Shopify Inc. (SHOP) vs Uber Technologies, Inc. (UBER)

Shopify Inc. and Uber Technologies, Inc. are both Software Application companies. Shopify Inc. is the larger, with a market value of $187.0B against $141.9B — 1.3× the size. Uber Technologies, Inc. trades at the lower P/E: 15.0× against 96.1×. Shopify Inc. grew revenue faster over the last twelve months: 32.5% against 16.7%. Uber Technologies, Inc. has the higher net margin (17.3% vs 14.5%) and the lower return on invested capital (12.0% vs 14.6%). Across the 22 metrics below, Uber Technologies, Inc. leads on 14 and Shopify Inc. on 8.

Valuation

Metric SHOP UBER Software Application median
P/E 96.11 15.04 24.79
P/S 13.89 2.57 2.67
P/B 14.53 5.02 3.01
Price to free cash flow 78.34 14.02 16.59
EV/EBITDA 96.31 19.86 14.40
EV/Sales 13.59 2.69 2.62
Earnings yield 1.04% 6.65% 0.00%
Free cash flow yield 1.28% 7.14% 1.91%

Profitability

Metric SHOP UBER Software Application median
Gross margin 47.77% 42.31% 67.03%
Operating margin 13.90% 12.13% 0.00%
Net margin 14.53% 17.34% 0.00%
Free cash flow margin 17.73% 18.32% 4.32%
Return on equity 15.54% 37.08% 0.00%
Return on assets 13.28% 15.73% 0.00%
Return on invested capital 14.58% 12.00% 0.00%

Growth

Metric SHOP UBER Software Application median
Revenue growth (TTM) 32.50% 16.68% 12.40%
EPS growth (last fiscal year) (39.35%) 3.73% —
Revenue growth, 5-year CAGR 31.58% 36.10% 13.72%
Net income growth, 5-year CAGR 30.96% 0.00% 0.00%

Health

Metric SHOP UBER Software Application median
Debt to equity 0.01 0.45 0.02
Current ratio 5.35 0.84 1.55
Net debt to EBITDA (3.85) 0.36 0.06

Dividend

Metric SHOP UBER Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric SHOP UBER Software Application median
Market cap 187.01b 141.86b 396.11m

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