Blackbaud Inc (BLKB)vsShopify Inc (SHOP)
BLKB
Blackbaud Inc
$52.51
-2.22%
TECHNOLOGY · Cap: $2.38B
SHOP
Shopify Inc
$168.22
+1.45%
TECHNOLOGY · Cap: $215.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Shopify Inc generates 1056% more annual revenue ($13.27B vs $1.15B). SHOP leads profitability with a 14.5% profit margin vs 13.1%. BLKB appears more attractively valued with a PEG of 0.57. BLKB earns a higher WallStSmart Score of 69/100 (B-).
BLKB
Strong Buy69
out of 100
Grade: B-
SHOP
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.8%
Fair Value
$79.66
Current Price
$52.51
$27.15 discount
Margin of Safety
+22.4%
Fair Value
$150.73
Current Price
$168.22
$17.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 42 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 21.7%
Earnings expanding 43.6% YoY
Mega-cap, among the largest globally
Revenue surging 33.7% year-over-year
Earnings expanding 68.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
3.0% revenue growth
Trading at 28.4x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Trading at 17.1x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BLKB
The strongest argument for BLKB centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.57 suggests the stock is reasonably priced for its growth.
Bull Case : SHOP
The strongest argument for SHOP centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 33.7% demonstrates continued momentum.
Bear Case : BLKB
The primary concerns for BLKB are Revenue Growth, Price/Book, Altman Z-Score. Debt-to-equity of 17.16 is elevated, increasing financial risk.
Bear Case : SHOP
The primary concerns for SHOP are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 112.0x leaves little room for execution misses.
Key Dynamics to Monitor
BLKB profiles as a value stock while SHOP is a growth play — different risk/reward profiles.
SHOP carries more volatility with a beta of 2.63 — expect wider price swings.
SHOP is growing revenue faster at 33.7% — sustainability is the question.
SHOP generates stronger free cash flow (654M), providing more financial flexibility.
Bottom Line
BLKB scores higher overall (69/100 vs 63/100). SHOP offers better value entry with a 22.4% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Blackbaud Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, businesses, educational institutions, healthcare organizations, and other social concern entities in the United States and internationally. The company is headquartered in Charleston, South Carolina.
Shopify Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.
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