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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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Home›Stocks›CMRC

CMRC

Commerce.com, Inc.

Next earnings Jul 29, 2026 · consensus $0.04 EPS, $87.1M rev

Last earnings +23.6% on 2026-05-07

Avoid
$2.91
▲ +6.59%
$2.91▼ -39.75%
over 1Y
L $2.46EODHDH $5.51
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+6.6%
1W+10.6%
1M-1.0%
3M+17.8%
YTD-28.3%
1Y-39.8%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Avoid
Quality
C
Valuation
Fair value
Filings
Watch
Avoid
Conviction
Horizon
Medium (3–12mo)
Street · 14 analysts
Buy

Unprofitable (net margin -5.6%).

Revenue (FY2025) $342M · FY2025

Commerce.com, Inc. shows $342M in FY2025 revenue (+2.8% YoY), a -5.6% net margin, and -49.1% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue$220M$279M$309M$333M$342M
Gross profit$171M$209M$235M$255M$270M
Operating income-$75.9M-$141M-$72.4M-$41.7M-$16.2M
Net income-$76.7M-$140M-$64.7M-$27.0M-$19.3M
Diluted EPS-$1.08-$1.91-$0.86-$0.35-$0.24
Net margin-34.9%-50.1%-20.9%-8.1%-5.6%

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$353M
EV / EBITDA—
EV / Sales1.0
EV / FCF20.9
P / FCF14.2
PEG (trailing)—
Earnings yield-8.1%
FCF yield7.1%

Quality & risk

ROIC (est.)-6.5%
Free cash flow$16.9M
Total debt$158M
Net cash-$113M
Altman Z-Score-1.03 distress
Piotroski F-Score6/9

Capital returns

Buyback yield—
Dividend yield (est.)5.4%
Shareholder yield5.4%
Shares Δ YoY+4.6%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Some governance/structural items recently, but no outright red flags.
  1. 8-K Shareholder vote2026-05-14
  2. 8-K Earnings results2026-05-07
  3. 10-Q Quarterly report2026-05-07
  4. 8-K Material agreement2026-04-14
  5. DEF 14A Proxy statement2026-04-01
  6. 10-K Annual report2026-03-02
  7. 8-K Earnings results2026-02-12
  8. 8-K Exit / restructuring costs2026-01-07
  9. 8-K Earnings results2025-11-06

Recent filings

all on EDGAR ↗
4Period ending 2026-06-032026-06-05open ↗4Period ending 2026-06-022026-06-04open ↗4Period ending 2026-05-262026-05-28open ↗144Filing2026-05-26open ↗4Period ending 2026-05-212026-05-26open ↗4Period ending 2026-05-212026-05-26open ↗4Period ending 2026-05-212026-05-26open ↗4Period ending 2026-05-212026-05-26open ↗4Period ending 2026-05-142026-05-18open ↗4Period ending 2026-05-142026-05-18open ↗4Period ending 2026-05-142026-05-18open ↗4Period ending 2026-05-142026-05-18open ↗

Quality score

C
ValueGrowthProfitHealthMom.
ValueA+
GrowthB
ProfitabilityF
Financial healthD
Momentum—
  • ✓Revenue growing year-over-year
  • ✗Profitable (positive net income)
  • ✗Net margin above 10%
  • ✗Return on equity above 15%
  • ✗Liabilities below 2× equity
Revenue
$342M
+2.8% YoY
Net margin
-5.6%
ROE
-49.1%
P/E
—

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$342M+2.8%
Net income-$19.3M+28.4%
Gross profit$270M+5.6%
Operating income-$16.2M+61.1%
Diluted EPS-$0.24+31.4%
Cash & equivalents$44.3M-50.2%
Total assets$309M-9.3%
Total liabilities$269M-12.2%
Stockholders' equity$39.4M+17.9%
Gross: 78.7%Op.: -4.7%L/E: 6.85x

Frequently asked

Is Commerce.com, Inc. (CMRC) a buy?
CMRC currently carries a Avoid rating with 4/5 conviction, derived from its latest SEC filings. Unprofitable (net margin -5.6%).
What is Commerce.com, Inc.'s quality score?
CMRC scores 55.627450980392155/100 (grade C) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001626450, latest 10-Q filed 2026-05-07) · EODHD · as of 6/26/2026, 6:58:46 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 0 open-market buys · 1 sale

2026-06-03
Hess Christopher Travis
Chief Exec Officer
Tax35.4K @ $2.87$102K
2026-06-02
Cassidy Charles D
General Counsel and Secretary
Tax1.46K @ $3.18$4.65K
2026-05-26
Lentz Daniel
CFO & COO
Sell6.84K @ $2.91$19.9K
2026-05-21
Lentz Daniel
CFO & COO
Tax1.72K @ $2.96$5.10K
2026-05-21
Hess Christopher Travis
Chief Exec Officer
Tax3.45K @ $2.96$10.2K
2026-05-21
Cassidy Charles D
General Counsel and Secretary
Tax406.00 @ $2.96$1.20K
2026-05-21
Ban Hubert S
Chief Accounting Officer
Tax388.00 @ $2.96$1.15K
2026-05-14
Kamath Anil
Director
Award68.2K

Earnings history

beat/miss · move
2026-05-07Beat +24.2% est▲ +23.61%8-K ↗
2026-02-12Miss -0.1% est▼ -10.22%8-K ↗
2026-01-07Miss -0.1% est▼ -0.47%8-K ↗
2025-11-06Beat +281.0% est▲ +0.64%8-K ↗
2025-07-31Beat +14.9% est▲ 0.00%8-K ↗
2025-05-08—▲ +0.67%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

market news →
A Look Back at E-commerce Software Stocks’ Q1 Earnings: GoDaddy (NYSE:GDDY) Vs The Rest Of The PackBullish
finance.yahoo.com· 2026-06-26
Commerce and Q2 Holdings Shares Skyrocket, What You Need To KnowBullish
finance.yahoo.com· 2026-06-25
Asana, Commerce, and Five9 Stocks Trade Down, What You Need To KnowBullish
finance.yahoo.com· 2026-06-22
Is Commerce.com, Inc. (CMRC) a High Growth Micro Cap Stock to Buy amid Rezolve AI Merger Stalemate?Bullish
finance.yahoo.com· 2026-06-19
Chewy's Autoship Program Continues to Drive Customer GrowthBullish
finance.yahoo.com· 2026-06-18
3 Software Stocks That Fall ShortBullish
finance.yahoo.com· 2026-06-18

Vs tracked universe

compare →

1043 tracked peers · median

EDGAR Score56 vs 67
Revenue growth2.8% vs 7.1%
Net margin-5.6% vs 10.5%
Return on equity-49.1% vs 12.3%
P/E— vs 25.5

News sentiment

EODHD · 20d
Bullish
+0.16
vs typical · 24 articles

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.