CMRC vs FIG vs U Stock Comparison

Commerce.com, Figma and Unity Software Prices as of Oct 26, 2026 Peers: Industry group
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CMRC Commerce.com, Inc.
$3.53 +8.3% 1M -28.7% 1Y
Market cap
$286.30M
P/E
–
Revenue (TTM)
$346.90M
Div. yield
–
E-commerce Software Technology
5 wins
FIG Figma, Inc.
$23.51 +12.7% 1M -55.9% 1Y
Market cap
$12.20B
P/E
–
Revenue (TTM)
$1.20B
Div. yield
–
Creative Software Technology
2 wins
U Unity Software Inc.
$40.33 -3.0% 1M +8.2% 1Y
Market cap
$17.89B
P/E
–
Revenue (TTM)
$2.03B
Div. yield
–
Developer Tools Technology
3 wins

Head to Head

10 decided of 12

Commerce.com leads on 5 of the 12 questions below (Commerce.com 5, Unity Software 3, Figma 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCMRCFIGULeader
Larger companyMarket capitalisation $286.30M $12.20B $17.89B U
Cheaper on earningsLower P/E, profitable companies only -49.6x -8.5x -30.4x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 10.4x 84.0x — CMRC
Faster revenue growthRevenue growth, trailing twelve months +2.8% +42.2% +14.0% FIG
More profitableNet margin, trailing twelve months -1.7% -119.8% -29.0% CMRC
Better return on capitalReturn on invested capital 2.7% — -17.2% CMRC
Less leveragedLower net debt / EBITDA -10.4x — 13.2x CMRC
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -28.7% -55.9% +8.2% U
Better 5-year returnAnnualised price return, 5 years -40.2%/yr — -22.5%/yr U
Less volatileAnnualised volatility, 1 year 77.6% 74.9% 75.0% FIG
Higher overall scoreMean of the five percentile scores vs peers 53/100 32/100 47/100 CMRC

Percentile Scorecard

CMRCFIGU

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCMRCFIGU
Valuation 69 #52 of 167 7 #27 of 29 60 #50 of 124
Growth 61 #61 of 153 39 #17 of 27 41 #67 of 113
Profitability 51 #76 of 153 4 #25 of 26 49 #57 of 110
Financial Health 68 #58 of 179 80 #7 of 31 49 #66 of 129
Shareholder Returns 17 #78 of 94 – 35 #44 of 67
Overall 53 32 47
  • CMRC ranked among 185 companies in Internet Platforms
  • FIG ranked among 32 companies in Workplace Software
  • U ranked among 137 companies in Infrastructure Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCMRCFIGUSPY
1 month +8.3%+12.7%-3.0% -0.8%
3 months +24.3%+2.5%+32.5% +3.5%
6 months +20.1%+35.8%+51.4% +7.0%
Year to date -14.3%-37.1%-8.7% +12.2%
1 year -28.7%-55.9%+8.2% +13.0%
3 years -60.5%—+57.9% +86.3%
3 years, per year -26.6%—+16.5% +23.1%
5 years -92.3%—-72.0% +68.6%
5 years, per year -40.2%—-22.5% +11.0%

Risk

MeasureCMRCFIGUSPY
Volatility, 1Y 77.6%74.9%75.0% 12.7%
Downside volatility, 1Y 83.9%69.9%82.2% 12.7%
Beta vs S&P 500, 1Y 1.091.012.19 1.00
Return / volatility, 1Y -0.37-0.750.11 1.02
Max drawdown, 5Y -96.7%-86.2%-93.1% -25.4%
From 52-week high -35.9%-55.8%-18.5% -1.8%
52-week high $5.51$53.14$49.47 $779.14
52-week low $2.06$16.84$17.13 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCMRCFIGU
P/E now vs peer median -50.5xmedian 17.5x -8.6xmedian 31.9x -30.1xmedian 38.1x
P/S now vs peer median 0.8xmedian 1.4x 10.4xmedian 2.4x 8.7xmedian 4.3x
EV/EBITDA now vs peer median 9.6xmedian 14.5x -7.6xmedian 11.5x -117.7xmedian 35.4x
P/FCF now vs peer median 15.0xmedian 12.1x —median 14.2x 33.0xmedian 27.1x
P/B now vs peer median 5.7xmedian 1.7x 8.4xmedian 3.0x 5.8xmedian 3.4x
PEG now vs peer median -0.80median 0.41 —median 0.77 -1.53median 1.27

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCMRCFIGU
Revenue $346.90M $1.20B $2.03B
Gross profit $267.70M $971.13M $1.32B
Operating income $1.45M -$1.45B -$616.00M
Net income -$5.78M -$1.41B -$588.01M
Free cash flow $19.55M – $538.39M
R&D $71.21M $1.13B $1.03B
EPS (diluted) $-0.07 $-2.72 $-1.34
Cash & equivalents $57.17M $445.85M $2.35B
Total debt $4.05M – $557.17M
Shares (diluted) 82.79M 527.46M 437.90M
Enterprise value -$308.28M $5.70B $9.44B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCMRCFIGU
P/E -50.5x -8.6x -30.1x
P/FCF 15.0x – 33.0x
P/Operating cash flow 8.4x – 32.0x
P/S 0.8x 10.4x 8.7x
P/B 5.7x 8.4x 5.8x
P/Tangible book 6.8x 8.5x 6.2x
EV/EBITDA 9.6x -7.6x -117.7x
EV/EBIT 96.6x -7.5x -25.9x
EV/Revenue 0.4x 9.0x 7.9x
EV/FCF 7.2x – 29.6x
EV/Operating cash flow 4.0x – 28.8x
PEG (3Y EPS CAGR) -0.80 – -1.53

