Botfet / Company detail
SHOP
universeShopify Inc.
AI/compute · Founder-led
Moat score60out of 100
The numbers
Financial metrics
Roic8.7%
Gross Margin48.1%
Revenue Cagr25.8%
Fcf Conversion163.0%
Fcf Yield0.9%
Interest Coverage0.0x
Market Cap B$218.7B
Pe113.2
Quality PassPass
Founder LedYes
Thesis AlignedYes
Moat Quant60
Why it may endure
Moat breakdown
Market Share Stability6
Network Effects16
Pricing Power20
Regulatory Moat6
Switching Costs12
Conviction0/10
Leadership0/10
Vision0/10