ACI WORLDWIDE, INC. vs SPS Commerce, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ACIW: 2—SPSC: 3wins
Rule of 40
24.2ACIW
35.0SPSC
check_circleSPSC leads
Revenue Growth
6.9%ACIW
17.8%SPSC
check_circleSPSC leads
Gross Margin
47%ACIW
69%SPSC
check_circleSPSC leads
FCF Margin
17.3%ACIW
17.2%SPSC
check_circleACIW leads
Operating Margin
16.4%ACIW
14.4%SPSC
check_circleACIW leads
NRR
—ACIW
—SPSC
Metric
Rule of 40Efficiency score
ACIW
24.2
SPSC
35.0check_circle
Revenue GrowthYoY
ACIW
6.9%
SPSC
17.8%check_circle
Gross Margin% of revenue
ACIW
47%
SPSC
69%check_circle
FCF MarginFree cash flow
ACIW
17.3%check_circle
SPSC
17.2%
Operating MarginGAAP
ACIW
16.4%check_circle
SPSC
14.4%
NRRNet retention
ACIW
N/A
SPSC
N/A
EV / RevenueValuation multiple
ACIW
3.8x
SPSC
N/A
Market CapUSD
ACIW
$5.7B
SPSC
N/A
ARR GrowthYoY
ACIW
N/A
SPSC
N/A
CAC PaybackMonths to recover
ACIW
N/A
SPSC
N/A
insights
Analysis
As of Q1 2026, ACI WORLDWIDE, INC. trades at 3.8x EV/Revenue versus SPS Commerce, Inc. at N/A. On the Rule of 40, ACI WORLDWIDE, INC. scores 24.2 compared to SPS Commerce, Inc.'s 35.0, placing SPS Commerce, Inc. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 47% vs SPS Commerce, Inc. 69%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.