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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.84)
- $214.84 P/E (TTM): 85.84X Cap: $279.15B
- 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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Constellation Software Inc. (CSU $3,955.01)
- $3,955.01 P/E (TTM): 97.2X Cap: $83.81B
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- View Reports on CSU
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TFI International Inc. (TFII $125.62)
- $125.62 P/E (TTM): 20.23X Cap: $10.42B
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- View Reports on TFII
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Thomson Reuters Corporation (TRI $217.14)
- $217.14 P/E (TTM): 42.45X Cap: $97.86B
- View TRI Profile
- View Questions on TRI
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.84)
- $214.84 P/E (TTM): 85.84X Cap: $279.15B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
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Brookfield Corporation Class A Limited Voting Shares (BN $63.64)
- $63.64 P/E (TTM): 101.34X Cap: $142.77B
- View BN Profile
- View Questions on BN
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).
The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
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Toronto-Dominion Bank (The) (TD $111.51)
- $111.51 P/E (TTM): 9.26X Cap: $190.37B
- View TD Profile
- View Questions on TD
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Bank of Nova Scotia (The) (BNS $90.11)
- $90.11 P/E (TTM): 17.08X Cap: $111.87B
- View BNS Profile
- View Questions on BNS
- View Reports on BNS
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Constellation Software Inc. (CSU $3,955.01)
- $3,955.01 P/E (TTM): 97.2X Cap: $83.81B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
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Thomson Reuters Corporation (TRI $217.14)
- $217.14 P/E (TTM): 42.45X Cap: $97.86B
- View TRI Profile
- View Questions on TRI
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.84)
- $214.84 P/E (TTM): 85.84X Cap: $279.15B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
Thank you
Tim
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.84)
- $214.84 P/E (TTM): 85.84X Cap: $279.15B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP