View ValuationShopify 향후 성장Future 기준 점검 4/6Shopify (는) 각각 연간 28.2% 및 18.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.5% 로 예상됩니다.핵심 정보28.2%이익 성장률28.30%EPS 성장률IT 이익 성장13.2%매출 성장률18.4%향후 자기자본이익률19.47%애널리스트 커버리지Good마지막 업데이트20 May 2026최근 향후 성장 업데이트공시 • May 07Shopify Provides Earnings Guidance for the the Second Quarter of 2026Shopify provided earnings guidance for the the second quarter of 2026. For the period, the company expects Revenue to grow at a high-twenties percentage rate on a year-over-year basis.공시 • Feb 12Shopify Inc. Provides Earnings Guidance for the First Quarter of 2026Shopify Inc. provided earnings guidance for the first quarter of 2026. for the quarter, the company expects Revenue to grow at a low-thirties percentage rate on a year-over-year basis, similar to Fourth Quarter 2025.공시 • Nov 05Shopify Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Shopify Inc. provided earnings guidance for the fourth quarter of 2025. The company expects Fourth Quarter revenue growth to be in the mid to high 20s year-over-year.모든 업데이트 보기Recent updates공시 • May 15Sezzle Inc. Provides Update On Antitrust Case Against Shopify IncSezzle Inc. announced that the United States District Court for the District of Minnesota has issued an Opinion and Order granting in part and denying in part Shopify Inc.’s motion to dismiss Sezzle’s antitrust action. The Court allowed Sezzle’s core claims to proceed, including claims for monopolization and attempted monopolization under Section 2 of the Sherman Act, unlawful restraint of trade under Section 1 of the Sherman Act, parallel claims under the Minnesota Antitrust Law of 1971, and a claim under the Minnesota Deceptive Trade Practices Act. The Court dismissed without prejudice Sezzle’s unlawful tying claim under Section 1 of the Sherman Act and the corresponding portion of Sezzle’s state-law antitrust claim. The remaining claims will proceed. The case, captioned Sezzle Inc. v. Shopify Inc., File No. 25-cv-2395 (ECT/SGE), is pending in the United States District Court for the District of Minnesota. The Court’s ruling is procedural in nature and does not constitute a finding of liability against Shopify.공시 • May 07Shopify Provides Earnings Guidance for the the Second Quarter of 2026Shopify provided earnings guidance for the the second quarter of 2026. For the period, the company expects Revenue to grow at a high-twenties percentage rate on a year-over-year basis.공시 • Apr 15Shopify Inc. to Report Q1, 2026 Results on May 05, 2026Shopify Inc. announced that they will report Q1, 2026 results Pre-Market on May 05, 2026공시 • Mar 25Shopify Inc., Annual General Meeting, Jun 16, 2026Shopify Inc., Annual General Meeting, Jun 16, 2026.공시 • Feb 12Shopify Inc. Provides Earnings Guidance for the First Quarter of 2026Shopify Inc. provided earnings guidance for the first quarter of 2026. for the quarter, the company expects Revenue to grow at a low-thirties percentage rate on a year-over-year basis, similar to Fourth Quarter 2025.공시 • Feb 11Shopify Inc. (NasdaqGS:SHOP) announces an Equity Buyback for 5% of its issued share capital, for $2,000 million.Shopify Inc. (NasdaqGS:SHOP) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its Class A subordinate voting shares, not exceeding 5% of it's issued and outstanding Class A subordinate voting shares. The program has no fixed expiration date.공시 • Jan 28Shopify Inc. to Report Q4, 2025 Results on Feb 11, 2026Shopify Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026공시 • Nov 05Shopify Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Shopify Inc. provided earnings guidance for the fourth quarter of 2025. The company expects Fourth Quarter revenue growth to be in the mid to high 20s year-over-year.