Added to YB: 2025-04-07
Pitch date: 2025-04-03
SHOP.TO [neutral]
Shopify Inc.
+111.91%
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
$77.48
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: Scalable E-Commerce Leader with Massive Growth Potential
SHOP.TO (overview): Leading e-commerce platform with 4.6M+ sites. Strong moat: network effect, high switching costs. Q4 rev +31% YoY, GMV +26%, GPV +35%. Enterprise traction (Reebok, Barnes & Noble). AI innovation. Margins improving. Premium valuation justified by 10% global market share, 29% US. TAM $849B, <1% penetrated. Risks: competition, valuation.
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