Shopify Inc (SHOP)vsWPP PLC ADR (WPP)
SHOP
Shopify Inc
$109.54
-5.60%
TECHNOLOGY · Cap: $142.72B
WPP
WPP PLC ADR
$17.70
-4.74%
COMMUNICATION SERVICES · Cap: $4.01B
Smart Verdict
WallStSmart Research — data-driven comparison
WPP PLC ADR generates 10% more annual revenue ($13.55B vs $12.37B). SHOP leads profitability with a 10.8% profit margin vs -1.6%. SHOP appears more attractively valued with a PEG of 2.10. SHOP earns a higher WallStSmart Score of 50/100 (C-).
SHOP
Buy50
out of 100
Grade: C-
WPP
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.4%
Fair Value
$143.39
Current Price
$109.54
$33.85 discount
Margin of Safety
+68.9%
Fair Value
$58.87
Current Price
$17.70
$41.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.3% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Generating 1.7B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 11.4x book value
Weak financial health signals
Premium valuation, high expectations priced in
Operating margin of 2.2%
Weak financial health signals
Expensive relative to growth rate
Revenue declined 8.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : SHOP
The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 34.3% demonstrates continued momentum.
Bull Case : WPP
The strongest argument for WPP centers on Free Cash Flow.
Bear Case : SHOP
The primary concerns for SHOP are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 107.8x leaves little room for execution misses.
Bear Case : WPP
The primary concerns for WPP are Operating Margin, Piotroski F-Score, PEG Ratio. Debt-to-equity of 2.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHOP profiles as a growth stock while WPP is a turnaround play — different risk/reward profiles.
SHOP carries more volatility with a beta of 2.64 — expect wider price swings.
SHOP is growing revenue faster at 34.3% — sustainability is the question.
WPP generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SHOP scores higher overall (50/100 vs 34/100) and 34.3% revenue growth. WPP offers better value entry with a 68.9% margin of safety. 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.
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.
WPP PLC ADR
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
WPP plc, a creative transformation company, provides communications, expertise, trade and technology services in North America, the UK, Western Continental Europe, Asia Pacific, Latin America, Africa, the Middle East, and Central and Eastern Europe. The company is headquartered in London, the United Kingdom.
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