WallStSmart

Nvni Group Limited Ordinary Shares (NVNI)vsShopify Inc (SHOP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shopify Inc generates 6186% more annual revenue ($12.37B vs $196.74M). SHOP leads profitability with a 10.8% profit margin vs -57.4%. SHOP earns a higher WallStSmart Score of 50/100 (C-).

NVNI

Avoid

23

out of 100

Grade: F

Growth: 4.7Profit: 3.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -3.55

SHOP

Buy

50

out of 100

Grade: C-

Growth: 7.3Profit: 7.0Value: 4.0Quality: 8.5
Piotroski: 3/9Altman Z: 6.61
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NVNI.

SHOPUndervalued (+17.7%)

Margin of Safety

+17.7%

Fair Value

$142.03

Current Price

$122.40

$19.63 discount

UndervaluedFair: $142.03Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NVNI1 strengths · Avg: 10.0/10
Debt/EquityHealth
-0.4310/10

Conservative balance sheet, low leverage

SHOP4 strengths · Avg: 9.8/10
Revenue GrowthGrowth
34.3%10/10

Revenue surging 34.3% year-over-year

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
6.6110/10

Safe zone — low bankruptcy risk

Market CapQuality
$160.34B9/10

Large-cap with strong market position

Areas to Watch

NVNI4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$12.74M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Operating MarginProfitability
4.8%3/10

Operating margin of 4.8%

SHOP4 concerns · Avg: 2.8/10
Price/BookValuation
12.7x4/10

Trading at 12.7x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.572/10

Expensive relative to growth rate

P/E RatioValuation
120.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : NVNI

The strongest argument for NVNI centers on Debt/Equity.

Bull Case : SHOP

The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 34.3% demonstrates continued momentum.

Bear Case : NVNI

The primary concerns for NVNI are EPS Growth, Market Cap, Return on Equity.

Bear Case : SHOP

The primary concerns for SHOP are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 120.0x leaves little room for execution misses.

Key Dynamics to Monitor

NVNI profiles as a turnaround stock while SHOP is a growth play — different risk/reward profiles.

SHOP carries more volatility with a beta of 2.58 — expect wider price swings.

SHOP is growing revenue faster at 34.3% — sustainability is the question.

SHOP generates stronger free cash flow (476M), providing more financial flexibility.

Bottom Line

SHOP scores higher overall (50/100 vs 23/100) and 34.3% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Nvni Group Limited Ordinary Shares

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Nvni Group Limited provides a business to business SaaS platform that offers cloud solutions. The company is headquartered in So Paulo, Brazil.

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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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