LSPD vs ABNB vs TACT Stock Comparison

Lightspeed Commerce, Airbnb and Transact Technologies Prices as of Oct 27, 2026 Peers: Industry group
LSPD Lightspeed Commerce Inc.
$10.88 +10.2% 1M -14.0% 1Y
Market cap
$1.51B
P/E
–
Revenue (TTM)
$1.24B
Div. yield
–
Restaurant and Retail Software Technology
2 wins
ABNB Airbnb, Inc.
$168.82 +7.2% 1M +30.8% 1Y
Market cap
$98.38B
P/E
36.6x
Revenue (TTM)
$13.16B
Div. yield
–
Digital Marketplaces Technology
7 wins
TACT Transact Technologies Inc
$5.55 +14.0% 1M +18.1% 1Y
Market cap
$56.90M
P/E
–
Revenue (TTM)
$52.99M
Div. yield
–
Restaurant and Retail Software Technology

Head to Head

9 decided of 12

Airbnb leads on 7 of the 12 questions below (Airbnb 7, Lightspeed Commerce 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLSPDABNBTACTLeader
Larger companyMarket capitalisation $1.51B $98.38B $56.90M ABNB
Cheaper on earningsLower P/E, profitable companies only -15.5x 36.6x -142.2x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 18.1x 30.3x — LSPD
Faster revenue growthRevenue growth, trailing twelve months +11.6% +13.6% +10.5% ABNB
More profitableNet margin, trailing twelve months -7.8% 20.4% -0.8% ABNB
Better return on capitalReturn on invested capital — 21.5% -1.2% ABNB
Less leveragedLower net debt / EBITDA — — -82.3x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -14.0% +30.8% +18.1% ABNB
Better 5-year returnAnnualised price return, 5 years -35.6%/yr -0.3%/yr -17.6%/yr ABNB
Less volatileAnnualised volatility, 1 year 44.5% 35.8% 51.2% ABNB
Higher overall scoreMean of the five percentile scores vs peers 72/100 55/100 61/100 LSPD

Percentile Scorecard

LSPDABNBTACT

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

AxisLSPDABNBTACT
Valuation 61 #35 of 89 25 #125 of 167 83 #16 of 89
Growth 94 #6 of 81 44 #86 of 153 29 #58 of 81
Profitability 40 #46 of 76 91 #15 of 153 51 #38 of 76
Financial Health 83 #17 of 94 53 #85 of 179 80 #20 of 94
Shareholder Returns 84 #9 of 51 60 #38 of 94 –
Overall 72 55 61
  • LSPD ranked among 98 companies in Vertical Software
  • ABNB ranked among 185 companies in Internet Platforms
  • TACT ranked among 98 companies in Vertical Software

Price Performance

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

Returns

PeriodLSPDABNBTACTSPY
1 month +10.2%+7.2%+14.0% -0.2%
3 months +1.5%+10.3%+13.0% +3.9%
6 months +20.4%+21.4%+67.2% +8.2%
Year to date -9.9%+24.4%+38.7% +12.9%
1 year -14.0%+30.8%+18.1% +12.3%
3 years -12.1%+48.0%-7.7% +87.4%
3 years, per year -4.2%+14.0%-2.6% +23.3%
5 years -88.9%-1.7%-62.0% +67.9%
5 years, per year -35.6%-0.3%-17.6% +10.9%
10 years ——-20.7% +261.1%
10 years, per year ——-2.3% +13.7%

Risk

MeasureLSPDABNBTACTSPY
Volatility, 1Y 44.5%35.8%51.2% 12.7%
Downside volatility, 1Y 46.3%33.7%48.5% 12.7%
Beta vs S&P 500, 1Y 1.061.100.62 1.00
Return / volatility, 1Y -0.310.860.35 0.97
Max drawdown, 5Y -92.2%-60.2%-78.0% -25.4%
From 52-week high -19.0%-11.4%-5.0% -1.2%
52-week high $13.44$190.50$5.84 $779.14
52-week low $8.37$111.54$3.21 $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.

MultipleLSPDABNBTACT
P/E now vs peer median -15.6xmedian 40.1x 37.1xmedian 17.3x -142.8xmedian 40.1x
P/S now vs peer median 1.2xmedian 2.5x 7.6xmedian 1.4x 1.1xmedian 2.5x
EV/EBITDA now vs peer median 191.2xmedian 18.5x —median 14.2x 205.6xmedian 18.5x
P/FCF now vs peer median 30.2xmedian 20.1x 20.5xmedian 11.5x 11.0xmedian 20.1x
P/B now vs peer median 1.1xmedian 1.8x 12.8xmedian 1.8x 1.8xmedian 1.8x
PEG now vs peer median -0.29median 1.73 4.02median 0.40 5.15median 1.73

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 monthsLSPDABNBTACT
Revenue $1.24B $13.16B $52.99M
Gross profit $536.41M $10.91B $26.26M
Operating income -$115.79M $2.74B -$425.00K
Net income -$97.27M $2.69B -$400.00K
Free cash flow $49.64M $4.86B $5.23M
R&D $125.76M $2.49B $5.95M
EPS (diluted) $-0.70 $4.51 $-0.04
Cash & equivalents $372.14M $6.82B $19.39M
Total debt – $2.48B $3.00M
Shares (diluted) 139.17M 597.00M 10.29M
Enterprise value -$259.01M $51.61B -$21.80M

