Northrop Grumman Corporation vs Shopify Inc. — how do they compare? Northrop Grumman Corporation trades at $516.8 (market cap $73.16B), while Shopify Inc. trades at $127.06 (market cap $172.54B). The key difference: Shopify Inc. is far larger — about 2.4× Northrop Grumman Corporation's market cap, and Northrop Grumman Corporation pays a 1.92% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| NOC | SHOP | |
|---|---|---|
Market Cap | $73.16B | $172.54B |
Sector | Industrials | Technology |
52-Week High | $768.02 | $179.01 |
52-Week Low | $496.02 | $95.40 |
Enterprise Value | $87.14B | $167.77B |
Dividend Yield | 1.92% | — |
Signals from Pluang's Aura AI — not financial advice
Northrop Grumman (NOC) trades at $518.58, up 0.7% with strong earnings beats in recent quarters. Technical indicators show a bearish trend with oversold RSI signals, while fundamentals remain solid with 10.48% net margin and 26.96% ROE. The company maintains a record $105 billion backlog and raised guidance after strong Q2 results, supported by rising defense spending globally.
NOC presents a compelling value with a 16.37 P/E below industry averages and a $618.43 consensus price target implying 19% upside. Risks include execution on massive contracts and defense budget volatility, but analyst sentiment is strongly bullish with 57% buy ratings. The stock offers defensive growth exposure amid geopolitical tensions.
Shopify (SHOP) trades at $134.10, down 7.57% amid broader market weakness. The stock shows bearish technical signals with key support at $131 and resistance at $140. Fundamentally, revenue growth remains strong at $11.56B in 2025 with improving profitability, though valuation metrics appear elevated with a P/E of 90.6. Recent earnings show mixed results with a Q4 2025 miss but subsequent beats in 2026.
Analyst consensus remains bullish with 67% buy ratings and $167.50 price target, representing 25% upside. Key risks include premium valuation compression and competitive pressures in e-commerce infrastructure. The company's expanding B2B segment and AI integration provide growth catalysts, but investors should weigh rich multiples against execution risks.
Trailing returns across standard periods
Latest headlines on both assets
Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.
Read more on NOC →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 →