Shopify Inc. vs UnitedHealth Group Inc — how do they compare? Shopify Inc. trades at $127.18 (market cap $172.54B), while UnitedHealth Group Inc trades at $394.37 (market cap $359.79B). The key difference: UnitedHealth Group Inc is far larger — about 2.1× Shopify Inc.'s market cap, and UnitedHealth Group Inc pays a 2.32% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| SHOP | UNH | |
|---|---|---|
Market Cap | $172.54B | $359.79B |
Sector | Technology | Health |
52-Week High | $179.01 | $436.35 |
52-Week Low | $95.40 | $259.02 |
Enterprise Value | $167.77B | $401.65B |
Dividend Yield | — | 2.32% |
Signals from Pluang's Aura AI — not financial advice
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.
UnitedHealth Group (UNH) trades at $393.06, down 1.03% on the day, with a bullish technical signal from moving averages and strong analyst support. The company reported revenue of $447.57B in 2025, with net income of $12.06B, and has beaten EPS estimates in recent quarters. Recent news highlights strategic moves to reduce pediatric prior authorizations and ongoing shareholder returns via dividends and buybacks.
The outlook for UNH is positive, driven by aging demographics, Medicare growth, and operational efficiencies, though risks include regulatory scrutiny and margin pressures. With 82.7% of analysts rating it a buy and a consensus price target of $475.47, the stock presents a compelling opportunity for long-term investors seeking exposure to healthcare stability and dividend growth.
Trailing returns across standard periods
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 →UnitedHealth Group is one of the largest private health insurers, providing medical benefits to 50 million members globally, including 5 million outside the U.S. at the end of 2021. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in managed care. Along with its insurance assets, UnitedHealth's continued investments in its Optum franchises have created a healthcare services colossus that spans everything from medical and pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.
Read more on UNH →