Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Shopify Inc.

SHOP · Nasdaq · Technology

Fundamental quality

ATTRACTIVE

88

out of 100

Shopify Inc. grows profitably: it increases revenue at double digits (31.6% a year) without giving up profitability (net margin 14.5%). On fundamental quality it scores 88 out of 100, profiling it as a company with solid fundamentals. Its weakest area is its profitability (net margin 14.5%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Shopify is the platform millions of merchants use to run their online store: website, payments, shipping and financing in one place. It charges subscriptions and, above all, a small cut of each merchant sale — so it grows when they sell more.

What will shape its future

  • Its merchants' sales volume (GMV): its main revenue is a percentage of what they bill.
  • Its push upmarket into larger companies and selling more services (payments, logistics, credit) per merchant.
  • The health of e-commerce and competition (Amazon, WooCommerce, Wix) for the small merchant.

Breakdown by area

I.Growth
95

EPS growth: 38.7% · Revenue growth: 31.6%

II.Profitability
76

Net margin: 14.5% · ROE: 15.2% · ROIC: 12.1%

III.Financial health
93

Net debt/EBITDA: -0.88x · FCF: 17.7%

Source: SEC EDGAR · TTM through 30/06/2026

The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its profitability drags it down the most.

Versus its sector

Percentile against the other 100 Technology companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 49%
ROEbeats 43%
Growthbeats 81%
Cash generationbeats 33%
Less debtbeats 85%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Shopify Inc. strengths

  • Growing earnings per share (38.7% annualized).
  • Revenue growing strongly (31.6% annualized).
  • Strong free-cash-flow generation (FCF margin of 17.7%): profit turns into real cash.
  • Revenue rising without interruption since 2020.

Shopify Inc. risks and weaknesses

  • No clear weaknesses in the recent fundamentals, though the system doesn't assess qualitative factors (competition, regulation, management).

Shopify Inc. historical evolution

YearRevenueNet incomeFree cash flowNet debt
20202,929320383
20214,6122,915485-2,503
20225,600-3,460-186-1,649
20237,060132905-1,413
20248,8802,0191,597-1,498
202511,5561,2312,007-1,545

Between 2020 and 2025, revenue went from $2,929M to $11,556M (+294%) and net income went from $320M to $1,231M (+285%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue+34%
  • Net income+311.2%

What changed with the June 30, 2026 results

Compared with the previous close (March 31, 2026), this is what moved in its accounts:

  • Quality score8588
  • Net margin10.8%14.5%
  • ROE10.7%15.2%
  • Net debt/EBITDA-1.1×-0.88×

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

This company doesn't pay a dividend: it reinvests all its earnings back into the business.

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Is Shopify Inc. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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Frequently asked questions

Is Shopify Inc. a good company to invest in?

In terms of business quality, Shopify Inc. scores 88 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Shopify Inc. a profitable company?

Yes. Shopify Inc. shows a net margin of 14.5% and an ROE of 15.2%, a sign of a profitable business.

Does Shopify Inc. have a lot of debt?

No. Shopify Inc. has a net cash position: more cash than debt.

Is Shopify Inc. growing?

Its revenue has grown 31.6% annualized in recent years and its earnings per share 38.7%, and without interruption since 2020.

Does Shopify Inc. generate cash?

Yes. It converts about 17.7% of its revenue into free cash flow.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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