Review of Shopify Inc.

JUL 17, 2025 - Given the strong competitive advantage of high switching costs and a tremendous addressable market. SHOP is expected to continue to grow at a healthy pace in the foreseeable future. The company has shifted its long-term growth strategy relative to giants like Amazon by only focusing on high-value-added, high-margin software solutions and divesting capital-intensive, competitive, commoditized logistics. Lastly, SHOP’s management has demonstrated a commitment to cost control recently, which we think could help expand margins significantly over time due to its business model with high operational leverage. The company continues to be a great long-term holding for growth-oriented investors. We are maintaining our rating of ‘A-‘.

Download Report

{tplLang.businessdescription | toLang tLang}

{ profileData.description }

{tplLang.details | toLang tLang}

{tplLang.ceo | toLang tLang}

{profileData.profile.details.ceo}

{tplLang.employees | toLang tLang}

{profileData.profile.details.employees | numeraljs '0,0'}

{tplLang.issuetype | toLang tLang}

{profileData.profile.details.issuetype | asIssueType}

{tplLang.industryclassifications | toLang tLang}

{tplLang.sector | toLang tLang}

{profileData.profile.classification.sector}

{tplLang.industry | toLang tLang}

{profileData.profile.classification.industry}

{tplLang.toolname| toLang tLang}

There is no {tplLang.toolname| toLang tLang} currently available for {data.symbolstring}.

Shopify Inc. Class A Subordinate Voting Shares (SHOP $225.10)
- $225.10 P/E (TTM): 93.2X Cap: $292.48B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP

Q: SHOP is again the most valued company on the TSX. What portion of a portfolio should be allocated to SHOP in order to match the portion of SHOP to the total valuation of the TSX? I use the TSX as my benchmark and would rather remove the effect of SHOP when comparing my portfolio’s performance to the benchmark.

Read Answer Asked by André on October 06, 2025

Shopify Inc. Class A Subordinate Voting Shares (SHOP $225.10)
- $225.10 P/E (TTM): 93.2X Cap: $292.48B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
Kraken Robotics Inc. (PNG $5.95)
- $5.95 P/E (TTM): 82.0X Cap: $1.70B
- View PNG Profile
- View Questions on PNG
WELL Health Technologies Corp. (WELL $5.60)
- $5.60 Cap: $1.42B
- View WELL Profile
- View Questions on WELL
- View Reports on WELL

Q: What is the projected release date of next earnings for these companies?

Read Answer Asked on October 07, 2025

Shopify Inc. Class A Subordinate Voting Shares (SHOP $225.10)
- $225.10 P/E (TTM): 93.2X Cap: $292.48B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP

Q: I've reached a 100% return on SHOP and taken some profit. I'm happy with this result after a long time in the red through 2022 and 2023. Thanks for the service and this recommendation.

I've been managing a portion of my investments since 2010 and find one of the hardest decisions is when to sell an investment. One rule I follow is if I have a 100% gain, I sell a portion of if. This of course only covers one of many reasons to sell, and taking profits maybe the least stressful reason, but I find this reduces my overall mental load in managing my accounts.

I wanted to share and see what you thought of this idea and see if you, or any other members, have other rules of thumb for selling to help novice investors.

Read Answer Asked by Matthew on October 06, 2025