Shopify (SHOP) Competitors $166.43 +5.15 (+3.19%) As of 10/8/2025 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, SNOW, NET, 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), Snowflake (SNOW), Cloudflare (NET), 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 Snowflake Cloudflare American Noble Gas CoreWeave Palantir Technologies (NASDAQ:PLTR) and Shopify (NASDAQ:SHOP) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, media sentiment, risk, earnings, dividends, valuation, profitability and analyst recommendations. Do insiders & institutionals have more ownership in PLTR or SHOP? 45.7% of Palantir Technologies shares are held by institutional investors. Comparatively, 69.3% of Shopify shares are held by institutional investors. 9.2% of Palantir Technologies shares are held 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. Which has more volatility and risk, PLTR or SHOP? Palantir Technologies has a beta of 2.6, meaning that its stock price is 160% more volatile than the S&P 500. Comparatively, Shopify has a beta of 2.72, meaning that its stock price is 172% more volatile than the S&P 500. Do analysts recommend PLTR or SHOP? Palantir Technologies presently has a consensus target price of $140.22, indicating a potential downside of 23.61%. Shopify has a consensus target price of $151.95, indicating a potential downside of 8.70%. Given Shopify's stronger consensus rating and higher possible upside, analysts clearly believe Shopify is more favorable than Palantir Technologies.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Palantir Technologies 2 Sell rating(s) 15 Hold rating(s) 5 Buy rating(s) 0 Strong Buy rating(s) 2.14Shopify 1 Sell rating(s) 23 Hold rating(s) 22 Buy rating(s) 0 Strong Buy rating(s) 2.46 Does the media favor PLTR or SHOP? In the previous week, Palantir Technologies had 152 more articles in the media than Shopify. MarketBeat recorded 200 mentions for Palantir Technologies and 48 mentions for Shopify. Shopify's average media sentiment score of 1.20 beat Palantir Technologies' score of 1.03 indicating that Shopify is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Palantir Technologies 129 Very Positive mention(s) 10 Positive mention(s) 38 Neutral mention(s) 16 Negative mention(s) 6 Very Negative mention(s) Positive Shopify 37 Very Positive mention(s) 3 Positive mention(s) 4 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Which has higher earnings & valuation, PLTR or SHOP? 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 RatioPalantir Technologies$2.87B151.97$462.19M$0.30611.87Shopify$8.88B24.36$2.02B$1.7992.98 Is PLTR or SHOP 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 Palantir Technologies22.18% 10.75% 8.71% Shopify 23.42%12.30%10.17% 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$209.61B$10.42B$33.02B$10.55BDividend YieldN/A0.89%3.17%4.75%P/E Ratio92.98170.59496.6627.60Price / Sales24.364.282,064.64205.12Price / Cash164.0160.8137.7361.55Price / Book18.644.217.706.76Net Income$2.02B$81.91M$820.34M$275.88M7 Day Performance10.00%-0.27%1.82%2.81%1 Month Performance16.03%-4.51%9.23%9.24%1 Year Performance99.50%13.74%24,029.38%35.42% Shopify Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SHOPShopify3.2791 of 5 stars$166.43+3.2%$151.95-8.7%+101.5%$209.61B$8.88B92.988,100Trending NewsAnalyst ForecastPLTRPalantir Technologies2.1056 of 5 stars$182.52+1.7%$140.22-23.2%+342.8%$433.09B$3.44B608.553,936Trending NewsAnalyst ForecastInsider TradeSAPSAP3.2123 of 5 stars$274.12-0.1%$281.67+2.8%+22.3%$336.82B$36.99B45.39109,973Analyst ForecastAPPAppLovin3.0109 of 5 stars$637.53+8.6%$579.81-9.1%+338.8%$215.22B$4.71B90.381,710Trending NewsAnalyst DowngradeAnalyst RevisionCRWDCrowdStrike4.4283 of 5 stars$485.44-2.1%$487.11+0.3%+74.0%$121.74B$4.34B-407.6610,118Trending NewsAnalyst ForecastNTESNetEase4.0484 of 5 stars$149.83-0.8%$132.00-11.9%+63.0%$94.98B$14.43B20.2826,028Positive NewsAnalyst ForecastShort Interest ↑Gap UpRBLXRoblox2.4757 of 5 stars$124.26-1.6%$126.72+2.0%+210.7%$80.13B$3.60B-86.872,474Analyst ForecastInsider TradeGap UpSNOWSnowflake4.087 of 5 stars$236.18-2.6%$255.53+8.2%+120.4%$80.08B$4.12B-56.957,834Trending NewsAnalyst ForecastInsider TradeNETCloudflare3.7691 of 5 stars$218.48-1.2%$191.28-12.4%+169.0%$76.12B$1.88B-642.434,263Positive NewsAnalyst ForecastINFYAmerican Noble Gas2.6093 of 5 stars$16.39-1.8%$17.18+4.9%-28.1%$67.92B$19.28B21.28323,578Positive NewsUpcoming EarningsAnalyst ForecastCRWVCoreWeave1.7081 of 5 stars$130.25-2.7%$127.64-2.0%N/A$63.64B$3.53B0.00881Trending NewsInsider TradeGap Up Related Companies and Tools Related Companies PLTR Alternatives SAP Alternatives APP Alternatives CRWD Alternatives NTES Alternatives RBLX Alternatives SNOW Alternatives NET 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 10/9/2025 by MarketBeat.com Staff From Our PartnersBitcoin grabs headlines, but smart money likes this tokenBitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...Crypto 101 Media | SponsoredMagnificent 7 being replaced by the “Hidden 7”?BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...Chaikin Analytics | SponsoredCapital Gains Tax Strategies for SeniorsCapital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...SmartAsset | SponsoredAn $8 trillion-dollar discovery 17,000 ft underwater A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...Porter & Company | SponsoredREVEALED: Something Big Happening Behind White House DoorsWhat I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredURGENT: The Market's 3 Red Flags Are FlashingHere’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...StockEarnings | Sponsored$3,600 gold is nice ... but here’s what most gold bugs are missingGold just surged past $3,600, but Weiss Ratings expert Sean Brodrick says the real upside is in select gold st...Weiss Ratings | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Shopify Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Shopify With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
