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Why Shopify (SHOP) Outpaced the Stock Market Today

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In the latest close session, Shopify (SHOP - Free Report) was up +2.86% at $152.10. The stock's change was more than the S&P 500's daily gain of 0.48%. Meanwhile, the Dow experienced a rise of 0.27%, and the technology-dominated Nasdaq saw an increase of 0.94%.

The stock of cloud-based commerce company has risen by 7.71% in the past month, leading the Computer and Technology sector's gain of 5.46% and the S&P 500's gain of 2.46%.

The upcoming earnings release of Shopify will be of great interest to investors. The company is predicted to post an EPS of $0.34, indicating a 5.56% decline compared to the equivalent quarter last year. Meanwhile, our latest consensus estimate is calling for revenue of $2.74 billion, up 26.74% from the prior-year quarter.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $1.44 per share and a revenue of $11.21 billion, representing changes of +10.77% and +26.24%, respectively, from the prior year.

Investors should also note any recent changes to analyst estimates for Shopify. Recent revisions tend to reflect the latest near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. As of now, Shopify holds a Zacks Rank of #3 (Hold).

Looking at valuation, Shopify is presently trading at a Forward P/E ratio of 102.69. Its industry sports an average Forward P/E of 25.04, so one might conclude that Shopify is trading at a premium comparatively.

Also, we should mention that SHOP has a PEG ratio of 5.21. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. SHOP's industry had an average PEG ratio of 1.68 as of yesterday's close.

The Internet - Services industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 93, putting it in the top 38% of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.


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