Shopify (SHOP) Competitors C$225.10 -4.42 (-1.93%) As of 04:00 PM Eastern Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsHeadlinesInsider TradesBuy This Stock SHOP vs. CSU, SAP, VDY, BB, DH, LSPD, DCBO, PD, ABST, and UShould 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), BlackBerry (BB), DH (DH), Lightspeed Commerce (LSPD), Docebo (DCBO), Precision Drilling (PD), Absolute Software (ABST), and Uranium Participation (U). 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 BlackBerry DH Lightspeed Commerce Docebo Precision Drilling Absolute Software Uranium Participation Constellation Software (TSE:CSU) and Shopify (TSE:SHOP) are both large-cap computer and technology companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, dividends, media sentiment, risk, analyst recommendations, valuation and institutional ownership. Which has more volatility & risk, CSU or SHOP? Constellation Software has a beta of 0.564584, indicating that its share price is 44% less volatile than the S&P 500. Comparatively, Shopify has a beta of 2.974136, indicating that its share price is 197% more volatile than the S&P 500. Which has preferable 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. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioConstellation SoftwareC$10.74B7.57C$453.54MC$30.24126.90ShopifyC$10.01B29.21C$1.44BC$1.80125.06 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% Do analysts rate CSU or SHOP? Constellation Software currently has a consensus target price of C$5,450.00, suggesting a potential upside of 42.02%. Shopify has a consensus target price of C$157.50, suggesting a potential downside of 30.03%. Given Constellation Software's stronger consensus rating and higher probable upside, analysts clearly 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) 2 Hold rating(s) 4 Buy rating(s) 1 Strong Buy rating(s) 2.86Shopify 0 Sell rating(s) 2 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.33 Does the media refer more to CSU or SHOP? In the previous week, Shopify had 2 more articles in the media than Constellation Software. MarketBeat recorded 9 mentions for Shopify and 7 mentions for Constellation Software. Constellation Software's average media sentiment score of 1.30 beat Shopify's score of 0.06 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 4 Very Positive mention(s) 1 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Shopify 0 Very Positive mention(s) 2 Positive mention(s) 7 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Do insiders & institutionals have more ownership in CSU or SHOP? 52.5% of Constellation Software shares are held by institutional investors. Comparatively, 58.4% of Shopify shares are held by institutional investors. 5.7% of Constellation Software shares are held by company insiders. Comparatively, 0.2% of Shopify shares are held by company 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. 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. 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 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$292.55BC$7.54BC$33.20BC$9.68BDividend YieldN/A3.72%3.16%6.47%P/E Ratio125.061,299.60495.3626.85Price / Sales29.21250.762,035.1910.77Price / Cash13.5217.3937.8883.29Price / Book25.3510.717.535.77Net IncomeC$1.44BC$49.83MC$819.01MC$301.20M7 Day Performance8.87%0.28%2.27%2.46%1 Month Performance10.70%-0.68%11.13%7.79%1 Year Performance104.28%5.51%24,144.38%55.73% Shopify Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SHOPShopify1.3867 of 5 starsC$225.10-1.9%C$157.50-30.0%+105.1%C$292.55BC$10.01B125.0611,600CSUConstellation Software3.9359 of 5 starsC$3,766.74+2.9%C$5,450.00+44.7%-10.5%C$77.56BC$10.74B124.5645,000Positive NewsInsider TradeHigh Trading VolumeSAPSaputo2.6216 of 5 starsC$33.76+1.2%C$34.63+2.6%+18.3%C$13.91BC$19.09B-99.29112,000VDYVanguard FTSE Canadian High Dividend Yield Index ETFN/AC$57.86+0.1%N/A+20.0%C$4.75BN/A0.00790News CoverageBBBlackBerry1.3663 of 5 starsC$6.95+0.9%C$4.75-31.7%+106.8%C$4.07BC$536.60M123.943,320Positive NewsDHDHN/AN/AN/AN/AC$2.72BN/A0.00970Gap UpLSPDLightspeed Commerce0.7945 of 5 starsC$16.59+3.1%C$18.60+12.1%-23.8%C$2.18BC$1.12B-3.721,800DCBODocebo2.4079 of 5 starsC$38.64-0.4%C$62.33+61.3%-34.3%C$1.11BC$230.50M56.00730PDPrecision Drilling2.9479 of 5 starsC$79.21-3.8%C$95.14+20.1%N/AC$1.08BC$1.85B11.13950News CoverageAnalyst RevisionABSTAbsolute SoftwareN/AN/AN/AN/AC$807.42MC$222.06M-23.03740UUranium ParticipationN/AN/AN/AN/AC$768.65M-C$147.48M-4.437,700News CoveragePositive News Related Companies and Tools Related Companies Constellation Software Alternatives Saputo Alternatives Vanguard FTSE Canadian High Dividend Yield Index ETF Alternatives BlackBerry Alternatives DH Alternatives Lightspeed Commerce Alternatives Docebo Alternatives Precision Drilling Alternatives Absolute Software Alternatives Uranium Participation 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 10/7/2025 by MarketBeat.com Staff From Our PartnersMagnificent 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 | 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. 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