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 $214.22)
- $214.22 P/E (TTM): 88.32X Cap: $278.76B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
Global Payments Inc. (GPN $76.03)
- $76.03 P/E (TTM): 13.4X Cap: $17.99B
- View GPN Profile
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Shift4 Payments Inc. Class A (FOUR $66.15)
- $66.15 P/E (TTM): 32.12X Cap: $5.86B
- View FOUR Profile
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Toast Inc. Class A (TOST $37.00)
- $37.00 P/E (TTM): 95.74X Cap: $21.75B
- View TOST Profile
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Q: Your general thoughts and analysis on Global Payments please, thanks.

Read Answer Asked by MG on November 05, 2025

Celestica Inc. (CLS $451.60)
- $451.60 P/E (TTM): 56.96X Cap: $51.95B
- View CLS Profile
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.22)
- $214.22 P/E (TTM): 88.32X Cap: $278.76B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
Galaxy Digital Inc. Class A common stock (GLXY $44.29)
- $44.29 Cap: $16.66B
- View GLXY Profile
- View Questions on GLXY
- View Reports on GLXY

Q: A bit of a timely post here. But with stocks pulling back quite a bit the last 2 days, and tech stocks mostly leading that pullback. Some names have pulled back more than others. Of some of your favorite picks, LMN, GLXY, NBIS are down more than most. If you were adding funds today, what would be your top 3 picks to add to on this pullback (in the order you'd add)? Thx

Read Answer Asked by Adam on November 04, 2025

Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.22)
- $214.22 P/E (TTM): 88.32X Cap: $278.76B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP

Q: Can we get a quick take on financials before the call? Looks like pre-market isn't impressed.

Read Answer Asked on November 04, 2025