SHOP vs. CSU, GIB.A, DSG, OTEX, KXS, LSPD, ENGH, DCBO, DND, and CMG
Should you be buying Shopify stock or one of its competitors? The main competitors of Shopify include Constellation Software (CSU), CGI (GIB.A), The Descartes Systems Group (DSG), Open Text (OTEX), Kinaxis (KXS), Lightspeed Commerce (LSPD), Enghouse Systems (ENGH), Docebo (DCBO), Dye & Durham (DND), and Computer Modelling Group (CMG). These companies are all part of the "computer and technology" sector.
Constellation Software (TSE:CSU) and Shopify (TSE:SHOP) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their risk, community ranking, earnings, media sentiment, profitability, analyst recommendations, institutional ownership, valuation and dividends.
Constellation Software has higher revenue and earnings than Shopify. Shopify is trading at a lower price-to-earnings ratio than Constellation Software, indicating that it is currently the more affordable of the two stocks.
Constellation Software has a net margin of 6.52% compared to Constellation Software's net margin of -2.82%. Shopify's return on equity of 9.53% beat Constellation Software's return on equity.
Constellation Software presently has a consensus price target of C$4,008.33, indicating a potential upside of 8.48%. Shopify has a consensus price target of C$89.25, indicating a potential upside of 12.08%. Given Constellation Software's higher probable upside, analysts plainly believe Shopify is more favorable than Constellation Software.
41.2% of Constellation Software shares are held by institutional investors. Comparatively, 68.6% of Shopify shares are held by institutional investors. 5.7% of Constellation Software shares are held by insiders. Comparatively, 0.2% of Shopify shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.
Constellation Software has a beta of 0.8, indicating that its share price is 20% less volatile than the S&P 500. Comparatively, Shopify has a beta of 2.2, indicating that its share price is 120% more volatile than the S&P 500.
In the previous week, Constellation Software had 16 more articles in the media than Shopify. MarketBeat recorded 19 mentions for Constellation Software and 3 mentions for Shopify. Shopify's average media sentiment score of 0.82 beat Constellation Software's score of -0.04 indicating that Constellation Software is being referred to more favorably in the media.
Constellation Software received 423 more outperform votes than Shopify when rated by MarketBeat users. However, 65.16% of users gave Shopify an outperform vote while only 63.62% of users gave Constellation Software an outperform vote.
Summary
Constellation Software beats Shopify on 13 of the 18 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding SHOP and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of TSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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