Shopify
NYSE:SHOP Community- 3 Narratives written by author
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BU
Butter_Bat
Community Contributor
Continuing market dominance, long lasting tailwinds, great optionality, exceptional management and continuous innovation.
Shopify will continue to grow into this ever growing market cementing itself as the go to option to start up an online presence. E-commerce as a whole will continue to grow ~8-10% as consumers switch from in store to online experiences.
View narrativeUS$111.86
FV
3.3% overvalued intrinsic discount19.00%
Revenue growth p.a.
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5 months ago author updated this narrative
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
196.3% overvalued intrinsic discount18.00%
Revenue growth p.a.
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8 months ago author updated this narrative
WA
Consensus Narrative from 45 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
1.4% undervalued intrinsic discount22.65%
Revenue growth p.a.
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2 months ago author updated this narrative