LSPD

Technology

Lightspeed Commerce Inc. · Software - Application · $1B

UQS Score — Balanced Preset
37.3
Below Average

Lightspeed Commerce Inc. scores 37.3/100 using the Balanced preset.

UQS vs Technology Sector
LSPD
37.3
Sector avg
38.0
Quality
Weak
Moat
Weak
Growth
Neutral
Risk
Neutral
Valuation
Attractive

What is Lightspeed Commerce Inc.?

Lightspeed Commerce is a cloud-based commerce platform built for small and midsize businesses across retail, restaurants, and golf operations. Headquartered in Montreal, the company serves merchants in Canada, the United States, Australia, the Netherlands, and beyond.

Lightspeed generates revenue by selling SaaS subscriptions that give merchants tools to run their entire business — from point-of-sale and inventory management to payments processing and customer loyalty programs. Its platform is designed to unify in-store and online selling under one system. The company also earns revenue through Lightspeed Payments, a merchant cash advance program called Lightspeed Capital, and the sale of POS hardware peripherals and related installation services.

Lightspeed Commerce was incorporated in 2020 and is headquartered in Montreal, Canada.

  • Omni-channel point-of-sale and retail management platform
  • Lightspeed Payments — integrated payment processing for merchants
  • Lightspeed Capital — merchant cash advance financing program
  • Lightspeed Analytics — reporting and business intelligence tools
  • POS hardware including terminals, scanners, and displays

Is LSPD a Good Stock to Buy?

UQS Score rates LSPD as Below Average overall.

The most constructive aspects of Lightspeed's profile are its Risk and Valuation pillars, which are rated Good and Attractive respectively. This suggests the stock carries a relatively manageable risk profile for its category and may not be pricing in a premium relative to fundamentals — a combination that can appeal to patient, value-oriented investors in the small-cap SaaS space.

The Quality and Moat pillars both register as Weak, indicating that the business has not yet demonstrated durable competitive advantages or the financial consistency typically associated with higher-quality software companies.

See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does LSPD pay dividends?

No — Lightspeed Commerce Inc. does not currently pay a dividend.

Lightspeed Commerce does not currently pay a dividend. As a growth-oriented SaaS company, it reinvests available capital into platform development, geographic expansion, and customer acquisition rather than returning cash to shareholders. Investors seeking income from their technology holdings may want to factor this into their portfolio planning.

When does LSPD report earnings?

Lightspeed Commerce reports earnings on a quarterly cadence, consistent with standard practice for TSX- and NYSE-listed equities.

The company's Growth pillar is rated Neutral, reflecting a business that is expanding but has not yet reached the pace that would push it into higher-quality territory. Revenue diversification across payments, subscriptions, and hardware adds multiple levers to the top line.

For the most recent quarter's results and upcoming reporting dates, visit Lightspeed Commerce's investor relations page directly.

LSPD Price History

-86.4% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Lightspeed Commerce Inc.?

$
Today it would be worth
$1,531
That's a -84.7% total return, or -31.3% annualized.

Based on Lightspeed Commerce Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

LSPD Long-term Outlook

Lightspeed's fundamental outlook is shaped by a Neutral Growth profile paired with an Attractive Valuation — a combination that suggests the market has not yet priced in a strong recovery scenario. The Good Risk rating provides a degree of downside cushion, but the Weak Quality and Moat pillars mean the path to sustained profitability remains a key variable to watch. Progress on payments penetration and international expansion are the clearest levers for improving the overall UQS profile over time.

Growth drivers

  • Expanding Lightspeed Payments adoption across the existing merchant base
  • Geographic growth in underpenetrated international markets
  • Cross-selling Capital and Analytics products to existing customers

Key risks

  • Weak moat leaves the platform vulnerable to competition from larger POS and payments providers
  • Sustained path to profitability remains uncertain given current Quality pillar rating
  • Small-cap SaaS valuations can compress quickly if growth disappoints

LSPD vs Peers

Lightspeed operates in a competitive technology landscape alongside other software and platform companies tracked by UQS Score.

VIASimilar UQS
Via Transportation, Inc.

Via focuses on transit and mobility software rather than commerce, targeting government and transit agencies rather than retail merchants.

PRGSLSPD scores lower
Progress Software Corporation

Progress Software serves enterprise application development and data connectivity markets, operating at a different scale and customer profile than Lightspeed's SMB focus.

CXMLSPD scores lower
Sprinklr, Inc.

Sprinklr provides unified customer experience management software for large enterprises, contrasting with Lightspeed's emphasis on SMB commerce operations.

Frequently Asked Questions

What does Lightspeed Commerce do?

Lightspeed Commerce provides a cloud-based SaaS platform that helps small and midsize businesses in retail, restaurants, and golf operations manage point-of-sale, inventory, payments, and customer engagement. The platform is designed to unify in-store and online commerce under a single system, with additional financial products like merchant cash advances and integrated payment processing.

