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Added to YB: 2025-08-08

Pitch date: 2025-08-06

SHOP [neutral]

Shopify Inc.

+6.3%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$154.46

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 Q2 2025 Earnings Analysis

SHOP (earnings update): Q2'25 revenue $2.68B (+31.1% YoY), beating est by 5%. EPS $0.35 (+20.7%). Operating margin 15.8% (+6.1pts). FCF $422M (15.7% margin). GMV $87.8B (+30.6%), Shop Pay GMV +65% YoY. Challenges: GM declined 2.8pts to 48.6%, MRR growth slowed to 9.5% due to 3-month trials. Int'l GMV +42%, B2B +101%.

Read full article (7 min)