 24.5X Cap: $10.49B
- View TTD Profile
- View Questions on TTD
CECO Environmental Corp. (CECO $62.18)
- $62.18 P/E (TTM): 45.72X Cap: $2.21B
- View CECO Profile
- View Questions on CECO
Aspen Aerogels Inc. (ASPN $3.69)
- $3.69 Cap: $305M
- View ASPN Profile
- View Questions on ASPN
Construction Partners Inc. (ROAD $105.89)
- $105.89 P/E (TTM): 48.35X Cap: $5.98B
- View ROAD Profile
- View Questions on ROAD
SPS Commerce Inc. (SPSC $56.08)
- $56.08 P/E (TTM): 22.8X Cap: $2.09B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $547.81)
- $547.81 P/E (TTM): 35.57X Cap: $6.56B
- View POWL Profile
- View Questions on POWL
Datadog Inc. (DDOG $120.36)
- $120.36 P/E (TTM): 388.26X Cap: $42.58B
- View DDOG Profile
- View Questions on DDOG
Vertiv Holdings LLC Class A (VRT $261.29)
- $261.29 P/E (TTM): 76.62X Cap: $99.96B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $34.08)
- $34.08 P/E (TTM): 136.32X Cap: $8.75B
- View CELH Profile
- View Questions on CELH
Cellebrite DI Ltd. (CLBT $14.00)
- $14.00 Cap: $3.49B
- View CLBT Profile
- View Questions on CLBT
TransMedics Group Inc. (TMDX $100.70)
- $100.70 P/E (TTM): 20.76X Cap: $3.45B
- View TMDX Profile
- View Questions on TMDX

Q: Hello 5i,

The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.

Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.

If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!

Thank you for all of your help and wisdom.

D&J

Read Answer Asked by Jerry on February 18, 2025