Does LSPD pay dividends?

Lightspeed Commerce does not pay a dividend. The company reinvests capital into platform development and geographic expansion rather than distributing cash to shareholders. Investors focused on income generation should note this when evaluating LSPD against dividend-paying technology peers.

When does LSPD report earnings?

Lightspeed Commerce follows a quarterly earnings reporting schedule, as is standard for companies listed on major North American exchanges. For confirmed dates and the latest results, check the investor relations section of the Lightspeed Commerce website directly.

Is LSPD a good stock to buy?

UQS Score rates LSPD as Below Average overall. The Risk and Valuation pillars are relative strengths, while Quality and Moat are rated Weak. Whether LSPD fits a portfolio depends on an investor's tolerance for early-stage SaaS risk and their view on the company's path to stronger fundamentals. The full pillar breakdown is available to UQS Pro members.

Is LSPD overvalued?

UQS Score's Valuation pillar for LSPD is rated Attractive, suggesting the current market price may not fully reflect a premium relative to the company's fundamentals. This does not guarantee upside, but it indicates the stock is not obviously expensive by the metrics UQS evaluates. See the complete valuation analysis with a Pro membership.

How does LSPD compare to its competitors?

Among the software peers tracked alongside LSPD — including Progress Software and Sprinklr — Lightspeed is distinct in its focus on SMB commerce, payments, and point-of-sale rather than enterprise software or mobility. Each company carries a different UQS profile; comparative pillar scores are visible to Pro members on the platform.

What is LSPD's market cap bracket?

Lightspeed Commerce is classified as a small-cap company. Small-cap stocks can offer growth potential but typically carry higher volatility and liquidity risk compared to large- or mega-cap peers in the technology sector.

Who founded Lightspeed Commerce?

Lightspeed was founded by Dax Dasilva, who built the company from a Montreal-based startup into a publicly traded commerce platform. Founding details and the company's history are widely available through Lightspeed's official communications and public filings.

Is LSPD a long-term quality indicator?

From a long-term quality perspective, LSPD's current UQS profile presents a mixed picture. The Attractive Valuation and Good Risk rating offer some foundation, but the Weak Quality and Moat pillars suggest the business has not yet built the durable competitive advantages associated with long-term compounders. Monitoring improvement in these pillars over time is key.

What is the main competitive advantage of Lightspeed Commerce?

Lightspeed's platform integrates POS, payments, inventory, and analytics into a single system tailored for retail, restaurant, and golf verticals. This vertical specialization and the bundling of financial products like Lightspeed Capital and Payments create switching costs for merchants — though the Moat pillar is currently rated Weak, indicating these advantages are not yet strongly established.

What sector does LSPD belong to?

Lightspeed Commerce belongs to the Technology sector, specifically operating as a SaaS and payments platform for small and midsize businesses. Investors can explore other [top Technology stocks](/sector/technology) scored by UQS to compare LSPD within its broader peer group.

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Pro Analysis

LSPD — Score History

30354045Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 17 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 22, 202639.511.421.043.263.688.4+1.0
May 19, 202638.511.321.043.763.681.4+0.1
May 18, 202638.411.221.043.763.680.70.0
May 14, 202638.411.221.043.763.680.5+0.3
May 7, 202638.110.821.044.063.678.50.0
May 5, 202638.110.821.044.063.678.8-1.2
May 3, 202639.310.821.045.363.684.7+0.1
Apr 27, 202639.210.821.045.363.684.40.0
Apr 26, 202639.210.821.045.463.684.4+0.1
Apr 19, 202639.110.821.045.463.683.3-0.6

LSPD — Pillar Breakdown

Quality

11.8/100 (25%)

Lightspeed Commerce Inc. currently shows below-average quality metrics, suggesting challenges with profitability.

Capital Efficiency (ROIC)Weak

How effectively capital is deployed to generate returns.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Gross Profit / AssetsWeak

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationWeak

Free cash flow relative to market value.

Growth

45.7/100 (20%)

Lightspeed Commerce Inc. shows steady but unspectacular growth, typical for mature companies.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthStrong

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

47.1/100 (15%)

Lightspeed Commerce Inc. has some risk factors including moderate leverage or solvency concerns.

Financial LeverageWeak

Debt levels relative to earnings capacity.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioStrong

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

86.0/100 (15%)

Lightspeed Commerce Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

Moat

21/100 (25%)

Lightspeed Commerce Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for LSPD.

Score Composition

Quality
11.8×25%3.0
Growth
45.7×20%9.1
Risk
47.1×15%7.1
Valuation
86.0×15%12.9
Moat
21.0×25%5.3
Total
37.3Below Average

Financial Data

More Stock Analysis

How is the LSPD UQS Score Calculated?

The UQS (Unified Quality Score) for Lightspeed Commerce Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Lightspeed Commerce Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Lightspeed Commerce Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.