Superworth

Commerce.com CMRC

Software - Infrastructure, Technology
$3.56
−3.00%
Market cap
$295M
PE
n/m
a loss over the last year
Forward PE
n/m
not a meaningful number
Price to sales
0.9×
EV/EBIT
41.4×
Revenue, 12 months
$346.9M
+3% on a year ago
Net margin
−1.7%
Free cash flow yield
6.6%

Commerce.com trades at 0.9× sales. Its trailing earnings are negative, so it has no PE. Revenue was $346.9M over the last twelve months, up 3% on a year earlier with a −2% net margin.

Charts

Financials

Income statement for CMRC, by quarter
Income statementQ3 FY23Q4 FY23Q1 FY24Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
$78M+8%$84.1M+16%$80.4M+12%$81.8M+9%$83.7M+7%$87M+3%$82.4M+3%$84.4M+3%$86M+3%$89.5M+3%$86.8M+5%$84.5M+0%
Cost of revenue$19.1M+9%$18.9M+3%$18.4M+6%$19.8M+6%$19.9M+4%$19.5M+3%$17M−8%$17.7M−11%$18.6M−6%$19.4M−0%$20.2M+19%$21M+18%
Gross profit$59M+8%$65.2M+21%$61.9M+14%$62M+9%$63.8M+8%$67.6M+4%$65.4M+6%$66.7M+8%$67.4M+6%$70.1M+4%$66.7M+2%$63.5M−5%
R&D$21.7M−2%$19.5M−14%$20M−4%$20.3M−5%$20.8M−4%$19.8M+1%$19.2M−4%$18.3M−10%$17.5M−16%$18M−9%$18M−6%$17.7M−4%
SG&A$50.6M−8%$47.9M−9%$47.4M−6%$49.9M−0%$49.6M−2%$44.6M−7%$44M−7%$50.9M+2%$48.4M−2%$49.5M+11%$40.4M−8%$41.7M−18%
−$22.2M−27%−$5.7M−84%−$8.2M−65%−$13.5M−35%−$19.2M−13%−$751K−87%−$2.4M−71%−$6.8M−50%−$435K−98%−$6.6M+777%$5.8M$2.7M
Interest expense$721K+2%$719K+2%$720K−0%$720K−0%$1.9M+165%$2.7M+276%$2.5M+253%$2.5M+250%$2.5M+30%$2.5M−8%$2.5M−2%$2.5M−1%
Pre-tax income−$20.2M−33%−$3.7M−89%−$6.1M−72%−$11.1M−41%−$6.7M−67%−$2.1M−45%$171K−$8.2M−27%−$2M−70%−$8.2M+295%$4.2M+2345%$1.3M
$145K+69%−$552K$290K+47%$132K−37%$269K+86%$324K$524K+81%$221K+67%$212K−21%$209K−36%$452K−14%$204K−8%
Net income−$20.3M−33%−$3.2M−90%−$6.4M−71%−$11.3M−41%−$7M−66%−$2.4M−25%−$353K−95%−$8.4M−26%−$2.2M−68%−$8.4M+250%$3.7M$1.1M
−$0.27−34%−$0.04−91%−$0.08−73%−$0.15−40%−$0.09−67%−$0.03−25%$0.00−$0.10−33%−$0.03−67%−$0.10+233%$0.05$0.01
75.4M+3%76.2M+3%76.6M+3%77.5M+4%77.9M+3%78.4M+3%78.8M+3%80.1M+3%80.8M+4%81.4M+4%82.3M+4%82.8M+3%

Revenue: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.

Cost of revenue: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.

Gross profit: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.

R&D: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.

SG&A: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.

Operating income: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.

Interest expense: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.

Pre-tax income: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.

Income tax: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.

Net income: Q1 FY19 and Q1 FY20: 6 months less the 3 months printed beside them.

EPS, diluted: 14 periods, Q1 FY19 to Q4 FY25: quarter's net income to common over its shares, to the cent.

Diluted shares: 5 periods, Q4 FY21 to Q4 FY25: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Peers

Companies in Software - Infrastructure nearest Commerce.com's size, closest first.

CompanyMarket capPEIts 10y median PEFwd PEP/SRevenue growthNet margin
CMRCCommerce.com$295Mn/mn/a0.9×+3%−1.7%
MKTWMarketwise$297M21.6×7.4×0.9×−11%0.7%
RBBNRibbon Communications$250.4M17.5×18.7×0.3×−8%2.0%
MKLYMcKinley Acquisition$250M30.2×35.0×n/mn/mn/m
IIIVi3 Verticals$457.2M54.3×200×2.1×−0%3.9%
EGANEGAIN$148.7M17.8×51.1×1.6×+3%9.7%
CCSIConsensus Cloud Solutions$686.6M7.6×6.0×1.9×+1%26.7%
GDYNGrid Dynamics$701.7M433×111×1.7×+9%0.7%
OSPNOneSpan$744M11.4×50.0×3.0×+2%27.8%
NTWKNetsol Technologies$93.9M31.4×22.2×1.3×+13%4.0%
RPDRapid7$1B48.1×51.5×1.2×+0%2.4%
Peer median$377.1M25.9×42.5×1.6×+1%3.9%

More on Commerce.com

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About

Industry
Software - Infrastructure
Sector
Technology

Valuation data, not investment advice. Prices as of .