Shopify Inc.

SHOP

"Launched new AI tools to help merchants with product descriptions and marketing."

Shopify Inc. logoBusiness Lines

Merchant Solutions

Key Metrics

GMV, GPV, Take Rate

Growth Driver

Payments & Value-Added Services

Advantage

Integrated Ecosystem, Ease of Use

Use Case Solved

Commerce Infrastructure

Market Position

#2 Ecommerce Platform

Quantified Position

$235B+ GMV

Subscription Solutions

Key Metrics

Monthly Recurring Revenue (MRR)

Growth Driver

New merchant acquisition, plan upgrades

Advantage

Ease of use, scalability

Use Case Solved

E-commerce store builder and platform

Market Position

Foundation of the ecosystem

Quantified Position

High-margin, recurring revenue

Attributes

Fcf Yield Pct

1.9

Next Year Revenue Growth Pct

15-20

Subscription Revenue Pct

~25-30%

Marketing And Sales Pct

~20-25%

Capex Pct

~2%

Single Point Of Failure

Increased competition from rivals.

Insider Ownership Pct

5.80%

Gross Margin Pct T T M

57.00%