공시 • Oct 14Shopify Inc. to Report Q3, 2025 Results on Nov 04, 2025Shopify Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 04, 2025공시 • Oct 10Shopify Inc. Appoints Jessica Hertz as Chief Operating Officer, Effective October 9, 2025On October 9, 2025, Shopify Inc. announced the appointment of Jessica Hertz as the Chief Operating Officer of the Company, effective October 9, 2025. Prior to her appointment as COO, Ms. Hertz, age 43, served as Shopify’s General Counsel and has been with the Company since 2021. As General Counsel, Ms. Hertz oversaw Shopify’s global legal, communications, policy, talent, and trust teams. Prior to joining Shopify, Ms. Hertz held roles in the White House and previously served in positions at Facebook and at the law firm of Jenner & Block LLP. Ms. Hertz holds a J.D. from the University of Chicago Law School and an A.B. from Harvard College.Board Change • Sep 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Lead Independent Director Joe Natale was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 10VP of Product & COO recently sold €11m worth of stockOn the 7th of August, Kasra Nejatian sold around 81k shares on-market at roughly €132 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kasra has been a net seller over the last 12 months, reducing personal holdings by €23m.Board Change • Aug 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Lead Independent Director Joe Natale was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Lead Independent Director Joe Natale was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Jul 16Shopify Inc. to Report Q2, 2025 Results on Aug 06, 2025Shopify Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025공시 • Jul 11Shopify Inc. (NasdaqGS:SHOP) acquired Ritual Technologies Inc. from Georgian, Insight Partners, Mantella Venture Partners, and Greylock Partners.Shopify Inc. (NasdaqGS:SHOP) acquired Ritual Technologies Inc. from Georgian, Insight Partners, Mantella Venture Partners, and Greylock Partners recently. Jason Myler of Brown Gibbons Lang & Company acted as financial advisor to Ritual Technologies Inc.공시 • Jun 19Shopify Inc. Elects Joe Natale as DirectorShopify Inc. at its annual meeting of shareholders held on June 17, 2025 elected Joe Natale as Director.공시 • Jun 10Sezzle Files Antitrust Action Against ShopifySezzle Inc. announced that it has filed a lawsuit against Shopify Inc. in the U.S. District Court for the District of Minnesota asserting federal and state antitrust violations. The lawsuit alleges that Shopify has been engaging and continues to engage in monopolistic and anticompetitive business practices in order to stifle competition for “buy now, pay later” service options on Shopify’s e-commerce platform. Sezzle is seeking an injunction to prevent Shopify from continuing its anticompetitive conduct that limits consumer choice and stifles fair market competition. The suit filed by the Company seeks treble damages.공시 • Apr 17Shopify Inc. to Report Q1, 2025 Results on May 08, 2025Shopify Inc. announced that they will report Q1, 2025 results Pre-Market on May 08, 2025공시 • Mar 28Shopify Inc., Annual General Meeting, Jun 17, 2025Shopify Inc., Annual General Meeting, Jun 17, 2025.공시 • Mar 15Shopify Inc. (NYSE:SHOP) acquired Vantage Discovery, Inc.Shopify Inc. (NYSE:SHOP) acquired Vantage Discovery, Inc. on March 14, 2025. Shopify Inc. (NYSE:SHOP) completed the acquisition of Vantage Discovery, Inc. on March 14, 2025.이익 및 매출 성장 예측BUL:307 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202822,9353,5964,8274,5061912/31/202718,3192,6013,4233,4114512/31/202614,7971,1602,6222,718443/31/202612,3661,3322,1202,147N/A12/31/202511,5561,2312,0072,033N/A9/30/202510,6961,7811,9031,923N/A6/30/202510,0142,3451,8171,833N/A3/31/20259,3791,6101,7281,745N/A12/31/20248,8802,0191,5971,616N/A9/30/20248,2121,3831,4321,449N/A6/30/20247,7641,2731,2871,304N/A3/31/20247,413-2091,0511,082N/A12/31/20237,060132905944N/A9/30/20236,651-1,148549594N/A6/30/20236,303-2,025125182N/A3/31/20235,904-1,918-59-11N/A12/31/20225,600-3,460-186-136N/A9/30/20225,245-3,208-1058N/A6/30/20225,003-1,901168234N/A3/31/20224,827182313375N/A12/31/20214,6122,915485536N/A9/30/20214,2103,410458489N/A6/30/20213,8532,452507537N/A3/31/20213,4481,609615646N/A12/31/20202,929320383425N/A9/30/20202,457196183232N/A6/30/20202,080-6758113N/A3/31/20201,728-132-107-39N/A12/31/20191,578-125N/A71N/A9/30/20191,417-127N/A27N/A6/30/20191,296-78N/A60N/A3/31/20191,179-73N/A36N/A12/31/20181,073-65N/A9N/A9/30/2018952-66N/A19N/A6/30/2018854-52N/A10N/A3/31/2018760-42N/A2N/A12/31/2017673-40N/A8N/A9/30/2017581-46N/A-4N/A6/30/2017509-46N/A3N/A3/31/2017444-40N/A17N/A12/31/2016389-35N/A14N/A9/30/2016329-33N/A12N/A6/30/2016282-28N/A11N/A3/31/2016241-23N/A12N/A12/31/2015205-19N/A16N/A9/30/2015170-17N/A15N/A6/30/2015145-17N/A13N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 