Northrop Grumman Corporation vs Shopify Inc. — how do they compare? Northrop Grumman Corporation trades at $514.98 (market cap $74.42B), while Shopify Inc. trades at $122.31 (market cap $161.53B). The key difference: Shopify Inc. is far larger — about 2.2× Northrop Grumman Corporation's market cap, and Northrop Grumman Corporation pays a 1.79% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| NOC | SHOP | |
|---|---|---|
Market Cap | $74.42B | $161.53B |
Sector | Industrials | Technology |
52-Week High | $768.02 | $179.01 |
52-Week Low | $496.02 | $95.40 |
Enterprise Value | $88.65B | $155.97B |
Dividend Yield | 1.79% | — |
Signals from Pluang's Aura AI — not financial advice
Northrop Grumman (NOC) trades at $512.29, down 1.78% amid a bearish technical signal despite strong Q2 2026 earnings that beat estimates and a record $105 billion backlog. The stock faces margin pressures but maintains solid fundamentals with a P/E of 16.43 and ROE of 28.51%. Recent news highlights raised 2026 guidance driven by robust defense demand, though the stock's decline reflects investor concerns over cost challenges.
The outlook is mixed: bullish fundamentals and analyst consensus ($655 price target) support long-term growth, but near-term risks include execution on margin targets and technical bearishness. Investment appeal hinges on defense budget tailwinds offsetting operational headwinds.
Shopify (SHOP) trades at $123.02, down 0.44% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported Q1 2026 EPS of $0.36, beating expectations, and shows strong revenue growth from $5.6B in 2022 to $11.6B in 2025. Operating cash flow improved to $2.03B in 2025, while net income reached $1.23B. Analyst sentiment is positive with a consensus price target of $148.54 and 66.7% buy ratings.
Outlook remains favorable due to revenue expansion and profitability gains, but high valuation ratios like P/E of 122.04 pose risks. Key opportunities include AI integration and global growth, while competition and economic sensitivity are concerns. The stock offers upside to analyst targets if execution continues.
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 →