Our community narratives are driven by numbers and valuation.
Value any stock for free in seconds
Get alerts and valuation updates
Participate in discussions
GO
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.
View narrativeUS$39.00
FV
179.4% overvalued intrinsic discount18.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
6 months ago author updated this narrative
WA
Consensus Narrative from 44 Analysts
International Expansion And AI Integration Will Shape Future Of E-Commerce Platforms
Key Takeaways Increased competition and feature development pressure resources and net margins in the B2B space. Expanding international markets and new services require significant investment, impacting short-term earnings and margins.
View narrativeUS$117.22
FV
7.1% undervalued intrinsic discount22.65%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
33users have followed this narrative
10 days ago author updated this narrative