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  5. SHOP: Today you had question on negatives for SHOP that would trigger analysts Sell rating. [Shopify Inc. Class A Subordinate Voting Shares]
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Q: Today you had question on negatives for SHOP that would trigger analysts Sell rating. Can you please comment on what would be the positives that would support analysts Buy rating for SHOP?
Asked by Hali on April 17, 2025
5i Research Answer:

The company has a very strong history of growth. It has a massive cash balance currently. It operates in a near-duopolistic industry. It has global sales and good growth. It is well managed. It has created lots of long term shareholder value. Cash flow is solid and growing. It has made good acquisitions and managed economic cycles reasonably well. Share count has been relatively flat for five years. It has beaten estimates in 8 of the past 8 quarters.