vs
Side-by-side financial comparison of Commerce.com, Inc. (CMRC) and REGIS CORP (RGS). Click either name above to swap in a different company.
Commerce.com, Inc. is the larger business by last-quarter revenue ($89.5M vs $57.1M, roughly 1.6× REGIS CORP). REGIS CORP runs the higher net margin — 0.8% vs -9.3%, a 10.1% gap on every dollar of revenue. On growth, REGIS CORP posted the faster year-over-year revenue change (22.3% vs 2.9%). REGIS CORP produced more free cash flow last quarter ($891.0K vs $-2.2M). Over the past eight quarters, REGIS CORP's revenue compounded faster (7.8% 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.
REGIS CORPRGSEarnings & Financial Report
Regis Corporation is an American operator of hair salons. As of August 2021, it has 5,563 franchised and 276 company-owned salons. Its headquarters are in Minneapolis, Minnesota.
CMRC vs RGS — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $89.5M | $57.1M |
| Net Profit | $-8.4M | $456.0K |
| Gross Margin | 78.3% | — |
| Operating Margin | -7.4% | 10.8% |
| Net Margin | -9.3% | 0.8% |
| Revenue YoY | 2.9% | 22.3% |
| Net Profit YoY | -250.0% | -94.0% |
| EPS (diluted) | $-0.11 | $0.16 |
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 | $57.1M | ||
| Q3 25 | $86.0M | $59.0M | ||
| Q2 25 | $84.4M | $60.4M | ||
| Q1 25 | $82.4M | $57.0M | ||
| Q4 24 | $87.0M | $46.7M | ||
| Q3 24 | $83.7M | $46.1M | ||
| Q2 24 | $81.8M | $49.4M | ||
| Q1 24 | $80.4M | $49.2M |
| Q4 25 | $-8.4M | $456.0K | ||
| Q3 25 | $-2.2M | $1.4M | ||
| Q2 25 | $-8.4M | $116.5M | ||
| Q1 25 | $-353.0K | $250.0K | ||
| Q4 24 | $-2.4M | $7.6M | ||
| Q3 24 | $-7.0M | $-853.0K | ||
| Q2 24 | $-11.3M | $91.2M | ||
| Q1 24 | $-6.4M | $-2.3M |
| 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% | 10.8% | ||
| Q3 25 | -0.5% | 10.0% | ||
| Q2 25 | -8.0% | 12.1% | ||
| Q1 25 | -2.9% | 8.8% | ||
| Q4 24 | -0.9% | 11.8% | ||
| Q3 24 | -23.0% | 4.6% | ||
| Q2 24 | -16.5% | — | ||
| Q1 24 | -10.2% | 8.3% |
| Q4 25 | -9.3% | 0.8% | ||
| Q3 25 | -2.6% | 2.3% | ||
| Q2 25 | -9.9% | 192.9% | ||
| Q1 25 | -0.4% | 0.4% | ||
| Q4 24 | -2.7% | 16.4% | ||
| Q3 24 | -8.4% | -1.9% | ||
| Q2 24 | -13.8% | 184.7% | ||
| Q1 24 | -8.0% | -4.7% |
| Q4 25 | $-0.11 | $0.16 | ||
| Q3 25 | $-0.03 | $0.49 | ||
| Q2 25 | $-0.10 | $43.67 | ||
| Q1 25 | $0.00 | $0.08 | ||
| Q4 24 | $-0.03 | $2.71 | ||
| Q3 24 | $-0.09 | $-0.36 | ||
| Q2 24 | $-0.15 | $38.40 | ||
| Q1 24 | $-0.08 | $-1.00 |
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 | $18.4M |
| Total DebtLower is stronger | $157.0M | $113.3M |
| Stockholders' EquityBook value | $39.4M | $188.7M |
| Total Assets | $308.8M | $588.3M |
| Debt / EquityLower = less leverage | 3.99× | 0.60× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $141.1M | $18.4M | ||
| Q3 25 | $142.0M | $16.6M | ||
| Q2 25 | $134.5M | $17.0M | ||
