Added to YB: 2023-12-22
Pitch date: 2023-12-21
SHOP [neutral]
Shopify Inc.
+114.77%
current return
Author Info
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Company Info
Shopify Inc., a commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$206.2B
Pitch Price
$76.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
119.82
P/E
116.87
EV/Sales
18.73
Sector
IT Services
Category
growth
Show full summary:
Shopify in an increasingly competitive e-commerce market
$SHOP: E-commerce SaaS leader w/ 65% GMV from NA, facing competition from TikTok, Temu, fast fashion. Diversified offerings (payments, enterprise), int'l expansion are strengths. High GM, pricing power, innovation, $4B cash. Valuation high at 12x sales, wait for pullback.
Read full article (13 min)