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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
225.8% overvalued
intrinsic discount
18.00%
Revenue growth p.a.
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about 1 year ago
author updated this narrative
Shopify
AN
AnalystConsensusTarget
Consensus Narrative from 46 Analysts
Global Entrepreneurship And Online Retail Will Unlock Future Expansion
Key Takeaways Global ecommerce trends, international expansion, and platform localization are driving strong merchant growth, revenue diversification, and improved onboarding for Shopify. Investments in AI-enabled products and an expanding solutions portfolio are boosting operational efficiency, deepening merchant relationships, and supporting higher-margin recurring revenues.
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US$116.59
FV
9.0% overvalued
intrinsic discount
21.38%
Revenue growth p.a.
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3 days ago
author updated this narrative
Your Valuation for
SHOP
SHOP
Shopify
Your Fair Value
US$
Current Price
US$127.07
31.6% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2b
21b
2015
2018
2021
2024
2025
2027
2030
Revenue US$20.8b
Earnings US$3.6b
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