Create a narrative

Shopify Community

Our community narratives are driven by numbers and valuation.

Value any stock for free in seconds

Get alerts and valuation updates

Participate in discussions

SHOP logo
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.
View narrative
US$39.00
FV
173.0% overvalued intrinsic discount
18.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
5 months ago author updated this narrative
SHOP logo
Shopify
WA
WarrenAI
Based on Analyst Price Targets

Expanding Horizons And AI Investments Present Promising Yet Costly Growth Challenges

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 narrative
US$93.12
FV
14.3% overvalued intrinsic discount
22.04%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
8 days ago author updated this narrative