Growth

14 metrics
MetricCMRCFIGU
Revenue growth (1Y) 2.8% 42.2% 14.0%
Revenue CAGR (3Y) 5.9% – 3.9%
Gross profit growth (1Y) 1.6% 31.3% -0.6%
Gross profit CAGR (3Y) 6.8% – 2.1%
Operating income growth (1Y) 105.0% -63.0% -23.8%
Operating income CAGR (3Y) 26.3% – 13.7%
Net income growth (1Y) 68.1% -96.2% -35.5%
Net income CAGR (3Y) 61.9% – 15.8%
EPS growth (1Y) 69.1% 15.4% -29.1%
EPS CAGR (3Y) 63.2% – 19.7%
Operating cash flow growth (1Y) 9.7% – 45.5%
Operating cash flow CAGR (3Y) 37.3% – 110.7%
Free cash flow growth (1Y) -29.1% – 51.7%
Free cash flow CAGR (3Y) 32.2% – 83.0%

Profitability

14 metrics
MetricCMRCFIGU
Gross margin 77.2% 81.1% 64.9%
EBITDA margin 4.2% -119.1% -6.7%
Operating margin 0.4% -120.9% -30.4%
Pretax margin -1.3% -115.4% -29.0%
Net margin -1.7% -119.8% -29.0%
FCF margin 5.6% – 26.5%
Operating cash flow margin 10.1% – 27.3%
Return on equity -11.8% -94.2% -19.5%
Return on assets -1.8% -59.9% -8.9%
Return on invested capital 2.7% – -17.2%
Return on capital employed 0.7% -93.8% -12.3%
Asset turnover 1.1x 0.5x 0.3x
Cash conversion (OCF / net income) -6.1x – -0.9x
Stock comp / revenue 5.5% – 16.9%

Financial Health

11 metrics
MetricCMRCFIGU
Debt / assets 1.2% – 8.4%
Debt / equity 0.1x – 0.2x
Net debt / EBITDA -10.4x – 13.2x
Debt / FCF 0.2x – 1.0x
Liabilities / assets 84.1% 37.1% 54.4%
Equity / assets 15.9% 62.9% 45.6%
Interest coverage 0.1x – -25.5x
Current ratio 2.0x 2.5x 2.0x
Quick ratio 2.0x 2.3x 1.9x
Cash ratio 1.4x 2.1x 1.5x
Altman Z-score -0.59 6.63 2.28

Shareholder Returns

7 metrics
MetricCMRCFIGU
Dividend yield – – –
Net buyback yield -0.4% – -0.6%
Shareholder yield -0.4% 0.0% -0.6%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCMRCFIGU
Forward P/E 10.4xFY2026 84.0xFY2026 –
EPS, next fiscal year $0.34FY2026 $0.28FY2026 $-0.70FY2026
EPS growth, next FY +30.8%FY2026 -37.8%FY2026 –
EPS growth, the year after +76.5% +21.4% –
Revenue, next fiscal year $356.73MFY2026 $1.43BFY2026 $2.13BFY2026
Revenue growth, next FY +4.2%FY2026 +35.0%FY2026 +15.3%FY2026
Revenue growth, the year after -11.3% +34.9% +30.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCMRCFIGU
Held by institutions 74.0% 81.2% 84.7%
Institutions holding 154 373 558
Change in shares held, QoQ +3.3% +12.2% +8.0%
Institutions buying 88 257 306
Institutions selling 40 64 161
Buyers to sellers 2.20 4.02 1.90

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CMRCFIGU
CMRC 1.00 0.43 0.14
FIG 0.43 1.00 0.28
U 0.14 0.28 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CMRC, FIG and U?

Unity Software (U) is the largest by market capitalisation: Commerce.com (CMRC) $286.30M, Figma (FIG) $12.20B, Unity Software (U) $17.89B.

Which company is growing faster?

Figma (FIG) grew revenue fastest over the trailing twelve months: Commerce.com (CMRC) +2.8%, Figma (FIG) +42.2%, Unity Software (U) +14.0%.

Which company is more profitable?

Commerce.com (CMRC) has the highest net margin (Commerce.com (CMRC) -1.7%, Figma (FIG) -119.8%, Unity Software (U) -29.0%). On return on invested capital, Commerce.com (CMRC) leads (Commerce.com (CMRC) 2.7%, Unity Software (U) -17.2%).

Which stock has performed better?

Over the past year Unity Software (U) returned the most: Commerce.com (CMRC) -28.7%, Figma (FIG) -55.9%, Unity Software (U) +8.2%. Over five years, Unity Software (U) compounded fastest (Commerce.com (CMRC) -40.2%/yr, Unity Software (U) -22.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Figma (FIG) has been the steadiest (Commerce.com (CMRC) 77.6%, Figma (FIG) 74.9%, Unity Software (U) 75.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CMRC, FIG and U?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Commerce.com (CMRC) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.