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

Performance

SHOP vs. SMCI - Performance Comparison

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

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Returns By Period

In the year-to-date period, SHOP achieves a -31.18% return, which is significantly lower than SMCI's 50.29% return. Over the past 10 years, SHOP has outperformed SMCI with an annualized return of 44.31%, while SMCI has yielded a comparatively lower 32.81% annualized return.


SHOP

1D
1.13%
1M
0.34%
YTD
-31.18%
6M
-30.07%
1Y
-0.57%
3Y*
21.77%
5Y*
-1.84%
10Y*
44.31%

SMCI

1D
5.64%
1M
24.37%
YTD
50.29%
6M
24.37%
1Y
5.87%
3Y*
18.91%
5Y*
64.69%
10Y*
32.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHOP vs. SMCI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SHOP
Shopify Inc.
-31.18%51.39%36.50%124.43%-74.80%21.68%184.71%187.17%37.08%135.60%
SMCI
Super Micro Computer, Inc.
50.29%-3.97%7.23%246.24%86.80%38.82%31.81%74.06%-34.07%-25.38%

Correlation

The correlation between SHOP and SMCI is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.31

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

0.35

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

0.36

Correlation (10Y)
Calculated over the trailing 10-year period

0.29

Correlation (All Time)
Calculated using the full available price history since May 22, 2015

0.29

Fundamentals

Market Cap

SHOP:

$144.39B

SMCI:

$29.63B

EPS

SHOP:

$1.02

SMCI:

$2.70

PE Ratio

SHOP:

108.75

SMCI:

16.27

PEG Ratio

SHOP:

0.21

SMCI:

0.36

PS Ratio

SHOP:

15.75

SMCI:

0.86

PB Ratio

SHOP:

11.55

SMCI:

3.91

Total Revenue (TTM)

SHOP:

$9.20B

SMCI:

$33.70B

Gross Profit (TTM)

SHOP:

$5.93B

SMCI:

$2.83B

EBITDA (TTM)

SHOP:

$1.60B

SMCI:

$1.47B

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Return for Risk

SHOP vs. SMCI — Risk / Return Rank

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

SHOP
SHOP Risk / Return Rank: 4141
Overall Rank
SHOP Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
SHOP Sortino Ratio Rank: 4040
Sortino Ratio Rank
SHOP Omega Ratio Rank: 4040
Omega Ratio Rank
SHOP Calmar Ratio Rank: 4242
Calmar Ratio Rank
SHOP Martin Ratio Rank: 4141
Martin Ratio Rank

SMCI
SMCI Risk / Return Rank: 4646
Overall Rank
SMCI Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
SMCI Sortino Ratio Rank: 4848
Sortino Ratio Rank
SMCI Omega Ratio Rank: 4949
Omega Ratio Rank
SMCI Calmar Ratio Rank: 4444
Calmar Ratio Rank
SMCI Martin Ratio Rank: 4444
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 vs. SMCI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shopify Inc. (SHOP) and Super Micro Computer, Inc. (SMCI). 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.


SHOPSMCIDifference
Sharpe ratioReturn per unit of total volatility

-0.08

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.05

1.09

-0.05

Calmar ratioReturn relative to maximum drawdown

-0.01

0.09

-0.10

Martin ratioReturn relative to average drawdown

-0.03

0.15

-0.18

SHOP vs. SMCI - Sharpe Ratio Comparison

The current SHOP Sharpe Ratio is -0.01, which is lower than the SMCI Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of SHOP and SMCI, 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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Sharpe Ratios by Period


SHOPSMCIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.01

0.07

-0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

0.76

-0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

0.47

+0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.36

+0.32

Drawdowns

SHOP vs. SMCI - Drawdown Comparison

The maximum SHOP drawdown since its inception was -84.82%, roughly equal to the maximum SMCI drawdown of -84.84%. Use the drawdown chart below to compare losses from any high point for SHOP and SMCI.


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Drawdown Indicators


SHOPSMCIDifference

Max Drawdown

Largest peak-to-trough decline

-84.82%

-84.84%

+0.02%

Max Drawdown (1Y)

Largest decline over 1 year

-46.71%

-66.18%

+19.47%

Max Drawdown (3Y)

Largest decline over 3 years

-46.71%

-84.84%

+38.13%

Max Drawdown (5Y)

Largest decline over 5 years

-84.82%

-84.84%

+0.02%

Max Drawdown (10Y)

Largest decline over 10 years

-84.82%

-84.84%

+0.02%

Current Drawdown

Current decline from peak

-38.12%

-62.97%

+24.85%

Average Drawdown

Average peak-to-trough decline

-28.22%

-31.96%

+3.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

21.74%

38.91%

-17.17%

Volatility

SHOP vs. SMCI - Volatility Comparison

The current volatility for Shopify Inc. (SHOP) is 17.86%, while Super Micro Computer, Inc. (SMCI) has a volatility of 26.36%. This indicates that SHOP experiences smaller price fluctuations and is considered to be less risky than SMCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SHOPSMCIDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.86%

26.36%

-8.50%

Volatility (6M)

Calculated over the trailing 6-month period

43.67%

67.65%

-23.98%

Volatility (1Y)

Calculated over the trailing 1-year period

57.27%

79.63%

-22.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

65.57%

85.44%

-19.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.09%

70.55%

-11.46%

Dividends

SHOP vs. SMCI - Dividend Comparison

Neither SHOP nor SMCI has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

SHOP vs. SMCI - Financials Comparison

This section allows you to compare key financial metrics between Shopify Inc. and Super Micro Computer, 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


0.002.00B4.00B6.00B8.00B10.00B12.00B202220232024202520260
10.24B
(SHOP) Total Revenue
(SMCI) Total Revenue
Values in USD except per share items

Frequently Asked Questions


SHOP and SMCI have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SMCI has higher volatility (26.36%) compared to SHOP (17.86%). In terms of maximum drawdown, SHOP dropped -84.82% vs SMCI's -84.84%.

SMCI currently has the higher Sharpe Ratio (0.07 vs -0.01), 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 SHOP and SMCI

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