Shopify (SHOP) Competitors $149.00 +8.75 (+6.24%) As of 09/29/2025 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, NET, SNOW, 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), Cloudflare (NET), Snowflake (SNOW), 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 Cloudflare Snowflake American Noble Gas CoreWeave Shopify (NASDAQ:SHOP) and Palantir Technologies (NASDAQ:PLTR) are both large-cap computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, dividends, earnings, risk, valuation and profitability. Do analysts prefer SHOP or PLTR? Shopify presently has a consensus price target of $151.69, suggesting a potential upside of 1.81%. Palantir Technologies has a consensus price target of $140.22, suggesting a potential downside of 21.60%. Given Shopify's stronger consensus rating and higher probable upside, research analysts plainly 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) 20 Hold rating(s) 23 Buy rating(s) 0 Strong Buy rating(s) 2.50Palantir Technologies 2 Sell rating(s) 15 Hold rating(s) 4 Buy rating(s) 0 Strong Buy rating(s) 2.10 Which has more volatility and risk, SHOP or PLTR? Shopify has a beta of 2.69, suggesting that its stock price is 169% more volatile than the S&P 500. Comparatively, Palantir Technologies has a beta of 2.59, suggesting that its stock price is 159% more volatile than the S&P 500. Does the media favor SHOP or PLTR? In the previous week, Palantir Technologies had 123 more articles in the media than Shopify. MarketBeat recorded 164 mentions for Palantir Technologies and 41 mentions for Shopify. Shopify's average media sentiment score of 1.40 beat Palantir Technologies' score of 1.14 indicating that Shopify is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Shopify 34 Very Positive mention(s) 3 Positive mention(s) 2 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Palantir Technologies 119 Very Positive mention(s) 13 Positive mention(s) 25 Neutral mention(s) 4 Negative mention(s) 2 Very Negative mention(s) Positive Which has higher earnings and valuation, 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$8.88B21.81$2.02B$1.7983.24Palantir Technologies$2.87B148.08$462.19M$0.30596.20 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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term. 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% SummaryShopify beats Palantir Technologies on 12 of the 16 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$182.28B$8.92B$32.11B$10.37BDividend YieldN/A0.89%3.19%4.67%P/E Ratio83.24171.48450.2426.39Price / Sales21.814.032,246.51200.83Price / Cash142.6359.0334.9330.68Price / Book16.694.117.236.40Net Income$2.02B$77.43M$815.14M$276.69M7 Day Performance-0.63%-0.56%-0.32%0.10%1 Month Performance5.46%-1.46%7.17%6.76%1 Year Performance85.90%13.07%24,023.93%26.68% Shopify Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SHOPShopify3.7573 of 5 stars$149.00+6.2%$151.69+1.8%+88.1%$182.28B$8.88B83.248,100Positive NewsOptions VolumeHigh Trading VolumePLTRPalantir Technologies2.633 of 5 stars$182.26+1.6%$140.22-23.1%+385.5%$432.44B$2.87B607.643,936Trending NewsSAPSAP3.9021 of 5 stars$265.250.0%$281.67+6.2%+15.6%$326.14B$36.99B43.95109,973APPAppLovin2.8031 of 5 stars$650.38+1.1%$513.38-21.1%+457.6%$221.12B$5.74B92.861,710Trending NewsAnalyst ForecastGap UpCRWDCrowdStrike4.0197 of 5 stars$484.04-1.8%$477.21-1.4%+70.9%$121.53B$3.95B-406.9310,118Trending NewsNTESNetEase4.476 of 5 stars$152.80+0.3%$132.00-13.6%+61.7%$96.77B$14.43B20.6726,028Positive NewsRBLXRoblox2.5687 of 5 stars$133.30-2.6%$124.56-6.6%+220.5%$86.04B$3.60B-93.282,474Gap UpNETCloudflare3.6627 of 5 stars$222.93-2.3%$191.28-14.2%+167.9%$77.71B$1.67B-655.874,263Positive NewsSNOWSnowflake4.174 of 5 stars$224.53-2.2%$255.53+13.8%+98.2%$76.02B$3.63B-54.067,834INFYAmerican Noble Gas3.1395 of 5 stars$16.91-1.4%$17.18+1.6%-27.1%$70.16B$19.28B21.98323,578CRWVCoreWeave1.7939 of 5 stars$130.66-1.9%$124.96-4.4%N/A$63.84BN/A0.00881Trending NewsAnalyst Forecast Related Companies and Tools Related Companies PLTR Alternatives SAP Alternatives APP Alternatives CRWD Alternatives NTES Alternatives RBLX Alternatives NET Alternatives SNOW 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 9/30/2025 by MarketBeat.com Staff From Our PartnersForget Tesla — This Tiny AI Stock Is Musk’s Real PlayWhile Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...Behind the Markets | Sponsored$100 Trillion “AI Metal” Found in American Ghost TownJeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...Brownstone Research | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWhat The Silver Boom Could Mean For You…AI, electric vehicles, and even global central banks are quietly fueling record demand for silver. 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