Shopify Inc (SHOP)vsAtlassian Corp Plc (TEAM)
SHOP
Shopify Inc
$118.42
+1.95%
TECHNOLOGY · Cap: $151.59B
TEAM
Atlassian Corp Plc
$66.46
-2.51%
TECHNOLOGY · Cap: $17.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Shopify Inc generates 101% more annual revenue ($11.56B vs $5.76B). SHOP leads profitability with a 10.6% profit margin vs -3.3%. TEAM appears more attractively valued with a PEG of 0.66. TEAM earns a higher WallStSmart Score of 52/100 (C-).
SHOP
Hold48
out of 100
Grade: D+
TEAM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1729.9%
Fair Value
$6.39
Current Price
$118.42
$112.03 premium
Intrinsic value data unavailable for TEAM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.6% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 20.3%
Growing faster than its price suggests
Revenue surging 23.3% year-over-year
Areas to Watch
Trading at 11.5x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.1x book value
1.7% earnings growth
ROE of -13.5% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SHOP
The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 30.6% demonstrates continued momentum.
Bull Case : TEAM
The strongest argument for TEAM centers on PEG Ratio, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bear Case : SHOP
The primary concerns for SHOP are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 123.6x leaves little room for execution misses.
Bear Case : TEAM
The primary concerns for TEAM are Price/Book, EPS Growth, Return on Equity.
Key Dynamics to Monitor
SHOP carries more volatility with a beta of 2.90 — expect wider price swings.
SHOP is growing revenue faster at 30.6% — sustainability is the question.
SHOP generates stronger free cash flow (715M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TEAM scores higher overall (52/100 vs 48/100) and 23.3% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Atlassian Corp Plc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Atlassian Corporation Plc designs, develops, licenses and maintains various software products worldwide. The company is headquartered in Sydney, Australia.
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