SHOP vs GDDY vs BZUN Stock Comparison

Shopify, GoDaddy and Baozun Prices as of Oct 23, 2026 Peers: Industry group
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SHOP Shopify Inc.
$168.68 +18.5% 1M +1.0% 1Y
Market cap
$217.88B
P/E
113.0x
Revenue (TTM)
$13.27B
Div. yield
–
E-commerce Software Technology
2 wins
GDDY GoDaddy Inc.
$111.81 +15.9% 1M -15.6% 1Y
Market cap
$14.36B
P/E
15.8x
Revenue (TTM)
$5.10B
Div. yield
–
Web Hosting and Domains Technology
5 wins
BZUN Baozun Inc.
$3.56 +18.7% 1M +1.1% 1Y
Market cap
$212.22M
P/E
–
Revenue (TTM)
$1.51B
Div. yield
–
E-commerce Software Technology
2 wins

Head to Head

9 decided of 12

GoDaddy leads on 5 of the 12 questions below (GoDaddy 5, Shopify 2, Baozun 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSHOPGDDYBZUNLeader
Larger companyMarket capitalisation $217.88B $14.36B $212.22M SHOP
Cheaper on earningsLower P/E, profitable companies only 113.0x 15.8x -11.1x GDDY
Cheaper on forward earningsLower price / next fiscal year consensus EPS 90.7x 14.6x 7.3x BZUN
Faster revenue growthRevenue growth, trailing twelve months +32.5% +7.4% +12.1% SHOP
More profitableNet margin, trailing twelve months 14.5% 17.8% -1.3% GDDY
Better return on capitalReturn on invested capital — 25.5% — –
Less leveragedLower net debt / EBITDA — 1.9x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +1.0% -15.6% +1.1% BZUN
Better 5-year returnAnnualised price return, 5 years +3.4%/yr +10.0%/yr -28.8%/yr GDDY
Less volatileAnnualised volatility, 1 year 59.1% 50.7% 51.4% GDDY
Higher overall scoreMean of the five percentile scores vs peers 57/100 74/100 65/100 GDDY

Percentile Scorecard

SHOPGDDYBZUN

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSHOPGDDYBZUN
Valuation 19 #136 of 167 84 #7 of 38 –
Growth 64 #56 of 153 69 #12 of 36 75 #39 of 153
Profitability 76 #38 of 153 94 #3 of 34 58 #65 of 153
Financial Health 92 #15 of 179 30 #27 of 38 62 #69 of 179
Shareholder Returns 37 #60 of 94 95 #2 of 22 –
Overall 57 74 65
  • SHOP ranked among 185 companies in Internet Platforms
  • GDDY ranked among 39 companies in Cloud Computing
  • BZUN ranked among 185 companies in Internet Platforms

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSHOPGDDYBZUNSPY
1 month +18.5%+15.9%+18.7% -1.0%
3 months +48.3%+20.0%+43.5% +2.9%
6 months +34.1%+30.0%+27.6% +6.4%
Year to date +4.8%-9.9%+33.8% +11.4%
1 year +1.0%-15.6%+1.1% +13.1%
3 years +222.2%+49.4%+24.9% +79.4%
3 years, per year +47.7%+14.3%+7.7% +21.5%
5 years +18.3%+61.1%-81.6% +67.7%
5 years, per year +3.4%+10.0%-28.8% +10.9%
10 years +3,777.7%+207.2%-76.5% +255.2%
10 years, per year +44.2%+11.9%-13.5% +13.5%

Risk

MeasureSHOPGDDYBZUNSPY
Volatility, 1Y 59.1%50.7%51.4% 12.7%
Downside volatility, 1Y 60.6%56.3%46.8% 12.7%
Beta vs S&P 500, 1Y 1.880.101.20 1.00
Return / volatility, 1Y 0.02-0.310.02 1.03
Max drawdown, 5Y -84.8%-65.0%-89.7% -25.4%
From 52-week high -5.9%-17.3%-7.3% -2.5%
52-week high $179.22$135.18$3.84 $779.14
52-week low $95.40$74.99$2.10 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSHOPGDDYBZUN
P/E now vs peer median 113.3xmedian 17.5x 16.1xmedian 29.1x -10.8xmedian 17.5x
P/S now vs peer median 16.5xmedian 1.4x 2.8xmedian 4.5x 0.1xmedian 1.4x
EV/EBITDA now vs peer median 114.0xmedian 14.9x 12.4xmedian 21.5x —median 14.9x
P/FCF now vs peer median 92.9xmedian 11.2x 8.3xmedian 17.3x —median 11.2x
P/B now vs peer median 17.2xmedian 1.7x 2,117xmedian 3.9x —median 1.7x
PEG now vs peer median —median 0.42 0.33median 0.33 -0.30median 0.42

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSHOPGDDYBZUN
Revenue $13.27B $5.10B $1.51B
Gross profit $6.34B $3.26B $1.12B
Operating income $1.84B $1.27B $30.89M
Net income $1.93B $910.30M $608.00K
Free cash flow $2.35B $1.70B –
R&D $1.65B – $67.81M
EPS (diluted) $1.49 $6.95 $-0.33
Cash & equivalents $1.66B $1.16B $175.91M
Total debt – $15.12B $706.06M
Shares (diluted) 1.30B 130.99M 57.83M
Enterprise value $195.06B $9.94B -$1.35B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSHOPGDDYBZUN
P/E 113.3x 16.1x -10.8x
P/FCF 92.9x 8.3x –
P/Operating cash flow 91.9x 8.2x –
P/S 16.5x 2.8x 0.1x
P/B 17.2x 2,117x –
P/Tangible book 17.3x -14.8x –
EV/EBITDA 114.0x 12.4x –
EV/EBIT 115.8x 13.3x -1.3x
EV/Revenue 16.1x 3.3x 0.0x
EV/FCF 90.8x 9.9x –
EV/Operating cash flow 89.8x 9.7x –
PEG (3Y EPS CAGR) – 0.33 -0.30

