TACT vs LSPD Stock Comparison

Transact Technologies and Lightspeed Commerce Prices as of Oct 26, 2026 Peers: Industry group
TACT Transact Technologies Inc
$5.33 +9.4% 1M +12.4% 1Y
Market cap
$56.80M
P/E
–
Revenue (TTM)
$52.99M
Div. yield
–
Restaurant and Retail Software Technology
3 wins
LSPD Lightspeed Commerce Inc.
$11.09 +12.4% 1M -8.6% 1Y
Market cap
$1.51B
P/E
–
Revenue (TTM)
$1.24B
Div. yield
–
Restaurant and Retail Software Technology
4 wins

Head to Head

7 decided of 12

Lightspeed Commerce leads on 4 of the 12 questions below (Lightspeed Commerce 4, Transact Technologies 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionTACTLSPDLeader
Larger companyMarket capitalisation $56.80M $1.51B LSPD
Cheaper on earningsLower P/E, profitable companies only -142.0x -15.5x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 18.5x –
Faster revenue growthRevenue growth, trailing twelve months +10.5% +11.6% LSPD
More profitableNet margin, trailing twelve months -0.8% -7.8% TACT
Better return on capitalReturn on invested capital -1.2% — –
Less leveragedLower net debt / EBITDA -82.3x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +12.4% -8.6% TACT
Better 5-year returnAnnualised price return, 5 years -17.7%/yr -34.5%/yr TACT
Less volatileAnnualised volatility, 1 year 51.2% 44.5% LSPD
Higher overall scoreMean of the five percentile scores vs peers 60/100 72/100 LSPD

Percentile Scorecard

TACTLSPD

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

AxisTACTLSPD
Valuation 83 #16 of 90 60 #37 of 90
Growth 31 #57 of 82 94 #6 of 82
Profitability 49 #40 of 77 40 #47 of 77
Financial Health 78 #22 of 96 82 #18 of 96
Shareholder Returns – 83 #10 of 54
Overall 60 72
  • TACT ranked among 99 companies in Vertical Software
  • LSPD ranked among 99 companies in Vertical Software

Price Performance

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

Returns

PeriodTACTLSPDSPY
1 month +9.4%+12.4% -0.8%
3 months +6.0%+7.7% +3.5%
6 months +59.1%+17.6% +7.0%
Year to date +33.3%-8.2% +12.2%
1 year +12.4%-8.6% +13.0%
3 years -11.3%-10.4% +86.3%
3 years, per year -3.9%-3.6% +23.1%
5 years -62.2%-87.9% +68.6%
5 years, per year -17.7%-34.5% +11.0%
10 years -23.9%— +258.0%
10 years, per year -2.7%— +13.6%

Risk

MeasureTACTLSPDSPY
Volatility, 1Y 51.2%44.5% 12.7%
Downside volatility, 1Y 48.5%46.4% 12.7%
Beta vs S&P 500, 1Y 0.611.07 1.00
Return / volatility, 1Y 0.24-0.19 1.02
Max drawdown, 5Y -78.0%-92.2% -25.4%
From 52-week high -8.7%-17.5% -1.8%
52-week high $5.84$13.44 $779.14
52-week low $3.21$8.37 $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.

MultipleTACTLSPD
P/E now vs peer median -137.1xmedian 42.4x -15.9xmedian 42.4x
P/S now vs peer median 1.0xmedian 2.7x 1.2xmedian 2.7x
EV/EBITDA now vs peer median 194.2xmedian 19.0x 196.1xmedian 19.0x
P/FCF now vs peer median 10.5xmedian 19.4x 30.8xmedian 19.4x
P/B now vs peer median 1.7xmedian 1.8x 1.1xmedian 1.8x
PEG now vs peer median 4.95median 1.75 -0.30median 1.75

