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Side-by-side financial comparison of Commerce.com, Inc. (CMRC) and ORTHOPEDIATRICS CORP (KIDS). Click either name above to swap in a different company.
Commerce.com, Inc. is the larger business by last-quarter revenue ($89.5M vs $61.6M, roughly 1.5× ORTHOPEDIATRICS CORP). Commerce.com, Inc. runs the higher net margin — -9.3% vs -16.4%, a 7.1% gap on every dollar of revenue. On growth, ORTHOPEDIATRICS CORP posted the faster year-over-year revenue change (17.0% vs 2.9%). ORTHOPEDIATRICS CORP produced more free cash flow last quarter ($9.7M vs $-2.2M). Over the past eight quarters, ORTHOPEDIATRICS CORP's revenue compounded faster (17.4% CAGR vs 5.5%).
SPS Commerce, Inc. is a technology and application software company based in the United States that provides cloud-based supply chain management software. The company's headquarters are located in Minneapolis, Minnesota, but it also has a US office in New Jersey, and international locations in Amsterdam, Beijing, Breukelen, Hong Kong, Kyiv, Melbourne, Montpellier, Sydney, and Toronto.
OrthoPediatrics is an American bio-science company engaged in designing, developing, manufacturing, and distributing orthopedic implants and instruments for pediatric issues. It is based in Warsaw, Indiana.
CMRC vs KIDS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $89.5M | $61.6M |
| Net Profit | $-8.4M | $-10.1M |
| Gross Margin | 78.3% | 73.2% |
| Operating Margin | -7.4% | -13.3% |
| Net Margin | -9.3% | -16.4% |
| Revenue YoY | 2.9% | 17.0% |
| Net Profit YoY | -250.0% | 37.1% |
| EPS (diluted) | $-0.11 | $-0.43 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $89.5M | $61.6M | ||
| Q3 25 | $86.0M | $61.3M | ||
| Q2 25 | $84.4M | $61.1M | ||
| Q1 25 | $82.4M | $52.4M | ||
| Q4 24 | $87.0M | $52.7M | ||
| Q3 24 | $83.7M | $54.6M | ||
| Q2 24 | $81.8M | $52.8M | ||
| Q1 24 | $80.4M | $44.7M |
| Q4 25 | $-8.4M | $-10.1M | ||
| Q3 25 | $-2.2M | $-11.8M | ||
| Q2 25 | $-8.4M | $-7.1M | ||
| Q1 25 | $-353.0K | $-10.7M | ||
| Q4 24 | $-2.4M | $-16.1M | ||
| Q3 24 | $-7.0M | $-7.9M | ||
| Q2 24 | $-11.3M | $-6.0M | ||
| Q1 24 | $-6.4M | $-7.8M |
| Q4 25 | 78.3% | 73.2% | ||
| Q3 25 | 78.4% | 73.9% | ||
| Q2 25 | 79.0% | 72.1% | ||
| Q1 25 | 79.4% | 73.0% | ||
| Q4 24 | 77.6% | 67.5% | ||
| Q3 24 | 76.3% | 73.4% | ||
| Q2 24 | 75.8% | 77.3% | ||
| Q1 24 | 77.1% | 72.0% |
| Q4 25 | -7.4% | -13.3% | ||
| Q3 25 | -0.5% | -15.4% | ||
| Q2 25 | -8.0% | -17.4% | ||
| Q1 25 | -2.9% | -21.0% | ||
| Q4 24 | -0.9% | -26.7% | ||
| Q3 24 | -23.0% | -10.2% | ||
| Q2 24 | -16.5% | -10.7% | ||
| Q1 24 | -10.2% | -21.8% |
| Q4 25 | -9.3% | -16.4% | ||
| Q3 25 | -2.6% | -19.2% | ||
| Q2 25 | -9.9% | -11.6% | ||
| Q1 25 | -0.4% | -20.3% | ||
| Q4 24 | -2.7% | -30.5% | ||
| Q3 24 | -8.4% | -14.5% | ||
| Q2 24 | -13.8% | -11.4% | ||
| Q1 24 | -8.0% | -17.5% |
| Q4 25 | $-0.11 | $-0.43 | ||
| Q3 25 | $-0.03 | $-0.50 | ||
| Q2 25 | $-0.10 | $-0.30 | ||
| Q1 25 | $0.00 | $-0.46 | ||
| Q4 24 | $-0.03 | $-0.70 | ||
| Q3 24 | $-0.09 | $-0.34 | ||
