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Shopify Community
NasdaqGS:SHOP Community
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Shopify
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Shopify
GO
Goran_Damchevski
Equity Analyst
Large Brands and New Verticals to Push Revenues Higher But Cheap Ecomm Software Risks Remain
Key Takeaways Expanding the customer base with large brands via the Shopify Plus subscriptions is a profitable way to grow the business. In my view, Shopify has a $32B software, and $15.4B payments market opportunity.
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US$39.00
FV
267.0% overvalued
intrinsic discount
18.00%
Revenue growth p.a.
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8
users have followed this narrative
about 1 year ago
author updated this narrative
Shopify
AN
AnalystConsensusTarget
Consensus Narrative from 46 Analysts
International Expansion And AI Integration Will Open New Global Markets
Key Takeaways Rapid international expansion, upmarket focus, and financial ecosystem growth are diversifying revenue streams and increasing resilience amid evolving digital commerce trends. Aggressive integration of AI and emerging retail channels is boosting merchant acquisition, efficiency, and margins, positioning Shopify as a central digital commerce enabler.
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US$159.43
FV
10.2% undervalued
intrinsic discount
22.62%
Revenue growth p.a.
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0
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21
users have followed this narrative
4 days ago
author updated this narrative
Your Valuation for
SHOP
SHOP
Shopify
Your Fair Value
US$
Current Price
US$143.11
33.8% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2b
23b
2015
2018
2021
2024
2025
2027
2030
Revenue US$23.1b
Earnings US$5.4b
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