WallStSmart

Shopify Inc (SHOP)vsYXT.COM GROUP HOLDING LIMITED American Depository Shares (YXT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shopify Inc generates 3530% more annual revenue ($11.56B vs $318.33M). SHOP leads profitability with a 10.6% profit margin vs -58.8%. YXT trades at a lower P/E of 0.9x. SHOP earns a higher WallStSmart Score of 48/100 (D+).

SHOP

Hold

48

out of 100

Grade: D+

Growth: 7.3Profit: 7.0Value: 2.0Quality: 8.5
Piotroski: 3/9Altman Z: 4.73

YXT

Avoid

28

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 8.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHOPSignificantly Overvalued (-1729.9%)

Margin of Safety

-1729.9%

Fair Value

$6.39

Current Price

$118.42

$112.03 premium

UndervaluedFair: $6.39Overvalued
YXTUndervalued (+81.6%)

Margin of Safety

+81.6%

Fair Value

$3.54

Current Price

$0.52

$3.02 discount

UndervaluedFair: $3.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHOP5 strengths · Avg: 9.4/10
Revenue GrowthGrowth
30.6%10/10

Revenue surging 30.6% year-over-year

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.7310/10

Safe zone — low bankruptcy risk

Market CapQuality
$151.59B9/10

Large-cap with strong market position

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

YXT2 strengths · Avg: 10.0/10
P/E RatioValuation
0.9x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Areas to Watch

SHOP4 concerns · Avg: 2.8/10
Price/BookValuation
11.5x4/10

Trading at 11.5x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
9.562/10

Expensive relative to growth rate

P/E RatioValuation
123.6x2/10

Premium valuation, high expectations priced in

YXT4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$29.44M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-125.1%2/10

ROE of -125.1% — below average capital efficiency

Revenue GrowthGrowth
-7.4%2/10

Revenue declined 7.4%

Comparative Analysis Report

WallStSmart Research

Bull 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 : YXT

The strongest argument for YXT centers on P/E Ratio, Price/Book.

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 : YXT

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

Key Dynamics to Monitor

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

SHOP is growing revenue faster at 30.6% — sustainability is the question.

Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SHOP scores higher overall (48/100 vs 28/100) and 30.6% revenue growth. YXT offers better value entry with a 81.6% margin of safety. Both earn "Hold" 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.

YXT.COM GROUP HOLDING LIMITED American Depository Shares

TECHNOLOGY · SOFTWARE - APPLICATION · China

YXT.COM Group Holding Limited, through its American Depository Shares, is a key player in the digital economy, offering innovative online solutions across digital content and e-commerce platforms. The company leverages cutting-edge technology to enhance user engagement and improve operational efficiencies, reinforcing its competitive advantage. With a strategic focus on growth in emerging markets, YXT.COM is poised to capitalize on evolving consumer trends, providing institutional investors with a compelling opportunity in the dynamic technology sector.

Want to dig deeper into these stocks?