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Side-by-side financial comparison of Commerce.com, Inc. (CMRC) and LINKBANCORP, Inc. (LNKB). Click either name above to swap in a different company.
Commerce.com, Inc. is the larger business by last-quarter revenue ($89.5M vs $46.0M, roughly 1.9× LINKBANCORP, Inc.). LINKBANCORP, Inc. runs the higher net margin — 6.4% vs -9.3%, a 15.7% gap on every dollar of revenue. On growth, LINKBANCORP, Inc. posted the faster year-over-year revenue change (7.3% vs 2.9%). LINKBANCORP, Inc. produced more free cash flow last quarter ($23.8M vs $-2.2M). Over the past eight quarters, LINKBANCORP, Inc.'s revenue compounded faster (6.6% 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.
LINKBANCORP, Inc. is a US-based bank holding company that offers comprehensive retail and commercial banking services to individual consumers, small businesses, and mid-sized enterprises. Its core offerings include deposit accounts, lending products, wealth management solutions, and digital banking services, primarily serving customers across regional markets in Pennsylvania.
CMRC vs LNKB — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $89.5M | $46.0M |
| Net Profit | $-8.4M | $2.9M |
| Gross Margin | 78.3% | — |
| Operating Margin | -7.4% | 8.5% |
| Net Margin | -9.3% | 6.4% |
| Revenue YoY | 2.9% | 7.3% |
| Net Profit YoY | -250.0% | -61.2% |
| EPS (diluted) | $-0.11 | $0.08 |
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 | $46.0M | ||
| Q3 25 | $86.0M | $44.8M | ||
| Q2 25 | $84.4M | $42.3M | ||
| Q1 25 | $82.4M | $53.4M | ||
| Q4 24 | $87.0M | $42.9M | ||
| Q3 24 | $83.7M | $42.9M | ||
| Q2 24 | $81.8M | $41.3M | ||
| Q1 24 | $80.4M | $40.5M |
| Q4 25 | $-8.4M | $2.9M | ||
| Q3 25 | $-2.2M | $7.8M | ||
| Q2 25 | $-8.4M | $7.4M | ||
| Q1 25 | $-353.0K | $15.3M | ||
| Q4 24 | $-2.4M | $7.6M | ||
| Q3 24 | $-7.0M | $7.1M | ||
| Q2 24 | $-11.3M | $5.8M | ||
| Q1 24 | $-6.4M | $5.7M |
| Q4 25 | 78.3% | — | ||
| Q3 25 | 78.4% | — | ||
| Q2 25 | 79.0% | — | ||
| Q1 25 | 79.4% | — | ||
| Q4 24 | 77.6% | — | ||
| Q3 24 | 76.3% | — | ||
| Q2 24 | 75.8% | — | ||
| Q1 24 | 77.1% | — |
| Q4 25 | -7.4% | 8.5% | ||
| Q3 25 | -0.5% | 22.3% | ||
| Q2 25 | -8.0% | 22.4% | ||
| Q1 25 | -2.9% | 36.0% | ||
| Q4 24 | -0.9% | 22.6% | ||
| Q3 24 | -23.0% | 21.3% | ||
| Q2 24 | -16.5% | 18.0% | ||
| Q1 24 | -10.2% | 18.1% |
| Q4 25 | -9.3% | 6.4% | ||
| Q3 25 | -2.6% | 17.5% | ||
| Q2 25 | -9.9% | 17.5% | ||
| Q1 25 | -0.4% | 28.7% | ||
| Q4 24 | -2.7% | 17.7% | ||
| Q3 24 | -8.4% | 16.5% | ||
| Q2 24 | -13.8% | 14.1% | ||
| Q1 24 | -8.0% | 14.1% |
| Q4 25 | $-0.11 | $0.08 | ||
| Q3 25 | $-0.03 | $0.21 | ||
| Q2 25 | $-0.10 | $0.20 | ||
| Q1 25 | $0.00 | $0.41 | ||
| Q4 24 | $-0.03 | $0.21 | ||
| Q3 24 | $-0.09 | $0.19 | ||
| Q2 24 | $-0.15 | $0.16 | ||
| Q1 24 | $-0.08 | $0.15 |
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 | $52.3M |
| Total DebtLower is stronger | $157.0M | $177.3M |
