SPS Commerce, Inc. (SPSC) vs StoneCo Ltd. (STNE)
A side-by-side comparison of SPS Commerce, Inc. and StoneCo Ltd. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
SPSC
SPS Commerce, Inc.
$81.02TechnologyDelayed quote: Oct 6, 2026, 4:00 PM EDT
STNE
StoneCo Ltd.
$11.62TechnologyDelayed quote: Oct 6, 2026, 4:00 PM EDT
Total return — SPSC vs STNE
growth of $100 · dividends reinvested · last 8ySPSC +91.7% (+8.5%/yr)STNE -55.6% (-9.6%/yr)SPSC compounded faster over this window
SPSC STNE
SPSC vs STNE: by the numbers
- •SPSC is the larger company ($2.92B vs $2.83B market cap).
- •STNE trades at the lower trailing earnings multiple (4.74 vs 39.14 P/E), one valuation lens rather than an overall verdict.
- •STNE converts more revenue to profit (23.77% vs 10.10% net margin).
- •STNE grew revenue faster over the past five years (28.12% vs 17.33% CAGR).
- •STNE pays a dividend (21.50% yield), while SPSC has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | SPSC | STNE |
|---|---|---|
| P/E ratio | 39.14 | 4.74 |
| Forward P/E | 16.52 | N/A |
| PEG ratio | 2.73 | 0.21 |
| P/S ratio | 3.78 | 1.07 |
| P/B ratio | 3.11 | 1.63 |
| EV / EBITDA | 15.01 | 3.00 |
| FCF yield | 6.81% | 27.44% |
Profitability
| Metric | SPSC | STNE |
|---|---|---|
| Gross margin | 69.82% | 72.38% |
| Operating margin | 15.83% | 49.95% |
| Net margin | 10.10% | 23.77% |
| ROE | 8.31% | 36.30% |
| ROIC | 9.30% | 25.78% |
Dividends
| Metric | SPSC | STNE |
|---|---|---|
| Dividend yield | N/A | 21.50% |
| Payout ratio | N/A | 103.26% |
Growth (annualized)
| Metric | SPSC | STNE |
|---|---|---|
| Revenue CAGR (5Y) | 17.33% | 28.12% |
| EPS CAGR (5Y) | 13.78% | 22.38% |
| FCF CAGR (5Y) | 17.27% | N/A |
| Total return CAGR (5Y) | -12.90% | -16.10% |
Frequently asked
- Which has the lower trailing P/E, SPSC or STNE?
- STNE has the lower trailing P/E: SPSC trades at 39.14 and STNE at 4.74. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, SPSC or STNE?
- Over the past five years, STNE grew revenue faster — SPSC at a 17.33% CAGR versus STNE at 28.12%.
- Does SPSC or STNE pay a bigger dividend?
- STNE pays a dividend (21.50% yield), while SPSC has no payments in the available dividend history.
- Is SPSC or STNE more profitable?
- STNE runs the higher net margin — SPSC at 10.10% versus STNE at 23.77%.
- How have SPSC and STNE total returns compared?
- Over the past 5 years, SPSC delivered -12.90% and STNE delivered -16.10% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
SPS Commerce P/E ratioStoneCo P/E ratioStoneCo dividend yieldSPS Commerce ROEStoneCo ROESPS Commerce operating marginStoneCo operating marginSPS Commerce revenue growthStoneCo revenue growthSPS Commerce free cash flowStoneCo free cash flow
SPS Commerce & StoneCo appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.