Last Updated: October 7, 2025
Analyzing Management
Leadership at public companies is a crucial consideration for hedge funds and asset managers, both during early due diligence and in ongoing risk assessment. ManagementTrack offers a consistent methodology that eliminates distractions—highlighting distinct strengths and weaknesses, identifying warning signs and positive indicators, and drawing a direct connection between CEO choices and financial performance.
CEO Collins’s margin skills may be misaligned with new customer growth needs
Analysis of SPS Commerce CEO Chad Collins
Despite proven operational and cross-selling skills ideal for margin expansion, Collins’s weakness in product innovation may leave him poorly aligned with the company’s need to reignite new customer growth.
ManagementTrack’s analysis focuses on Chad Collins’s track record and skillset against the following key factors for SPSC:
- Executing the cross-sell of the Revenue Recovery solution.
- Achieving the 200bps annual EBITDA margin expansion target.
- Navigating heightened supplier spend scrutiny.
- Executing the pivot to a high-single-digit growth profile.
Report Available: Proprietary Interviews & Analysis on Chad Collins Answers Key Questions
ManagementTrack reports provide track record analysis, career playbooks, strengths, and weaknesses for every CEO. They allow investors to dig deeper to uncover hard-to-find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question Answered #1
How will Collins leverage his strategic vision for market shifts to compensate for his known weakness in product innovation as he attempts to solve for market saturation?
Question Answered #2
How will Collins’s reportedly aloof and inaccessible leadership style affect his ability to execute his operational and cross-selling initiatives across the organization?
Question Answered #3
How will Collins apply his proven go-to-market playbook to grow wallet share and the analytics business, given his stated preference for optimizing existing offerings over pioneering new ones?
Why Do Investors Use ManagementTrack?
How does ManagementTrack assess Chad Collins at SPSC?
ManagementTrack determines an executive’s track record, core strengths, and weaknesses through its proprietary career analysis and interviews with former colleagues. This profile of Chad Collins is then evaluated against SPSC’s most critical current objectives: executing the cross-sell of its Revenue Recovery solution, achieving the 200bps annual EBITDA margin expansion target, navigating heightened supplier spend scrutiny, and executing the pivot to a high-single-digit growth profile.
What additional signals does ManagementTrack analyze to link executive leadership to company performance?
ManagementTrack utilizes proprietary models to identify atypical executive evasion in earnings call Q&A. The platform also analyzes all insider transactions to pinpoint outliers that are predictive of future stock performance. These components, combined with the ManagementTrack Rating—a predictive 1-10 score for every executive—give investors a clear, forward-looking view on how leadership will impact company results.
What is the scope of ManagementTrack’s coverage?
The platform provides real-time coverage of the entire c-suite for all publicly traded companies.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Author Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
- Verified Career History by ManagementTrack for Chad Collins
- Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
- SPS Commerce, Inc. 10Q
- SPS Commerce, Inc. 10K
- SPS Commerce, Inc. Earnings Calls
- SPS Commerce, Inc. Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
