Added to YB: 2025-09-19
Pitch date: 2025-06-30
SHOP [neutral]
Shopify Inc.
+39.84%
current return
Author Info
No bio for this author
Company Info
Shopify Inc., a commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$206.2B
Pitch Price
$114.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
119.82
P/E
116.87
EV/Sales
18.73
Sector
IT Services
Category
growth
Sands Capital Select Growth Strategy Portfolio Holding: Shopify Inc.
SHOP (holding update): Leading ecommerce platform grew GMV 20%+ for 7th straight quarter, outpacing US ecommerce 2x. FCF margins expanded 300bps with 8th consecutive quarter of 25%+ FCF growth despite macro headwinds. Bullish on continued outperformance via new merchants, higher take rates, intl expansion.
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