vs
Side-by-side financial comparison of Commerce.com, Inc. (CMRC) and NATURES SUNSHINE PRODUCTS INC (NATR). Click either name above to swap in a different company.
NATURES SUNSHINE PRODUCTS INC is the larger business by last-quarter revenue ($123.8M vs $89.5M, roughly 1.4× Commerce.com, Inc.). NATURES SUNSHINE PRODUCTS INC runs the higher net margin — 3.3% vs -9.3%, a 12.7% gap on every dollar of revenue. On growth, NATURES SUNSHINE PRODUCTS INC posted the faster year-over-year revenue change (4.7% vs 2.9%). NATURES SUNSHINE PRODUCTS INC produced more free cash flow last quarter ($7.6M vs $-2.2M). Over the past eight quarters, NATURES SUNSHINE PRODUCTS INC's revenue compounded faster (5.6% 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.
Nature's Sunshine Products, Inc. also known as "NSP", is a manufacturer of dietary supplements, including herbs, vitamins, minerals, and personal care products. It is based in Lehi, Utah, with a manufacturing facility in Spanish Fork, Utah.
CMRC vs NATR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $89.5M | $123.8M |
| Net Profit | $-8.4M | $4.1M |
| Gross Margin | 78.3% | 72.5% |
| Operating Margin | -7.4% | 4.3% |
| Net Margin | -9.3% | 3.3% |
| Revenue YoY | 2.9% | 4.7% |
| Net Profit YoY | -250.0% | 1379.4% |
| EPS (diluted) | $-0.11 | $0.23 |
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 | $123.8M | ||
| Q3 25 | $86.0M | $128.3M | ||
| Q2 25 | $84.4M | $114.8M | ||
| Q1 25 | $82.4M | $113.2M | ||
| Q4 24 | $87.0M | $118.2M | ||
| Q3 24 | $83.7M | $114.6M | ||
| Q2 24 | $81.8M | $110.6M | ||
| Q1 24 | $80.4M | $111.0M |
| Q4 25 | $-8.4M | $4.1M | ||
| Q3 25 | $-2.2M | $5.3M | ||
| Q2 25 | $-8.4M | $5.3M | ||
| Q1 25 | $-353.0K | $4.7M | ||
| Q4 24 | $-2.4M | $-321.0K | ||
| Q3 24 | $-7.0M | $4.3M | ||
| Q2 24 | $-11.3M | $1.3M | ||
| Q1 24 | $-6.4M | $2.3M |
| Q4 25 | 78.3% | 72.5% | ||
| Q3 25 | 78.4% | 73.3% | ||
| Q2 25 | 79.0% | 71.7% | ||
| Q1 25 | 79.4% | 72.1% | ||
| Q4 24 | 77.6% | 72.0% | ||
| Q3 24 | 76.3% | 71.3% | ||
| Q2 24 | 75.8% | 71.4% | ||
| Q1 24 | 77.1% | 71.2% |
| Q4 25 | -7.4% | 4.3% | ||
| Q3 25 | -0.5% | 7.0% | ||
| Q2 25 | -8.0% | 3.7% | ||
| Q1 25 | -2.9% | 5.4% | ||
| Q4 24 | -0.9% | 3.8% | ||
| Q3 24 | -23.0% | 4.6% | ||
| Q2 24 | -16.5% | 5.1% | ||
| Q1 24 | -10.2% | 4.2% |
| Q4 25 | -9.3% | 3.3% | ||
| Q3 25 | -2.6% | 4.2% | ||
| Q2 25 | -9.9% | 4.6% | ||
| Q1 25 | -0.4% | 4.2% | ||
| Q4 24 | -2.7% | -0.3% | ||
| Q3 24 | -8.4% | 3.8% | ||
| Q2 24 | -13.8% | 1.2% | ||
| Q1 24 | -8.0% | 2.1% |
| Q4 25 | $-0.11 | $0.23 | ||
| Q3 25 | $-0.03 | $0.30 | ||
| Q2 25 | $-0.10 | $0.28 | ||
| Q1 25 | $0.00 | $0.25 | ||
| Q4 24 | $-0.03 | $-0.02 | ||
| Q3 24 | $-0.09 | $0.23 | ||
| Q2 24 | $-0.15 | $0.07 | ||
| Q1 24 | $-0.08 | $0.12 |
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 | $93.9M |
| Total DebtLower is stronger | $157.0M | — |
| Stockholders' EquityBook value | $39.4M | $161.6M |
| Total Assets | $308.8M | $261.1M |
| Debt / EquityLower = less leverage | 3.99× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $141.1M | $93.9M | ||
