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DOCU vs. SHOP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DOCU vs. SHOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DocuSign, Inc. (DOCU) and Shopify Inc. (SHOP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with DOCU having a -34.17% return and SHOP slightly higher at -32.76%.


DOCU

1D
1.08%
1M
-1.03%
YTD
-34.17%
6M
-36.68%
1Y
-39.20%
3Y*
-6.61%
5Y*
-29.19%
10Y*

SHOP

1D
-2.02%
1M
11.11%
YTD
-32.76%
6M
-34.08%
1Y
2.75%
3Y*
19.24%
5Y*
-2.79%
10Y*
43.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DOCU vs. SHOP - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
DOCU
DocuSign, Inc.
-34.17%-23.95%51.29%7.27%-63.61%-31.48%199.96%84.91%5.47%
SHOP
Shopify Inc.
-32.76%51.39%36.50%124.43%-74.80%21.68%184.71%187.17%11.52%

Correlation

The correlation between DOCU and SHOP is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (3Y)
Calculated over the trailing 3-year period

0.45

Correlation (5Y)
Calculated over the trailing 5-year period

0.58

Correlation (All Time)
Calculated using the full available price history since Apr 27, 2018

0.57

The correlation between DOCU and SHOP shifts across timeframes, from 0.45 (3 years) to 0.58 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

DOCU:

$8.85B

SHOP:

$141.08B

EPS

DOCU:

$1.53

SHOP:

$1.02

PE Ratio

DOCU:

29.42

SHOP:

106.25

PEG Ratio

DOCU:

0.05

SHOP:

0.20

PS Ratio

DOCU:

2.82

SHOP:

15.39

PB Ratio

DOCU:

4.86

SHOP:

11.29

Total Revenue (TTM)

DOCU:

$3.29B

SHOP:

$9.20B

Gross Profit (TTM)

DOCU:

$2.61B

SHOP:

$5.93B

EBITDA (TTM)

DOCU:

$568.83M

SHOP:

$1.60B

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Return for Risk

DOCU vs. SHOP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DOCU
DOCU Risk / Return Rank: 1010
Overall Rank
DOCU Sharpe Ratio Rank: 77
Sharpe Ratio Rank
DOCU Sortino Ratio Rank: 99
Sortino Ratio Rank
DOCU Omega Ratio Rank: 1010
Omega Ratio Rank
DOCU Calmar Ratio Rank: 1212
Calmar Ratio Rank
DOCU Martin Ratio Rank: 1010
Martin Ratio Rank

SHOP
SHOP Risk / Return Rank: 4242
Overall Rank
SHOP Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
SHOP Sortino Ratio Rank: 4141
Sortino Ratio Rank
SHOP Omega Ratio Rank: 4141
Omega Ratio Rank
SHOP Calmar Ratio Rank: 4242
Calmar Ratio Rank
SHOP Martin Ratio Rank: 4242
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.

DOCU vs. SHOP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DocuSign, Inc. (DOCU) and Shopify Inc. (SHOP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


DOCUSHOPDifference
Sharpe ratioReturn per unit of total volatility

-0.90

Sortino ratioReturn per unit of downside risk

-1.61

Omega ratioGain probability vs. loss probability

0.85

1.05

-0.20

Calmar ratioReturn relative to maximum drawdown

-0.80

-0.02

-0.78

Martin ratioReturn relative to average drawdown

-1.36

-0.04

-1.32

DOCU vs. SHOP - Sharpe Ratio Comparison

The current DOCU Sharpe Ratio is -0.92, which is lower than the SHOP Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of DOCU and SHOP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DOCU vs. SHOP - Drawdown Comparison

The maximum DOCU drawdown since its inception was -87.57%, roughly equal to the maximum SHOP drawdown of -84.82%. Use the drawdown chart below to compare losses from any high point for DOCU and SHOP.


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Drawdown Indicators


DOCUSHOPDifference

Max Drawdown

Largest peak-to-trough decline

-87.57%

-84.82%

-2.75%

Max Drawdown (1Y)

Largest decline over 1 year

-50.89%

-46.71%

-4.18%

Max Drawdown (3Y)

Largest decline over 3 years

-60.98%

-46.71%

-14.27%

Max Drawdown (5Y)

Largest decline over 5 years

-87.57%

-84.82%

-2.75%

Max Drawdown (10Y)

Largest decline over 10 years

-84.82%

Current Drawdown

Current decline from peak

-85.48%

-39.53%

-45.95%

Average Drawdown

Average peak-to-trough decline

-49.90%

-28.23%

-21.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

30.04%

22.27%

+7.77%

Volatility

DOCU vs. SHOP - Volatility Comparison

DocuSign, Inc. (DOCU) has a higher volatility of 16.54% compared to Shopify Inc. (SHOP) at 15.38%. This indicates that DOCU's price experiences larger fluctuations and is considered to be riskier than SHOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DOCUSHOPDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.54%

15.38%

+1.16%

Volatility (6M)

Calculated over the trailing 6-month period

34.72%

43.41%

-8.69%

Volatility (1Y)

Calculated over the trailing 1-year period

44.60%

57.03%

-12.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

57.83%

65.55%

-7.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.45%

59.07%

-2.62%

Dividends

DOCU vs. SHOP - Dividend Comparison

Neither DOCU nor SHOP has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

DOCU vs. SHOP - Financials Comparison

This section allows you to compare key financial metrics between DocuSign, Inc. and Shopify Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B20222023202420252026
830.24M
0
(DOCU) Total Revenue
(SHOP) Total Revenue
Values in USD except per share items

Frequently Asked Questions


DOCU and SHOP have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DOCU has higher volatility (16.54%) compared to SHOP (15.38%). In terms of maximum drawdown, DOCU dropped -87.57% vs SHOP's -84.82%.

SHOP currently has the higher Sharpe Ratio (-0.02 vs -0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for DOCU and SHOP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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