Added to YB: 2026-08-07
Pitch date: 2026-08-05
SHOP [neutral]
Shopify Inc.
+2.6%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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
$160.4B
Pitch Price
$143.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
64.70
P/E
83.22
EV/Sales
11.73
Sector
IT Services
Category
growth
Shopify Q2 2026 Earnings Snapshot
SHOP (earnings): Q2'26 rev $3.58B (+33.7% YoY) beat est 4.2%; non-GAAP EPS $0.42 beat 5%. Merchant Solutions +37.4% (>GMV +31.6%), GMV $115.6B. Op margin 17.4%, FCF margin 18.3%. Gross margin -0.9pp to 47.7% on mix. Q3 guide beat 3.8%. AI/Sidekick, Shop Pay +53% strong; 92-97% retention.
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