SPS Commerce (SPSC) Competitors

SPS Commerce (NASDAQ:SPSC) and Qualys (NASDAQ:QLYS) are both mid-cap business services companies, but which is the better investment? We will compare the two companies based on the strength of their profitability, institutional ownership, analyst recommendations, dividends, risk, earnings, community ranking, valuation and media sentiment.

Which has more volatility & risk, SPSC or QLYS?

SPS Commerce has a beta of 0.81, meaning that its stock price is 19% less volatile than the S&P 500. Comparatively, Qualys has a beta of 0.51, meaning that its stock price is 49% less volatile than the S&P 500.

Which has preferable earnings and valuation, SPSC or QLYS?

Qualys has higher revenue and earnings than SPS Commerce. Qualys is trading at a lower price-to-earnings ratio than SPS Commerce, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
SPS Commerce	$536.91M	13.52	$65.82M	$1.83	107.15
Qualys	$554.46M	9.80	$151.60M	$4.32	34.06

Do insiders and institutionals believe in SPSC or QLYS?

99.0% of SPS Commerce shares are owned by institutional investors. Comparatively, 99.3% of Qualys shares are owned by institutional investors. 1.0% of SPS Commerce shares are owned by insiders. Comparatively, 1.0% of Qualys shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Is SPSC or QLYS more profitable?

Qualys has a net margin of 28.48% compared to SPS Commerce's net margin of 12.23%. Qualys' return on equity of 47.28% beat SPS Commerce's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
SPS Commerce	12.23%	12.06%	9.76%
Qualys	28.48%	47.28%	20.69%

Does the media favor SPSC or QLYS?

In the previous week, SPS Commerce had 3 more articles in the media than Qualys. MarketBeat recorded 15 mentions for SPS Commerce and 12 mentions for Qualys. Qualys' average media sentiment score of 0.60 beat SPS Commerce's score of 0.47 indicating that Qualys is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
SPS Commerce	5 Very Positive mention(s)	2 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
Qualys	6 Very Positive mention(s)	2 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts rate SPSC or QLYS?

SPS Commerce presently has a consensus price target of $200.25, suggesting a potential upside of 2.12%. Qualys has a consensus price target of $162.23, suggesting a potential upside of 10.27%. Given Qualys' higher possible upside, analysts clearly believe Qualys is more favorable than SPS Commerce.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SPS Commerce	0 Sell rating(s)	2 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.75
Qualys	3 Sell rating(s)	8 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.00

Does the MarketBeat Community prefer SPSC or QLYS?

SPS Commerce received 115 more outperform votes than Qualys when rated by MarketBeat users. Likewise, 73.83% of users gave SPS Commerce an outperform vote while only 59.84% of users gave Qualys an outperform vote.

Company	Underperform	Outperform
SPS Commerce	Outperform Votes 629 73.83%	Underperform Votes 223 26.17%
Qualys	Outperform Votes 514 59.84%	Underperform Votes 345 40.16%

Summary

Qualys beats SPS Commerce on 9 of the 17 factors compared between the two stocks.