LSPD vs SE vs AZ Stock Comparison

Lightspeed Commerce, Sea and A2Z Cust2Mate Solutions Prices as of Oct 26, 2026 Peers: Industry group
LSPD Lightspeed Commerce Inc.
$11.09 +12.4% 1M -8.6% 1Y
Market cap
$1.53B
P/E
–
Revenue (TTM)
$1.24B
Div. yield
–
Restaurant and Retail Software Technology
4 wins
SE Sea Ltd
$74.01 -25.7% 1M -52.1% 1Y
Market cap
$45.28B
P/E
26.2x
Revenue (TTM)
$26.55B
Div. yield
–
Digital Marketplaces Technology
2 wins

Head to Head

8 decided of 12

Lightspeed Commerce leads on 4 of the 12 questions below (Lightspeed Commerce 4, Sea 2, A2Z Cust2Mate Solutions 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLSPDSEAZLeader
Larger companyMarket capitalisation $1.53B $45.28B $256.31M SE
Cheaper on earningsLower P/E, profitable companies only -15.9x 26.2x -6.3x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 18.5x 19.7x — LSPD
Faster revenue growthRevenue growth, trailing twelve months +11.6% +43.5% +153.0% AZ
More profitableNet margin, trailing twelve months -7.8% 6.3% -236.1% SE
Better return on capitalReturn on invested capital — — — –
Less leveragedLower net debt / EBITDA — — 0.3x –
Higher dividend yieldTrailing dividend yield — — 0.00% –
Better 1-year returnPrice return, last 12 months -8.6% -52.1% -21.4% LSPD
Better 5-year returnAnnualised price return, 5 years -34.5%/yr -26.3%/yr -21.1%/yr AZ
Less volatileAnnualised volatility, 1 year 44.5% 52.3% 72.8% LSPD
Higher overall scoreMean of the five percentile scores vs peers 79/100 71/100 39/100 LSPD

Percentile Scorecard

LSPDSEAZ

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

AxisLSPDSEAZ
Valuation 72 #13 of 44 80 #19 of 90 12 #39 of 44
Growth 100 #1 of 37 69 #24 of 75 22 #29 of 37
Profitability 52 #16 of 32 68 #25 of 75 13 #28 of 32
Financial Health 88 #7 of 49 67 #33 of 99 94 #4 of 49
Shareholder Returns 85 #3 of 14 – 54 #7 of 14
Overall 79 71 39
  • LSPD ranked among 51 companies in Vertical Software
  • SE ranked among 102 companies in Internet Platforms
  • AZ ranked among 51 companies in Vertical Software

Price Performance

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

Returns

PeriodLSPDSEAZSPY
1 month +12.4%-25.7%+7.2% -0.8%
3 months +7.7%-29.1%+1.6% +3.5%
6 months +17.6%-13.4%-20.8% +7.0%
Year to date -8.2%-42.0%-10.3% +12.2%
1 year -8.6%-52.1%-21.4% +13.0%
3 years -10.4%+85.2%+55.7% +86.3%
3 years, per year -3.6%+22.8%+15.9% +23.1%
5 years -87.9%-78.2%-69.3% +68.6%
5 years, per year -34.5%-26.3%-21.1% +11.0%

Risk

MeasureLSPDSEAZSPY
Volatility, 1Y 44.5%52.3%72.8% 12.7%
Downside volatility, 1Y 46.4%54.9%71.2% 12.7%
Beta vs S&P 500, 1Y 1.071.282.42 1.00
Return / volatility, 1Y -0.19-1.00-0.29 1.02
Max drawdown, 5Y -92.2%-90.3%-96.9% -25.4%
From 52-week high -17.5%-53.8%-32.1% -1.8%
52-week high $13.44$160.10$8.60 $779.14
52-week low $8.37$74.01$5.12 $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.

MultipleLSPDSEAZ
P/E now vs peer median -15.9xmedian 26.2x 26.2xmedian 17.9x -6.3xmedian 26.2x
P/S now vs peer median 1.2xmedian 2.3x 1.7xmedian 1.7x 17.8xmedian 2.3x
EV/EBITDA now vs peer median 196.1xmedian 15.0x —median 11.8x -6.5xmedian 15.0x
P/FCF now vs peer median 30.8xmedian 19.0x 8.7xmedian 10.1x -7.4xmedian 19.0x
P/B now vs peer median 1.1xmedian 1.1x —median 1.2x 4.0xmedian 1.1x
PEG now vs peer median -0.30median 1.76 0.36median 0.38 -0.30median 1.76

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 monthsLSPDSEAZ
Revenue $1.24B $26.55B $14.42M
Gross profit $536.41M $12.29B $2.90M
Operating income -$115.79M $2.28B -$38.70M
Net income -$97.27M $3.91B -$34.76M
Free cash flow $49.64M $5.22B -$34.81M
R&D $125.76M $1.17B $11.64M
EPS (diluted) $-0.70 $2.64 $-0.92
Cash & equivalents $372.14M $3.53B $14.78M
Total debt – $2.37B $2.22M
Shares (diluted) 139.17M 638.23M 36.96M
Enterprise value -$239.67M $5.17B $163.20M

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
MetricLSPDSEAZ
P/E -15.9x 26.2x -6.3x
P/FCF 30.8x 8.7x -7.4x
P/Operating cash flow 35.4x 8.7x -7.3x
P/S 1.2x 1.7x 17.8x
P/B 1.1x – 4.0x
P/Tangible book 1.2x – 4.0x
EV/EBITDA 196.1x – -6.5x
EV/EBIT -10.0x 16.0x -6.3x
EV/Revenue 0.9x 1.4x 16.9x
EV/FCF 23.3x 7.0x -7.0x
EV/Operating cash flow 26.8x 7.0x -7.0x
PEG (3Y EPS CAGR) -0.30 0.36 -0.30

