Lightspeed Commerce Inc. (LSPD.TO)
Montreal, QC, CA
Lightspeed Commerce Inc. delivers a cloud-based Software as a Service (SaaS) platform designed for small and medium-sized businesses, including retailers, restaurants, and golf course operators, with services extending across Canada, the United States, Australia, the Netherlands, and other international regions. This comprehensive platform enables clients to effectively interact with their customers, streamline business operations, and efficiently process transactions. Lightspeed's integrated cloud solutions offer an interconnected suite of features, providing a seamless omni-channel consumer experience, a powerful back-office management system for improved efficiency and insight, and simplified payment processing. Its extensive functionalities encompass full omni-channel support, point-of-sale (POS) systems, product and menu management, employee and inventory control, advanced analytics and reporting, multi-location integration, order-ahead and curbside pickup options, as well as loyalty and customer management tools. Beyond its primary platform, Lightspeed offers specialized financial services, including Lightspeed Analytics for data insights, Lightspeed Payments for transaction processing, and Lightspeed Capital, a merchant cash advance program. The company also supplies essential POS peripheral hardware such as tablets, customer-facing displays, receipt printers, networking equipment, cash drawers, payment terminals, servers, stands, and barcode scanners, along with various accessories, and provides vital installation and implementation services. Originally incorporated in 2005 in Montréal, Canada, the company operated as Lightspeed POS Inc. until it rebranded to Lightspeed Commerce Inc. in August 2021.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.73% | +2.78% | -5.21% | -5.51% | -22.02% | -26.45% | -16.00% | -30.16% | -86.28% | -35.56% | -35.56% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 5 | 0 |
| Hold | 10 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 3 | +1 |
-
Revenue growth Software - Application: +13.0%+12.9% Q1'26: +12.9% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+76.3% ★ Q1'26: +94.7% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%+0.4% Q1'26: -2.8% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%-12.0% Q1'26: -11.7% (vs Q1'25)
-
ROIC Software - Application: +7.5%-14.0% Q1'26: -11.5% (vs Q1'25)
-
Share dilution Software - Application: +0.0%-9.4% ★ Q1'26: -8.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×6.41× ★ Q1'26: 1.37× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 6 Rev. Ana. 4 EPS Ana. |
Mar 2027 15 Rev. Ana. 8 EPS Ana. |
Mar 2028 12 Rev. Ana. 6 EPS Ana. |
Mar 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
77.45M
est: 102.33M (-24.3%)
|
120.64M
est: 170.65M (-29.3%)
|
221.73M
est: 262.64M (-15.6%)
|
548.37M
est: 680.38M (-19.4%)
|
730.51M
est: 987.32M (-26.0%)
|
909.27M
est: 706.75M (+28.7%)
|
1.08B
est: 1.08B (-0.4%)
|
1.22B
1.21B – 1.22B
+12.5% YoY
|
1.25B
1.23B – 1.26B
+2.6% YoY
|
1.43B
1.33B – 1.47B
+14.4% YoY
|
1.60B
1.54B – 1.64B
+12.3% YoY
|
| EBITDA |
-17.24M
est: -48.30M (+64.3%)
|
-34.25M
est: -80.54M (+57.5%)
|
-90.69M
est: -123.96M (+26.8%)
|
-207.94M
est: -321.12M (+35.2%)
|
-956.91M
est: -465.99M (-105.4%)
|
-49.43M
est: -275.39M (+82.1%)
|
-557.04M
est: -421.11M (-32.3%)
|
-473.85M
-474.56M – -473.10M
-12.5% YoY
|
-486.12M
-491.03M – -479.19M
-2.6% YoY
|
-556.12M
-573.65M – -518.69M
-14.4% YoY
|
-624.77M
-638.20M – -598.22M
-12.3% YoY
|
| EBIT |
-21.78M
est: -59.96M (+63.7%)
