Commerce Com Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Commerce Com Inc (CMRC) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Commerce Com Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 346M vs 44,522M combined for its competitors (0.8% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-2.4% annualized vs trailing 12 months), vs accelerating (+2.2%) for its tracked peer group.
- Growth: Commerce Com Inc generated 1.0% revenue growth year over year in Q2 2026, vs 23.3% for its competitors combined.
- Profitability: Its 1.3% net margin compares with 34.2% for the peer group.
- Scale: Commerce Com Inc ranks #134 of 255 companies by market capitalization in the Software & Programming industry, holding 0.0% of industry market cap.
- Peer revenue share: Commerce Com Inc accounted for 0.7% of combined revenue among its tracked peer group, down from 0.9% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
CMRC Sales vs. its Competitors, Q2 2026
Commerce Com Inc reported revenue growth of 0.98 % year on year in Q2 2026, below its competitors' combined revenue growth of 23.33 %.
With a net margin of 1.30 %, Commerce Com Inc reported lower profitability than its competitors (34.16 %).
Commerce Com Inc generated 0.74 % of the combined sales of its peer group, down from 0.90 % a year earlier.
API endpoints for this dataset
Commerce Com Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Commerce Com Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Commerce Com Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Commerce com Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (8) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Commerce Com Inc's competitor groups requires a Commercial License.
For context: the Software & Programming industry grew revenue 16.7% year over year, combined, vs 1.0% for Commerce Com Inc. Commerce Com Inc's share of combined industry revenue moved from 0.03% to 0.03%, a gain of 0.00 percentage points.
Commerce Com Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Commerce com Inc | No | Yes | No | - |
| Competitors combined (18) | ||||
| High-Confidence Competitors (3) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 87.50 % (7 of 8) | 0.00 % (0 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
CMRC Stock Performance relative to its Competitors
CMRC Stock Performance relative to High-Confidence Competitors
CMRC Stock Performance relative to Similar-Size Competitors
CMRC Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Riskified Ltd | 282.9% | Outperformed |
| 2 | Upland Software Inc | 282.9% | Outperformed |
| 3 | Pitney Bowes Inc | 282.9% | Outperformed |
| 4 | Manhattan Associates Inc | 282.9% | Outperformed |
| 5 | Dropbox Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Commerce Com Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Commerce com Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Commerce com Inc |
300.29 | 346.49 |
 Shopify Inc |
192,202.12 | 14,167.00 |
 Servicenow Inc |
106,355.83 | 15,431.00 |
 Manhattan Associates Inc |
14,846.27 | 1,156.59 |
 Godaddy Inc |
14,377.11 | 5,180.60 |
 Dayforce Inc |
11,163.63 | 1,893.70 |
| SUBTOTAL | 378,399.83 | 50,021.50 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Commerce com Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Commerce Com Inc's Competitors Named by the Company
Competitive relationships identified from Commerce Com Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Godaddy Inc | Company report | 85% |
| Katapult Holdings Inc | Company report | 85% |
| Squarespace Inc | Company report | 85% |
| Sps Commerce Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Commerce Com Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Commerce Com Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Godaddy Inc | Core platform 60.93 % |
| Applied Digital Corporation | HPC Hosting Business 76.82 % |
| Pitney Bowes Inc | SendTech Solutions 66.92 % |
| Progress Software Corp | Reportable 100.00 % |
| Riskified Ltd | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Commerce Com Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Commerce com Inc | 300 | - | - |
| Shopify Inc | 192,202 | 1,864,079 | 596,711 |
| Servicenow Inc | 106,356 | 528,694 | 49,508 |
| Manhattan Associates Inc | 14,846 | 264,665 | 48,729 |
| Godaddy Inc | 14,377 | 886,330 | 164,517 |
| Dayforce Inc | 11,164 | 631,233 | -49,933 |
| PEERS TOTAL | 378,100 | 584,804 | 84,350 |
Commerce Com Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Commerce com Inc | US 75.88 % |
| Servicenow Inc | North America 62.69 % |
| Manhattan Associates Inc | Americas 76.15 % |
| Godaddy Inc | United States 67.54 % |
| Gitlab Inc | UNITED STATES 82.54 % |
| Dropbox Inc | United States 56.11 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Commerce Com Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 229 companies in Commerce Com Inc's industry classification, broader than the peer set above. Market cap in millions of $.Commerce Com Inc ranks #134 of 229 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,855, indicating a highly concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Microsoft Corporation | 3,954,636 | 52.39 % |
| 2 | Palantir Technologies Inc | 411,967 | 5.46 % |
| 3 | Oracle Corporation | 338,315 | 4.48 % |
| 4 | Sap Se | 307,220 | 4.07 % |
| 5 | Crowdstrike Holdings Inc | 1,234 | 5.2% |
| 6 | Shopify Inc | 1,234 | 5.2% |
| 7 | Full Truck Alliance Co Ltd | 1,234 | 5.2% |
| 8 | Salesforce Inc | 1,234 | 5.2% |
| 9 | Servicenow Inc | 1,234 | 5.2% |
| 10 | Snowflake Inc | 1,234 | 5.2% |
