Shopify (SHOP) Competitors

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

Do analysts recommend CSU or SHOP?

Constellation Software currently has a consensus target price of C$4,500.95, indicating a potential downside of 10.88%. Shopify has a consensus target price of C$136.67, indicating a potential downside of 7.68%. Given Shopify's higher probable upside, analysts clearly believe Shopify is more favorable than Constellation Software.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Constellation Software	0 Sell rating(s)	1 Hold rating(s)	4 Buy rating(s)	1 Strong Buy rating(s)	3.00
Shopify	0 Sell rating(s)	1 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.50

Which has better earnings & valuation, CSU or SHOP?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Constellation Software	C$6.91B	11.05	C$453.54M	C$42.09	120.00
Shopify	C$6.35B	21.69	C$1.44B	C$2.21	67.02

Does the MarketBeat Community prefer CSU or SHOP?

Constellation Software received 430 more outperform votes than Shopify when rated by MarketBeat users. However, 64.40% of users gave Shopify an outperform vote while only 63.30% of users gave Constellation Software an outperform vote.

Company	Underperform	Outperform
Constellation Software	Outperform Votes 676 63.30%	Underperform Votes 392 36.70%
Shopify	Outperform Votes 246 64.40%	Underperform Votes 136 35.60%

Do insiders & institutionals have more ownership in CSU or SHOP?

42.0% of Constellation Software shares are held by institutional investors. Comparatively, 70.3% of Shopify shares are held by institutional investors. 5.7% of Constellation Software shares are held by insiders. Comparatively, 0.2% of Shopify shares are held by 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.

Is CSU or SHOP more profitable?

Shopify has a net margin of 22.74% compared to Constellation Software's net margin of 6.57%. Constellation Software's return on equity of 27.34% beat Shopify's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Constellation Software	6.57%	27.34%	7.87%
Shopify	22.74%	20.32%	5.63%

Which has more volatility & risk, CSU or SHOP?

Constellation Software has a beta of 0.81, suggesting that its share price is 19% less volatile than the S&P 500. Comparatively, Shopify has a beta of 2.36, suggesting that its share price is 136% more volatile than the S&P 500.

Does the media refer more to CSU or SHOP?

In the previous week, Constellation Software and Constellation Software both had 13 articles in the media. Constellation Software's average media sentiment score of 0.95 beat Shopify's score of 0.17 indicating that Constellation Software is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Constellation Software	3 Very Positive mention(s)	1 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Shopify	2 Very Positive mention(s)	1 Positive mention(s)	9 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Summary

Constellation Software beats Shopify on 11 of the 18 factors compared between the two stocks.