Company comparison

Salesforce vs Shopify

Salesforce Inc

CRM · NYSE

$235.95

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Shopify Inc

SHOP · NASDAQ

$172.50

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In short

Salesforce Inc and Shopify Inc are both in Software. ET&A currently rates Salesforce Inc Buy and Shopify Inc Accumulate. Against ET&A's Fair Value, Salesforce Inc's share price currently looks better value — it sits further below what we think it is worth. Their investment styles differ (Quality/Growth/Value and Quality/Growth), so they may suit different goals.

ET&A ViewBuyET&A sees significant upside from the current price with an attractive risk/reward profile.AccumulateET&A likes the company but would prefer investors to build exposure gradually.
ET&A Score8.9highest8.6
Fair ValueMembersMembers
12M Price TargetMembersMembers
Preferred EntryMembersMembers
Expected 12M Total ReturnMembersMembers
Is it expensive?MembersMembers
Business HealthYes — healthyYes — very healthy

Fair Value is what ET&A estimates each company is worth today; the 12M Price Target is what we think it should be worth in about twelve months; Preferred Entry is the price range where the expected return becomes attractive enough for the risk. Expected returns are measured from the price at each valuation date. This tool shows the differences and trade-offs — it does not pick a winner. See membership

Investor View

More detail, one section at a time

Open a section to compare the reasoning and the detail.

Our view on eachOur reasoning, what could drive each higher and what could go wrong.
Insight

The complete ET&A view

See our full reasoning, what could drive the shares higher or go wrong, our Fair Value and Preferred Entry, and how our view has changed.

  • Our View in full
  • What could drive it higher / go wrong
  • Fair Value & Preferred Entry
  • How our view has changed
Explore Insight →Included with Insight
Price against valueWhere each price sits between its Preferred Entry and Fair Value.
Insight

Fair Value & Preferred Entry

See what ET&A thinks each company is worth, the price range where we'd be happy to buy, and whether today's price looks cheap or expensive.

Explore Insight →Included with Insight
Business Health, area by areaEach area's rating on ET&A's scales, side by side.
Revenue——
EarningsExcellentExcellent
MarginsStrongGood
Cash generation——
Balance sheetGoodExcellent
DividendWeak—

The figures behind each rating are on each company’s page.

Who each suitsInvestment style and the goals each fits.
Investment styleQuality/Growth/ValueQuality/Growth
Capital Preservation——
Income——
Balanced✓—
Growth✓✓
Aggressive Growth——
Related ET&A research6 articles mentioning these companies.
Research ViewOpen the full researchValuation multiples and the reported financial figures, side by side.

For detailed analysis. Each section opens on its own.

Valuation multiplesP/E, EV/EBITDA, Price/Sales and other multiples.
P/E RatioMembersMembers
Forward P/EMembersMembers
EV / EBITDAMembersMembers
Price / SalesMembersMembers
Price / BookMembersMembers
Dividend yieldMembersMembers
Financial figuresSize, returns and financial strength, as reported.
Scale & returns
Market Cap$194.19B$221.95B
Revenue$43.94B$13.27B
EBITDA$12.90B$2.40B
EPS$10.93$1.48
Forward EPS$16.02$2.46
Dividend yield0.74%—
Annual dividend$1.71—
Financial strength
Net Debt / (Cash)$30.97B($4.77B)
Shares Outstanding823.00M1.21B

Values are shown in each company’s listing currency. “—” means the figure isn’t available.