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 monthsTACTLSPD
Revenue $52.99M $1.24B
Gross profit $26.26M $536.41M
Operating income -$425.00K -$115.79M
Net income -$400.00K -$97.27M
Free cash flow $5.23M $49.64M
R&D $5.95M $125.76M
EPS (diluted) $-0.04 $-0.70
Cash & equivalents $19.39M $372.14M
Total debt $3.00M –
Shares (diluted) 10.29M 139.17M
Enterprise value -$21.91M -$255.53M

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
MetricTACTLSPD
P/E -137.1x -15.9x
P/FCF 10.5x 30.8x
P/Operating cash flow 10.1x 35.4x
P/S 1.0x 1.2x
P/B 1.7x 1.1x
P/Tangible book 1.9x 1.2x
EV/EBITDA 194.2x 196.1x
EV/EBIT -90.9x -10.0x
EV/Revenue 0.7x 0.9x
EV/FCF 7.4x 23.3x
EV/Operating cash flow 7.1x 26.8x
PEG (3Y EPS CAGR) 4.95 -0.30

Growth

14 metrics
MetricTACTLSPD
Revenue growth (1Y) 10.5% 11.6%
Revenue CAGR (3Y) -12.1% 17.6%
Gross profit growth (1Y) 15.4% 13.9%
Gross profit CAGR (3Y) -12.7% 16.1%
Operating income growth (1Y) 80.3% 83.3%
Operating income CAGR (3Y) -27.5% 52.1%
Net income growth (1Y) 95.4% 85.7%
Net income CAGR (3Y) -27.8% 54.3%
EPS growth (1Y) 95.5% 84.2%
EPS CAGR (3Y) -27.7% 53.1%
Operating cash flow growth (1Y) -11.4% 804.1%
Operating cash flow CAGR (3Y) -3.5% 34.2%
Free cash flow growth (1Y) -13.4% 3,659%
Free cash flow CAGR (3Y) 2.8% 34.5%

Profitability

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

Financial Health

11 metrics
MetricTACTLSPD
Debt / assets 5.9% –
Debt / equity 0.1x –
Net debt / EBITDA -82.3x –
Debt / FCF 0.6x –
Liabilities / assets 36.0% 12.5%
Equity / assets 64.0% 87.5%
Interest coverage -1.3x –
Current ratio 2.7x 3.5x
Quick ratio 1.9x 2.4x
Cash ratio 1.3x 2.0x
Altman Z-score 3.51 3.30

Shareholder Returns

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

ConsensusTACTLSPD
Forward P/E – 18.5xFY2026
EPS, next fiscal year $-0.04FY2026 $0.60FY2026
EPS growth, next FY – +36.4%FY2026
EPS growth, the year after – +46.7%
Revenue, next fiscal year $59.30MFY2026 $1.22BFY2026
Revenue growth, next FY +15.2%FY2026 -0.6%FY2026
Revenue growth, the year after -7.3% +23.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersTACTLSPD
Held by institutions 38.0% 54.9%
Institutions holding 37 108
Change in shares held, QoQ -14.2% -4.3%
Institutions buying 13 54
Institutions selling 8 37
Buyers to sellers 1.63 1.46

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.

TACTLSPD
TACT 1.00 0.00
LSPD 0.00 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, TACT and LSPD?

Lightspeed Commerce (LSPD) is the largest by market capitalisation: Transact Technologies (TACT) $56.80M, Lightspeed Commerce (LSPD) $1.51B.

Which company is growing faster?

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

Which company is more profitable?

Transact Technologies (TACT) has the highest net margin (Transact Technologies (TACT) -0.8%, Lightspeed Commerce (LSPD) -7.8%).

Which stock has performed better?

Over the past year Transact Technologies (TACT) returned the most: Transact Technologies (TACT) +12.4%, Lightspeed Commerce (LSPD) -8.6%. Over five years, Transact Technologies (TACT) compounded fastest (Transact Technologies (TACT) -17.7%/yr, Lightspeed Commerce (LSPD) -34.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

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

Do TACT and LSPD move together?

Their daily returns over the past year have a correlation of 0.00, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, TACT and LSPD?

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.