Professional
Added to YB: 2026-04-24
Pitch date: 2026-04-20
SHOP [neutral]
Shopify Inc.
-8.12%
current return
Author Info
Nightview Capital is an investment management firm focused solely on publicly traded equities. Our approach is based on in-depth, fundamental research and a forward-looking, long-term perspective. 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
$171.0B
Pitch Price
$135.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
85.30
P/E
139.50
EV/Sales
14.22
Sector
IT Services
Category
growth
Nightview Capital Portfolio Holding: Shopify Inc.
SHOP (holding update): Commerce infrastructure layer combining payments, software, logistics & fintech. Revenue mix evolving, margins fluctuate w/ investments in new capabilities. Deeply sticky platform handling payments, inventory, fulfillment, customer data, marketing automation & cross-border commerce. Market struggles to value multi-category model but long-term thesis intact.
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