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Shopify (SHOP) Competitors

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C$156.13 -0.93 (-0.59%)
As of 03:30 PM Eastern

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

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), Absolute Software (ABST), and Docebo (DCBO). These companies are all part of the "computer software" industry.

Shopify vs. Its Competitors

Constellation Software (TSE:CSU) and Shopify (TSE:SHOP) 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 risk, dividends, profitability, earnings, valuation, institutional ownership, analyst recommendations and media sentiment.

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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

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%

Constellation Software currently has a consensus price target of C$4,693.67, indicating a potential downside of 5.56%. Shopify has a consensus price target of C$136.67, indicating a potential downside of 12.47%. 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)
1 Hold rating(s)
5 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

In the previous week, Shopify had 5 more articles in the media than Constellation Software. MarketBeat recorded 11 mentions for Shopify and 6 mentions for Constellation Software. Constellation Software's average media sentiment score of 0.38 beat Shopify's score of 0.11 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)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Shopify
4 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

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 Ratio
Constellation SoftwareC$6.91B10.87C$453.54MC$42.09118.09
ShopifyC$6.35B22.88C$1.44BC$2.2170.69

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$145.40BC$5.39BC$27.25BC$6.16B
Dividend YieldN/A3.24%2.94%6.72%
P/E Ratio70.6928.4635.9449.60
Price / Sales22.88319.432,034.011,173.94
Price / Cash13.5216.6337.9983.29
Price / Book17.589.377.044.73
Net IncomeC$1.44BC$64.18MC$762.35MC$301.20M
7 Day Performance-0.03%1.29%2.93%1.91%
1 Month Performance6.99%2.75%6.33%5.15%
1 Year Performance72.84%10.66%52,211.65%27.13%

Shopify Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SHOP
Shopify
0.981 of 5 stars
C$156.13
-0.6%
C$136.67
-12.5%
+73.7%C$145.40BC$6.35B70.6911,600Insider Trade
Gap Down
CSU
Constellation Software
0.4331 of 5 stars
C$4,887.84
+1.2%
C$4,693.67
-4.0%
+26.7%C$73.86BC$6.91B116.1445,000
SAP
Saputo
1.9543 of 5 stars
C$26.54
-1.3%
C$30.88
+16.3%
-9.3%C$11.19BC$18.74B-71.06112,000
VDY
Vanguard FTSE Canadian High Dividend Yield Index ETF
N/AC$51.55
-0.2%
N/A+20.2%C$3.55BN/A0.00790
DH
DH
N/AN/AN/AN/AC$2.72BN/A0.00970Gap Up
BB
BlackBerry
1.0192 of 5 stars
C$5.93
+1.9%
C$4.75
-19.9%
+83.0%C$2.45BC$424.99M-19.103,320Analyst Revision
LSPD
Lightspeed Commerce
0.7403 of 5 stars
C$15.10
+1.1%
C$18.30
+21.2%
-14.5%C$1.64BC$740.40M-13.421,800
DV
Dolly Varden Silver
0.3396 of 5 stars
C$4.65
+4.5%
C$1.60
-65.6%
+342.7%C$1.43BN/A-59.66800
PD
Precision Drilling
3.1386 of 5 stars
C$65.90
-5.1%
C$98.33
+49.2%
-33.0%C$937.76MC$1.95B3.88950
ABST
Absolute Software
N/AN/AN/AN/AC$807.42MC$222.06M-23.03740
DCBO
Docebo
1.4061 of 5 stars
C$36.74
+2.0%
C$60.67
+65.1%
-25.3%C$785.08MC$147.27M43.67730Positive News

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This page (TSE:SHOP) was last updated on 7/2/2025 by MarketBeat.com Staff
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