PortfoliosLab logoPortfoliosLab logo
SHOP.TO vs. SPOT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SHOP.TO vs. SPOT - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Shopify Inc. (SHOP.TO) and Spotify Technology S.A. (SPOT). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

SHOP.TO is traded in CAD, while SPOT is traded in USD. To make them comparable, the SPOT values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SHOP.TO achieves a -28.92% return, which is significantly lower than SPOT's -14.98% return.


SHOP.TO

1D
-3.01%
1M
-9.40%
YTD
-28.92%
6M
-29.60%
1Y
8.98%
3Y*
26.15%
5Y*
1.51%
10Y*
44.98%

SPOT

1D
-2.38%
1M
13.47%
YTD
-14.98%
6M
-12.84%
1Y
-26.41%
3Y*
49.28%
5Y*
18.90%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHOP.TO vs. SPOT - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
SHOP.TO
Shopify Inc.
-28.92%44.45%48.30%119.44%-73.01%21.18%178.39%173.48%23.62%
SPOT
Spotify Technology S.A.
-14.98%23.85%158.54%132.77%-63.86%-26.30%106.85%25.29%-18.83%

Correlation

The correlation between SHOP.TO and SPOT is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.25

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

0.35

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

0.47

Correlation (All Time)
Calculated using the full available price history since Apr 4, 2018

0.44

The correlation between SHOP.TO and SPOT shifts across timeframes, from 0.25 (1 year) to 0.47 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SHOP.TO:

CA$204.73B

SPOT:

$102.03B

EPS

SHOP.TO:

CA$1.03

SPOT:

$12.94

PE Ratio

SHOP.TO:

151.78

SPOT:

37.69

PEG Ratio

SHOP.TO:

0.29

SPOT:

0.42

PS Ratio

SHOP.TO:

16.60

SPOT:

5.82

PB Ratio

SHOP.TO:

16.37

SPOT:

12.72

Total Revenue (TTM)

SHOP.TO:

CA$12.37B

SPOT:

$17.60B

Gross Profit (TTM)

SHOP.TO:

CA$5.92B

SPOT:

$5.68B

EBITDA (TTM)

SHOP.TO:

CA$1.95B

SPOT:

$2.75B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SHOP.TO vs. SPOT — Risk / Return Rank

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

SHOP.TO
SHOP.TO Risk / Return Rank: 4545
Overall Rank
SHOP.TO Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
SHOP.TO Sortino Ratio Rank: 4545
Sortino Ratio Rank
SHOP.TO Omega Ratio Rank: 4444
Omega Ratio Rank
SHOP.TO Calmar Ratio Rank: 4545
Calmar Ratio Rank
SHOP.TO Martin Ratio Rank: 4444
Martin Ratio Rank

SPOT
SPOT Risk / Return Rank: 1717
Overall Rank
SPOT Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
SPOT Sortino Ratio Rank: 1616
Sortino Ratio Rank
SPOT Omega Ratio Rank: 1616
Omega Ratio Rank
SPOT Calmar Ratio Rank: 2020
Calmar Ratio Rank
SPOT Martin Ratio Rank: 1919
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.

SHOP.TO vs. SPOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shopify Inc. (SHOP.TO) and Spotify Technology S.A. (SPOT). 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.


SHOP.TOSPOTDifference

Sharpe ratio

Return per unit of total volatility

0.16

-0.59

+0.75

Sortino ratio

Return per unit of downside risk

0.64

-0.64

+1.27

Omega ratio

Gain probability vs. loss probability

1.08

0.92

+0.16

Calmar ratio

Return relative to maximum drawdown

0.19

-0.57

+0.75

Martin ratio

Return relative to average drawdown

0.41

-1.02

+1.43

SHOP.TO vs. SPOT - Sharpe Ratio Comparison

The current SHOP.TO Sharpe Ratio is 0.16, which is higher than the SPOT Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of SHOP.TO and SPOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


SHOP.TOSPOTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.16

-0.59

+0.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

0.41

-0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.74

0.36

+0.38

Drawdowns

SHOP.TO vs. SPOT - Drawdown Comparison

The maximum SHOP.TO drawdown since its inception was -83.47%, which is greater than SPOT's maximum drawdown of -79.17%. Use the drawdown chart below to compare losses from any high point for SHOP.TO and SPOT.


Loading charts...

Drawdown Indicators


SHOP.TOSPOTDifference

Max Drawdown

Largest peak-to-trough decline

-83.47%

-79.17%

-4.30%

Max Drawdown (1Y)

Largest decline over 1 year

-47.66%

-46.86%

-0.80%

Max Drawdown (3Y)

Largest decline over 3 years

-47.66%

-46.86%

-0.80%

Max Drawdown (5Y)

Largest decline over 5 years

-83.47%

-74.27%

-9.20%

Max Drawdown (10Y)

Largest decline over 10 years

-83.47%

Current Drawdown

Current decline from peak

-37.10%

-35.98%

-1.12%

Average Drawdown

Average peak-to-trough decline

-26.83%

-29.61%

+2.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.97%

25.87%

-3.90%

Volatility

SHOP.TO vs. SPOT - Volatility Comparison

Shopify Inc. (SHOP.TO) has a higher volatility of 24.28% compared to Spotify Technology S.A. (SPOT) at 17.08%. This indicates that SHOP.TO's price experiences larger fluctuations and is considered to be riskier than SPOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SHOP.TOSPOTDifference

Volatility (1M)

Calculated over the trailing 1-month period

24.28%

17.08%

+7.20%

Volatility (6M)

Calculated over the trailing 6-month period

42.44%

37.31%

+5.13%

Volatility (1Y)

Calculated over the trailing 1-year period

56.26%

45.29%

+10.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

63.19%

46.67%

+16.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

57.62%

46.44%

+11.18%

Dividends

SHOP.TO vs. SPOT - Dividend Comparison

Neither SHOP.TO nor SPOT has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

SHOP.TO vs. SPOT - Financials Comparison

This section allows you to compare key financial metrics between Shopify Inc. and Spotify Technology S.A.. 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


1.00B2.00B3.00B4.00B5.00B20222023202420252026
3.12B
4.61B
(SHOP.TO) Total Revenue
(SPOT) Total Revenue
Please note, different currencies. SHOP.TO values in CAD, SPOT values in USD

SHOP.TO vs. SPOT - Profitability Comparison

The chart below illustrates the profitability comparison between Shopify Inc. and Spotify Technology S.A. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%20222023202420252026
48.6%
32.9%
Portfolio components
SHOP.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shopify Inc. reported a gross profit of 1.52B and revenue of 3.12B. Therefore, the gross margin over that period was 48.6%.

SPOT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Spotify Technology S.A. reported a gross profit of 1.51B and revenue of 4.61B. Therefore, the gross margin over that period was 32.9%.

SHOP.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shopify Inc. reported an operating income of 490.82M and revenue of 3.12B, resulting in an operating margin of 15.7%.

SPOT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Spotify Technology S.A. reported an operating income of 726.76M and revenue of 4.61B, resulting in an operating margin of 15.8%.

SHOP.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shopify Inc. reported a net income of -571.48M and revenue of 3.12B, resulting in a net margin of -18.3%.

SPOT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Spotify Technology S.A. reported a net income of 732.86M and revenue of 4.61B, resulting in a net margin of 15.9%.


Frequently Asked Questions


SHOP.TO and SPOT have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for SHOP.TO and SPOT

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

Open Portfolio Optimizer