SAP vs Shopify
An objective comparison of SAP SE and Shopify Inc., this page covers their business models, financial performance, and market context. It explains how each company creates value, where growth is focused, and how external factors may shape their stock profiles. The content is neutral and accessible for readers seeking understanding. Educational content, not financial advice.
An objective comparison of SAP SE and Shopify Inc., this page covers their business models, financial performance, and market context. It explains how each company creates value, where growth is focus...
Why It's Moving
SAP stock stabilizes near 52-week lows amid analyst optimism signaling major upside potential.
- Analysts project a 49% upside to $336 average target, fueled by 7.2% revenue growth and $7B+ free cash flow highlighting operational strength.
- Short interest plunged 18.9% in December to just 0.1% of shares, easing bearish pressure and signaling reduced pessimism.
- RSI nears overbought at 69 while trading below key moving averages, hinting at possible near-term pullback before rebound on solid ROE of 17%.
Shopify's AI-Powered Winter '26 Edition Sparks Buzz with 150+ Innovations.
- Sidekick evolves into an AI coworker, automating tasks and addressing merchant pain points to streamline operations.
- Agentic storefronts enable seamless selling inside AI chats like those from OpenAI partnership, capturing conversational commerce boom.
- POS upgrades including new Hub hardware and multi-market checkouts empower retailers with reliable, flexible in-store tools.
SAP stock stabilizes near 52-week lows amid analyst optimism signaling major upside potential.
- Analysts project a 49% upside to $336 average target, fueled by 7.2% revenue growth and $7B+ free cash flow highlighting operational strength.
- Short interest plunged 18.9% in December to just 0.1% of shares, easing bearish pressure and signaling reduced pessimism.
- RSI nears overbought at 69 while trading below key moving averages, hinting at possible near-term pullback before rebound on solid ROE of 17%.
Shopify's AI-Powered Winter '26 Edition Sparks Buzz with 150+ Innovations.
- Sidekick evolves into an AI coworker, automating tasks and addressing merchant pain points to streamline operations.
- Agentic storefronts enable seamless selling inside AI chats like those from OpenAI partnership, capturing conversational commerce boom.
- POS upgrades including new Hub hardware and multi-market checkouts empower retailers with reliable, flexible in-store tools.
Investment Analysis
SAP
SAP
Pros
- SAP showed strong cloud revenue growth of 27% in Q3 2025, indicating robust demand for its cloud offerings.
- The company has a substantial cloud backlog of €18.8 billion, up 23%, providing revenue visibility.
- SAP’s IFRS operating profit increased by 12% with a 14% increase in non-IFRS operating profit, reflecting improved profitability.
Considerations
- The SAP stock price is forecasted to decline by about 10.5% by December 2025, suggesting potential near-term market weakness.
- The current market sentiment on SAP shares is bearish with a Fear & Greed index of 39, indicating investor caution.
- SAP faces valuation pressure with a forward price-to-earnings ratio above 33, which may limit upside given growth expectations.
Shopify
SHOP
Pros
- Shopify maintains a very strong liquidity position with a quick ratio above 3.5, indicating good short-term financial health.
- The company exhibits strong return on assets of over 16%, reflecting efficient asset utilisation.
- Shopify is positioned in the growing technology and software application sector, which supports long-term growth opportunities.
Considerations
- Shopify's valuation multiples are very high, including a price-to-earnings ratio near 90, suggesting the stock may be overvalued.
- Profitability metrics such as return on equity are lower compared to some industry peers, highlighting potential efficiency concerns.
- The stock shows recent trading price volatility and a slight downward movement, implying some execution or market risk.
Related Market Insights
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Related Market Insights
The Partnership Playbook: Why Collaboration Beats Competition
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SAP (SAP) Next Earnings Date
SAP SE's next earnings report is scheduled for January 29, 2026, covering the Q4 2025 fiscal quarter ending December 2025. This follows the Q3 2025 release on October 22, 2025, aligning with the company's typical late-January pattern for year-end results. Analysts anticipate disclosure before market open, with a conference call to follow.
Shopify (SHOP) Next Earnings Date
Shopify's next earnings report is estimated to be released on February 10, 2026, though some sources project the date could fall between February 9-17, 2026. The company has not yet officially confirmed the exact date, but this timing aligns with its historical quarterly reporting schedule. This earnings announcement will cover the company's Q4 2025 financial results. Investors should monitor for an official announcement from Shopify to confirm the precise release date and time.
SAP (SAP) Next Earnings Date
SAP SE's next earnings report is scheduled for January 29, 2026, covering the Q4 2025 fiscal quarter ending December 2025. This follows the Q3 2025 release on October 22, 2025, aligning with the company's typical late-January pattern for year-end results. Analysts anticipate disclosure before market open, with a conference call to follow.
Shopify (SHOP) Next Earnings Date
Shopify's next earnings report is estimated to be released on February 10, 2026, though some sources project the date could fall between February 9-17, 2026. The company has not yet officially confirmed the exact date, but this timing aligns with its historical quarterly reporting schedule. This earnings announcement will cover the company's Q4 2025 financial results. Investors should monitor for an official announcement from Shopify to confirm the precise release date and time.
Which Baskets Do They Appear In?
Win-Win Partners
Looking beyond competition to collaboration, these carefully selected stocks are building the future through powerful partnerships. Our professional analysts have identified companies creating shared value and ecosystem-driven growth that's more resilient than traditional business models.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Win-Win Partners
Looking beyond competition to collaboration, these carefully selected stocks are building the future through powerful partnerships. Our professional analysts have identified companies creating shared value and ecosystem-driven growth that's more resilient than traditional business models.
Published: June 17, 2025
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