Comprehensive Stock Comparison
Compare ReposiTrak, Inc. (TRAK) vs Shopify Inc. (SHOP) vs Grab Holdings Limited (GRAB) vs Manhattan Associates, Inc. (MANH) vs StubHub Holdings, Inc. (STUB) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | SHOP | 30.1% revenue growth vs MANH's 3.7% |
| Value | STUB | Lower P/E (8.4x vs 26.0x) |
| Quality / Margins | TRAK | 30.9% net margin vs STUB's -72.0% |
| Stability / Safety | TRAK | Beta 0.80 vs STUB's 2.25, lower leverage |
| Dividends | TRAK | 1.0% yield; SHOP, GRAB, MANH, STUB pay no meaningful dividend |
| Momentum (1Y) | SHOP | +7.8% vs STUB's -56.5% |
| Efficiency (ROA) | MANH | 26.2% ROA vs STUB's -23.5%, ROIC 236.8% vs 3.6% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Valuation efficiency (growth/$)
Defensive / Recession hedge
Business Model
What each company does and how it makes money
ReposiTrak is a software-as-a-service provider offering supply chain compliance and food safety solutions for the grocery and retail industries. It generates revenue primarily through SaaS subscriptions for its compliance tracking, supplier management, and B2B e-commerce platforms — with additional income from professional consulting services. The company's competitive advantage lies in its specialized focus on food safety regulatory compliance, creating a sticky ecosystem where both retailers and their suppliers must use its platform to meet stringent industry requirements.
Shopify is a comprehensive commerce platform that enables businesses of all sizes to create online stores, manage sales across multiple channels, and handle operations like payments, shipping, and inventory. It generates revenue primarily through subscription fees for its platform tiers — which account for about 30% of revenue — and merchant solutions like payment processing, shipping, and capital advances that make up the remaining 70%. The company's key advantage is its integrated ecosystem that combines easy-to-use store creation tools with a vast app marketplace and fulfillment network, creating high switching costs for merchants as they grow their businesses.
Grab is a Southeast Asian superapp that offers ride-hailing, food delivery, and digital financial services through a single mobile platform. It generates revenue primarily from its mobility segment — which includes ride-hailing and taxi services — and its deliveries segment — mainly food and grocery delivery — with financial services and enterprise offerings contributing smaller portions. The company's key advantage is its dominant first-mover position across Southeast Asia, creating a powerful network effect where its massive user base attracts more drivers and merchants, which in turn draws more users.
Manhattan Associates is a supply chain and omnichannel commerce software provider that helps companies manage inventory, logistics, and retail operations. It generates revenue primarily through software license sales (~40%), maintenance and support services (~35%), and professional implementation services (~25%). The company's competitive advantage lies in its deep domain expertise and integrated platform approach—spanning warehouse management, transportation, and omnichannel solutions—which creates switching costs for enterprise clients.
StubHub operates a global online marketplace for secondary ticket sales to live events — primarily sports, concerts, and theater. It generates revenue primarily through transaction fees charged to both buyers and sellers on each ticket sale. Its key advantage is its massive scale and brand recognition as one of the world's largest secondary ticket platforms, creating network effects that attract both buyers and sellers.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 5 stocks. BestLagging
Financial Scorecard
TRAK leads in 1 of 6 categories (Financial Metrics). STUB leads in 1 (Valuation Metrics). 2 tied.
Financial Metrics (TTM)
SHOP is the larger business by revenue, generating $11.6B annually — 491.7x TRAK's $24M. TRAK is the more profitable business, keeping 30.9% of every revenue dollar as net income compared to STUB's -72.0%. On growth, SHOP holds the edge at +30.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | TRAKReposiTrak, Inc. | SHOPShopify Inc. | GRABGrab Holdings Lim… | MANHManhattan Associa… | STUBStubHub Holdings,… |
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $24M | $11.6B | $3.4B | $1.1B | $1.8B |
| EBITDAEarnings before interest/tax | $8M | $1.5B | $285M | $286M | -$1.2B |
| Net IncomeAfter-tax profit | $7M | $1.2B | $267M | $220M | -$1.3B |
| Free Cash FlowCash after capex | $7M | $2.0B | -$2M | $374M | $164M |
| Gross MarginGross profit ÷ Revenue | +85.0% | +48.1% | +43.2% | +55.9% | +79.3% |
| Operating MarginEBIT ