Added to YB: 2025-11-11
Pitch date: 2025-11-05
SHOP [bullish]
Shopify Inc.
+1.09%
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
$162.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
119.82
P/E
116.87
EV/Sales
18.73
Sector
IT Services
Category
growth
From AI to B2B: Why Shopify Leads the Next Wave of Commerce – A Financial Deep Dive
SHOP: Q3 2025 strong growth w/ 24% GMV increase, 18% FCF margin despite AI investment costs. Leading AI commerce w/ 750K merchants using Sidekick assistant. B2B GMV doubled +98% YoY. Payments penetration rising to 65% of GMV. Guidance: Q4 mid-high 20s% revenue growth. Risks: margin pressure from payment mix shift, macro headwinds.
Read full article (7 min)