Professional
Added to YB: 2025-10-27
Pitch date: 2025-10-23
SHOP [neutral]
Shopify Inc.
-5.13%
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
$168.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
119.82
P/E
116.87
EV/Sales
18.73
Sector
IT Services
Category
growth
Rowan Street Portfolio Holding: Shopify Inc.
SHOP (holding update): Best 2025 performer, 29% annual returns over 3yrs. Operating leverage driving margin expansion, renewed investor confidence in long-term growth. Strengthening ecosystem via product innovation, deeper merchant integration, AI tools + ChatGPT partnership under founder-led mgmt focused on durable value creation.
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