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 $201.90)
- $201.90 P/E (TTM): 82.93X Cap: $262.34B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP

Q: I have a question about Shopify Inc. The US has recently ended the de minimus exemption for tariffs. Will this not impact many of Shop's customers? Their initial emphasis was on small customers, who will be the worst hit by this change.

Read Answer Asked by Patrick on September 08, 2025

Shopify Inc. Class A Subordinate Voting Shares (SHOP $201.90)
- $201.90 P/E (TTM): 82.93X Cap: $262.34B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP

Q: Hi
The world seems to be so focused on stocks like GOOGL, APPL, NVDA, TSLA whereas I don’t see a lot of hype around SHOP.

In your mind does SHOP have the inherent appeal to grow at the same rate as the above stocks?
Would you please rank SHOP compared to the rest i.e 1-5,

Thanks

Read Answer Asked by Donald on September 04, 2025

Celestica Inc. (CLS $337.19)
- $337.19 P/E (TTM): 54.37X Cap: $38.68B
- View CLS Profile
- View Questions on CLS
Shopify Inc. Class A Subordinate Voting Shares (SHOP $201.90)
- $201.90 P/E (TTM): 82.93X Cap: $262.34B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP

Q: CLS or SHOP for growth in Canada? Is there another you prefer? Sector irrelevant.

Read Answer Asked by Judith on September 05, 2025