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Shopify (SHOP) Competitors

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C$206.75 +3.37 (+1.66%)
As of 01:38 PM Eastern

SHOP vs. CSU, SAP, VDY, DH, BB, LSPD, DV, PD, DCBO, and ABST

Should you be buying Shopify stock or one of its competitors? The main competitors of Shopify include Constellation Software (CSU), Saputo (SAP), Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY), DH (DH), BlackBerry (BB), Lightspeed Commerce (LSPD), Dolly Varden Silver (DV), Precision Drilling (PD), Docebo (DCBO), and Absolute Software (ABST). These companies are all part of the "computer software" industry.

Shopify vs. Its Competitors

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

In the previous week, Shopify had 15 more articles in the media than Constellation Software. MarketBeat recorded 21 mentions for Shopify and 6 mentions for Constellation Software. Constellation Software's average media sentiment score of 0.40 beat Shopify's score of 0.29 indicating that Constellation Software is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Shopify
1 Very Positive mention(s)
8 Positive mention(s)
11 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Constellation Software
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

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
Shopify22.74% 20.32% 5.63%
Constellation Software 6.57%27.34%7.87%

70.3% of Shopify shares are held by institutional investors. Comparatively, 42.0% of Constellation Software shares are held by institutional investors. 0.2% of Shopify shares are held by insiders. Comparatively, 5.7% of Constellation Software shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Shopify presently has a consensus price target of C$157.50, indicating a potential downside of 23.82%. Constellation Software has a consensus price target of C$5,521.43, indicating a potential upside of 15.21%. Given Constellation Software's stronger consensus rating and higher probable upside, analysts plainly believe Constellation Software is more favorable than Shopify.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Shopify
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
Constellation Software
0 Sell rating(s)
0 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
3.17

Shopify has higher earnings, but lower revenue 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ShopifyC$6.35B30.30C$1.44BC$2.2193.60
Constellation SoftwareC$6.91B10.49C$453.54MC$42.09113.88

Summary

Constellation Software beats Shopify on 11 of the 17 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 SHOP 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 TSE 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

MetricShopifySoftware IndustryComputer SectorTSE Exchange
Market CapC$192.55BC$6.69BC$29.90BC$6.37B
Dividend YieldN/A3.24%3.11%6.72%
P/E Ratio93.6029.1751.0774.34
Price / Sales30.30270.011,453.851,667.28
Price / Cash13.5217.1633.5783.29
Price / Book23.2810.647.234.88
Net IncomeC$1.44BC$49.83MC$803.97MC$301.20M
7 Day Performance18.03%-0.31%0.40%1.22%
1 Month Performance34.76%-2.21%0.22%2.01%
1 Year Performance120.18%7.10%24,060.02%30.22%

Shopify Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SHOP
Shopify
1.0121 of 5 stars
C$206.75
+1.7%
C$157.50
-23.8%
+113.8%C$192.55BC$6.35B93.6011,600Gap Down
CSU
Constellation Software
1.2282 of 5 stars
C$4,718.31
-1.3%
C$4,693.67
-0.5%
+17.8%C$71.30BC$6.91B112.1145,000News Coverage
Analyst Forecast
Analyst Revision
SAP
Saputo
2.1613 of 5 stars
C$28.55
-1.8%
C$30.88
+8.1%
+4.7%C$12.04BC$18.74B-76.44112,000News Coverage
Analyst Forecast
Analyst Revision
VDY
Vanguard FTSE Canadian High Dividend Yield Index ETF
N/AC$52.53
-0.9%
N/A+18.3%C$3.61BN/A0.00790
DH
DH
N/AN/AN/AN/AC$2.72BN/A0.00970Gap Up
BB
BlackBerry
0.76 of 5 stars
C$4.95
-2.9%
C$4.75
-4.0%
+66.1%C$2.05BC$424.99M-15.953,320
LSPD
Lightspeed Commerce
1.3585 of 5 stars
C$16.97
-1.7%
C$18.60
+9.6%
-3.2%C$1.85BC$740.40M-15.081,800Gap Down
DV
Dolly Varden Silver
0.2992 of 5 stars
C$4.64
-0.4%
C$1.60
-65.5%
+406.2%C$1.43BN/A-59.53800
PD
Precision Drilling
3.7552 of 5 stars
C$74.80
-4.1%
C$95.14
+27.2%
-19.9%C$1.06BC$1.95B4.40950
DCBO
Docebo
1.6524 of 5 stars
C$41.49
-1.2%
C$60.67
+46.2%
-24.9%C$886.58MC$147.27M49.32730News Coverage
Analyst Forecast
ABST
Absolute Software
N/AN/AN/AN/AC$807.42MC$222.06M-23.03740

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This page (TSE:SHOP) was last updated on 8/12/2025 by MarketBeat.com Staff
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