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
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)