Shopify (SHOP) Competitors $115.02 +4.76 (+4.32%) As of 11:14 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock SHOP vs. SAP, PLTR, APP, CRWD, NTES, CRWV, INFY, SNOW, RBLX, and NETShould 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. SAP Palantir Technologies AppLovin CrowdStrike NetEase CoreWeave, Inc. Class A Common Stock Infosys Snowflake Roblox Cloudflare 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. Which has better earnings & valuation, SHOP or SAP? 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 RatioShopify$9.38B15.88$2.02B$1.2393.51SAP$35.15B10.59$3.38B$5.2258.05 Which has more risk & volatility, SHOP or SAP? 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. Do institutionals & insiders believe in SHOP or SAP? 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. Is SHOP or SAP more profitable? 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% Do analysts prefer SHOP or SAP? 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) 2.67SAP 0 Sell rating(s) 0 Hold rating(s) 9 Buy rating(s) 1 Strong Buy rating(s) 3.10 Does the media prefer SHOP or SAP? 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 Does the MarketBeat Community believe in SHOP or SAP? 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. CompanyUnderperformOutperformShopifyOutperform Votes143166.28% Underperform Votes72833.72% SAPOutperform Votes77966.47% Underperform Votes39333.53% SummaryShopify beats SAP on 11 of the 19 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. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart SHOP vs. The Competition Export to ExcelMetricShopifyPrepackaged software IndustryComputer SectorNYSE ExchangeMarket Cap$149.29B$27.63B$26.40B$19.88BDividend YieldN/A1.59%2.86%3.84%P/E Ratio74.39120.7045.5135.88Price / Sales15.8816.561,992.5648.74Price / Cash125.5686.0634.7417.52Price / Book12.889.747.114.86Net Income$2.02B$438.27M$741.34M$1.02B7 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 Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SHOPShopify4.1282 of 5 stars$115.02+4.3%$115.39+0.3%+74.7%$149.29B$9.38B74.3911,600Positive NewsSAPSAP2.9737 of 5 stars$305.89-1.3%$271.83-11.1%+60.1%$375.87B$35.15B106.60112,000PLTRPalantir Technologies1.7561 of 5 stars$131.46+2.9%$83.95-36.1%+474.3%$310.43B$3.12B692.373,936Trending NewsInsider TradeAnalyst RevisionAPPAppLovin3.5903 of 5 stars$392.57-6.1%$438.10+11.6%+377.2%$132.25B$5.14B86.081,710Analyst ForecastCRWDCrowdStrike4.2754 of 5 stars$464.31-0.9%$450.43-3.0%+24.8%$114.99B$4.14B909.634,960Trending NewsAnalyst ForecastInsider TradeAnalyst RevisionNTESNetEase3.6624 of 5 stars$130.45+2.7%$119.38-8.5%+39.5%$82.64B$107.27B20.4832,100Positive NewsCRWVCoreWeave, Inc. Class A Common StockN/A$162.14+15.7%$65.00-59.9%N/A$77.82B$2.71B0.00881Trending NewsAnalyst ForecastOptions VolumeGap UpINFYInfosys2.9108 of 5 stars$18.34+0.7%$17.48-4.7%+3.8%$75.98B$19.28B23.21339,500SNOWSnowflake3.846 of 5 stars$210.11-0.3%$222.81+6.0%+64.3%$70.15B$3.84B-61.983,990Analyst ForecastInsider TradeRBLXRoblox2.0844 of 5 stars$93.74-2.2%$74.91-20.1%+167.8%$63.58B$3.84B-64.652,130Positive NewsInsider TradeNETCloudflare3.6616 of 5 stars$178.24-0.8%$145.92-18.1%+150.3%$61.79B$1.77B-810.303,220Insider TradeAnalyst Revision Related Companies and Tools Related Companies SAP Alternatives PLTR Alternatives APP Alternatives CRWD Alternatives NTES Alternatives CRWV Alternatives INFY Alternatives SNOW Alternatives RBLX Alternatives NET 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 (NYSE:SHOP) was last updated on 6/11/2025 by MarketBeat.com Staff From Our PartnersYour Bank Account Is No Longer SafeWhat If Washington Declared That: YOUR Money ISN'T Actually Yours? 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