ALPHABET INC. vs Shopify Inc., two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where GOOGL and SHOP diverge most: on debt / equity, GOOGL reads 0.17 and SHOP reads 0.00; on current ratio, GOOGL reads 1.92 and SHOP reads 6.20. The rest of the comparable metrics sit closer together. What GOOGL's price implies is a demanding bet versus history and the cohort (segment-resolved basis). What SHOP's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | GOOGL | SHOP |
|---|---|---|
| Price | $357.17 | $122.50 |
| Market cap | $4.37T | $159.7B |
| Sector | Software | Software |
| Stage | Mature | Growth |
| P/E | 27.2 | — |
| P/B | 9.13 | — |
| P/S | 10.35 | — |
| EV/EBITDA | 29.9 | — |
| Revenue growth | +17.4% | +31.9% |
| Gross margin | — | 48.8% |
| Operating margin | 36.1% | 12.1% |
| Net margin | 27.1% | 10.8% |
| Return on equity | 23.9% | 10.7% |
| Return on assets | 16.3% | 9.4% |
| Return on invested capital | 20.0% | 10.4% |
| FCF yield | 1.5% | — |
| Dividend yield | 0.2% | — |
| Debt / equity | 0.17 | 0.00 |
| Current ratio | 1.92 | 6.20 |
| Altman Z (solvency) | 7.72 | 7.80 |
| Piotroski F (quality) | 4 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.