Nutrien Ltd vs Shopify Inc. — how do they compare? Nutrien Ltd trades at $80.95 (market cap $38.47B), while Shopify Inc. trades at $127.13 (market cap $172.54B). The key difference: Shopify Inc. is far larger — about 4.5× Nutrien Ltd's market cap, and Nutrien Ltd pays a 2.73% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| NTR | SHOP | |
|---|---|---|
Market Cap | $38.47B | $172.54B |
Sector | Basic Materials | Technology |
52-Week High | $83.94 | $179.01 |
52-Week Low | $53.64 | $95.40 |
Enterprise Value | $50.28B | $167.77B |
Dividend Yield | 2.73% | — |
Signals from Pluang's Aura AI — not financial advice
Nutrien (NTR) trades at $80.68, up 1.52% today, with a bullish technical signal from moving averages but overbought RSI readings. The company reported mixed Q2 2026 earnings, missing EPS estimates but beating on revenue, driven by higher fertilizer prices. Analyst consensus is a Moderate Buy with a $76.17 price target, though recent news includes a downgrade to Hold citing cost pressures and volume constraints. Cash flow trends show consistent operational strength but negative net cash flow in recent years.
The outlook is cautiously optimistic, supported by strong potash and nitrogen demand and institutional buying, but risks include cyclical earnings, rising sulfur costs, and volatile agricultural markets. The stock's current price above the consensus target suggests limited near-term upside, requiring monitoring of cost management and volume recovery for sustained growth.
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
Created in 2018 as a result of the merger between PotashCorp and Agrium, Nutrien is the world's largest fertilizer producer by capacity. Nutrien produces the three main crop nutrients--nitrogen, potash, and phosphate--although its main focus is potash, where it is the global leader in installed capacity with roughly 20% share. The company is also the largest agricultural retailer in the United States, selling fertilizers, crop chemicals, seeds, and services directly to farm customers through its brick-and-mortar stores and online platforms.
Read more on NTR →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 →