Professional
Added to YB: 2024-08-07
Pitch date: 2024-06-30
SHOP [bullish]
Shopify Inc.
+142.34%
current return
Author Info
No bio for this author
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
$65.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
119.82
P/E
116.87
EV/Sales
18.73
Sector
IT Services
Category
growth
Polen Global Growth New Position: Shopify Inc.
SHOP: E-commerce OS platform w/ mission-critical software & payments biz. High-margin cross-sell opportunities. Strong tailwinds (e-comm, mobile, social, DTC, cloud). Scalable model suggests longer growth runway than expected. Studying since 2018. Core: democratize commerce via lowered barriers, DTC rise, targeted digital ads.
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