|
-47.72M
est: -99.98M (+52.3%)
|
-127.17M
est: -153.88M (+17.4%)
|
-312.49M
est: -398.62M (+21.6%)
|
-1.07B
est: -578.45M (-85.4%)
|
-159.06M
est: -350.00M (+54.6%)
|
-658.03M
est: -535.21M (-22.9%)
|
-602.24M
-603.14M – -601.28M
-12.5% YoY
|
-617.83M
-624.07M – -609.03M
-2.6% YoY
|
-706.80M
-729.08M – -659.23M
-14.4% YoY
|
-794.05M
-811.12M – -760.30M
-12.3% YoY
|
| Net Income |
-183.53M
est: -210.48M (+12.8%)
|
-53.53M
est: -64.90M (+17.5%)
|
-124.28M
est: -50.27M (-147.2%)
|
-288.43M
est: -46.88M (-515.3%)
|
-1.07B
est: -29.12M (-3,574.5%)
|
-163.96M
est: -97.77M (-67.7%)
|
-667.20M
est: 62.31M (-1,170.8%)
|
67.44M
64.22M – 70.66M
+8.2% YoY
|
91.95M
73.84M – 110.06M
+36.3% YoY
|
148.85M
97.82M – 199.89M
+61.9% YoY
|
129.18M
123.73M – 134.62M
-13.2% YoY
|
| SGA |
52.83M
est: 49.74M (+6.2%)
|
79.87M
est: 82.94M (-3.7%)
|
150.08M
est: 127.65M (+17.6%)
|
311.91M
est: 330.69M (-5.7%)
|
356.31M
est: 479.88M (-25.8%)
|
338.03M
est: 294.03M (+15.0%)
|
349.98M
est: 449.62M (-22.2%)
|
505.93M
505.12M – 506.68M
+12.5% YoY
|
519.02M
511.63M – 524.26M
+2.6% YoY
|
593.76M
553.80M – 612.48M
+14.4% YoY
|
667.06M
638.71M – 681.40M
+12.3% YoY
|
| EPS |
-2.22
est: -1.37 (-62.1%)
|
-0.62
est: -0.42 (-46.8%)
|
-1.18
est: -0.33 (-260.7%)
|
-2.04
est: -0.31 (-568.7%)
|
-7.11
est: -0.19 (-3,652.2%)
|
-1.07
est: -0.71 (-50.2%)
|
-4.34
est: 0.45 (-1,056.1%)
|
0.49
0.46 – 0.51
+6.9% YoY
|
0.62
0.53 – 0.79
+28.4% YoY
|
0.95
0.70 – 1.44
+52.6% YoY
|
0.94
0.89 – 0.97
-1.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-22 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| 2026-05-21 | BTIG | Buy | Buy | Maintain |
| 2026-04-21 | Barclays | Equal Weight | Equal Weight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | B | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-25 | B | 3/5 | 5/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-22 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 5/5 |
| 2026-05-21 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-20 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-19 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-15 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-14 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-13 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-12 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-11 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-08 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-07 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-01 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-30 | C+ | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 5/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-15 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Asha Hotchandani Bakshani | Chief Financial Officer | 777.5K | female |
| Shirvani Mudaly | Chief People Officer | 767.6K | female |
| John Shapiro | Chief Product Officer | 756.2K | male |
| Jean-David Saint-Martin | President | 663.7K | male |
| Daniel Robert Micak | Chief Legal Officer & Corporate Secretary | 618.4K | male |
| Manon Brouillette | Executive Chairwoman of the Board | 131.6K | female |
| Dax Dasilva | Founder, Chief Executive Officer & Director | 101.4K | male |
| Gus Papageorgiou | Head of Investor Relations | — | male |
| Leslie Martin | Chief Strategy & Transformation Officer | — | female |
| Bhawna Singh | Chief Technology Officer | — | female |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for LSPD.TO
Short-term intention
Target Price Distribution
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