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
MetricLSPDABNBTACT
P/E -15.6x 37.1x -142.8x
P/FCF 30.2x 20.5x 11.0x
P/Operating cash flow 34.7x 20.5x 10.5x
P/S 1.2x 7.6x 1.1x
P/B 1.1x 12.8x 1.8x
P/Tangible book 1.1x 12.8x 2.0x
EV/EBITDA 191.2x – 205.6x
EV/EBIT -9.7x 32.9x -96.3x
EV/Revenue 0.9x 6.8x 0.8x
EV/FCF 22.7x 18.5x 7.8x
EV/Operating cash flow 26.1x 18.5x 7.5x
PEG (3Y EPS CAGR) -0.29 4.02 5.15

Growth

14 metrics
MetricLSPDABNBTACT
Revenue growth (1Y) 11.6% 13.6% 10.5%
Revenue CAGR (3Y) 17.6% 13.1% -12.1%
Gross profit growth (1Y) 13.9% 13.2% 15.4%
Gross profit CAGR (3Y) 16.1% 13.4% -12.7%
Operating income growth (1Y) 83.3% 5.1% 80.3%
Operating income CAGR (3Y) 52.1% 11.9% -27.5%
Net income growth (1Y) 85.7% 2.5% 95.4%
Net income CAGR (3Y) 54.3% 5.4% -27.8%
EPS growth (1Y) 84.2% 7.5% 95.5%
EPS CAGR (3Y) 53.1% 9.2% -27.7%
Operating cash flow growth (1Y) 804.1% 12.8% -11.4%
Operating cash flow CAGR (3Y) 34.2% 7.4% -3.5%
Free cash flow growth (1Y) 3,659% 12.8% -13.4%
Free cash flow CAGR (3Y) 34.5% 7.7% 2.8%

Profitability

14 metrics
MetricLSPDABNBTACT
Gross margin 43.1% 82.9% 49.6%
EBITDA margin 0.5% – 0.4%
Operating margin -9.3% 20.8% -0.8%
Pretax margin -7.7% 25.6% -0.5%
Net margin -7.8% 20.4% -0.8%
FCF margin 4.0% 36.9% 9.9%
Operating cash flow margin 3.5% 36.9% 10.3%
Return on equity -6.8% 34.9% -1.2%
Return on assets -6.0% 9.7% -0.8%
Return on invested capital – 21.5% -1.2%
Return on capital employed -8.0% 28.2% -1.2%
Asset turnover 0.8x 0.5x 1.1x
Cash conversion (OCF / net income) -0.4x 1.8x -13.6x
Stock comp / revenue 4.5% 13.0% 3.8%

Financial Health

11 metrics
MetricLSPDABNBTACT
Debt / assets – 8.6% 5.9%
Debt / equity – 0.3x 0.1x
Net debt / EBITDA – – -82.3x
Debt / FCF – 0.5x 0.6x
Liabilities / assets 12.5% 72.9% 36.0%
Equity / assets 87.5% 27.1% 64.0%
Interest coverage – – -1.3x
Current ratio 3.5x 1.4x 2.7x
Quick ratio 2.4x 0.7x 1.9x
Cash ratio 2.0x 0.7x 1.3x
Altman Z-score 3.21 3.61 3.59

Shareholder Returns

7 metrics
MetricLSPDABNBTACT
Dividend yield – – –
Net buyback yield 7.1% 4.0% –
Shareholder yield 7.1% 4.0% 0.0%
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.

ConsensusLSPDABNBTACT
Forward P/E 18.1xFY2026 30.3xFY2026 –
EPS, next fiscal year $0.60FY2026 $5.57FY2026 $-0.04FY2026
EPS growth, next FY +36.4%FY2026 +38.2%FY2026 –
EPS growth, the year after +46.7% +4.7% –
Revenue, next fiscal year $1.22BFY2026 $13.79BFY2026 $59.30MFY2026
Revenue growth, next FY -0.6%FY2026 +12.6%FY2026 +15.2%FY2026
Revenue growth, the year after +23.4% +20.9% -7.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLSPDABNBTACT
Held by institutions 54.9% 85.9% 38.0%
Institutions holding 108 1,307 37
Change in shares held, QoQ -4.3% +5.9% -14.2%
Institutions buying 54 646 13
Institutions selling 37 493 8
Buyers to sellers 1.46 1.31 1.63

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.

LSPDABNBTACT
LSPD 1.00 0.45 0.00
ABNB 0.45 1.00 -0.02
TACT 0.00 -0.02 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, LSPD, ABNB and TACT?

Airbnb (ABNB) is the largest by market capitalisation: Lightspeed Commerce (LSPD) $1.51B, Airbnb (ABNB) $98.38B, Transact Technologies (TACT) $56.90M.

Which company is growing faster?

Airbnb (ABNB) grew revenue fastest over the trailing twelve months: Lightspeed Commerce (LSPD) +11.6%, Airbnb (ABNB) +13.6%, Transact Technologies (TACT) +10.5%.

Which company is more profitable?

Airbnb (ABNB) has the highest net margin (Lightspeed Commerce (LSPD) -7.8%, Airbnb (ABNB) 20.4%, Transact Technologies (TACT) -0.8%). On return on invested capital, Airbnb (ABNB) leads (Airbnb (ABNB) 21.5%, Transact Technologies (TACT) -1.2%).

Which stock has performed better?

Over the past year Airbnb (ABNB) returned the most: Lightspeed Commerce (LSPD) -14.0%, Airbnb (ABNB) +30.8%, Transact Technologies (TACT) +18.1%. Over five years, Airbnb (ABNB) compounded fastest (Lightspeed Commerce (LSPD) -35.6%/yr, Airbnb (ABNB) -0.3%/yr, Transact Technologies (TACT) -17.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Airbnb (ABNB) has been the steadiest (Lightspeed Commerce (LSPD) 44.5%, Airbnb (ABNB) 35.8%, Transact Technologies (TACT) 51.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LSPD, ABNB and TACT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Airbnb (ABNB) leads on 7. 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.