Shopify (SHOP) Competitors C$168.45 -7.34 (-4.18%) As of 04:00 PM Eastern Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsHeadlinesInsider TradesBuy This Stock SHOP vs. CSU, SAP, VDY, DH, BB, LSPD, DV, PD, DCBO, and ABSTShould 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 Constellation Software Saputo Vanguard FTSE Canadian High Dividend Yield Index ETF DH BlackBerry Lightspeed Commerce Dolly Varden Silver Precision Drilling Docebo Absolute Software 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, risk, analyst recommendations, profitability, valuation, dividends, institutional ownership and media sentiment. 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 Software6.57% 27.34% 7.87% Shopify 22.74%20.32%5.63% Does the media refer more to CSU or SHOP? In the previous week, Shopify had 3 more articles in the media than Constellation Software. MarketBeat recorded 5 mentions for Shopify and 2 mentions for Constellation Software. Constellation Software's average media sentiment score of 0.45 beat Shopify's score of 0.26 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 0 Very Positive mention(s) 1 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Shopify 2 Very Positive mention(s) 0 Positive mention(s) 3 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Do institutionals and insiders hold more shares of CSU or SHOP? 42.0% of Constellation Software shares are owned by institutional investors. Comparatively, 70.3% of Shopify shares are owned by institutional investors. 5.7% of Constellation Software shares are owned by insiders. Comparatively, 0.2% of Shopify shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth. Do analysts prefer CSU or SHOP? Constellation Software currently has a consensus target price of C$4,693.67, suggesting a potential downside of 3.23%. Shopify has a consensus target price of C$136.67, suggesting a potential downside of 18.87%. Given Constellation Software's stronger consensus rating and higher possible upside, equities analysts plainly believe Constellation Software is more favorable than Shopify.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Constellation Software 0 Sell rating(s) 1 Hold rating(s) 5 Buy rating(s) 1 Strong Buy rating(s) 3.00Shopify 0 Sell rating(s) 1 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.50 Which has more risk & volatility, 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. Which has preferable valuation & earnings, 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. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioConstellation SoftwareC$6.91B10.61C$453.54MC$42.09115.25ShopifyC$6.35B24.69C$1.44BC$2.2176.26 SummaryConstellation Software beats Shopify on 11 of the 17 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 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 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.Skip Chart SHOP vs. The Competition Export to ExcelMetricShopifySoftware IndustryComputer SectorTSE ExchangeMarket CapC$156.88BC$6.58BC$28.37BC$6.27BDividend YieldN/A3.24%3.06%6.72%P/E Ratio76.2629.2433.7955.12Price / Sales24.69297.291,759.141,151.78Price / Cash13.5217.2234.3183.29Price / Book18.9711.157.544.93Net IncomeC$1.44BC$48.92MC$781.12MC$301.20M7 Day Performance6.71%2.37%2.77%1.79%1 Month Performance15.20%3.44%11.08%5.60%1 Year Performance95.28%12.60%52,800.07%25.36% Shopify Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SHOPShopify1.059 of 5 starsC$168.45-4.2%C$136.67-18.9%+102.6%C$156.88BC$6.35B76.2611,600CSUConstellation Software0.5015 of 5 starsC$4,959.37+1.5%C$4,693.67-5.4%+16.6%C$74.95BC$6.91B117.8445,000SAPSaputo0.8886 of 5 starsC$27.57flatC$30.88+12.0%-9.3%C$11.62BC$18.74B-73.82112,000VDYVanguard FTSE Canadian High Dividend Yield Index ETFN/AC$52.65+0.2%N/A+17.2%C$3.62BN/A0.00790News CoverageDHDHN/AN/AN/AN/AC$2.72BN/A0.00970Gap UpBBBlackBerry0.854 of 5 starsC$5.52flatC$4.75-13.9%+60.1%C$2.29BC$424.99M-17.783,320LSPDLightspeed Commerce0.6075 of 5 starsC$15.96+1.7%C$18.30+14.7%-4.9%C$1.74BC$740.40M-14.181,800News CoverageDVDolly Varden Silver0.4855 of 5 starsC$5.29+6.0%C$1.60-69.8%+379.3%C$1.63BN/A-67.87800High Trading VolumePDPrecision Drilling3.5358 of 5 starsC$68.16-1.7%C$93.00+36.4%-31.0%C$969.92MC$1.95B4.01950DCBODocebo1.4923 of 5 starsC$39.72+2.0%C$60.67+52.7%-18.6%C$848.76MC$147.27M47.22730ABSTAbsolute SoftwareN/AN/AN/AN/AC$807.42MC$222.06M-23.03740 Related Companies and Tools Related Companies Constellation Software Alternatives Saputo Alternatives Vanguard FTSE Canadian High Dividend Yield Index ETF Alternatives DH Alternatives BlackBerry Alternatives Lightspeed Commerce Alternatives Dolly Varden Silver Alternatives Precision Drilling Alternatives Docebo Alternatives Absolute Software 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 (TSE:SHOP) was last updated on 7/22/2025 by MarketBeat.com Staff From Our PartnersTreasury Secretary Bessent Is Betting Big on GoldWhen the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gol...Golden Portfolio | SponsoredA new rule goes live in July — and the banks are quietly cashing inA little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...American Alternative | SponsoredBitcoin just humbled Jeff BezosBitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity. Whi...Brownstone Research | SponsoredGoogle did what!?!?A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...Stansberry Research | 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 | SponsoredCritical AI announcement set to ignite AI 2.0 I just put together an urgent new presentation that you need to see right away. In short: I believe we are...Timothy Sykes | SponsoredThe $7 company helping Nvidia build the world’s first trillion-dollar robot …Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profit...Weiss Ratings | SponsoredYour blueprint for crypto wealthMark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…Crypto 101 Media | 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.