Growth

14 metrics
MetricLSPDSEAZ
Revenue growth (1Y) 11.6% 43.5% 153.0%
Revenue CAGR (3Y) 17.6% 27.7% 7.1%
Gross profit growth (1Y) 13.9% 41.1% 24.2%
Gross profit CAGR (3Y) 16.1% -83.4% -1.2%
Operating income growth (1Y) 83.3% 57.3% -95.5%
Operating income CAGR (3Y) 52.1% 26.1% -25.9%
Net income growth (1Y) 85.7% -97.5% 0.8%
Net income CAGR (3Y) 54.3% 26.3% -13.9%
EPS growth (1Y) 84.2% 31.1% 41.8%
EPS CAGR (3Y) 53.1% 73.7% 21.2%
Operating cash flow growth (1Y) 804.1% 14.3% -154.2%
Operating cash flow CAGR (3Y) 34.2% 56.7% -58.4%
Free cash flow growth (1Y) 3,659% 14.3% -148.3%
Free cash flow CAGR (3Y) 34.5% 56.7% -54.3%

Profitability

14 metrics
MetricLSPDSEAZ
Gross margin 43.1% 46.3% 20.1%
EBITDA margin 0.5% – -260.5%
Operating margin -9.3% 8.6% -268.5%
Pretax margin -7.7% 11.6% -259.7%
Net margin -7.8% 6.3% -236.1%
FCF margin 4.0% 19.6% -241.5%
Operating cash flow margin 3.5% 19.6% -242.8%
Return on equity -6.8% – -51.4%
Return on assets -6.0% 12.5% -46.0%
Return on invested capital – – –
Return on capital employed -8.0% 15.0% -57.7%
Asset turnover 0.8x 0.8x 0.2x
Cash conversion (OCF / net income) -0.4x 1.3x 1.0x
Stock comp / revenue 4.5% – 117.6%

Financial Health

11 metrics
MetricLSPDSEAZ
Debt / assets – 1.0% 3.0%
Debt / equity – – 0.0x
Net debt / EBITDA – – 0.3x
Debt / FCF – 0.1x -0.1x
Liabilities / assets 12.5% 59.2% 12.6%
Equity / assets 87.5% – 87.4%
Interest coverage – 123.4x –
Current ratio 3.5x 1.5x 7.5x
Quick ratio 2.4x 0.6x 2.5x
Cash ratio 2.0x 0.6x 1.7x
Altman Z-score 3.30 – 12.90

Shareholder Returns

7 metrics
MetricLSPDSEAZ
Dividend yield – – –
Net buyback yield 6.9% – 0.0%
Shareholder yield 6.9% – 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.

ConsensusLSPDSEAZ
Forward P/E 18.5xFY2026 19.7xFY2026 –
EPS, next fiscal year $0.60FY2026 $3.75FY2026 $-0.48FY2026
EPS growth, next FY +36.4%FY2026 +7.1%FY2026 –
EPS growth, the year after +46.7% +17.3% –
Revenue, next fiscal year $1.22BFY2026 $30.91BFY2026 $36.64MFY2026
Revenue growth, next FY -0.6%FY2026 +34.7%FY2026 +363.9%FY2026
Revenue growth, the year after +23.4% +21.1% +215.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLSPDSEAZ
Held by institutions 54.9% 63.6% 52.6%
Institutions holding 108 773 49
Change in shares held, QoQ -4.3% +0.6% +17.1%
Institutions buying 54 436 25
Institutions selling 37 223 13
Buyers to sellers 1.46 1.96 1.92

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.

LSPDSEAZ
LSPD 1.00 0.20 0.24
SE 0.20 1.00 0.16
AZ 0.24 0.16 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LSPD, SE and AZ?

Sea (SE) is the largest by market capitalisation: Lightspeed Commerce (LSPD) $1.53B, Sea (SE) $45.28B, A2Z Cust2Mate Solutions (AZ) $256.31M.

Which company is growing faster?

A2Z Cust2Mate Solutions (AZ) grew revenue fastest over the trailing twelve months: Lightspeed Commerce (LSPD) +11.6%, Sea (SE) +43.5%, A2Z Cust2Mate Solutions (AZ) +153.0%.

Which company is more profitable?

Sea (SE) has the highest net margin (Lightspeed Commerce (LSPD) -7.8%, Sea (SE) 6.3%, A2Z Cust2Mate Solutions (AZ) -236.1%).

Which stock has performed better?

Over the past year Lightspeed Commerce (LSPD) returned the most: Lightspeed Commerce (LSPD) -8.6%, Sea (SE) -52.1%, A2Z Cust2Mate Solutions (AZ) -21.4%. Over five years, A2Z Cust2Mate Solutions (AZ) compounded fastest (Lightspeed Commerce (LSPD) -34.5%/yr, Sea (SE) -26.3%/yr, A2Z Cust2Mate Solutions (AZ) -21.1%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Lightspeed Commerce (LSPD) has been the steadiest (Lightspeed Commerce (LSPD) 44.5%, Sea (SE) 52.3%, A2Z Cust2Mate Solutions (AZ) 72.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LSPD, SE and AZ?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Lightspeed Commerce (LSPD) leads on 4. 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.