Commerce.com, Inc. CMRC

3.26 0.11 3.49% as of 25 Sep
Market cap
$261.0M
P/E
0.0×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.29
Total sells 0.03
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — 1 — — — — — — —
Sell — — — — — — — 1 — 1 1 —
Insider Ownership 11.09%

Capital & Financial Ratios

Market Cap 261.01
Revenue 346.90
Net Income (5.78)
Free Cash Flow 19.55
Net Debt (4.99)
Current Ratio 2.03
Debt/Equity 2.95
P/E ratio 0.00
P/S ratio 0.78
P/B ratio 5.22
Past 5Y EPS Growth 14.13%
This Y EPS Growth 22.82%
Next Y EPS Growth 96.61%
Next 5Y EPS Growth 20.95%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2019 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 271 180 143 157
Receivables 38 48 50 52
Inventory — — — —
Other — — — —
342 251 214 230
2023 2024 2025 Q'26
Payables 8 7 10 9
ST’ Debt 1 — — —
Other 25 29 28 26
71 88 108 113
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — 17.58% 7.05%
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — (28.91%) (4.84%)

Revenue

Mar Jun Sep Dec Year
’26 87 85 — — —
’25 82 84 86 90 342
’24 80 82 84 87 333
’23 72 75 78 84 309
’22 66 68 72 72 279
’21 47 49 59 65 220
’20 33 36 40 43 152
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 18 5 — — —
’25 0 14 11 1 25
’24 (3) 12 6 12 26
’23 (21) 15 (31) 13 (24)
’22 (22) (14) (51) (3) (89)
’21 (13) (5) (14) (9) (40)
’20 (10) (7) (6) (3) (27)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 14 0 — — —
’25 (3) 12 8 (2) 14
’24 (4) 11 5 12 23
’23 (22) 14 (32) 12 (28)
’22 (23) (16) (52) (4) (95)
’21 (13) (6) (15) (10) (44)
’20 (11) (7) (7) (4) (28)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.05 0.01 — — —
’25 0.00 (0.10) (0.03) (0.10) (0.24)
’24 (0.08) (0.15) (0.09) (0.03) (0.35)
’23 (0.30) (0.25) (0.27) (0.04) (0.86)
’22 (0.51) (0.54) (0.41) (0.45) (1.91)
’21 (0.12) (0.17) (0.30) (0.48) (1.08)
’20 (0.22) (0.54) (0.22) (0.21) (0.99)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.9
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — 63.54 34.50 7.75 6.81 5.13 4.05

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — 162.50 96.66 37.75 13.39 9.61 7.50
High Price
— — — 690 813 1,337 1,500 1,321 1,161 1,079
Employees
— — 0 0 0 0 0 0 0 0
Revenue/Emp
— — 92 112 152 220 279 309 333 342
Revenue
— — 76.12% 75.89% 77.60% 77.95% 74.92% 76.02% 76.69% 78.75%
Gross Margin
— — (39) (43) (38) (77) (139) (65) (26) (18)
EBT
— — (42.31%) (37.97%) (24.63%) (34.89%) (49.96%) (20.90%) (7.81%) (5.31%)
EBT Margin
— 0 (39) (43) (38) (77) (140) (65) (27) (19)
Net Income
— — 2 3 4 7 13 14 15 13
Depreciation
— — 5.47 6.29 3.90 3.10 3.81 4.12 4.29 4.26
Revenue/Sh
— — (2.31) (2.39) (0.99) (1.08) (1.91) (0.86) (0.35) (0.24)
Earnings/Sh
— — (1.82) (2.24) (0.68) (0.57) (1.22) (0.32) 0.34 0.32
Cash Flow/Sh
— — (0.20) (0.31) (0.05) (0.05) (0.07) (0.06) (0.05) (0.14)
Capex/Sh
— — (2.02) (2.55) (0.73) (0.61) (1.29) (0.38) 0.29 0.18
Free CF/Sh
— — 0.00 (14.43) 5.54 1.95 0.62 0.34 0.43 0.49
Book Value/Sh
— — 17 18 39 71 73 75 78 80
Shares
— — 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
PE Ratio
— — 10.75 10.75 16.46 11.41 2.20 2.19 1.43 0.97
PS Ratio
— — 0.00 0.00 11.57 18.14 13.45 26.49 14.23 8.41
PB Ratio
— — 11.09 11.09 15.11 11.13 2.33 2.41 1.54 1.00
EV/Sales
— — (37.25) (37.25) (80.83) (56.10) (6.87) (26.22) 22.73 23.62
EV/FCF
— — (31) (40) (27) (40) (89) (24) 26 25
Op' Cash Flow
— — (3) (6) (2) (3) (5) (4) (4) (11)
Capex
— — (34) (46) (28) (44) (95) (28) 23 14
FCF
— — 23 (2) 208 392 295 271 163 106
Working Cap'
— — 24 41 16 338 340 340 216 153
Total Debt
— — (13) 32 (205) (63) 35 69 37 10
Net Debt
— — 0 (257) 217 138 46 26 33 39
Sh' Equity
— — 0.00% (178.00%) (23.16%) (18.43%) (27.18%) (14.09%) (6.89%) (5.96%)
ROA
— — 0.00% 0.00% (201.60%) (62.90%) (108.72%) (47.95%) (37.11%) (20.53%)
ROIC
— — 18.60% 21.29% 190.03% (43.19%) (152.12%) (181.65%) (91.78%) (53.19%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Commerce.com, Inc. peers in Software Application

