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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Constellation Software Inc. (CSU $2,844.99)
- $2,844.99 P/E (TTM): 65.08X Cap: $60.28B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $217.03)
- $217.03 P/E (TTM): 116.4X Cap: $282.41B
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Aritzia Inc. Subordinate Voting Shares (ATZ $125.22)
- $125.22 P/E (TTM): 52.39X Cap: $14.45B
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Q: I know the market is having a bad day.

CSU has hit a 52 week low, ATZ and SHOP are down 5-6%.

Yes the latter 2 have been doing very well lately, espectially ATZ but are there any other reasons these 3 are going down so dramatically vs the market , especially CSU.

Thanks

Sheldon

Read Answer Asked by Sheldon on January 14, 2026

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Celestica Inc. (CLS $436.06)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $217.03)
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- View Reports on SHOP
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- $108.73 Cap: $25.88B
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Q: I currently own CLS, GOOG, NBIS, CSU, APP, NVDA, SHOP, AVGO, UBER, JBL, MSFT, QBTS, and IONQ in my portfolio. I would like to reduce the number of tech stocks. Can you please rank them in terms of growth potential over the next 12 months.

Read Answer Asked by Merrilyn on January 12, 2026

Shopify Inc. Class A Subordinate Voting Shares (SHOP $217.03)
- $217.03 P/E (TTM): 116.4X Cap: $282.41B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
Tantalus Systems Holding Inc. (GRID $5.00)
- $5.00 Cap: $257M
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Q: Hi Team,
I was thinking of trimming my large position of Shop to buy some Grid. Return potential wise for say a 10yr period is this a feasible idea? My thoughts are that Grid being so much smaller might have more multi bag potential than shop at its current mega cap status.

Thanks,
Shane

Read Answer Asked by Shane on January 12, 2026