| Q3 25 | $142.0M | $95.6M | ||
| Q2 25 | $134.5M | $81.3M | ||
| Q1 25 | $120.7M | $86.5M | ||
| Q4 24 | $178.2M | $84.7M | ||
| Q3 24 | $168.4M | $78.7M | ||
| Q2 24 | $275.8M | $68.7M | ||
| Q1 24 | $265.2M | $77.8M |
| Q4 25 | $157.0M | — | ||
| Q3 25 | $157.3M | — | ||
| Q2 25 | $157.5M | — | ||
| Q1 25 | $157.8M | — | ||
| Q4 24 | $216.5M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $340.9M | — | ||
| Q1 24 | $340.5M | $2.1M |
| Q4 25 | $39.4M | $161.6M | ||
| Q3 25 | $42.8M | $166.7M | ||
| Q2 25 | $38.8M | $163.7M | ||
| Q1 25 | $38.1M | $167.1M | ||
| Q4 24 | $33.4M | $161.0M | ||
| Q3 24 | $29.0M | $162.6M | ||
| Q2 24 | $26.1M | $156.4M | ||
| Q1 24 | $26.9M | $159.7M |
| Q4 25 | $308.8M | $261.1M | ||
| Q3 25 | $309.5M | $264.8M | ||
| Q2 25 | $302.5M | $254.9M | ||
| Q1 25 | $286.3M | $252.7M | ||
| Q4 24 | $340.3M | $240.9M | ||
| Q3 24 | $335.1M | $245.3M | ||
| Q2 24 | $452.5M | $235.8M | ||
| Q1 24 | $442.5M | $247.3M |
| Q4 25 | 3.99× | — | ||
| Q3 25 | 3.67× | — | ||
| Q2 25 | 4.06× | — | ||
| Q1 25 | 4.14× | — | ||
| Q4 24 | 6.49× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 13.06× | — | ||
| Q1 24 | 12.65× | 0.01× |
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 | $9.9M |
| Free Cash FlowOCF − Capex | $-2.2M | $7.6M |
| FCF MarginFCF / Revenue | -2.4% | 6.1% |
| Capex IntensityCapex / Revenue | 3.5% | 1.9% |
| Cash ConversionOCF / Net Profit | — | 2.41× |
| TTM Free Cash FlowTrailing 4 quarters | $16.9M | $28.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $980.0K | $9.9M | ||
| Q3 25 | $10.6M | $18.5M | ||
| Q2 25 | $13.6M | $4.3M | ||
| Q1 25 | $401.0K | $2.6M | ||
| Q4 24 | $12.4M | $12.2M | ||
| Q3 24 | $5.6M | $9.6M | ||
| Q2 24 | $11.7M | $1.3M | ||
| Q1 24 | $-3.4M | $2.2M |
| Q4 25 | $-2.2M | $7.6M | ||
| Q3 25 | $7.6M | $16.8M | ||
| Q2 25 | $11.9M | $3.0M | ||
| Q1 25 | $-424.0K | $1.5M | ||
| Q4 24 | $11.6M | $10.0M | ||
| Q3 24 | $4.5M | $7.9M | ||
| Q2 24 | $10.7M | $-2.0M | ||
| Q1 24 | $-4.2M | $-1.5M |
| Q4 25 | -2.4% | 6.1% | ||
| Q3 25 | 8.8% | 13.1% | ||
| Q2 25 | 14.1% | 2.6% | ||
| Q1 25 | -0.5% | 1.3% | ||
| Q4 24 | 13.3% | 8.5% | ||
| Q3 24 | 5.4% | 6.9% | ||
| Q2 24 | 13.0% | -1.9% | ||
| Q1 24 | -5.3% | -1.4% |
| Q4 25 | 3.5% | 1.9% | ||
| Q3 25 | 3.4% | 1.3% | ||
| Q2 25 | 2.0% | 1.2% | ||
| Q1 25 | 1.0% | 1.0% | ||
| Q4 24 | 0.9% | 1.9% | ||
| Q3 24 | 1.3% | 1.5% | ||
| Q2 24 | 1.3% | 3.0% | ||
| Q1 24 | 1.0% | 3.3% |
| Q4 25 | — | 2.41× | ||
| Q3 25 | — | 3.46× | ||
| Q2 25 | — | 0.81× | ||
| Q1 25 | — | 0.55× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.21× | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | — | 0.94× |
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% |
NATR
| Other | $68.1M | 55% |
| General Health Products | $20.2M | 16% |
| Digestive Products | $13.8M | 11% |
| Cardiovascular Products | $12.1M | 10% |
| Personal Care Products | $4.4M | 4% |
| Immunity Products | $3.1M | 3% |
| Weight Management Products | $2.1M | 2% |
