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Shopify Inc (SHOP)

IT Services
Tecnología
growth
cíclico

Shopify Inc., a commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The Company offers Shopify platform that enables merchants to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics, and reporting and access financing for running their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces. It also provides Shopify Payments, a fully integrated payment processing service that allows merchants to accept and process payment cards online and offline. In addition, the company engages in the sale of themes and apps; shipping labels through Shopify Shipping; point-of-sale hardware; advertising on the Shopify App Store; and Shop Campaigns for buyer acquisitions, as well as registration of domain names. Shopify Inc. was formerly known as Jaded Pixel Technologies Inc. and changed its name to Shopify Inc. in November 2011. Shopify Inc. was incorporated in 2004 and is based in Ottawa, Canada.

Precio Actual

$161.08
-0.76% vs día anterior

Capitalización

209B

Desviación

+55.95%

Y/Y Growth

22.8%

EBIT Margin

18.9%

ROIC

2%

PEG Ratio

2.44

ROE

3.9%

3Y EPS Growth

28.7%

Net Debt / EBITDA

-2x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
11.5%
CAGR EV/FCF (2025):
-35.9%
CAGR Prom.:
12.2%
CAGR P/E:
9.6%
CAGR EV/EBITDA: 14.1%
CAGR EV/EBIT: 13.5%
Precio de compra para +15%:
$124.61

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
70x
(Fair: 66x)
EV/FCF
70x
EV/EBITDA
70x
EV/EBIT
70x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
139x
Fair P/E
66x
CAGR EV/FCF
Tu Múltiplo: 70x
11.5%
27.9%
10.2%
CAGR P/E
Tu Múltiplo: 70x
9.6%
25.7%
8.3%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-110.72%
Media vs. Gold
+61.67%
Media vs. Bono USA 7-10y
+77.16%
Media vs. Bono USA 1-3y
+76.61%
Media vs. Bono USA 20+y
+78.74%
Media vs. Dow Jones
+65.25%
Media vs. S&P 500
+62.37%
Media vs. NASDAQ 100
+56.95%
Media vs. MSCI World
+64.99%
Media vs. Russell 2000
+66.86%
Media vs. STOXX Europe 600
+71.17%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento SHOP
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
49.80%-1.40%+51.20%57.46%-7.66%4.29%+45.51%0.99%+48.81%0.69%+49.11%13.12%+36.68%16.85%+32.95%22.29%+27.51%20.22%+29.58%12.99%+36.81%13.34%+36.46%
2024
44.02%110.77%-66.75%26.96%+17.06%-3.73%+47.75%0.05%+43.97%-11.17%+55.19%12.80%+31.22%24.01%+20.01%30.78%+13.24%17.88%+26.14%10.80%+33.22%5.50%+38.52%
2023
118.33%153.66%-35.33%11.76%+106.57%-0.15%+118.47%0.98%+117.34%-2.54%+120.87%13.74%+104.59%24.73%+93.60%44.52%+73.81%21.92%+96.40%15.78%+102.55%11.67%+106.66%
2022
-74.54%-65.23%-9.31%0.78%-75.31%-15.93%-58.61%-5.00%-69.54%-31.00%-43.53%-9.40%-65.14%-19.95%-54.58%-33.89%-40.64%-19.70%-54.84%-22.50%-52.04%-13.29%-61.25%
2021
26.09%60.33%-34.24%-6.24%+32.33%-4.15%+30.24%-0.98%+27.07%-5.94%+32.02%20.23%+5.86%28.79%-2.70%23.20%+2.89%21.22%+4.87%15.39%+10.70%21.66%+4.43%
2020
177.59%301.93%-124.34%23.90%+153.68%8.33%+169.26%2.02%+175.57%15.12%+162.46%6.02%+171.57%15.29%+162.29%41.75%+135.84%12.94%+164.65%18.48%+159.10%-4.64%+182.23%
2019
188.95%88.85%+100.10%17.78%+171.18%5.55%+183.40%1.20%+187.76%10.91%+178.04%21.91%+167.04%28.34%+160.62%34.60%+154.35%25.23%+163.73%23.05%+165.90%23.42%+165.54%
2018
31.28%-71.79%+103.07%-3.12%+34.40%-0.97%+32.25%-0.24%+31.52%-3.17%+34.45%-6.03%+37.31%-7.01%+38.29%-5.30%+36.58%-11.16%+42.44%-13.00%+44.28%-13.42%+44.70%
2017
135.98%1,184.56%-1,048.58%11.93%+124.05%0.76%+135.22%-0.63%+136.61%6.03%+129.95%24.33%+111.65%18.42%+117.57%27.16%+108.83%19.45%+116.53%12.45%+123.53%7.16%+128.82%
2016
66.93%109.91%-42.98%6.53%+60.39%-1.15%+68.08%-0.02%+66.95%-1.91%+68.84%15.24%+51.69%11.24%+55.69%9.79%+57.14%6.53%+60.40%22.42%+44.51%1.33%+65.59%
Media76.44%187.16%-110.72%14.77%+61.67%-0.71%+77.16%-0.16%+76.61%-2.30%+78.74%11.20%+65.25%14.07%+62.37%19.49%+56.95%11.45%+64.99%9.59%+66.86%5.27%+71.17%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
9/29/202522.8%18.9%-2x70x(54x)70x70x70x$103.29$132.13$170.79$206.90$250.63

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2019
+188.95%
📉Worst Year
2022
-74.54%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

90%
9 of 10 years positive
Consistent Outperformer
Consistency ScoreExcellent
0%50%70%100%

SHOP has demonstrated exceptional consistency with positive returns in 90% of years, qualifying as a Consistent Outperformer.