Added to YB: 2026-03-06
Pitch date: 2026-03-04
SHOP [bullish]
Shopify Inc.
Author Info
Walden 3 Research is a research account affiliated with Aroau Capital Holding. Sign up for the newsletter.
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
$158.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
79.03
P/E
129.65
EV/Sales
13.18
Sector
IT Services
Category
growth
Walden 3 Research | February Portfolio New Position: Shopify Inc.
SHOP (new position): Commerce infrastructure & payments platform, 76% of $11.55B rev from merchant solutions (GMV-based commissions), not per-seat SaaS. AI shopping orders via ChatGPT/Gemini/Copilot grew 15x in 2025, Shopify powers checkout. AI beneficiary misclassified in Feb SaaSpocalypse selloff.
Read full article (1 min)