All 237 Software Application stocks →

Commerce.com, Inc. (CMRC) key facts

  • Commerce.com, Inc. (CMRC) is a Software Application company in the Technology sector, listed on Nasdaq.
  • Commerce.com, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $342.3 million, up 2.83% from fiscal 2024.
  • As of September 25, 2026, CMRC traded at $3.26, a market capitalization of $261.0 million.
  • Return on equity was −53.2% and debt-to-equity 2.95.

Source: company filings (standardised) and stockrow calculations.

Commerce.com, Inc. (CMRC) Latest News

News by impact score

Fine-tune

10 Sep

4

Commerce.com, Inc. targets $60 million to $80 million in annual cost savings. Large-scale cost reduction target can substantially boost profitability and operational margins.

4

Commerce.com, Inc. (CMRC) announced a strategic operating plan to accelerate profitability and free cash flow generation. Major strategic plan targets accelerated profitability and cash flow, likely reshaping company trajectory and investor sentiment.

3

Commerce.com Inc. (CMRC) shares have skyrocketed. CMRC share price surge signals notable market reaction likely to affect near-term sentiment and trading activity.

14 Aug

3

BigCommerce focuses on AI discovery and B2B growth despite near-term lag in B2C bookings. Shift toward AI and B2B strategies may moderately affect long-term positioning while B2C lag limits near-term gains.

11 Aug

4

Commerce.com cut its 2026 revenue outlook, causing its stock to fall 33.4% even as it turned a profit. Revenue outlook reduction signals weaker growth ahead and directly pressures valuation and investor sentiment.

10 Aug

3

Commerce.com (CMRC) stock fair value cut after lower revenue guidance. Lower revenue guidance triggers fair value reduction and affects CMRC market performance.

9 Aug

4

Commerce.com reported Q2 earnings and cut its guidance, prompting questions on whether the stock is now undervalued. Guidance cut directly weakens future revenue and earnings outlook for Commerce.com.

3

Commerce.com refocuses strategy after Q2 results and issues a cautious outlook on future performance. Q2 strategic refocus and cautious outlook point to moderate effects on Commerce.com financial performance and market positioning.

7 Aug

4

CMRC Q2 earnings call highlighted softer B2C demand and prompted an outlook cut. Outlook cut tied to softer demand signals weakened future performance and investor sentiment for CMRC.

3

CMRC Q2 earnings beat estimates on cost discipline while revenues missed targets. Mixed Q2 results with earnings beat from cost savings and revenue shortfall may moderately sway CMRC stock and outlook.

6 Aug

4 transcript

Commerce.com, Inc. held its Q2 2026 earnings call covering financial results, business updates, and forward guidance. Q2 2026 earnings results and guidance can materially shift stock price and investor views.

