Shopify (SHOP) Competitors $108.49 +4.28 (+4.11%) As of 09:32 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock SHOP vs. SAP, PLTR, APP, CRWD, INFY, NTES, TEAM, SNOW, NET, and VEEVShould you be buying Shopify stock or one of its competitors? The main competitors of Shopify include SAP (SAP), Palantir Technologies (PLTR), AppLovin (APP), CrowdStrike (CRWD), Infosys (INFY), NetEase (NTES), Atlassian (TEAM), Snowflake (SNOW), Cloudflare (NET), and Veeva Systems (VEEV). These companies are all part of the "computer software" industry. Shopify vs. SAP Palantir Technologies AppLovin CrowdStrike Infosys NetEase Atlassian Snowflake Cloudflare Veeva Systems SAP (NYSE:SAP) and Shopify (NYSE:SHOP) are both large-cap computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their media sentiment, valuation, community ranking, analyst recommendations, institutional ownership, dividends, profitability, earnings and risk. Which has better valuation & earnings, SAP or SHOP? SAP has higher revenue and earnings than Shopify. Shopify is trading at a lower price-to-earnings ratio than SAP, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioSAP$34.18B9.80$3.38B$2.8795.01Shopify$8.88B15.21$2.02B$1.5567.29 Does the MarketBeat Community believe in SAP or SHOP? Shopify received 645 more outperform votes than SAP when rated by MarketBeat users. Likewise, 66.37% of users gave Shopify an outperform vote while only 66.21% of users gave SAP an outperform vote. CompanyUnderperformOutperformSAPOutperform Votes77066.21% Underperform Votes39333.79% ShopifyOutperform Votes141566.37% Underperform Votes71733.63% Does the media refer more to SAP or SHOP? In the previous week, Shopify had 36 more articles in the media than SAP. MarketBeat recorded 62 mentions for Shopify and 26 mentions for SAP. Shopify's average media sentiment score of 1.09 beat SAP's score of 0.84 indicating that Shopify is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment SAP 17 Very Positive mention(s) 1 Positive mention(s) 5 Neutral mention(s) 3 Negative mention(s) 0 Very Negative mention(s) Positive Shopify 40 Very Positive mention(s) 11 Positive mention(s) 7 Neutral mention(s) 3 Negative mention(s) 0 Very Negative mention(s) Positive Do insiders & institutionals believe in SAP or SHOP? 69.3% of Shopify shares are owned by institutional investors. 7.4% of SAP shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term. Which has more risk & volatility, SAP or SHOP? SAP has a beta of 1.25, suggesting that its share price is 25% more volatile than the S&P 500. Comparatively, Shopify has a beta of 2.6, suggesting that its share price is 160% more volatile than the S&P 500. Is SAP or SHOP more profitable? Shopify has a net margin of 22.74% compared to SAP's net margin of 9.17%. SAP's return on equity of 12.18% beat Shopify's return on equity.Company Net Margins Return on Equity Return on Assets SAP9.17% 12.18% 7.32% Shopify 22.74%12.00%9.79% Do analysts rate SAP or SHOP? SAP presently has a consensus price target of $248.83, indicating a potential downside of 8.75%. Shopify has a consensus price target of $126.31, indicating a potential upside of 21.12%. Given Shopify's higher possible upside, analysts plainly believe Shopify is more favorable than SAP.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score SAP 0 Sell rating(s) 0 Hold rating(s) 8 Buy rating(s) 0 Strong Buy rating(s) 3.00Shopify 1 Sell rating(s) 14 Hold rating(s) 24 Buy rating(s) 1 Strong Buy rating(s) 2.63 SummaryShopify beats SAP on 12 of the 19 factors compared between the two stocks. Remove Ads 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 {thisCompany.Symbol} 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 NYSE 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 ExcelMetricShopifyPrepackaged software IndustryComputer SectorNYSE ExchangeMarket Cap$134.93B$23.49B$24.05B$19.56BDividend YieldN/A2.05%2.79%3.76%P/E Ratio67.29109.8242.5633.48Price / Sales15.2120.702,407.4728.58Price / Cash125.5686.0634.6717.54Price / Book11.688.476.234.56Net Income$2.02B$436.62M$737.91M$1.02B7 Day Performance9.92%0.83%0.77%0.95%1 Month Performance-9.62%-10.64%50,014.58%-3.88%1 Year Performance32.48%7.86%52,744.32%5.93% Shopify Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SHOPShopify4.1734 of 5 stars$108.49+4.1%$126.31+16.4%+32.5%$139.96B$8.88B69.7411,600Analyst ForecastPositive NewsSAPSAP2.5086 of 5 stars$269.55+2.1%$248.83-7.7%+39.6%$331.50B$34.18B94.02107,602PLTRPalantir Technologies1.5299 of 5 stars$86.92+0.8%$74.45-14.3%+276.2%$202.91B$2.87B455.383,840APPAppLovin3.6962 of 5 stars$309.13+5.5%$438.28+41.8%+340.9%$105.01B$4.71B68.041,745CRWDCrowdStrike4.7609 of 5 stars$366.40+3.6%$398.78+8.8%+10.6%$90.21B$3.95B718.174,960Positive NewsGap DownINFYInfosys2.4661 of 5 stars$18.54+0.7%$19.78+6.7%+3.5%$76.81B$19.11B23.47317,240NTESNetEase4.2868 of 5 stars$101.97-0.8%$114.57+12.4%-8.0%$65.45B$105.30B16.0029,128TEAMAtlassian4.8196 of 5 stars$221.61+1.4%$319.71+44.3%+18.1%$57.94B$4.79B-165.038,810Insider TradeSNOWSnowflake4.5669 of 5 stars$156.40+0.2%$202.92+29.7%-0.7%$51.65B$3.63B-46.163,990NETCloudflare4.3457 of 5 stars$116.52+0.3%$130.04+11.6%+23.2%$40.24B$1.67B-530.043,682Insider TradeVEEVVeeva Systems3.7396 of 5 stars$237.60+1.5%$255.28+7.4%+2.8%$38.48B$2.75B58.525,480Positive News Remove Ads Related Companies and Tools Related Companies SAP Alternatives PLTR Alternatives APP Alternatives CRWD Alternatives INFY Alternatives NTES Alternatives TEAM Alternatives SNOW Alternatives NET Alternatives VEEV 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 (NYSE:SHOP) was last updated on 3/24/2025 by MarketBeat.com Staff From Our PartnersElon Musk’s NEW Project… RevealedYou won't believe what Elon Musk is hiding… Inside this facility in the middle of an industrial zone of Memphi...InvestorPlace | SponsoredHere’s Why Tesla Insiders are Dumping SharesTesla has been on a losing streak ever since Elon Musk first visited the White House in early 2025. 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