| Stockholders' EquityBook value | $39.4M | $306.4M |
| Total Assets | $308.8M | $3.1B |
| Debt / EquityLower = less leverage | 3.99× | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $141.1M | $52.3M | ||
| Q3 25 | $142.0M | $194.2M | ||
| Q2 25 | $134.5M | $155.1M | ||
| Q1 25 | $120.7M | $220.2M | ||
| Q4 24 | $178.2M | $166.1M | ||
| Q3 24 | $168.4M | $191.2M | ||
| Q2 24 | $275.8M | $181.7M | ||
| Q1 24 | $265.2M | $172.3M |
| Q4 25 | $157.0M | $177.3M | ||
| Q3 25 | $157.3M | $102.3M | ||
| Q2 25 | $157.5M | $102.3M | ||
| Q1 25 | $157.8M | $102.7M | ||
| Q4 24 | $216.5M | $112.5M | ||
| Q3 24 | — | $102.4M | ||
| Q2 24 | $340.9M | $102.3M | ||
| Q1 24 | $340.5M | $102.2M |
| Q4 25 | $39.4M | $306.4M | ||
| Q3 25 | $42.8M | $305.5M | ||
| Q2 25 | $38.8M | $298.0M | ||
| Q1 25 | $38.1M | $294.1M | ||
| Q4 24 | $33.4M | $280.2M | ||
| Q3 24 | $29.0M | $277.4M | ||
| Q2 24 | $26.1M | $271.4M | ||
| Q1 24 | $26.9M | $268.2M |
| Q4 25 | $308.8M | $3.1B | ||
| Q3 25 | $309.5M | $3.1B | ||
| Q2 25 | $302.5M | $2.9B | ||
| Q1 25 | $286.3M | $2.9B | ||
| Q4 24 | $340.3M | $2.9B | ||
| Q3 24 | $335.1M | $2.9B | ||
| Q2 24 | $452.5M | $2.9B | ||
| Q1 24 | $442.5M | $2.8B |
| Q4 25 | 3.99× | 0.58× | ||
| Q3 25 | 3.67× | 0.33× | ||
| Q2 25 | 4.06× | 0.34× | ||
| Q1 25 | 4.14× | 0.35× | ||
| Q4 24 | 6.49× | 0.40× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | 13.06× | 0.38× | ||
| Q1 24 | 12.65× | 0.38× |
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 | $25.3M |
| Free Cash FlowOCF − Capex | $-2.2M | $23.8M |
| FCF MarginFCF / Revenue | -2.4% | 51.7% |
| Capex IntensityCapex / Revenue | 3.5% | 3.2% |
| Cash ConversionOCF / Net Profit | — | 8.59× |
| TTM Free Cash FlowTrailing 4 quarters | $16.9M | $55.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $980.0K | $25.3M | ||
| Q3 25 | $10.6M | $23.6M | ||
| Q2 25 | $13.6M | $6.3M | ||
| Q1 25 | $401.0K | $2.6M | ||
| Q4 24 | $12.4M | $25.4M | ||
| Q3 24 | $5.6M | $14.0M | ||
| Q2 24 | $11.7M | $6.4M | ||
| Q1 24 | $-3.4M | $-771.0K |
| Q4 25 | $-2.2M | $23.8M | ||
| Q3 25 | $7.6M | $23.2M | ||
| Q2 25 | $11.9M | $6.1M | ||
| Q1 25 | $-424.0K | $2.2M | ||
| Q4 24 | $11.6M | $22.6M | ||
| Q3 24 | $4.5M | $13.1M | ||
| Q2 24 | $10.7M | $6.3M | ||
| Q1 24 | $-4.2M | $-1.2M |
| Q4 25 | -2.4% | 51.7% | ||
| Q3 25 | 8.8% | 51.8% | ||
| Q2 25 | 14.1% | 14.5% | ||
| Q1 25 | -0.5% | 4.2% | ||
| Q4 24 | 13.3% | 52.6% | ||
| Q3 24 | 5.4% | 30.5% | ||
| Q2 24 | 13.0% | 15.3% | ||
| Q1 24 | -5.3% | -3.0% |
| Q4 25 | 3.5% | 3.2% | ||
| Q3 25 | 3.4% | 0.8% | ||
| Q2 25 | 2.0% | 0.4% | ||
| Q1 25 | 1.0% | 0.7% | ||
| Q4 24 | 0.9% | 6.7% | ||
| Q3 24 | 1.3% | 2.1% | ||
| Q2 24 | 1.3% | 0.1% | ||
| Q1 24 | 1.0% | 1.1% |
| Q4 25 | — | 8.59× | ||
| Q3 25 | — | 3.01× | ||
| Q2 25 | — | 0.85× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 3.35× | ||
| Q3 24 | — | 1.97× | ||
| Q2 24 | — | 1.10× | ||
| Q1 24 | — | -0.13× |
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% |
LNKB
Segment breakdown not available.
