Shopify (SHOP) Competitors $164.71 +6.95 (+4.41%) As of 04:00 PM Eastern Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock SHOP vs. PLTR, SAP, APP, CRWD, NTES, RBLX, SNOW, NET, INFY, and CRWVShould you be buying Shopify stock or one of its competitors? The main competitors of Shopify include Palantir Technologies (PLTR), SAP (SAP), AppLovin (APP), CrowdStrike (CRWD), NetEase (NTES), Roblox (RBLX), Snowflake (SNOW), Cloudflare (NET), American Noble Gas (INFY), and CoreWeave (CRWV). These companies are all part of the "computer software" industry. Shopify vs. Its Competitors Palantir Technologies SAP AppLovin CrowdStrike NetEase Roblox Snowflake Cloudflare American Noble Gas CoreWeave Shopify (NASDAQ:SHOP) and Palantir Technologies (NASDAQ:PLTR) are both large-cap computer and technology companies, but which is the better stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, earnings, media sentiment, valuation, risk and dividends. Is SHOP or PLTR more profitable? Shopify has a net margin of 23.42% compared to Palantir Technologies' net margin of 22.18%. Shopify's return on equity of 12.30% beat Palantir Technologies' return on equity.Company Net Margins Return on Equity Return on Assets Shopify23.42% 12.30% 10.17% Palantir Technologies 22.18%10.75%8.71% Do insiders & institutionals have more ownership in SHOP or PLTR? 69.3% of Shopify shares are owned by institutional investors. Comparatively, 45.7% of Palantir Technologies shares are owned by institutional investors. 12.9% of Palantir Technologies shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term. Do analysts recommend SHOP or PLTR? Shopify presently has a consensus price target of $152.76, suggesting a potential downside of 7.26%. Palantir Technologies has a consensus price target of $141.28, suggesting a potential downside of 22.20%. Given Shopify's stronger consensus rating and higher probable upside, equities research analysts clearly believe Shopify is more favorable than Palantir Technologies.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Shopify 1 Sell rating(s) 22 Hold rating(s) 22 Buy rating(s) 1 Strong Buy rating(s) 2.50Palantir Technologies 2 Sell rating(s) 15 Hold rating(s) 5 Buy rating(s) 0 Strong Buy rating(s) 2.14 Which has stronger valuation and earnings, SHOP or PLTR? Shopify has higher revenue and earnings than Palantir Technologies. Shopify is trading at a lower price-to-earnings ratio than Palantir Technologies, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioShopify$8.88B24.11$2.02B$1.7992.02Palantir Technologies$2.87B150.34$462.19M$0.30605.30 Does the media prefer SHOP or PLTR? In the previous week, Palantir Technologies had 115 more articles in the media than Shopify. MarketBeat recorded 155 mentions for Palantir Technologies and 40 mentions for Shopify. Shopify's average media sentiment score of 1.28 beat Palantir Technologies' score of 1.06 indicating that Shopify is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Shopify 29 Very Positive mention(s) 1 Positive mention(s) 6 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Palantir Technologies 93 Very Positive mention(s) 28 Positive mention(s) 25 Neutral mention(s) 6 Negative mention(s) 2 Very Negative mention(s) Positive Which has more volatility and risk, SHOP or PLTR? Shopify has a beta of 2.72, indicating that its stock price is 172% more volatile than the S&P 500. Comparatively, Palantir Technologies has a beta of 2.6, indicating that its stock price is 160% more volatile than the S&P 500. SummaryShopify beats Palantir Technologies on 13 of the 17 factors compared between the two stocks. Get Shopify News Delivered to You Automatically Sign up to receive the latest news and ratings for SHOP and its competitors with MarketBeat's FREE daily newsletter. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding SHOP and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.Skip Chart SHOP vs. The Competition Export to ExcelMetricShopifyPrepackaged software IndustryComputer SectorNASDAQ ExchangeMarket Cap$214.07B$10.57B$32.95B$10.69BDividend YieldN/A0.89%3.24%4.84%P/E Ratio92.02167.3596.0927.36Price / Sales24.114.181,347.97132.73Price / Cash160.4360.5134.6830.35Price / Book18.444.177.516.69Net Income$2.02B$81.91M$818.98M$276.59M7 Day Performance7.19%-0.80%0.19%0.97%1 Month Performance7.44%-3.71%2.47%3.95%1 Year Performance99.21%9.85%24,183.63%36.40% Shopify Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SHOPShopify2.9729 of 5 stars$164.71+4.4%$152.76-7.3%+90.8%$214.07B$8.88B92.028,100Positive NewsAnalyst ForecastPLTRPalantir Technologies2.4683 of 5 stars$179.50+1.3%$141.28-21.3%+314.6%$426.08B$2.87B598.703,936Trending NewsSAPSAP2.9645 of 5 stars$270.20+0.1%$281.67+4.2%+18.4%$332.36B$36.99B44.79109,973Positive NewsUpcoming EarningsAPPAppLovin3.0693 of 5 stars$589.890.0%$591.73+0.3%+312.7%$199.44B$4.71B83.751,710Positive NewsShort Interest ↑CRWDCrowdStrike4.0567 of 5 stars$491.01-3.5%$494.02+0.6%+56.3%$123.23B$3.95B-412.6410,118Positive NewsAnalyst ForecastInsider TradeNTESNetEase4.4607 of 5 stars$146.32-2.0%$142.30-2.7%+79.8%$92.71B$14.43B19.8026,028Positive NewsShort Interest ↓RBLXRoblox2.7859 of 5 stars$133.40+4.0%$128.31-3.8%+232.6%$86.42B$3.60B-93.692,474Positive NewsAnalyst ForecastSNOWSnowflake4.2117 of 5 stars$241.50-2.3%$256.18+6.1%+101.3%$82.07B$3.63B-58.377,834Analyst ForecastNETCloudflare4.0524 of 5 stars$215.19-3.3%$196.54-8.7%+131.2%$75.20B$1.67B-634.664,263Positive NewsINFYAmerican Noble Gas3.0313 of 5 stars$16.45-1.9%$17.18+4.4%-27.5%$68.11B$19.28B21.34323,578News CoverageEarnings ReportAnalyst ForecastOptions VolumeAnalyst RevisionCRWVCoreWeave1.7576 of 5 stars$136.70-3.5%$127.64-6.6%N/A$66.79BN/A0.00881Insider Trade Related Companies and Tools Related Companies PLTR Alternatives SAP Alternatives APP Alternatives CRWD Alternatives NTES Alternatives RBLX Alternatives SNOW Alternatives NET Alternatives INFY Alternatives CRWV Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:SHOP) was last updated on 10/20/2025 by MarketBeat.com Staff From Our PartnersNEW LAW: Congress Approves Setup For Digital Dollar?Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0 But according to Rep. 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