| Q1 25 | $120.7M | $13.3M | ||
| Q4 24 | $178.2M | $10.2M | ||
| Q3 24 | $168.4M | $6.3M | ||
| Q2 24 | $275.8M | $10.1M | ||
| Q1 24 | $265.2M | $5.9M |
| Q4 25 | $157.0M | $113.3M | ||
| Q3 25 | $157.3M | $111.3M | ||
| Q2 25 | $157.5M | $110.8M | ||
| Q1 25 | $157.8M | $112.0M | ||
| Q4 24 | $216.5M | $111.5M | ||
| Q3 24 | — | $95.2M | ||
| Q2 24 | $340.9M | $99.5M | ||
| Q1 24 | $340.5M | $179.7M |
| Q4 25 | $39.4M | $188.7M | ||
| Q3 25 | $42.8M | $187.6M | ||
| Q2 25 | $38.8M | $185.6M | ||
| Q1 25 | $38.1M | $68.6M | ||
| Q4 24 | $33.4M | $66.7M | ||
| Q3 24 | $29.0M | $56.4M | ||
| Q2 24 | $26.1M | $56.8M | ||
| Q1 24 | $26.9M | $-35.8M |
| Q4 25 | $308.8M | $588.3M | ||
| Q3 25 | $309.5M | $592.1M | ||
| Q2 25 | $302.5M | $599.0M | ||
| Q1 25 | $286.3M | $511.2M | ||
| Q4 24 | $340.3M | $530.1M | ||
| Q3 24 | $335.1M | $508.9M | ||
| Q2 24 | $452.5M | $530.5M | ||
| Q1 24 | $442.5M | $543.7M |
| Q4 25 | 3.99× | 0.60× | ||
| Q3 25 | 3.67× | 0.59× | ||
| Q2 25 | 4.06× | 0.60× | ||
| Q1 25 | 4.14× | 1.63× | ||
| Q4 24 | 6.49× | 1.67× | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | 13.06× | 1.75× | ||
| Q1 24 | 12.65× | — |
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 | $1.7M |
| Free Cash FlowOCF − Capex | $-2.2M | $891.0K |
| FCF MarginFCF / Revenue | -2.4% | 1.6% |
| Capex IntensityCapex / Revenue | 3.5% | 1.4% |
| Cash ConversionOCF / Net Profit | — | 3.65× |
| TTM Free Cash FlowTrailing 4 quarters | $16.9M | $14.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $980.0K | $1.7M | ||
| Q3 25 | $10.6M | $2.3M | ||
| Q2 25 | $13.6M | $6.8M | ||
| Q1 25 | $401.0K | $6.2M | ||
| Q4 24 | $12.4M | $2.1M | ||
| Q3 24 | $5.6M | $-1.3M | ||
| Q2 24 | $11.7M | $5.1M | ||
| Q1 24 | $-3.4M | $-277.0K |
| Q4 25 | $-2.2M | $891.0K | ||
| Q3 25 | $7.6M | $1.9M | ||
| Q2 25 | $11.9M | $6.2M | ||
| Q1 25 | $-424.0K | $5.9M | ||
| Q4 24 | $11.6M | $1.7M | ||
| Q3 24 | $4.5M | $-1.4M | ||
| Q2 24 | $10.7M | $5.1M | ||
| Q1 24 | $-4.2M | $-326.0K |
| Q4 25 | -2.4% | 1.6% | ||
| Q3 25 | 8.8% | 3.2% | ||
| Q2 25 | 14.1% | 10.3% | ||
| Q1 25 | -0.5% | 10.3% | ||
| Q4 24 | 13.3% | 3.6% | ||
| Q3 24 | 5.4% | -3.0% | ||
| Q2 24 | 13.0% | 10.3% | ||
| Q1 24 | -5.3% | -0.7% |
| Q4 25 | 3.5% | 1.4% | ||
| Q3 25 | 3.4% | 0.7% | ||
| Q2 25 | 2.0% | 0.9% | ||
| Q1 25 | 1.0% | 0.6% | ||
| Q4 24 | 0.9% | 0.9% | ||
| Q3 24 | 1.3% | 0.0% | ||
| Q2 24 | 1.3% | 0.0% | ||
| Q1 24 | 1.0% | 0.1% |
| Q4 25 | — | 3.65× | ||
| Q3 25 | — | 1.68× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 24.80× | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.06× | ||
| Q1 24 | — | — |
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% |
RGS
| Franchise Segment | $37.9M | 66% |
| Royalty | $13.6M | 24% |
| Other | $2.8M | 5% |
| Fees | $1.8M | 3% |
| Franchise Fees | $1.0M | 2% |