307 의 연간 예상 수익 증가율(28.2%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: 307 의 연간 수익(28.2%)이 BG 시장(12.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 307 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 307 의 수익(연간 18.4%)이 BG 시장(연간 5.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 307 의 수익(연간 18.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 307의 자본 수익률은 3년 후 19.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 14:50종가2026/04/24 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Shopify Inc.는 82명의 분석가가 다루고 있습니다. 이 중 45명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Harshit GuptaAccountability Research CorporationRichard KramerArete Research Services LLPOliver LesterArete Research Services LLP79명의 분석가 더 보기
공시 • May 07Shopify Provides Earnings Guidance for the the Second Quarter of 2026Shopify provided earnings guidance for the the second quarter of 2026. For the period, the company expects Revenue to grow at a high-twenties percentage rate on a year-over-year basis.
공시 • Feb 12Shopify Inc. Provides Earnings Guidance for the First Quarter of 2026Shopify Inc. provided earnings guidance for the first quarter of 2026. for the quarter, the company expects Revenue to grow at a low-thirties percentage rate on a year-over-year basis, similar to Fourth Quarter 2025.
공시 • Nov 05Shopify Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Shopify Inc. provided earnings guidance for the fourth quarter of 2025. The company expects Fourth Quarter revenue growth to be in the mid to high 20s year-over-year.
공시 • May 15Sezzle Inc. Provides Update On Antitrust Case Against Shopify IncSezzle Inc. announced that the United States District Court for the District of Minnesota has issued an Opinion and Order granting in part and denying in part Shopify Inc.’s motion to dismiss Sezzle’s antitrust action. The Court allowed Sezzle’s core claims to proceed, including claims for monopolization and attempted monopolization under Section 2 of the Sherman Act, unlawful restraint of trade under Section 1 of the Sherman Act, parallel claims under the Minnesota Antitrust Law of 1971, and a claim under the Minnesota Deceptive Trade Practices Act. The Court dismissed without prejudice Sezzle’s unlawful tying claim under Section 1 of the Sherman Act and the corresponding portion of Sezzle’s state-law antitrust claim. The remaining claims will proceed. The case, captioned Sezzle Inc. v. Shopify Inc., File No. 25-cv-2395 (ECT/SGE), is pending in the United States District Court for the District of Minnesota. The Court’s ruling is procedural in nature and does not constitute a finding of liability against Shopify.
공시 • May 07Shopify Provides Earnings Guidance for the the Second Quarter of 2026Shopify provided earnings guidance for the the second quarter of 2026. For the period, the company expects Revenue to grow at a high-twenties percentage rate on a year-over-year basis.
공시 • Apr 15Shopify Inc. to Report Q1, 2026 Results on May 05, 2026Shopify Inc. announced that they will report Q1, 2026 results Pre-Market on May 05, 2026
공시 • Mar 25Shopify Inc., Annual General Meeting, Jun 16, 2026Shopify Inc., Annual General Meeting, Jun 16, 2026.
공시 • Feb 12Shopify Inc. Provides Earnings Guidance for the First Quarter of 2026Shopify Inc. provided earnings guidance for the first quarter of 2026. for the quarter, the company expects Revenue to grow at a low-thirties percentage rate on a year-over-year basis, similar to Fourth Quarter 2025.