Growth

14 metrics
MetricSHOPGDDYBZUN
Revenue growth (1Y) 32.5% 7.4% 12.1%
Revenue CAGR (3Y) – 7.1% 7.6%
Gross profit growth (1Y) 28.3% 7.1% 13.7%
Gross profit CAGR (3Y) – 7.4% 7.8%
Operating income growth (1Y) 48.5% 23.8% 261.3%
Operating income CAGR (3Y) – 40.7% 109.5%
Net income growth (1Y) -17.8% 12.6% 104.3%
Net income CAGR (3Y) – 41.1% 26.2%
EPS growth (1Y) -17.1% 21.5% 24.0%
EPS CAGR (3Y) – 49.0% 36.5%
Operating cash flow growth (1Y) 29.7% 16.8% –
Operating cash flow CAGR (3Y) – 22.3% –
Free cash flow growth (1Y) 29.4% 17.2% –
Free cash flow CAGR (3Y) – 24.2% –

Profitability

14 metrics
MetricSHOPGDDYBZUN
Gross margin 47.8% 63.8% 74.2%
EBITDA margin 14.1% 26.6% –
Operating margin 13.9% 24.8% 2.1%
Pretax margin 17.6% 22.7% 0.6%
Net margin 14.5% 17.8% -1.3%
FCF margin 17.7% 33.4% –
Operating cash flow margin 17.9% 33.9% –
Return on equity 15.3% 746.1% –
Return on assets 13.5% 11.3% 0.0%
Return on invested capital – 25.5% –
Return on capital employed 14.4% 25.6% 3.5%
Asset turnover 0.9x 0.6x 1.1x
Cash conversion (OCF / net income) 1.2x 1.9x –
Stock comp / revenue 3.6% 5.9% –

Financial Health

11 metrics
MetricSHOPGDDYBZUN
Debt / assets – 47.2% 12.9%
Debt / equity – 563.3x –
Net debt / EBITDA – 1.9x –
Debt / FCF – 2.2x –
Liabilities / assets 12.3% 99.9% 42.4%
Equity / assets 87.7% 0.1% –
Interest coverage – 8.4x 5.6x
Current ratio 5.4x 0.6x 1.9x
Quick ratio 3.7x 0.4x 1.4x
Cash ratio 3.4x 0.4x 0.8x
Altman Z-score 75.63 1.50 –

Shareholder Returns

7 metrics
MetricSHOPGDDYBZUN
Dividend yield – – –
Net buyback yield 0.8% 11.5% –
Shareholder yield 0.8% 11.5% –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSHOPGDDYBZUN
Forward P/E 90.7xFY2026 14.6xFY2026 7.3xFY2026
EPS, next fiscal year $1.86FY2026 $7.68FY2026 $0.49FY2026
EPS growth, next FY +31.0%FY2026 +23.5%FY2026 –
EPS growth, the year after +26.3% +16.1% +75.5%
Revenue, next fiscal year $15.58BFY2026 $5.55BFY2026 $1.70BFY2026
Revenue growth, next FY +36.1%FY2026 +12.1%FY2026 +20.0%FY2026
Revenue growth, the year after +14.8% +3.8% -5.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSHOPGDDYBZUN
Held by institutions 68.9% 100.0% 23.6%
Institutions holding 1,704 622 69
Change in shares held, QoQ +3.6% -0.6% +11.5%
Institutions buying 788 321 21
Institutions selling 651 250 23
Buyers to sellers 1.21 1.28 0.91

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SHOPGDDYBZUN
SHOP 1.00 0.36 0.29
GDDY 0.36 1.00 0.15
BZUN 0.29 0.15 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SHOP, GDDY and BZUN?

Shopify (SHOP) is the largest by market capitalisation: Shopify (SHOP) $217.88B, GoDaddy (GDDY) $14.36B, Baozun (BZUN) $212.22M.

Which stock is cheaper, SHOP, GDDY and BZUN?

GoDaddy (GDDY) trades on the lowest price-to-earnings ratio (Shopify (SHOP) 113.0x, GoDaddy (GDDY) 15.8x, Baozun (BZUN) -11.1x). On next year's consensus earnings, Baozun (BZUN) is cheapest (Shopify (SHOP) 90.7x, GoDaddy (GDDY) 14.6x, Baozun (BZUN) 7.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Shopify (SHOP) grew revenue fastest over the trailing twelve months: Shopify (SHOP) +32.5%, GoDaddy (GDDY) +7.4%, Baozun (BZUN) +12.1%.

Which company is more profitable?

GoDaddy (GDDY) has the highest net margin (Shopify (SHOP) 14.5%, GoDaddy (GDDY) 17.8%, Baozun (BZUN) -1.3%).

Which stock has performed better?

Over the past year Baozun (BZUN) returned the most: Shopify (SHOP) +1.0%, GoDaddy (GDDY) -15.6%, Baozun (BZUN) +1.1%. Over five years, GoDaddy (GDDY) compounded fastest (Shopify (SHOP) +3.4%/yr, GoDaddy (GDDY) +10.0%/yr, Baozun (BZUN) -28.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, GoDaddy (GDDY) has been the steadiest (Shopify (SHOP) 59.1%, GoDaddy (GDDY) 50.7%, Baozun (BZUN) 51.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SHOP, GDDY and BZUN?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, GoDaddy (GDDY) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.