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Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.17)
- $245.17 P/E (TTM): 97.05X Cap: $314.60B
- View SHOP Profile
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- 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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Alphabet Inc. (GOOG $269.93)
- $269.93 P/E (TTM): 27.77X Cap: $3.14T
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Mosaic Company (The) (MOS $29.56)
- $29.56 P/E (TTM): 10.16X Cap: $9.51B
- View MOS Profile
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Tourmaline Oil Corp. (TOU $62.06)
- $62.06 P/E (TTM): 15.48X Cap: $23.20B
- View TOU Profile
- View Questions on TOU
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Algonquin Power & Utilities Corp. (AQN $8.00)
- $8.00 Cap: $6.19B
- View AQN Profile
- View Questions on AQN
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.17)
- $245.17 P/E (TTM): 97.05X Cap: $314.60B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
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Axon Enterprise Inc. (AXON $749.00)
- $749.00 P/E (TTM): 181.99X Cap: $57.77B
- View AXON Profile
- View Questions on AXON
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Lumine Group Inc. (LMN $36.00)
- $36.00 P/E (TTM): 134.82X Cap: $9.21B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN
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Nebius Group N.V. (NBIS $125.43)
- $125.43 Cap: $27.92B
- View NBIS Profile
- View Questions on NBIS
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.17)
- $245.17 P/E (TTM): 97.05X Cap: $314.60B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
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Kraken Robotics Inc. (PNG $6.79)
- $6.79 P/E (TTM): 112.83X Cap: $2.07B
- View PNG Profile
- View Questions on PNG
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CECO Environmental Corp. (CECO $53.36)
- $53.36 P/E (TTM): 36.22X Cap: $1.84B
- View CECO Profile
- View Questions on CECO
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EnerSys (ENS $120.88)
- $120.88 P/E (TTM): 13.87X Cap: $4.55B
- View ENS Profile
- View Questions on ENS
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Galaxy Digital Inc. Class A common stock (GLXY $56.84)
- $56.84 Cap: $20.99B
- View GLXY Profile
- View Questions on GLXY
- View Reports on GLXY
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Nebius Group N.V. (NBIS $125.43)
- $125.43 Cap: $27.92B
- View NBIS Profile
- View Questions on NBIS
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Constellation Software Inc. (CSU $3,844.22)
- $3,844.22 P/E (TTM): 92.2X Cap: $80.15B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
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TFI International Inc. (TFII $124.96)
- $124.96 P/E (TTM): 20.91X Cap: $10.53B
- View TFII Profile
- View Questions on TFII
- View Reports on TFII
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Thomson Reuters Corporation (TRI $227.22)
- $227.22 P/E (TTM): 44.98X Cap: $102.55B
- View TRI Profile
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.17)
- $245.17 P/E (TTM): 97.05X Cap: $314.60B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
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Brookfield Corporation Class A Limited Voting Shares (BN $65.43)
- $65.43 P/E (TTM): 107.31X Cap: $145.08B
- 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