Aon PLC vs Shopify Inc. — how do they compare? Aon PLC trades at $353.5 (market cap $75.61B), while Shopify Inc. trades at $150.2 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 2.6× Aon PLC's market cap, and Aon PLC pays a 0.92% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| AON | SHOP | |
|---|---|---|
Market Cap | $75.61B | $196.35B |
Sector | Financials | Technology |
52-Week High | $381.26 | $179.01 |
52-Week Low | $308.22 | $95.40 |
Enterprise Value | $90.22B | $191.59B |
Dividend Yield | 0.92% | — |
Signals from Pluang's Aura AI — not financial advice
AON trades at $351.88, down 1.43% over the past day, with a neutral technical signal and support near $350. The company reported Q2 2026 EPS of $3.81, beating estimates, and has shown consistent revenue growth, reaching $17.18B in 2025. Profitability remains strong with a net income margin of 22.27% and ROE of 44.88%, though valuation ratios like P/E of 19.65 and P/S of 4.37 are elevated relative to historical averages.
The outlook is supported by analyst consensus with a $410 price target and 47% buy ratings, but risks include high debt levels and modest organic growth. Recent news highlights institutional buying and strategic appointments, yet some analysts caution on valuation. Earnings momentum and margin expansion provide upside potential if execution continues.
Shopify (SHOP) trades at $149.19, down 3.86% over 24 hours, but maintains a bullish technical outlook with strong moving average signals. The company reported robust Q2 2026 earnings, beating EPS estimates with 30%+ GMV growth, while revenue reached $11.56 billion in 2025. Analyst sentiment is overwhelmingly positive, with 65.6% recommending Buy and a consensus price target of $166.39.
Outlook remains favorable driven by AI commerce integration and expanding payments, but high valuation multiples (P/E 103.11) pose risks if growth slows. Key supports include operational cash flow growth to $2.03 billion in 2025, though competition and macroeconomic pressures require monitoring for sustained upside.
Trailing returns across standard periods
Latest headlines on both assets
Aon is a leading global provider of insurance and reinsurance brokerage and human resource solutions. Its operations are tilted toward its brokerage operations. Headquartered in London, Aon has about 50,000 employees and operations in 120 countries around the world.
Read more on AON →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →