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Shopify Inc.. (SHOP) Stock Fundamental Analysis & AI Rating 2026

SHOP Nasdaq Services-Prepackaged Software Z4 CIK: 0001594805
Updated This Month • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Rating
HOLD
75% Confidence
N/A
HOLD
75% Conf
Pending
Analysis scheduled

📊 SHOP Key Takeaways

Revenue: $3.2B
Net Margin: -18.3%
Free Cash Flow: $476.0M
Current Ratio: 6.20x
Debt/Equity: 0.00x
EPS: $-0.45
AI Rating: HOLD with 75% confidence
Shopify Inc.. (SHOP) receives a HOLD rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.2B, net profit margin of -18.3%, and return on equity (ROE) of -4.6%, Shopify Inc.. demonstrates mixed fundamentals in the Technology sector. Below is our complete SHOP stock analysis for 2026.

Is Shopify Inc.. (SHOP) a Good Investment?

Claude

Shopify demonstrates strong revenue growth (30.1% YoY) and robust free cash flow generation ($476M, 15% margin) with a fortress balance sheet (zero debt), but is severely hampered by net losses (-18.3% margin) that are deteriorating faster than revenue growth. The substantial $963M gap between positive operating income and negative net income indicates significant non-operating charges that require clarification before repositioning positively.

Why Buy Shopify Inc.. Stock? SHOP Key Strengths

Claude
  • + Strong revenue growth momentum at 30.1% YoY with healthy gross margins of 48.8%
  • + Excellent free cash flow generation of $476M demonstrating core business cash generation capability
  • + Fortress balance sheet with zero debt, $1.8B cash, and 6.2x current ratio providing financial flexibility

SHOP Stock Risks: Shopify Inc.. Investment Risks

Claude
  • ! Unprofitable on net income basis (-$581M, -18.3% margin) with deteriorating profitability trend (-39% YoY decline)
  • ! Significant unexplained gap between positive operating income ($382M) and negative net income suggests material non-operating charges that may be structural
  • ! Negative returns on equity (-4.6%) and assets (-4.1%) indicate shareholder value is being destroyed despite revenue growth

Key Metrics to Watch

Claude
  • * Net income path to profitability and closure of operating income to net income gap
  • * Source and sustainability of non-operating charges impacting bottom line
  • * Free cash flow maintenance relative to revenue growth to confirm business model quality

Shopify Inc.. (SHOP) Financial Metrics & Key Ratios

Revenue
$3.2B
Net Income
$-581.0M
EPS (Diluted)
$-0.45
Free Cash Flow
$476.0M
Total Assets
$14.1B
Cash Position
$1.8B

💡 AI Analyst Insight

Strong liquidity with a 6.20x current ratio provides a solid financial cushion.

SHOP Profit Margin, ROE & Profitability Analysis

Gross Margin 48.8%
Operating Margin 12.1%
Net Margin -18.3%
ROE -4.6%
ROA -4.1%
FCF Margin 15.0%

SHOP vs Technology Sector: How Shopify Inc.. Compares

How Shopify Inc.. compares to Technology sector averages

Net Margin
SHOP -18.3%
vs
Sector Avg 18.0%
SHOP Sector
ROE
SHOP -4.6%
vs
Sector Avg 22.0%
SHOP Sector
Current Ratio
SHOP 6.2x
vs
Sector Avg 2.5x
SHOP Sector
Debt/Equity
SHOP 0.0x
vs
Sector Avg 0.5x
SHOP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Shopify Inc.. Stock Overvalued? SHOP Valuation Analysis 2026

Based on fundamental analysis, Shopify Inc.. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
-4.6%
Sector avg: 22%
Net Profit Margin
-18.3%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Shopify Inc.. Balance Sheet: SHOP Debt, Cash & Liquidity

Current Ratio
6.20x
Quick Ratio
6.18x
Debt/Equity
0.00x
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
N/A

SHOP Revenue & Earnings Growth: 5-Year Financial Trend

SHOP 5-year financial data: Year 2024: Revenue $8.9B, Net Income -$3.5B, EPS $-2.73. Year 2025: Revenue $11.6B, Net Income $132.0M, EPS $0.10.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Shopify Inc..'s revenue has grown significantly by 30% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.10 reflects profitable operations.

SHOP Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
15.0%
Free cash flow / Revenue

SHOP Quarterly Earnings & Performance

Quarterly financial performance data for Shopify Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $2.4B -$581.0M $-0.45
Q3 2025 $2.2B $264.0M $0.20
Q2 2025 $2.0B -$102.0M $-0.08
Q1 2025 $1.9B -$273.0M $-0.21

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Shopify Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$481.0M
Cash generated from operations
Stock Buybacks
$491.0M
Shares repurchased (TTM)
Capital Expenditures
$5.0M
Investment in assets
Dividends
None
No dividend program

SHOP SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Shopify Inc.. (CIK: 0001594805)

📋 Recent SEC Filings

Date Form Document Action
May 8, 2026 8-K shop-20260508.htm View →
May 5, 2026 10-Q shop-20260331.htm View →
May 5, 2026 8-K shop-20260505.htm View →
Apr 29, 2026 10-K/A shop-20251231.htm View →
Apr 29, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about SHOP

What is the AI rating for SHOP?

Shopify Inc.. (SHOP) has an AI rating of HOLD with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SHOP's key strengths?

Claude: Strong revenue growth momentum at 30.1% YoY with healthy gross margins of 48.8%. Excellent free cash flow generation of $476M demonstrating core business cash generation capability.

What are the risks of investing in SHOP?

Claude: Unprofitable on net income basis (-$581M, -18.3% margin) with deteriorating profitability trend (-39% YoY decline). Significant unexplained gap between positive operating income ($382M) and negative net income suggests material non-operating charges that may be structural.

What is SHOP's revenue and growth?

Shopify Inc.. reported revenue of $3.2B.

Does SHOP pay dividends?

Shopify Inc.. does not currently pay dividends.

Where can I find SHOP SEC filings?

Official SEC filings for Shopify Inc.. (CIK: 0001594805) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SHOP's EPS?

Shopify Inc.. has a diluted EPS of $-0.45.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SHOP a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Shopify Inc.. has a HOLD rating with 75% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SHOP stock overvalued or undervalued?

Valuation metrics for SHOP: ROE of -4.6% (sector avg: 22%), net margin of -18.3% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy SHOP stock in 2026?

Our dual AI analysis gives Shopify Inc.. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SHOP's free cash flow?

Shopify Inc..'s operating cash flow is $481.0M, with capital expenditures of $5.0M. FCF margin is 15.0%.

How does SHOP compare to other Technology stocks?

Vs Technology sector averages: Net margin -18.3% (avg: 18%), ROE -4.6% (avg: 22%), current ratio 6.20 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI