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Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.57)
- $152.57 P/E (TTM): 113.65X Cap: $198.96B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
Review of Shopify Inc.
JUL 17, 2025 - Given the strong competitive advantage of high switching costs and a tremendous addressable market. SHOP is expected to continue to grow at a healthy pace in the foreseeable future. The company has shifted its long-term growth strategy relative to giants like Amazon by only focusing on high-value-added, high-margin software solutions and divesting capital-intensive, competitive, commoditized logistics. Lastly, SHOP’s management has demonstrated a commitment to cost control recently, which we think could help expand margins significantly over time due to its business model with high operational leverage. The company continues to be a great long-term holding for growth-oriented investors. We are maintaining our rating of ‘A-‘.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.57)
- $152.57 P/E (TTM): 113.65X Cap: $198.96B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
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Constellation Software Inc. (CSU $2,565.73)
- $2,565.73 P/E (TTM): 73.55X Cap: $54.37B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.57)
- $152.57 P/E (TTM): 113.65X Cap: $198.96B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.57)
- $152.57 P/E (TTM): 113.65X Cap: $198.96B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
After listening to the conference call is Shopify a buy/hold/sell.
Thanks
Jim