SHOP

1. octubre de 2026 1 entrada
   8 oct 2026

   Substack · Compounding Your Wealth · Sergey

   Shopify Is Becoming the Infrastructure Layer for AI Commerce, But are Valuation Too High?

   Deep Dive into $SHOP: Valuation, Segment Growth, Key Metrics, Profitability, Expenses, Product Launches, Customer Retention, Financial Stability, SBC/Revenue, and Shareholder Dilution.

   SHOP5.112 pal.

   Desde publicación +2,2 % α +3,3 p. p. vs S&P 500 · USD

2. agosto de 2026 2 entradas
   28 ago 2026

   Blogs · r/ValueInvesting · /u/miguel_equivara

   I passed on Shopify at $94 and it's $149 fourteen weeks later. I did the full work to find out if I was wrong: P/E, FCF, Owner's Earnings it's still expensive.

   Shopify was trading at $94 on May 14. I put it on my watchlist and didn't buy it. Fourteen weeks later it's $149, that is 59% higher. So I did the full work on Shopify, because I keep seeing the same argument here…

   SHOPbreve264 pal.

   Desde publicación +10,0 % α +10,5 p. p. vs S&P 500 · USD

   27 ago 2026

   Substack · The Inflection · Miguel | The Inflection

   Shopify: AI Orders Tripled at a $192 Billion Company Growing 34%

   Eleven straight years above 20% growth, AI-driven orders tripling year over year, and barely 1% of global retail market. The business is not the question, the price is.

   SHOP7.312 pal.

   Desde publicación +9,0 % α +9,7 p. p. vs S&P 500 · USD

Precios al cierre del 27 oct 2026. Rentabilidades pasadas no garantizan resultados futuros. Solo precio, sin dividendos, en moneda local. Los datos pueden tener retraso o errores. No es asesoramiento financiero. Cómo se calcula.