Lightspeed Commerce Inc. (LSPD.TO)
Technology · TOR · Canada
Fundamentals
Valuation and ratings
Lightspeed Commerce Inc. trades at CAD13.97, close to the CAD15.13 our discounted cash flow model puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 41 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
LSPD.TO earnings and analyst estimates
Recommendation mix, 18 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Lightspeed Commerce Inc.
Lightspeed Commerce Inc. engages in sale of cloud-based software subscriptions and payments solutions for single and multi-location retailers, restaurants, golf course operators, and other businesses. It offers a cloud-based commerce platform that connects suppliers, merchants, and consumers to enable omnichannel experiences and engage with consumers, manage operations, accept payments, and grow business. The company's cloud platform is designed around interrelated elements, such as omni-channel consumer experience, a comprehensive back-office operations management suite to improve customers' efficiency and insight, and the facilitation of payments. Its platform functionalities include full omni-channel capabilities, point of sale (POS), product and menu management, kitchen display system (KDS), employee and inventory management comprising ordering, analytics and reporting, multi-location connectivity, order anywhere and curbside pickup functionality, loyalty, and customer management solutions. The company also offers tailored financial solutions, such as Lightspeed Payments and Lightspeed Capital; Lightspeed Restaurant, a unified hospitality commerce offering; Lightspeed Retail, a retail commerce offering; Lightspeed eCommerce; Lightspeed Wholesale; and Lightspeed NuORDER integration to order from various brands. In addition, it sells hardware, including tablets, customer-facing displays, KDS screens, receipt printers, networking hardware, cash drawers, payment terminals, servers, stands, bar-code scanners, and an assortment of accessories, as well as provide installation and implementation services. The company was formerly known as Lightspeed POS Inc. and changed its name to Lightspeed Commerce Inc. in August 2021. Lightspeed Commerce Inc. was incorporated in 2005 and is headquartered in Montreal, Canada.
LSPD.TO passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Common questions
Is Lightspeed Commerce Inc. (LSPD.TO) undervalued?
Against our discounted cash flow estimate of CAD15.13, LSPD.TO at CAD13.97 is 8% below fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
When does LSPD.TO report earnings next?
Lightspeed Commerce Inc. is scheduled to report on 30 Jul 2026. Companies move earnings dates, so read it as scheduled rather than certain.
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Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.