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Canadian Stock That Could Power Your Portfolio for Decades
... Is Shopify Canada’s most powerful long-term stock?
Shayaan Rajan & Qayyum Rajan
October 07, 2025
In partnership with
This Canadian stock just hit new highs — and it’s not done yet!
Stock Spotlight: Shopify (TSX: SHOP)
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Major Developments This Week
AI-Commerce Revolution: Shopify is teaming up with OpenAI for a new “Instant Checkout” integration within ChatGPT. This means Shopify merchants will soon be able to sell directly through AI chat — a futuristic leap in conversational commerce.
Record Highs: The stock soared to a new 52-week high of $226.65, driven by optimism around its technology leadership.
Analyst Buzz: TD Cowen reportedly raised its target price, citing Shopify’s strong fundamentals and early positioning in AI-enabled e-commerce.
Shopify by the Numbers
Metric | Value |
|---|---|
Price (as of Friday) | $224.61 |
Weekly Move | +6.33% |
Market Cap | US$209.3 Billion |
P/E (TTM) | 94.9 |
Forward P/E | 121.5 |
52-Week Range | $99.32 – $226.65 |
YTD Return | +46.8% |
Dividend Yield | None (Growth-Focused) |
Debt/Equity | 0.1 (Strong Balance Sheet) |
Headquarters | Ottawa, ON, Canada |
Shopify’s share price has almost doubled over the past year, far outpacing both its peers and major indices.
Analyst Insights
Category | Details |
|---|---|
Consensus Rating | Outperform / Moderate Buy ⭐⭐⭐⭐ |
Average Target Price (USD) | $163.15 |
Upside Potential | ~1.3% |
Analyst Breakdown | Buy: 23 • Hold: 23 • Sell: 1 |
Interpretation: Analysts remain optimistic on Shopify’s long-term growth but acknowledge its premium valuation. With over 45 analysts covering the stock, sentiment leans bullish — especially given the firm’s consistent innovation and revenue expansion.
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Latest Shopify News
1️⃣ OpenAI Integration: Shopify will soon join the ChatGPT “Instant Checkout” platform — letting users purchase products seamlessly through chat.
2️⃣ New All-Time Highs: Shares hit record territory amid strong momentum and institutional buying.
3️⃣ Target Price Hikes: Analysts continue adjusting targets upward, noting Shopify’s growing dominance in global e-commerce infrastructure.
Growth Outlook
Growth Metric | Shopify |
|---|---|
Sales Growth (Next Year) | +22.3% |
EPS Growth (Next Year) | +28.0% |
5-Year EPS Growth Estimate | +27.0% |
Takeaway: Shopify continues to post impressive double-digit revenue and earnings growth. With AI commerce and new merchant tools expanding globally, the next phase of growth could be even stronger.
Profitability Snapshot
Metric | Value |
|---|---|
Gross Margin | 49.3% |
Operating Margin | 15.3% |
Net Margin | 23.4% |
Return on Equity (ROE) | 19.3% |
Return on Assets (ROA) | 18.4% |
Shopify has matured into a profitable growth company, balancing innovation with discipline. Its margins and returns remain best-in-class within the tech sector.
Technical Picture
Indicator | Value | Signal |
|---|---|---|
RSI | 67.8 | Near Overbought |
Money Flow Index | 78 | Strong Buying Pressure |
Price vs 52-Week High | 99.1% | Momentum Leader |
1-Year Beta | 2.12 | High Volatility |
Shopify’s technical indicators suggest robust momentum but also elevated risk — typical for a fast-growing, high-multiple stock.
Valuation vs Peers
Metric | Shopify | Industry Avg. | S&P 500 |
|---|---|---|---|
P/E | 94.9 | 53.8 | 30.9 |
P/S | 22.5 | 6.6 | 3.5 |
EV/EBITDA | 131.0 | 30.0 | 26.2 |
Verdict: Shopify trades at a significant premium — but that’s been true for years. The premium is the price of dominance in the e-commerce world.
The Long-Term Case for Shopify
Shopify is much more than an e-commerce platform. It’s becoming a commerce operating system — powering merchants across digital storefronts, payments, and logistics.
Its expansion into AI-driven commerce positions it for the next decade of online retail. With a healthy balance sheet, top-tier margins, and a massive global user base, Shopify remains a must-watch Canadian growth stock.
Ratings Recap
Category | Score |
|---|---|
Growth | 95/100 |
Quality | 81/100 |
Valuation | 47/100 |
Momentum | 85/100 |
Overall Rating vs Peers | 97/100 |
Summary
Aspect | Shopify at a Glance |
|---|---|
Investment Thesis | Dominant e-commerce infrastructure with long-term growth potential |
Risks | High valuation, macro sensitivity |
Catalysts | AI-commerce rollout, merchant expansion, payment growth |
Investor Type | Long-term growth investors with high risk tolerance |
Final Verdict
Long-Term Potential: Exceptional
Valuation: Expensive but justified
Momentum: Strong
Best For: Growth-focused investors who believe in the future of online commerce
Shopify (TSX:SHOP) stands tall as a Canadian powerhouse with global reach, capable of compounding shareholder wealth for years to come. For investors seeking a stock that blends innovation, profitability, and vision — this might just be your portfolio’s next long-term gem.
The Wealth Awesome Team
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