Shopify

Massive Social Commerce Tailwinds Promise Shopify's Future Growth

nav

Not Invested

Community Contributor

Published

19 Sep 25

Updated

21 Nov 25

Views

510

21 Nov

US$114.21

nav's Fair Value

US$186.64

38.8% undervalued

-1.0%

5.8%

-1.0%

5.8%

Author's Valuation

US$186.6438.8% undervalued

nav's Fair Value

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.

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Valuator

Company Info

Notes

nav'sFair Value

US$186.64

38.8% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

19.22%

Historical revenue growth rate

23.21%

IT revenue growth rate

0.73%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.50%

Calculation

US$4.41b

Earnings '30

84.30x

PE Ratio '30

US$372.13b

Market Cap '30

US$372.13b

Market Cap '30

1.34b

No. shares '30

US$278.22

Share Price '30

US$278.22 Share Price '30

Discounted to 2025 @ 8.31% p.a.

US$186.64

Fair Value '25