Professional
Added to YB: 2025-02-26
Pitch date: 2025-01-27
SHOP [bullish]
Shopify Inc.
+8.99%
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
$158.9B
Pitch Price
$109.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
79.03
P/E
129.65
EV/Sales
13.18
Sector
IT Services
Category
growth
Rowan Street Capital Portfolio Holding: Shopify Inc.
SHOP: E-commerce giant with 23% IRR since Feb 2022 purchase. Recent 6-month surge after 2.5 years flat. Revenue and gross profit growing 20%+ annually, cash flow ops 20%+ too. Lofty valuation reflects massive e-commerce opportunity. Expect double-digit returns despite potential market enthusiasm moderation.
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