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ISIN
CA82509L1076
CUSIP
82509L107
IPO Date
May 21, 2015

Highlights

Market Cap
$141.87B
Enterprise Value
$140.38B
EPS (TTM)
$1.02
PE Ratio
106.85
PEG Ratio
0.21
Total Revenue (TTM)
$9.20B
Gross Profit (TTM)
$5.93B
EBITDA (TTM)
$1.60B
Year Range
$94.00 - $182.19
Target Price
$160.32
ROA (TTM)
9.43%
ROE (TTM)
10.66%

Share Price Chart


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Performance

SHOP Performance Chart

Shopify Inc. (SHOP) is down 32.4% since the beginning of the year. At $109 per share, SHOP is trading 40.3% below its 52-week high of $182. Investors who bought $1,000 worth of SHOP shares 5 years ago would now be looking at an investment worth $742.


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S&P 500 Index

Returns By Period

Shopify Inc. (SHOP) has returned -32.38% so far this year and 2.72% over the past 12 months. Looking at the last ten years, SHOP has achieved an annualized return of 43.32%, outperforming the S&P 500 Index benchmark, which averaged 13.67% per year.


Shopify Inc.

1D
0.70%
1M
7.76%
YTD
-32.38%
6M
-34.74%
1Y
2.72%
3Y*
18.93%
5Y*
-5.79%
10Y*
43.32%

Benchmark (S&P 500 Index)

1D
1.08%
1M
2.00%
YTD
9.57%
6M
10.71%
1Y
25.41%
3Y*
19.37%
5Y*
12.48%
10Y*
13.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHOP Monthly Returns History

Based on dividend-adjusted daily data since May 21, 2015, SHOP's average daily return is +0.20%, while the average monthly return is +3.88%. At this rate, an investment would double in approximately 1.5 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2023 with a return of +54.3%, while the worst month was Apr 2022 at -36.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, SHOP closed higher 53% of trading days. The best single day was May 4, 2023 with a return of +23.8%, while the worst single day was May 8, 2024 at -18.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-18.48%-8.00%-1.75%2.12%-2.00%-8.31%-32.38%
20259.85%-4.11%-14.75%-0.50%12.86%7.58%5.95%15.60%5.19%16.99%-8.75%1.47%51.39%
20242.79%-4.62%1.05%-9.03%-15.74%11.67%-7.34%21.03%8.19%-2.41%47.81%-8.02%36.50%
202341.95%-16.50%16.53%1.06%18.04%12.96%4.61%-1.61%-17.93%-13.52%54.31%6.98%124.43%
2022-30.00%-28.00%-2.64%-36.86%-12.11%-16.72%11.49%-9.13%-14.88%27.06%19.43%-15.09%-74.80%
2021-2.95%16.60%-13.62%6.87%5.10%17.55%2.67%1.66%-11.08%8.18%3.75%-9.49%21.68%

Benchmark Metrics

Shopify Inc. has an annualized alpha of 32.81%, beta of 1.70, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since May 21, 2015.

  • This stock captured 279.86% of S&P 500 Index gains and 142.36% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.27 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
32.81%
Beta
1.70
0.27
Upside Capture
279.86%
Downside Capture
142.36%

Return for Risk

Risk / Return Rank

SHOP ranks 43 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


SHOP Risk / Return Rank: 4343
Overall Rank
SHOP Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
SHOP Sortino Ratio Rank: 4343
Sortino Ratio Rank
SHOP Omega Ratio Rank: 4242
Omega Ratio Rank
SHOP Calmar Ratio Rank: 4343
Calmar Ratio Rank
SHOP Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Shopify Inc. (SHOP) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SHOPBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.00

Sortino ratioReturn per unit of downside risk

-2.29

Omega ratioGain probability vs. loss probability

1.06

1.37

-0.31

Calmar ratioReturn relative to maximum drawdown

0.06

2.81

-2.75

Martin ratioReturn relative to average drawdown

0.12

12.55

-12.43

Dividends

Dividend History


Shopify Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Shopify Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Shopify Inc. was 84.82%, occurring on Oct 11, 2022. Recovery took 762 trading sessions.

The current Shopify Inc. drawdown is 39.19%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-84.82%Oct 2022
10mo 23d3y 14d
3y 11moNov 2021 - Oct 2025
2016 bear market2016
-52.11%Feb 2016
6mo 12d6mo 9d
1y 16dAug 2015 - Aug 2016
2026 bear market2026
-46.71%May 2026
6mo 15d
7mo 22dOct 2025 - now
COVID crash2020
-40.67%Mar 2020
25d1mo 2d
1mo 27dFeb 2020 - Apr 2020
Rate-hike selloffLate 2018
-31.47%Dec 2018
5mo 1d1mo 16d
6mo 17dJul 2018 - Feb 2019

Drawdown Indicators


SHOPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-84.82%

-56.78%

-28.04%

Max Drawdown (1Y)

Largest decline over 1 year

-46.71%

-9.10%

-37.61%

Max Drawdown (3Y)

Largest decline over 3 years

-46.71%

-18.90%

-27.81%

Max Drawdown (5Y)

Largest decline over 5 years

-84.82%

-25.43%

-59.39%

Max Drawdown (10Y)

Largest decline over 10 years

-84.82%

-33.92%

-50.90%

Current Drawdown

Current decline from peak

-39.19%

-1.43%

-37.76%

Average Drawdown

Average peak-to-trough decline

-28.24%

-10.71%

-17.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.78%

2.03%

+20.75%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Shopify Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Shopify Inc. is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for SHOP, comparing it with other companies in the Software - Application industry. Currently, SHOP has a P/E ratio of 106.9. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for SHOP compared to other companies in the Software - Application industry. SHOP currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for SHOP relative to other companies in the Software - Application industry. Currently, SHOP has a P/S ratio of 15.5. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for SHOP in comparison with other companies in the Software - Application industry. Currently, SHOP has a P/B value of 11.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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