공시 • Feb 11Shopify Inc. (NasdaqGS:SHOP) announces an Equity Buyback for 5% of its issued share capital, for $2,000 million.Shopify Inc. (NasdaqGS:SHOP) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its Class A subordinate voting shares, not exceeding 5% of it's issued and outstanding Class A subordinate voting shares. The program has no fixed expiration date.
공시 • Jan 28Shopify Inc. to Report Q4, 2025 Results on Feb 11, 2026Shopify Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026
공시 • Nov 05Shopify Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Shopify Inc. provided earnings guidance for the fourth quarter of 2025. The company expects Fourth Quarter revenue growth to be in the mid to high 20s year-over-year.
공시 • Oct 14Shopify Inc. to Report Q3, 2025 Results on Nov 04, 2025Shopify Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 04, 2025
공시 • Oct 10Shopify Inc. Appoints Jessica Hertz as Chief Operating Officer, Effective October 9, 2025On October 9, 2025, Shopify Inc. announced the appointment of Jessica Hertz as the Chief Operating Officer of the Company, effective October 9, 2025. Prior to her appointment as COO, Ms. Hertz, age 43, served as Shopify’s General Counsel and has been with the Company since 2021. As General Counsel, Ms. Hertz oversaw Shopify’s global legal, communications, policy, talent, and trust teams. Prior to joining Shopify, Ms. Hertz held roles in the White House and previously served in positions at Facebook and at the law firm of Jenner & Block LLP. Ms. Hertz holds a J.D. from the University of Chicago Law School and an A.B. from Harvard College.
Board Change • Sep 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Lead Independent Director Joe Natale was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 10VP of Product & COO recently sold €11m worth of stockOn the 7th of August, Kasra Nejatian sold around 81k shares on-market at roughly €132 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kasra has been a net seller over the last 12 months, reducing personal holdings by €23m.
Board Change • Aug 07High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Lead Independent Director Joe Natale was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 18High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Lead Independent Director Joe Natale was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Jul 16Shopify Inc. to Report Q2, 2025 Results on Aug 06, 2025Shopify Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025
공시 • Jul 11Shopify Inc. (NasdaqGS:SHOP) acquired Ritual Technologies Inc. from Georgian, Insight Partners, Mantella Venture Partners, and Greylock Partners.Shopify Inc. (NasdaqGS:SHOP) acquired Ritual Technologies Inc. from Georgian, Insight Partners, Mantella Venture Partners, and Greylock Partners recently. Jason Myler of Brown Gibbons Lang & Company acted as financial advisor to Ritual Technologies Inc.
공시 • Jun 19Shopify Inc. Elects Joe Natale as DirectorShopify Inc. at its annual meeting of shareholders held on June 17, 2025 elected Joe Natale as Director.
공시 • Jun 10Sezzle Files Antitrust Action Against ShopifySezzle Inc. announced that it has filed a lawsuit against Shopify Inc. in the U.S. District Court for the District of Minnesota asserting federal and state antitrust violations. The lawsuit alleges that Shopify has been engaging and continues to engage in monopolistic and anticompetitive business practices in order to stifle competition for “buy now, pay later” service options on Shopify’s e-commerce platform. Sezzle is seeking an injunction to prevent Shopify from continuing its anticompetitive conduct that limits consumer choice and stifles fair market competition. The suit filed by the Company seeks treble damages.
공시 • Apr 17Shopify Inc. to Report Q1, 2025 Results on May 08, 2025Shopify Inc. announced that they will report Q1, 2025 results Pre-Market on May 08, 2025
공시 • Mar 28Shopify Inc., Annual General Meeting, Jun 17, 2025Shopify Inc., Annual General Meeting, Jun 17, 2025.
공시 • Mar 15Shopify Inc. (NYSE:SHOP) acquired Vantage Discovery, Inc.Shopify Inc. (NYSE:SHOP) acquired Vantage Discovery, Inc. on March 14, 2025. Shopify Inc. (NYSE:SHOP) completed the acquisition of Vantage Discovery, Inc. on March 14, 2025.