Published

19 Sep 25

Updated

21 Nov 25

Views

542

Not Invested

ShopifySHOP

Fair Value

US$186.64

Share price21 Nov

US$154.3217.3% undervalued

1Y7.83%

7D-0.55%

Massive Social Commerce Tailwinds Promise Shopify's Future Growth

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SWS Staff Member

Published

19 Sep 25

Updated

21 Nov 25

Views

542

Not Invested

Shared on 21 Nov 25

Fair value Increased 6.86%

Resilient performance despite tariff and consumer sentiment pressure

Shopify keeps growing strongly even as tariffs and weaker consumer mood weigh on the retail backdrop. But signs of a possible slowdown in shopper confidence could still show up later, so the path ahead may not be as smooth as recent results suggest.

62 views

Fair Value vs Share Price

US$186.64

vs US$154.3217.3% undervalued

12%

Revenue growth

23.4%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Shopify

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Flawless balance sheet with high growth potential.

Market capUS$198.6b

PB15.7x

Estimated Growth19.5%

Dividend YieldN/A

Full analysis

CEO & management

Tobias Lutke

CEO

4.3yrs

CEO Tenure

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.