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 compare the two businesses based on the strength of their media sentiment, institutional ownership, valuation, community ranking, risk, analyst recommendations, earnings, dividends and profitability.

Does the media refer more to CSU or SHOP?

In the previous week, Constellation Software and Constellation Software both had 7 articles in the media. Shopify's average media sentiment score of 0.71 beat Constellation Software's score of 0.31 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	2 Very Positive mention(s)	2 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Shopify	0 Very Positive mention(s)	2 Positive mention(s)	4 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral

Do institutionals and insiders believe in CSU or SHOP?

40.8% of Constellation Software shares are owned by institutional investors. Comparatively, 70.8% of Shopify shares are owned by institutional investors. 4.7% of Constellation Software shares are owned by company insiders. Comparatively, 0.2% of Shopify shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Which has stronger valuation & earnings, CSU or SHOP?

Constellation Software has higher revenue and earnings than Shopify. Constellation Software is trading at a lower price-to-earnings ratio than Shopify, 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$8.41B	9.24	C$565M	C$36.53	100.44
Shopify	C$7.06B	16.36	C$132M	C$0.14	681.79

Which has more risk and volatility, CSU or SHOP?

Constellation Software has a beta of 0.79, meaning that its share price is 21% less volatile than the S&P 500. Comparatively, Shopify has a beta of 2.2, meaning that its share price is 120% more volatile than the S&P 500.

Does the MarketBeat Community believe in CSU or SHOP?

Constellation Software received 422 more outperform votes than Shopify when rated by MarketBeat users. However, 65.16% of users gave Shopify an outperform vote while only 63.65% of users gave Constellation Software an outperform vote.

Company	Underperform	Outperform
Constellation Software	Outperform Votes 667 63.65%	Underperform Votes 381 36.35%
Shopify	Outperform Votes 245 65.16%	Underperform Votes 131 34.84%

Do analysts recommend CSU or SHOP?

Constellation Software presently has a consensus price target of C$3,966.67, indicating a potential upside of 7.43%. Shopify has a consensus price target of C$89.25, indicating a potential downside of 6.91%. Given Shopify's stronger consensus rating and higher probable upside, equities research 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)	0 Strong Buy rating(s)	2.67
Shopify	0 Sell rating(s)	2 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.50

Is CSU or SHOP more profitable?

Constellation Software has a net margin of 6.72% compared to Constellation Software's net margin of 1.87%. Shopify's return on equity of 3.18% beat Constellation Software's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Constellation Software	6.72%	3.18%	7.86%
Shopify	1.87%	1.53%	1.47%

Summary

Constellation Software beats Shopify on 12 of the 17 factors compared between the two stocks.