Shopify (SHOP) Competitors $143.44 -2.78 (-1.90%) As of 09/9/2025 04:00 PM Eastern Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock SHOP vs. AFRM, AMZN, ETSY, GLBE, GOOG, GOOGL, MELI, PYPL, ROKU, and PINSShould you be buying Shopify stock or one of its competitors? The main competitors of Shopify include Affirm (AFRM), Amazon.com (AMZN), Etsy (ETSY), Global-e Online (GLBE), Alphabet (GOOG), Alphabet (GOOGL), MercadoLibre (MELI), PayPal (PYPL), Roku (ROKU), and Pinterest (PINS). Shopify vs. Its Competitors Affirm Amazon.com Etsy Global-e Online Alphabet Alphabet MercadoLibre PayPal Roku Pinterest Shopify (NASDAQ:SHOP) and Affirm (NASDAQ:AFRM) are both large-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their media sentiment, valuation, analyst recommendations, profitability, earnings, dividends, risk and institutional ownership. Is SHOP or AFRM more profitable? Shopify has a net margin of 23.42% compared to Affirm's net margin of 1.62%. Shopify's return on equity of 12.30% beat Affirm's return on equity.Company Net Margins Return on Equity Return on Assets Shopify23.42% 12.30% 10.17% Affirm 1.62%1.80%0.49% Does the media prefer SHOP or AFRM? In the previous week, Shopify had 25 more articles in the media than Affirm. MarketBeat recorded 38 mentions for Shopify and 13 mentions for Affirm. Shopify's average media sentiment score of 1.19 beat Affirm's score of 0.08 indicating that Shopify is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Shopify 28 Very Positive mention(s) 2 Positive mention(s) 6 Neutral mention(s) 1 Negative mention(s) 1 Very Negative mention(s) Positive Affirm 4 Very Positive mention(s) 2 Positive mention(s) 0 Neutral mention(s) 2 Negative mention(s) 0 Very Negative mention(s) Neutral Which has higher valuation & earnings, SHOP or AFRM? Shopify has higher revenue and earnings than Affirm. Shopify is trading at a lower price-to-earnings ratio than Affirm, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioShopify$8.88B20.99$2.02B$1.7980.13Affirm$3.24B8.87$52.19M$0.13680.15 Do analysts prefer SHOP or AFRM? Shopify presently has a consensus target price of $150.27, indicating a potential upside of 4.76%. Affirm has a consensus target price of $79.04, indicating a potential downside of 10.60%. Given Shopify's higher possible upside, equities analysts plainly believe Shopify is more favorable than Affirm.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Shopify 1 Sell rating(s) 20 Hold rating(s) 24 Buy rating(s) 0 Strong Buy rating(s) 2.51Affirm 0 Sell rating(s) 11 Hold rating(s) 18 Buy rating(s) 1 Strong Buy rating(s) 2.67 Which has more risk and volatility, SHOP or AFRM? Shopify has a beta of 2.69, indicating that its stock price is 169% more volatile than the S&P 500. Comparatively, Affirm has a beta of 3.64, indicating that its stock price is 264% more volatile than the S&P 500. Do institutionals & insiders have more ownership in SHOP or AFRM? 69.3% of Shopify shares are owned by institutional investors. Comparatively, 69.3% of Affirm shares are owned by institutional investors. 11.8% of Affirm shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term. SummaryShopify beats Affirm on 11 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$190.04B$9.21B$30.72B$10.01BDividend YieldN/A0.89%3.16%4.52%P/E Ratio80.13171.71441.5326.28Price / Sales20.994.021,802.68123.05Price / Cash148.7059.5336.3359.76Price / Book16.064.237.176.41Net Income$2.02B$77.43M$806.93M$270.56M7 Day Performance2.30%1.34%144.40%3.13%1 Month Performance-4.12%7.75%147.08%9.74%1 Year Performance110.45%19.33%24,142.31%28.17% Shopify Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SHOPShopify3.7008 of 5 stars$143.44-1.9%$150.27+4.8%+110.5%$190.04B$8.88B80.138,100Trending NewsAFRMAffirm1.8752 of 5 stars$88.46+10.6%$77.35-12.6%+131.6%$28.54B$3.22B680.512,206Insider TradeHigh Trading VolumeAMZNAmazon.com4.6347 of 5 stars$229.00-1.1%$262.87+14.8%+35.8%$2.44T$670.04B34.911,556,000Trending NewsETSYEtsy4.0985 of 5 stars$53.01-1.6%$57.80+9.0%+7.0%$5.25B$2.81B42.752,400GLBEGlobal-e Online3.6934 of 5 stars$33.46-2.1%$48.33+44.5%+8.3%$5.68B$752.76M-196.821,084Positive NewsBuyback AnnouncementGOOGAlphabet4.3962 of 5 stars$213.53+0.5%$215.19+0.8%+60.5%$2.58T$350.02B22.74190,200Trending NewsAnalyst DowngradeGOOGLAlphabet3.3627 of 5 stars$212.91+0.6%$211.53-0.6%+61.1%$2.57T$350.02B22.67183,323Trending NewsAnalyst DowngradeMELIMercadoLibre4.5033 of 5 stars$2,472.91+0.0%$2,817.22+13.9%+16.9%$125.38B$20.78B61.0718,282Positive NewsPYPLPayPal4.7866 of 5 stars$70.19+0.2%$85.00+21.1%-2.4%$67.06B$31.80B15.0024,400Positive NewsROKURoku1.9379 of 5 stars$96.56-1.0%$98.96+2.5%+48.3%$14.23B$4.11B-229.903,340Trending NewsAnalyst ForecastShort Interest ↑PINSPinterest4.1504 of 5 stars$36.680.0%$42.40+15.6%+24.0%$24.94B$3.65B13.154,666Positive NewsAnalyst DowngradeAnalyst Revision Related Companies and Tools Related Companies AFRM Alternatives AMZN Alternatives ETSY Alternatives GLBE Alternatives GOOG Alternatives GOOGL Alternatives MELI Alternatives PYPL Alternatives ROKU Alternatives PINS 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 9/10/2025 by MarketBeat.com Staff From Our Partners“HELIOS”: My No. 1 Investment of the 2020sA mysterious new energy technology — backed by Nvidia, Google, and even legendary investors like Stanley Druck...Stansberry Research | SponsoredWall Street Legend Issues Urgent AI Stock WarningChaikin's stepping forward with a new warning – focused on the red-hot A.I. frenzy taking the U.S. stock marke...Chaikin Analytics | SponsoredStunning new initiative unfolding in the White House?what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | SponsoredGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. 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