Shopify Inc. vs Trade Desk Inc — how do they compare? Shopify Inc. trades at $167.1 (market cap $211.73B), while Trade Desk Inc trades at $12.3 (market cap $5.83B). The key difference: Shopify Inc. is far larger — about 36.3× Trade Desk Inc's market cap, and Shopify Inc. is trading nearer its 52-week high, Trade Desk Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Shopify Inc. for 78 Days and Trade Desk Inc for 72 Days on average.
| SHOP | TTD | |
|---|---|---|
Market Cap | $211.73B | $5.83B |
Volume | 7,146,651 | 15,864,392 |
Sector | Technology | Media |
52-Week High | $179.01 | $54.13 |
52-Week Low | $95.40 | $11.92 |
Typical Hold Time | 78 Days | 72 Days |
Enterprise Value | $206.96B | $4.78B |
Signals from Pluang's Aura AI — not financial advice
SHOP trades at $165.94, up 0.88% with strong bullish momentum near its consensus price target of $168.63. The stock shows robust revenue growth from $5.6B in 2022 to $11.6B in 2025, with net income turning positive to $1.23B. Technical indicators show bullish moving averages but overbought RSI levels, while fundamental valuation remains elevated with P/E of 111.19. Recent developments include Shopify's AI-powered Canvas platform launch and strategic positioning in the AI commerce space.
Outlook remains positive with 67% analyst buy ratings and projected revenue growth to $13.3B in 2026. Key opportunities include merchant solutions growth and AI integration, while risks include high valuation multiples and competitive pressures from Amazon. The stock presents growth potential but requires monitoring of execution and market sentiment shifts.
The Trade Desk (TTD) trades at $12.09, down 67% year-to-date amid slowing revenue growth and increased competition. The stock shows bearish technical signals with mixed earnings performance - beating Q4 2025 and Q2 2026 estimates but missing Q1 2026. Despite strong profitability metrics including 76.87% gross margins and 15.44% ROE, the company faces headwinds from Amazon and other tech giants entering the ad-tech space, with recent workforce reductions signaling operational challenges.
While TTD maintains leadership in programmatic advertising with healthy cash flow generation, near-term outlook remains cautious due to competitive pressures and slowing growth. The stock trades at attractive valuation multiples (P/E 0.15, P/S 0.02) but requires clear catalysts to reverse the downward trend. Investors should weigh the company's strong market position against execution risks in a rapidly evolving digital advertising landscape.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →