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 $229.88)
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Q: What would be your top 5 larger cap stocks in Canada today? What would consider to be good entry points?

Thank you
Tim

Read Answer Asked by Timothy on October 08, 2025

Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
- $229.88 P/E (TTM): 94.38X Cap: $298.69B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP

Q: SHOP is again the most valued company on the TSX. What portion of a portfolio should be allocated to SHOP in order to match the portion of SHOP to the total valuation of the TSX? I use the TSX as my benchmark and would rather remove the effect of SHOP when comparing my portfolio’s performance to the benchmark.

Read Answer Asked by André on October 06, 2025

Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
- $229.88 P/E (TTM): 94.38X Cap: $298.69B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
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Q: What is the projected release date of next earnings for these companies?

Read Answer Asked on October 07, 2025