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Shopify (SHOP) Competitors

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$102.32 -4.11 (-3.86%)
Closing price 05/21/2025 04:00 PM Eastern
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$102.93 +0.61 (+0.60%)
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SHOP vs. SAP, PLTR, APP, CRWD, INFY, NTES, SNOW, TEAM, NET, and RBLX

Should you be buying Shopify stock or one of its competitors? The main competitors of Shopify include SAP (SAP), Palantir Technologies (PLTR), AppLovin (APP), CrowdStrike (CRWD), Infosys (INFY), NetEase (NTES), Snowflake (SNOW), Atlassian (TEAM), Cloudflare (NET), and Roblox (RBLX). These companies are all part of the "computer software" industry.

Shopify vs.

SAP (NYSE:SAP) and Shopify (NYSE:SHOP) are both large-cap computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, community ranking, valuation, analyst recommendations, dividends, institutional ownership, profitability, media sentiment and earnings.

SAP has higher revenue and earnings than Shopify. SAP is trading at a lower price-to-earnings ratio than Shopify, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SAP$35.15B10.44$3.38B$5.2257.20
Shopify$9.38B14.13$2.02B$1.2383.19

In the previous week, Shopify had 17 more articles in the media than SAP. MarketBeat recorded 47 mentions for Shopify and 30 mentions for SAP. Shopify's average media sentiment score of 1.04 beat SAP's score of 0.71 indicating that Shopify is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SAP
17 Very Positive mention(s)
1 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Shopify
29 Very Positive mention(s)
5 Positive mention(s)
13 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SAP presently has a consensus price target of $264.00, indicating a potential downside of 11.59%. Shopify has a consensus price target of $115.37, indicating a potential upside of 12.75%. Given Shopify's higher probable upside, analysts plainly believe Shopify is more favorable than SAP.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SAP
0 Sell rating(s)
0 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
3.00
Shopify
1 Sell rating(s)
14 Hold rating(s)
26 Buy rating(s)
2 Strong Buy rating(s)
2.67

69.3% of Shopify shares are owned by institutional investors. 7.4% of SAP shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Shopify has a net margin of 22.74% compared to SAP's net margin of 9.17%. SAP's return on equity of 12.18% beat Shopify's return on equity.

Company Net Margins Return on Equity Return on Assets
SAP9.17% 12.18% 7.32%
Shopify 22.74%12.00%9.79%

Shopify received 654 more outperform votes than SAP when rated by MarketBeat users. However, 66.38% of users gave SAP an outperform vote while only 66.30% of users gave Shopify an outperform vote.

CompanyUnderperformOutperform
SAPOutperform Votes
776
66.38%
Underperform Votes
393
33.62%
ShopifyOutperform Votes
1430
66.30%
Underperform Votes
727
33.70%

SAP has a beta of 1.35, meaning that its share price is 35% more volatile than the S&P 500. Comparatively, Shopify has a beta of 2.66, meaning that its share price is 166% more volatile than the S&P 500.

Summary

Shopify beats SAP on 11 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE 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.
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SHOP vs. The Competition

MetricShopifyPrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$132.49B$26.24B$25.07B$19.37B
Dividend YieldN/A1.74%2.90%3.84%
P/E Ratio66.01119.0344.6034.23
Price / Sales14.1321.692,088.0534.85
Price / Cash125.5686.0634.7817.51
Price / Book11.469.186.654.69
Net Income$2.02B$436.62M$739.99M$1.02B
7 Day Performance-8.19%-1.03%-0.99%-1.34%
1 Month Performance25.33%21.56%14.39%9.79%
1 Year Performance79.41%17.77%52,549.95%3.27%

Shopify Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SHOP
Shopify
4.2908 of 5 stars
$102.32
-3.9%
$115.37
+12.8%
+79.4%$132.49B$9.38B66.0111,600Trending News
SAP
SAP
2.932 of 5 stars
$298.15
+0.6%
$264.00
-11.5%
+53.3%$366.28B$35.15B103.89112,000Trending News
Analyst Forecast
PLTR
Palantir Technologies
1.7614 of 5 stars
$126.25
-2.5%
$83.95
-33.5%
+467.8%$296.10B$3.12B664.503,936Trending News
APP
AppLovin
3.9117 of 5 stars
$372.75
+2.9%
$433.85
+16.4%
+326.6%$126.72B$5.14B82.101,710Trending News
Insider Trade
CRWD
CrowdStrike
4.1303 of 5 stars
$442.97
+0.8%
$403.56
-8.9%
+24.5%$109.80B$3.95B868.594,960Trending News
INFY
Infosys
3.0433 of 5 stars
$18.36
+0.2%
$17.48
-4.8%
+6.6%$76.03B$19.28B23.23339,500Trending News
NTES
NetEase
4.2234 of 5 stars
$118.47
-0.9%
$119.38
+0.8%
+21.9%$75.06B$105.30B18.6032,100Positive News
Dividend Announcement
Analyst Forecast
SNOW
Snowflake
4.4872 of 5 stars
$182.23
-0.5%
$200.28
+9.9%
+10.2%$60.15B$3.63B-53.763,990Trending News
Analyst Forecast
TEAM
Atlassian
4.8174 of 5 stars
$215.52
-2.4%
$285.29
+32.4%
+17.5%$56.57B$4.96B-160.838,810Positive News
Insider Trade
Gap Down
NET
Cloudflare
3.8625 of 5 stars
$158.26
+0.7%
$141.79
-10.4%
+110.2%$54.61B$1.77B-719.373,220Positive News
RBLX
Roblox
2.4981 of 5 stars
$80.66
-0.8%
$68.68
-14.8%
+149.6%$50.81B$3.84B-55.622,130Positive News
Insider Trade

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This page (NYSE:SHOP) was last updated on 5/22/2025 by MarketBeat.com Staff
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