Shopify Inc.

SHOP · Nasdaq · ·

下次财报：2026年11月3日

US$148.26+2.9%9月29日收盘

1M: -3.0%
6M: +32.6%
1Y: -0.2%
5Y: +2.7%

对比

Shopify sells tools for businesses to build stores, take payments and manage sales online and in person.

Technology

Software Application

基于 Shopify Inc. 自己向 SEC 提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

完整财务报表 →

关于Shopify Inc.

Shopify gives businesses software to create online stores, sell in physical shops and manage products, orders and customers. It also provides payment processing, financing, shipping services and sales tools for social media and artificial intelligence (AI) shopping channels.

总部: Ottawa, Ontario, Canada
成立于: 2006
员工人数: approximately 7,600 (December 31, 2025, high)
上市于: Nasdaq
财年结束: December 31

怎么赚钱

Subscription solutions23%
Merchant solutions77%

各项收入占比是对six months ended June 30, 2026的估算，并非来自已提交报告的数字。

竞争对手

WooCommerce

卖什么6

Shopify commerce software
Software for setting up an online store and handling day-to-day tasks such as product listings, inventory, orders and customer relationships.
Shopify Plus
A higher-priced plan for businesses with more complex needs, including selling in multiple countries and selling wholesale to other businesses.
Shopify Payments
A built-in service that lets merchants accept payments and pay processing and currency-conversion fees.

再显示 3 项

Point of Sale Pro and hardware
A paid service and equipment for taking in-person sales and connecting them with a merchant's online store and inventory.
Shopify Capital
Financing for merchants, including loans and merchant cash advances.
Sidekick and Catalog
Sidekick is an AI assistant that helps merchants with store tasks and business information. Catalog organizes product details so AI shopping services can find and describe merchants' products.

谁在买4

Entrepreneurs and small businesses pay for monthly Shopify plans to set up and run online shops.
Larger retail brands, including businesses selling directly to consumers or to other businesses, pay for plans and services suited to more complex operations.
Retailers with physical locations can pay for Point of Sale Pro by location and buy point-of-sale equipment.
Merchants using Shopify Payments pay processing and currency-conversion fees as shoppers make purchases; merchants can also use Shopify's financing and shipping services.

靠什么支撑，什么会击垮它

业务依赖什么

1Shopify uses third-party cloud providers to run its services; the annual report says Google Cloud is used for most platform operations.
2Shopify says it relies on two suppliers for technology used in Shopify Payments.
3Much of merchant-solutions revenue is tied to the amount of merchandise merchants sell through Shopify, particularly sales processed through Shopify Payments.

与同行业相比处在什么位置

三项评分，每一项都是相对我们在Software Application覆盖的 218 家公司的百分位。刻意分开而不揉成一个总分：便宜、上涨和经营得好是三件不同的事，一个数字会把它们是哪一件藏起来。

动量

75在同行业中满分 100

高于行业内多数公司

截至一个月前的 12 个月8.2%

截至一个月前的 6 个月26.6%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

23在同行业中满分 100

低于行业内多数公司

每单位价格对应的利润1.00%

每单位价格对应的现金1.22%

每单位价格对应的营收6.87%

每单位价格对应的资产6.98%

整个企业对应的经营利润0.80%

这些是收益率，所以数值越高越便宜——亏损的公司会排在最后，而不是被剔除。便宜不等于好：高收益率往往意味着股价是有原因才跌下来的。五项指标齐全。

资本配置

1/3参差

3 项检验未披露

资本回报率9.4%

股东回报率—

股本数量，3 年2.9%

净债务 / EBITDA-3.73x

内部人，12 个月—

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 9.4%
债务与盈利之比现金多于债务
回馈给股东的现金既未披露回购，也未披露分红
三年间的股本数量三年间股本数量增加 2.9%
现金流对派付的覆盖披露不足，无法比较
内部人在公开市场的买入没有内部人在公开市场交易的记录

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月30日。

4

Payments, lending, privacy and data handling are subject to laws and regulations in the countries where Shopify operates.

可能出什么问题

1A security breach or other unauthorized access to merchant, buyer or company data could interrupt services, lead to liability and damage trust in Shopify.
2Shopify Payments depends on technology from two suppliers, and interruptions or changes in financial-services rules could affect its payments and other financial products.
3Shopify must attract merchants, keep them using its services and get existing merchants to use more of them while competing with other commerce and payments providers.

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