| Q2 24 | $-0.15 | $-0.26 | ||
| Q1 24 | $-0.08 | $-0.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $141.1M | $60.9M |
| Total DebtLower is stronger | $157.0M | $106.0M |
| Stockholders' EquityBook value | $39.4M | $346.6M |
| Total Assets | $308.8M | $508.6M |
| Debt / EquityLower = less leverage | 3.99× | 0.31× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $141.1M | $60.9M | ||
| Q3 25 | $142.0M | $57.7M | ||
| Q2 25 | $134.5M | $70.1M | ||
| Q1 25 | $120.7M | $58.8M | ||
| Q4 24 | $178.2M | $68.8M | ||
| Q3 24 | $168.4M | $76.1M | ||
| Q2 24 | $275.8M | $28.9M | ||
| Q1 24 | $265.2M | $47.7M |
| Q4 25 | $157.0M | $106.0M | ||
| Q3 25 | $157.3M | $105.3M | ||
| Q2 25 | $157.5M | $102.7M | ||
| Q1 25 | $157.8M | $77.4M | ||
| Q4 24 | $216.5M | $77.5M | ||
| Q3 24 | — | $76.9M | ||
| Q2 24 | $340.9M | $11.2M | ||
| Q1 24 | $340.5M | $11.3M |
| Q4 25 | $39.4M | $346.6M | ||
| Q3 25 | $42.8M | $349.3M | ||
| Q2 25 | $38.8M | $355.5M | ||
| Q1 25 | $38.1M | $347.1M | ||
| Q4 24 | $33.4M | $354.6M | ||
| Q3 24 | $29.0M | $370.9M | ||
| Q2 24 | $26.1M | $371.3M | ||
| Q1 24 | $26.9M | $370.6M |
| Q4 25 | $308.8M | $508.6M | ||
| Q3 25 | $309.5M | $493.5M | ||
| Q2 25 | $302.5M | $503.6M | ||
| Q1 25 | $286.3M | $470.3M | ||
| Q4 24 | $340.3M | $473.2M | ||
| Q3 24 | $335.1M | $489.3M | ||
| Q2 24 | $452.5M | $430.8M | ||
| Q1 24 | $442.5M | $437.2M |
| Q4 25 | 3.99× | 0.31× | ||
| Q3 25 | 3.67× | 0.30× | ||
| Q2 25 | 4.06× | 0.29× | ||
| Q1 25 | 4.14× | 0.22× | ||
| Q4 24 | 6.49× | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | 13.06× | 0.03× | ||
| Q1 24 | 12.65× | 0.03× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $980.0K | $10.3M |
| Free Cash FlowOCF − Capex | $-2.2M | $9.7M |
| FCF MarginFCF / Revenue | -2.4% | 15.8% |
| Capex IntensityCapex / Revenue | 3.5% | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $16.9M | $-16.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $980.0K | $10.3M | ||
| Q3 25 | $10.6M | $-581.0K | ||
| Q2 25 | $13.6M | $-10.5M | ||
| Q1 25 | $401.0K | $-4.2M | ||
| Q4 24 | $12.4M | $-4.0M | ||
| Q3 24 | $5.6M | $-10.3M | ||
| Q2 24 | $11.7M | $-6.1M | ||
| Q1 24 | $-3.4M | $-6.7M |
| Q4 25 | $-2.2M | $9.7M | ||
| Q3 25 | $7.6M | $-3.4M | ||
| Q2 25 | $11.9M | $-13.9M | ||
| Q1 25 | $-424.0K | $-8.4M | ||
| Q4 24 | $11.6M | $-4.2M | ||
| Q3 24 | $4.5M | $-11.7M | ||
| Q2 24 | $10.7M | $-12.8M | ||
| Q1 24 | $-4.2M | $-13.2M |
| Q4 25 | -2.4% | 15.8% | ||
| Q3 25 | 8.8% | -5.6% | ||
| Q2 25 | 14.1% | -22.8% | ||
| Q1 25 | -0.5% | -16.0% | ||
| Q4 24 | 13.3% | -8.1% | ||
| Q3 24 | 5.4% | -21.4% | ||
| Q2 24 | 13.0% | -24.2% | ||
| Q1 24 | -5.3% | -29.4% |
| Q4 25 | 3.5% | 1.0% | ||
| Q3 25 | 3.4% | 4.6% | ||
| Q2 25 | 2.0% | 5.6% | ||
| Q1 25 | 1.0% | 8.1% | ||
| Q4 24 | 0.9% | 0.5% | ||
| Q3 24 | 1.3% | 2.5% | ||
| Q2 24 | 1.3% | 12.7% | ||
| Q1 24 | 1.0% | 14.5% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CMRC
| Subscription And Circulation | $65.2M | 73% |
| Partner And Services | $24.4M | 27% |
KIDS
Segment breakdown not available.
