ACI WORLDWIDE, INC. vs SPS Commerce, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ACIW: 2—SPSC: 3wins
Rule of 40
26.1ACIW
37.1SPSC
check_circleSPSC leads
Revenue Growth
9.1%ACIW
20.3%SPSC
check_circleSPSC leads
Gross Margin
46%ACIW
69%SPSC
check_circleSPSC leads
FCF Margin
17.0%ACIW
16.8%SPSC
check_circleACIW leads
Operating Margin
15.2%ACIW
11.8%SPSC
check_circleACIW leads
NRR
—ACIW
—SPSC
Metric
Rule of 40Efficiency score
ACIW
26.1
SPSC
37.1check_circle
Revenue GrowthYoY
ACIW
9.1%
SPSC
20.3%check_circle
Gross Margin% of revenue
ACIW
46%
SPSC
69%check_circle
FCF MarginFree cash flow
ACIW
17.0%check_circle
SPSC
16.8%
Operating MarginGAAP
ACIW
15.2%check_circle
SPSC
11.8%
NRRNet retention
ACIW
N/A
SPSC
N/A
EV / RevenueValuation multiple
ACIW
3.3xcheck_circle
SPSC
3.4x
Market CapUSD
ACIW
$5.1Bcheck_circle
SPSC
$2.9B
ARR GrowthYoY
ACIW
N/A
SPSC
N/A
CAC PaybackMonths to recover
ACIW
N/A
SPSC
N/A
insights
Analysis
As of Q2 2026, ACI WORLDWIDE, INC. trades at 3.3x EV/Revenue versus SPS Commerce, Inc. at 3.4x. On the Rule of 40, ACI WORLDWIDE, INC. scores 26.1 compared to SPS Commerce, Inc.'s 37.1, placing SPS Commerce, Inc. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 46% 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.