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Shopify (SHOP) Competitors

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C$138.25 -8.37 (-5.71%)
As of 04:16 PM Eastern

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

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), Docebo (DCBO), Precision Drilling (PD), Absolute Software (ABST), and Uranium Participation (U). These companies are all part of the "computer software" industry.

Shopify vs.

Constellation Software (TSE:CSU) and Shopify (TSE:SHOP) are both large-cap computer and technology companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, valuation, dividends, profitability, institutional ownership, risk, analyst recommendations, community ranking and media sentiment.

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$6.91B9.99C$453.54MC$42.09108.46
ShopifyC$6.35B20.26C$1.44BC$2.2162.59

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

Constellation Software currently has a consensus target price of C$4,334.28, indicating a potential downside of 5.05%. Shopify has a consensus target price of C$131.67, indicating a potential downside of 4.76%. Given Shopify's higher probable upside, analysts clearly believe Shopify is more favorable than Constellation Software.

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)
2.86
Shopify
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

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%

In the previous week, Shopify had 1 more articles in the media than Constellation Software. MarketBeat recorded 6 mentions for Shopify and 5 mentions for Constellation Software. Shopify's average media sentiment score of 0.44 beat Constellation Software's score of 0.08 indicating that Shopify is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Constellation Software
1 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Shopify
1 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

Constellation Software received 429 more outperform votes than Shopify when rated by MarketBeat users. However, 64.47% of users gave Shopify an outperform vote while only 63.29% of users gave Constellation Software an outperform vote.

CompanyUnderperformOutperform
Constellation SoftwareOutperform Votes
674
63.29%
Underperform Votes
391
36.71%
ShopifyOutperform Votes
245
64.47%
Underperform Votes
135
35.53%

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

Summary

Constellation Software beats Shopify on 10 of the 19 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 {thisCompany.Symbol} 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$128.75BC$5.02BC$23.05BC$5.62B
Dividend YieldN/A3.18%2.82%6.83%
P/E Ratio62.5926.3741.9930.43
Price / Sales20.26269.472,055.21612.77
Price / Cash13.5216.5934.6182.93
Price / Book15.578.996.083.63
Net IncomeC$1.44BC$63.25MC$735.23MC$299.15M
7 Day Performance-7.56%1.31%-2.00%-0.95%
1 Month Performance-14.68%-3.00%49,625.99%-0.24%
1 Year Performance32.30%0.58%52,113.41%14.46%

Shopify Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SHOP
Shopify
0.7509 of 5 stars
C$138.25
-5.7%
C$131.67
-4.8%
+37.4%C$128.75BC$6.35B62.5911,600Gap Down
CSU
Constellation Software
0.4634 of 5 stars
C$4,729.54
+2.2%
C$4,334.28
-8.4%
+25.0%C$71.47BC$6.91B112.3845,000Dividend Cut
SAP
Saputo
2.3816 of 5 stars
C$25.58
+0.5%
C$31.29
+22.3%
-5.5%C$10.78BC$18.74B-68.49112,000Analyst Forecast
News Coverage
VDY
Vanguard FTSE Canadian High Dividend Yield Index ETF
N/AC$49.76
+1.0%
N/A+12.5%C$3.42BN/A0.00790
DH
DH
N/AN/AN/AN/AC$2.72BN/A0.00970Gap Up
BB
BlackBerry
0.7723 of 5 stars
C$6.36
+2.1%
C$4.75
-25.3%
+52.3%C$2.63BC$424.99M-20.493,320News Coverage
Gap Up
LSPD
Lightspeed Commerce
2.9205 of 5 stars
C$14.27
-6.2%
C$20.31
+42.3%
-29.3%C$1.55BC$740.40M-12.681,800Analyst Forecast
News Coverage
High Trading Volume
DCBO
Docebo
1.7154 of 5 stars
C$44.38
+2.8%
C$82.00
+84.8%
-34.7%C$948.34MC$147.27M52.76730
PD
Precision Drilling
4.0621 of 5 stars
C$65.86
+2.2%
C$119.00
+80.7%
-26.5%C$937.19MC$1.95B3.88950News Coverage
ABST
Absolute Software
N/AN/AN/AN/AC$807.42MC$222.06M-23.03740
U
Uranium Participation
N/AN/AN/AN/AC$768.65MC$-147,478,000.00-4.437,700
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This page (TSE:SHOP) was last updated on 3/28/2025 by MarketBeat.com Staff
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