| 134 | Commerce com Inc | 300 | 0.00 % |
Market cap and industry share for the rest of Commerce Com Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Commerce Com Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 129 | Red Cat Holdings Inc | 553 | -61.54 % |
| 130 | Backblaze Inc | 503 | -13.65 % |
| 131 | Cerence Inc | 389 | -16.02 % |
| 132 | Xunlei Ltd | 373 | -58.68 % |
| 133 | Cs Disco Inc | 1,234 | 12.3% |
| 134 | Commerce com Inc | 300 | -22.70 % |
| 135 | Mmtec Inc | 1,234 | 12.3% |
| 136 | Xperi Inc | 1,234 | 12.3% |
| 137 | 3d Systems Corporation | 1,234 | 12.3% |
| 138 | Silvaco Group Inc | 1,234 | 12.3% |
| 139 | Kaltura Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Commerce Com Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Commerce Com Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Software & Programming industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (442 companies). See the full Software & Programming industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 77.00 % | 50.49 % (avg) | +26.5 pp |
| Operating Margin | 0.42 % | industry median | +0.3 pp |
| EBITDA Margin | 7.69 % | 1.87 % (avg) | +5.8 pp |
| Capital Intensity (Capex / Revenue) | 4.44 % | 5.22 % (avg) | -0.8 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Commerce Com Inc's Valuation vs Competitive Position
Valuation multiples vs the Software & Programming industry average (442 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Software & Programming industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 40.5x | - |
| EV / EBITDA | 12.8x | 20.3x | -7.4x |
| P/B | 5.3x | 5.5x | -0.3x |
| Return on Equity | -12.79 % | industry aggregate | -37.95 % |
| Return on Invested Capital | 0.56 % | -3.23 % (avg) | 3.79 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Commerce Com Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Revenue Growth | - | - | 26.94 % | 10.79 % | 7.49 % | 2.79 % |
| Operating Margin | - | -34.54 % | -50.37 % | -23.43 % | -12.54 % | -4.75 % |
| Return on Invested Capital | - | -13.92 % | -27.61 % | -18.01 % | -12.22 % | -6.42 % |
| P/E | - | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Commerce Com Inc's Strategic Group Map
Commerce Com Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Commerce Com Inc's trailing-12-month revenue growth of 3.3% and operating margin of 0.4% compares with an average of 3.8% growth and 1.7% margin across its 8 closest peers by combined growth, margin and ROIC -- Commerce Com Inc sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Commerce Com Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Commerce Com Inc falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 11.3% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Microsoft Corporation alone holds 52% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Commerce Com Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 2,855 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 4.44 % vs industry average 5.22 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Commerce Com Inc's dedicated Suppliers and Customers pages, not here.
Commerce Com Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Commerce Com Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Commerce Com Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
No rule matched.
Weaknesses
- Return on equity 38.0 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-2.4% annualized vs trailing 12 months).
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
Opportunities
- Industry revenue growing at a healthy 11.3% median pace.
Threats
- Industry dominated by Microsoft Corporation, holding 52.39 % of industry market cap.
Methodology: see Methodology: SWOT Analysis.
Commerce Com Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Commerce com Inc | 0.55 | 2.00 | 3.34 |
| Shopify Inc | 1.19 | 5.56 | - |
| Servicenow Inc | 0.26 | 0.81 | 0.36 |
| Manhattan Associates Inc | 0.50 | 1.11 | - |
| Godaddy Inc | - | 0.63 | 47.15 |
| Dayforce Inc | 0.11 | 1.06 | 0.46 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Commerce Com Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Commerce com Inc | Q2 2026 | -1.4 % | - |
| Shopify Inc | Q3 2026 | +31.6 % | -19.2 % |
| Servicenow Inc | Q3 2026 | +20.5 % | -44.8 % |
| Manhattan Associates Inc | Q3 2026 | +11.0 % | +4.6 % |
| Godaddy Inc | Q3 2026 | +6.0 % | +24.4 % |
| Dayforce Inc | Q3 2025 | +9.6 % | - |
| PEERS TOTAL | +22.5 % | -49.3 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Commerce Com Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Commerce com Inc | Q2 2026 | +21.4 % | +22.3 % |
| Shopify Inc | Q3 2026 | +39.3 % | - |
| Servicenow Inc | Q3 2026 | +56.5 % | -62.7 % |
| Manhattan Associates Inc | Q3 2026 | +10.1 % | -83.3 % |
| Godaddy Inc | Q3 2026 | +6.5 % | +28.0 % |
| Dayforce Inc | Q3 2025 | - | +0.0 % |
Commerce Com Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Commerce com Inc | - | - | - |
| Shopify Inc | 31.04% | 34.27% | 35.29% |
| Servicenow Inc | 5.07% | 8.31% | 11.49% |
| Manhattan Associates Inc | 28.12% | 83.98% | 96.99% |
| Godaddy Inc | 11.99% | 21.33% | 1,200.87% |
| Dayforce Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Commerce Com Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Commerce com Inc | - | 0.87 |
| Shopify Inc | 90.80 | 13.57 |
| Servicenow Inc | 73.36 | 6.89 |
| Manhattan Associates Inc | 71.01 | 12.84 |
| Godaddy Inc | 15.78 | 2.78 |
| Dayforce Inc | - | 5.90 |
| PEERS AVERAGE | 52.86 | 7.56 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.