Shopify Inc. vs Union Pacific Corporation — how do they compare? Shopify Inc. trades at $150.02 (market cap $196.35B), while Union Pacific Corporation trades at $292.17 (market cap $173.99B). The key difference: Shopify Inc. and Union Pacific Corporation are close in size by market cap, and Union Pacific Corporation pays a 1.94% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| SHOP | UNP | |
|---|---|---|
Market Cap | $196.35B | $173.99B |
Sector | Technology | Industrials |
52-Week High | $179.01 | $307.32 |
52-Week Low | $95.40 | $214.91 |
Enterprise Value | $191.59B | $203.04B |
Dividend Yield | — | 1.94% |
Signals from Pluang's Aura AI — not financial advice
Shopify (SHOP) trades at $149.19, down 3.86% over 24 hours, but maintains a bullish technical outlook with strong moving average signals. The company reported robust Q2 2026 earnings, beating EPS estimates with 30%+ GMV growth, while revenue reached $11.56 billion in 2025. Analyst sentiment is overwhelmingly positive, with 65.6% recommending Buy and a consensus price target of $166.39.
Outlook remains favorable driven by AI commerce integration and expanding payments, but high valuation multiples (P/E 103.11) pose risks if growth slows. Key supports include operational cash flow growth to $2.03 billion in 2025, though competition and macroeconomic pressures require monitoring for sustained upside.
Union Pacific (UNP) trades at $294.24, up 0.68% with strong fundamentals including 28.85% net margins and 39.7% ROE. The stock shows bullish momentum with Q2 2026 EPS beating estimates by 4.6% and management raising full-year guidance. Technical indicators are neutral overall, with the current price near resistance at $294. Recent news highlights institutional accumulation and a 3% dividend increase announced July 29, 2026.
Outlook remains positive with analyst consensus target of $334.33 (13.6% upside) and 58.7% buy ratings. Key opportunities include service-led growth driving margin expansion, while risks involve high fuel costs and regulatory scrutiny of the Norfolk Southern merger. The company's strong cash flow generation supports continued dividend growth and capital returns.
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 →Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →