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Shopify (SHOP) Competitors

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$115.02 +4.76 (+4.32%)
As of 11:14 AM Eastern
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SHOP vs. SAP, PLTR, APP, CRWD, NTES, CRWV, INFY, SNOW, RBLX, and NET

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), NetEase (NTES), CoreWeave, Inc. Class A Common Stock (CRWV), Infosys (INFY), Snowflake (SNOW), Roblox (RBLX), and Cloudflare (NET). These companies are all part of the "computer software" industry.

Shopify vs.

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

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
Shopify$9.38B15.88$2.02B$1.2393.51
SAP$35.15B10.59$3.38B$5.2258.05

Shopify has a beta of 2.63, meaning that its stock price is 163% more volatile than the S&P 500. Comparatively, SAP has a beta of 1.32, meaning that its stock price is 32% more volatile than the S&P 500.

69.3% of Shopify shares are owned by institutional investors. 7.4% of SAP shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

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
Shopify22.74% 12.00% 9.79%
SAP 9.17%12.18%7.32%

Shopify presently has a consensus price target of $115.11, indicating a potential upside of 0.08%. SAP has a consensus price target of $271.83, indicating a potential downside of 10.29%. Given Shopify's higher probable upside, research analysts plainly believe Shopify is more favorable than SAP.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Shopify
1 Sell rating(s)
14 Hold rating(s)
26 Buy rating(s)
2 Strong Buy rating(s)
2.67
SAP
0 Sell rating(s)
0 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
3.10

In the previous week, Shopify had 26 more articles in the media than SAP. MarketBeat recorded 51 mentions for Shopify and 25 mentions for SAP. Shopify's average media sentiment score of 1.17 beat SAP's score of 0.84 indicating that Shopify is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Shopify
33 Very Positive mention(s)
8 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
SAP
16 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive

Shopify received 652 more outperform votes than SAP when rated by MarketBeat users. However, 66.47% of users gave SAP an outperform vote while only 66.28% of users gave Shopify an outperform vote.

CompanyUnderperformOutperform
ShopifyOutperform Votes
1431
66.28%
Underperform Votes
728
33.72%
SAPOutperform Votes
779
66.47%
Underperform Votes
393
33.53%

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$149.29B$27.63B$26.40B$19.88B
Dividend YieldN/A1.59%2.86%3.84%
P/E Ratio74.39120.7045.5135.88
Price / Sales15.8816.561,992.5648.74
Price / Cash125.5686.0634.7417.52
Price / Book12.889.747.114.86
Net Income$2.02B$438.27M$741.34M$1.02B
7 Day Performance11.04%0.58%2.20%2.38%
1 Month Performance25.33%10.42%7.23%6.03%
1 Year Performance80.19%33.23%52,482.19%11.13%

Shopify Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SHOP
Shopify
4.1282 of 5 stars
$115.02
+4.3%
$115.39
+0.3%
+74.7%$149.29B$9.38B74.3911,600Positive News
SAP
SAP
2.9737 of 5 stars
$305.89
-1.3%
$271.83
-11.1%
+60.1%$375.87B$35.15B106.60112,000
PLTR
Palantir Technologies
1.7561 of 5 stars
$131.46
+2.9%
$83.95
-36.1%
+474.3%$310.43B$3.12B692.373,936Trending News
Insider Trade
Analyst Revision
APP
AppLovin
3.5903 of 5 stars
$392.57
-6.1%
$438.10
+11.6%
+377.2%$132.25B$5.14B86.081,710Analyst Forecast
CRWD
CrowdStrike
4.2754 of 5 stars
$464.31
-0.9%
$450.43
-3.0%
+24.8%$114.99B$4.14B909.634,960Trending News
Analyst Forecast
Insider Trade
Analyst Revision
NTES
NetEase
3.6624 of 5 stars
$130.45
+2.7%
$119.38
-8.5%
+39.5%$82.64B$107.27B20.4832,100Positive News
CRWV
CoreWeave, Inc. Class A Common Stock
N/A$162.14
+15.7%
$65.00
-59.9%
N/A$77.82B$2.71B0.00881Trending News
Analyst Forecast
Options Volume
Gap Up
INFY
Infosys
2.9108 of 5 stars
$18.34
+0.7%
$17.48
-4.7%
+3.8%$75.98B$19.28B23.21339,500
SNOW
Snowflake
3.846 of 5 stars
$210.11
-0.3%
$222.81
+6.0%
+64.3%$70.15B$3.84B-61.983,990Analyst Forecast
Insider Trade
RBLX
Roblox
2.0844 of 5 stars
$93.74
-2.2%
$74.91
-20.1%
+167.8%$63.58B$3.84B-64.652,130Positive News
Insider Trade
NET
Cloudflare
3.6616 of 5 stars
$178.24
-0.8%
$145.92
-18.1%
+150.3%$61.79B$1.77B-810.303,220Insider Trade
Analyst Revision

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This page (NYSE:SHOP) was last updated on 6/11/2025 by MarketBeat.com Staff
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