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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.88)
- $171.88 P/E (TTM): 132.29X Cap: $224.15B
- 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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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.88)
- $171.88 P/E (TTM): 132.29X Cap: $224.15B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
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NVIDIA Corporation (NVDA $208.27)
- $208.27 P/E (TTM): 40.74X Cap: $5.06T
- View NVDA Profile
- View Questions on NVDA
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Dollarama Inc. (DOL $169.72)
- $169.72 P/E (TTM): 35.95X Cap: $46.32B
- View DOL Profile
- View Questions on DOL
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Celestica Inc. (CLS $561.01)
- $561.01 P/E (TTM): 54.16X Cap: $64.49B
- View CLS Profile
- View Questions on CLS
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.88)
- $171.88 P/E (TTM): 132.29X Cap: $224.15B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
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Kraken Robotics Inc. (PNG $8.05)
- $8.05 Cap: $2.47B
- View PNG Profile
- View Questions on PNG
- View Reports on PNG
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Axon Enterprise Inc. (AXON $397.12)
- $397.12 P/E (TTM): 260.03X Cap: $31.99B
- View AXON Profile
- View Questions on AXON
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Robinhood Markets Inc. (HOOD $84.71)
- $84.71 P/E (TTM): 40.95X Cap: $76.30B
- View HOOD Profile
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Brookfield Corporation Class A Limited Voting Shares (BN $62.19)
- $62.19 P/E (TTM): 83.2X Cap: $139.12B
- View BN Profile
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Nebius Group N.V. (NBIS $147.16)
- $147.16 Cap: $35.04B
- View NBIS Profile
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Galaxy Digital Inc. (GLXY $26.01)
- $26.01 Cap: $10.26B
- View GLXY Profile
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A brief explanation for each.
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Constellation Software Inc. (CSU $2,410.80)
- $2,410.80 P/E (TTM): 74.64X Cap: $51.08B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
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TFI International Inc. (TFII $189.57)
- $189.57 P/E (TTM): 47.88X Cap: $15.57B
- View TFII Profile
- View Questions on TFII
- View Reports on TFII
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.88)
- $171.88 P/E (TTM): 132.29X Cap: $224.15B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
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Boyd Group Services Inc. (BYD $162.66)
- $162.66 P/E (TTM): 143.32X Cap: $4.52B
- View BYD Profile
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- View Reports on BYD
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Topicus.com Inc. (TOI $96.01)
- $96.01 P/E (TTM): 313.01X Cap: $12.51B
- View TOI Profile
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- View Reports on TOI