Shopify Inc.
SHOP 7.5Price and target zones价格与目标区间
What the company does公司做什么
Shopify makes the software that lets a person or a business build and run its own online store. A shop owner uses Shopify to list products, take orders, and manage shipping. Shopify does not sell products itself — it rents the store's engine to millions of merchants around the world. It earns money in two ways: a monthly fee, and a small cut of what merchants sell.Shopify制作让个人或企业能搭建和经营自己网上商店的软件。一个店主用Shopify来上架商品、接收订单和管理发货。Shopify自己不卖商品——它把店铺的引擎租给全世界数以百万计的商家。它靠两种方式赚钱：一笔月费，加上商家销售额的一小份抽成。
Earns from营收来源 merchants pay a recurring monthly fee to use the platform, and Shopify also takes a small fee on the payments, shipping, and loans it handles for each sale a merchant makes.商家支付反复收取的月费来使用这个平台，同时Shopify还会在它为商家每一笔销售处理的付款、发货和贷款上收取一小笔费用。
Read the full description查看完整介绍
Shopify Inc., a commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The Company offers Shopify platform that enables merchants to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics, and reporting and access financing for running their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces. It also provides Shopify Payments, a fully integrated payment processing service that allows merchants to accept and process payment cards online and offline. In addition, the company engages in the sale of themes and apps; shipping labels through Shopify Shipping; point-of-sale hardware; advertising on the Shopify App Store; and Shop Campaigns for buyer acquisitions, as well as registration of domain names. The company was formerly known as Jaded Pixel Technologies Inc. and changed its name to Shopify Inc. in November 2011. Shopify Inc. was incorporated in 2004 and is based in Ottawa, Canada.
What the company sells公司卖什么share of revenue营收占比
Subscription Solutions订阅解决方案
24%The fixed fee a merchant pays each month to keep its online store open and running.商家每月支付的固定费用，用来让自己的网店保持开张和运转。
- Shopify plansShopify 套餐
- monthly plans (Basic, Shopify, Advanced, Plus) that unlock more tools and lower payment fees as a store grows.按月付费的套餐（Basic、Shopify、Advanced、Plus），随着店铺成长解锁更多工具、降低支付费率。
- Shopify POS
- software and hardware that lets a merchant sell in a physical shop and keep online and in-store stock in step.让商家在实体店销售、并保持线上和店内库存同步的软件和硬件。
- App Store and themes应用商店与主题
- a marketplace of add-on tools and store designs; Shopify keeps a share of each sale made through it.一个附加工具和店铺设计的市场；每一笔通过它成交的销售，Shopify 都会抽取一部分。
Merchant Solutions商家解决方案
76%This line grows on its own as a merchant's sales grow, because Shopify takes a small cut of each sale.这块收入会随着商家销售额的增长而自动增长，因为 Shopify 会从每一笔销售中抽取一小部分。
- Shopify Payments
- the built-in way for a store to accept credit cards, so the merchant needs no separate payment company.店铺接受信用卡的内置方式，这样商家就不需要另找一家支付公司。
- Shopify Capital
- cash advances and loans Shopify gives to merchants, repaid automatically out of future sales.Shopify 向商家提供的现金预支和贷款，从未来的销售中自动扣还。
- Shopify Shipping
- cheaper shipping labels a merchant buys through Shopify instead of shopping around for a carrier.商家通过 Shopify 购买的更便宜的快递面单，而不用自己四处比较承运商。
Company facts公司资料
- Founded成立时间
- 2004
- Employees员工人数
- 7,600
- Industry行业
- Software - Application
- Country国家
- Canada
Investment thesis投资逻辑 from the watchlist来自关注列表
📋 27% rev CAGR, $2.0B clean FCF, $5.6B net cash. Shop Pay 150M buyers. FV $82-138 (base ~$107). Entry $96-108. Break: sub-20% GMV growth 2Q. A2026-05-06
📋 27% 收入复合增长率，$2.0B 干净的自由现金流，$5.6B 净现金。Shop Pay 有 150M 买家。合理价值 $82-138（基准约 $107）。入场 $96-108。
Historical results历史业绩 past fiscal years — these values do not change过去财年——这些数值不会变动
Profit margins利润率 the share of revenue that stays as profit营收中留存为利润的比例
of every $1 of revenue每 $1 营收中的占比
- Return on equity净资产收益率
- 11%
- Revenue growth营收增长
- +34%
Competitors竞争对手
Why customers stay客户为什么留下
as a merchant's sales grow, its payment and lending fees to Shopify grow with it, and a large library of outside apps keeps merchants tied to the platform, so switching to a rival is costly and slow.随着一个商家销售额的增长，它付给Shopify的付款和贷款费用也跟着增长；而且庞大的外部应用库把商家牢牢拴在平台上，所以换到对手那里既费钱又慢。
Recent news近期新闻 last 7 days近7天
- Should You Buy Shopify Stock Before Aug. 5?Motley Fool
- Shopify Stock Fell 16% After Its Last Earnings Beat. Should You Buy Before Aug. 5?Motley Fool
- Shopify (SHOP) Stock May Be 28% Overvalued Following Fulfillment Demand NewsSimply Wall St.
- Comcast vs. Shopify: Which Stock Is a Better Buy in 2026?Motley Fool
- Booking vs. Shopify: Which Consumer Stock Is a Better Buy in 2026?Motley Fool