Ross Stores, Inc. vs Shopify Inc. — how do they compare? Ross Stores, Inc. trades at $247.62 (market cap $80.78B), while Shopify Inc. trades at $149.06 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 2.4× Ross Stores, Inc.'s market cap, and Ross Stores, Inc. pays a 0.71% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| ROST | SHOP | |
|---|---|---|
Market Cap | $80.78B | $196.35B |
Sector | Consumer Cyclical | Technology |
52-Week High | $255.23 | $179.01 |
52-Week Low | $144.67 | $95.40 |
Enterprise Value | $81.37B | $191.59B |
Dividend Yield | 0.71% | — |
Signals from Pluang's Aura AI — not financial advice
ROST trades at $250.45, down 1.72% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $259.00. The company has consistently beaten earnings estimates, with Q1 2026 EPS of $2.02 exceeding the $1.73 forecast. Strong fundamentals include a net income margin of 9.74% and ROE of 38.98%, supported by revenue growth to $21.13 billion in 2025 and recent expansion with 47 new stores opened in mid-2026.
The outlook remains positive given earnings momentum and store growth, but elevated valuation ratios like a P/E of 35.17 pose a risk if growth slows. Analyst sentiment is bullish with 64% buy ratings, though technical indicators show mixed signals with RSI near overbought levels. Investors should weigh robust profitability against high multiples in a competitive retail sector.
Shopify (SHOP) trades at $149.68, down 3.54% today but maintains strong momentum following recent earnings beats. The stock shows bullish technical signals with moving averages supporting upward trends, while valuation ratios remain elevated. Recent Q2 2026 results exceeded expectations with 30%+ GMV growth and expanding AI-driven commerce capabilities, driving positive analyst sentiment.
Shopify's outlook remains positive with accelerating revenue growth and margin expansion, though premium valuation presents risk. The company's leadership in e-commerce and AI integration supports long-term growth potential, but investors should monitor competitive pressures and execution risks in a dynamic retail environment.
Trailing returns across standard periods
Latest headlines on both assets
Ross Stores is a leading American off-price apparel and home fashion retailer, operating over 1,920 stores (at the end of fiscal 2021) across the Ross Dress for Less and dd's Discounts banners. Ross offers a variety of name-brand products and targets undercutting conventional retailers' regular prices by 20%-70%. The company uses an opportunistic, flexible merchandising approach
Read more on ROST →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 →