Banco Santander SA vs Shopify Inc. — how do they compare? Banco Santander SA trades at $13.7 (market cap $191.46B), while Shopify Inc. trades at $122.31 (market cap $161.53B). The key difference: Banco Santander SA is the larger of the two by market cap, and Banco Santander SA pays a 2.09% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| SAN | SHOP | |
|---|---|---|
Market Cap | $191.46B | $161.53B |
Sector | Financials | Technology |
52-Week High | $14.37 | $179.01 |
52-Week Low | $8.40 | $95.40 |
Dividend Yield | 2.09% | — |
Enterprise Value | — | $155.97B |
Signals from Pluang's Aura AI — not financial advice
Santander (SAN) trades at $13.65, up 0.74% with mixed technical signals showing bearish moving averages but oversold RSI. The company reported Q1 2026 EPS beat ($0.41 vs $0.29 expected) and maintains strong profitability with 26.72% net margin and 16.18% ROE. Recent developments include the $12.2 billion Webster Bank acquisition and AI-driven cost initiatives targeting $1.15 billion in business value.
SAN offers value with a 13.23 P/E and dividend yield near 4.4%, supported by 64% analyst buy ratings. Key risks include declining cash flows (-$28.13B in 2024) and Spanish antitrust probes. The stock's upside depends on successful integration of acquisitions and AI efficiency gains offsetting macroeconomic pressures on European banking.
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
Santander's focus is on retail and commercial banking. Latin America is geographically the largest operation, with Brazil by far the largest. Its continental European business is still mainly Iberian. Santander's U.K. presence is the result of the acquisition of building society Abbey. In the U.S., Santander operates a vehicle finance business and a regional bank focused on the Northeastern states.
Read more on SAN →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 →