Global Payments Inc vs Shopify Inc. — how do they compare? Global Payments Inc trades at $80.67 (market cap $21.40B), while Shopify Inc. trades at $127.59 (market cap $160.33B). The key difference: Shopify Inc. is far larger — about 7.5× Global Payments Inc's market cap, and Global Payments Inc pays a 1.28% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| GPN | SHOP | |
|---|---|---|
Market Cap | $21.40B | $160.33B |
Sector | Industrials | Technology |
52-Week High | $90.01 | $179.01 |
52-Week Low | $62.47 | $95.40 |
Enterprise Value | $39.11B | $154.76B |
Dividend Yield | 1.28% | — |
Signals from Pluang's Aura AI — not financial advice
Global Payments (GPN) trades at $79.67, up 4.98% today, with a bullish technical outlook and strong earnings beats in recent quarters. The company shows robust operating cash flow of $2.66B in 2025 and benefits from strategic initiatives like the Worldpay integration and AI-powered POS expansions. However, net income margin turned negative at -7.97% for 2026, reflecting margin pressures amid rising costs and competitive fintech landscape.
GPN presents a mixed outlook: analyst consensus is bullish with a $81.56 price target (58% buy ratings), but investors face risks from debt growth (debt-to-asset ratio rising to 41.57% in 2025) and profitability challenges. Near-term catalysts include continued execution on commerce technology deals, while volatility may persist from macroeconomic headwinds.
Shopify (SHOP) trades at $125.86, up 0.14% on the day, with a bullish technical signal from moving averages and support at $121. The company reported $11.56B revenue in 2025 with a 10.77% net margin, though valuation ratios remain elevated with a P/E of 121. Recent analyst upgrades highlight AI commerce growth potential.
Outlook is positive with a $150.08 consensus price target and 67% buy ratings, but high valuation and competitive pressures pose risks. Earnings beat in Q1 2026 supports momentum, yet investors should weigh growth against premium multiples in a volatile market.
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 →