Global Payments Inc vs Shopify Inc. — how do they compare? Global Payments Inc trades at $88.53 (market cap $22.72B), while Shopify Inc. trades at $150.28 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 8.6× Global Payments Inc's market cap, and Global Payments Inc pays a 1.16% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| GPN | SHOP | |
|---|---|---|
Market Cap | $22.72B | $196.35B |
Sector | Industrials | Technology |
52-Week High | $90.01 | $179.01 |
52-Week Low | $62.47 | $95.40 |
Enterprise Value | $40.87B | $191.59B |
Dividend Yield | 1.16% | — |
Signals from Pluang's Aura AI — not financial advice
Global Payments (GPN) trades at $88.65, up 2.93% today, with a bullish technical signal and consistent earnings beats. The stock shows strong profitability with a 63.91% gross margin but negative net income margin and ROE. Recent Q2 2026 EPS of $3.46 beat estimates, though revenue guidance was trimmed. Analyst consensus is a Buy with a $96.67 target.
GPN offers upside to analyst targets but faces risks from margin pressure and competitive fintech landscape. Debt-to-asset ratio rose to 41.57% in 2025, increasing financial leverage concerns. Investment appeal hinges on execution of the Genius platform strategy amid economic headwinds.
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
Global Payments is a leading provider of payment processing and software solutions and focuses on serving small and midsize merchants. The company operates in 30 countries and generates about one fourth of its revenue from outside North America, primarily in Europe and Asia. In 2019, Global Payments merged with Total System Services in an all-stock deal that gave Total System Services shareholders 48% of the combined company's shares.
Read more on GPN →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 →