Ross Stores, Inc. vs Shopify Inc. — how do they compare? Ross Stores, Inc. trades at $249.65 (market cap $80.78B), while Shopify Inc. trades at $149.83 (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
Ross Stores (ROST) trades at $254.83, near its consensus price target of $259.00, with a slight 0.16% decline. The stock shows strong fundamentals, including a 9.74% net income margin and 38.98% ROE for 2025, with recent quarterly earnings consistently beating estimates. Technical indicators are bullish, supported by positive moving averages and recent store expansion news.
The outlook remains positive due to robust earnings growth and analyst buy ratings (63.83% consensus). Key risks include high valuation multiples (P/E of 35.17) and competitive pressures in discount retail. Upside potential exists if Q2 2026 earnings beat expectations, but macroeconomic headwinds could pressure consumer spending.
Shopify (SHOP) trades at $155.18, up 2.38% today, following strong Q2 2026 earnings beats. The stock exhibits a bullish technical trend with support at $151 and resistance at $158. Revenue growth remains robust, with 2025 revenue reaching $11.56B, though valuation multiples like a P/E of 103.11 are elevated. Positive analyst sentiment is driven by AI commerce integration and expanding gross merchandise volume.
Outlook is positive given earnings momentum and AI-driven growth, but high valuation and competitive e-commerce pressures pose risks. The consensus price target of $166.39 suggests modest upside, supported by 65.62% of analysts rating it Buy. Investors should weigh growth prospects against premium pricing.
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 →