4 transcript

Commerce.com Inc (CMRC) posted strong profitability in Q2 2026 earnings call alongside strategic updates. Strong profitability combined with strategic initiatives signals major positive shifts in financial trajectory and investor outlook.

4

Commerce.com reported second-quarter profit supported by GMV growth and AI commerce investments that back positive outlook. Q2 profit with GMV growth and AI investments signals major strategic progress likely to shift performance and sentiment.

4

Commerce.com’s Q2 results affirm Rezolve Ai’s strategic case while the company’s standalone outlook deteriorates. Deteriorating standalone outlook signals major challenges that could significantly alter Commerce.com’s trajectory and investor sentiment.

4

Commerce (NASDAQ:CMRC) missed Q2 CY2026 revenue estimates, causing its stock to drop 37.5%. Revenue miss triggers immediate sharp stock decline and signals ongoing pressure on financial results and investor sentiment.

4

Commerce.com, Inc. (CMRC) released second quarter 2026 financial results. Quarterly earnings releases frequently drive notable stock price movements and shifts in investor outlook.

3

Commerce.com (CMRC) Q2 earnings surpassed estimates. Q2 earnings beat typically drives short-term positive stock reaction without altering long-term company trajectory.

3 transcript

BigCommerce Q2 earnings call outlined quarterly financial results, operational metrics and forward guidance for Commerce.com, Inc. (CMRC). Quarterly earnings and guidance directly inform near-term financial trajectory and investor positioning.

29 Jul

3

WP Engine partnered with Commerce to enable high-growth brands to scale operations without rebuilding platforms from scratch. Partnership expands Commerce's access to high-growth brands seeking scalable e-commerce solutions.

27 Jul

3

Waterco adopts BigCommerce to modernize B2B ordering, boosting efficiency across its 45,000-product catalog. Single customer deployment shows platform capability but affects only limited revenue upside.

14 Jul

3

Laser Clinics launches headless commerce platform on BigCommerce across global markets. Global rollout expands BigCommerce adoption and revenue potential moderately.

23 Jun

3

Research from Commerce.com and PayPal shows 64% of UK consumers want to use Agentic AI for shopping. Positive survey data on Agentic AI shopping interest signals moderate upside potential for Commerce.com platform adoption.

3

Two-thirds of consumers are ready to try agentic shopping, yet many require human approval before AI completes purchases. Consumer openness to AI shopping signals moderate upside for Commerce.com agentic tools amid approval hurdles.

22 Jun

3

Chewy deploys AI to enhance customer experience and operational efficiency. AI adoption at Chewy supports moderate gains in operations and positioning for Commerce.com.

19 Jun

3

CMRC faces a stalemate in its Rezolve AI merger, prompting questions over its viability as a high-growth micro-cap stock purchase. Merger stalemate with Rezolve AI creates uncertainty around CMRC's strategic path and investor outlook.

5 Jun

3

Commerce.com, Inc. (CMRC) Q1 performance is highlighted among e-commerce software stocks. Q1 results disclosure can moderately shift near-term investor sentiment and valuation.

18 May

4

Commerce.com shifts investment narrative with fresh financial targets and new product initiatives. New targets and product moves represent major strategic initiatives that can significantly alter company trajectory and investor sentiment.

17 May

3

Commerce.com held its Q1 earnings call in which analysts posed five key questions covering growth initiatives, competitive pressures, margin trends and forward guidance. Analyst questions during the earnings call surface moderate concerns and opportunities that can influence near-term sentiment and operational focus without fundamentally altering the company's long-term trajectory.

15 May

4

Commerce.com, Inc. (CMRC) shareholders are voicing increasing frustration as the proposed acquisition deal with Rezolve AI approaches. Shareholder opposition to the Rezolve AI deal poses a significant risk to CMRC's strategic plans and investor confidence.

12 May

4

Commerce (CMRC) shares are plunging today amid negative developments impacting the company. Sharp share plunge reflects significant negative events likely to alter CMRC's trajectory and investor sentiment.

stockrow.com/CMRC · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com