Added to YB: 2025-02-19
Pitch date: 2025-02-18
SHOP [neutral]
Shopify Inc.
+27.23%
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
$129.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
119.82
P/E
116.87
EV/Sales
18.73
Sector
IT Services
Category
growth
Holding these 3 founder-led stocks - Shopify Inc.
SHOP (watchlist): Attach rate ~3% with upside potential. FCF margin uptrend post-logistics exit. Decreasing R&D & SG&A/revenue. Risk-reward promising despite 2-year rally. Monitoring attach rate & operating leverage for profit margin expansion. Position opened April 2023 during temporary discount.
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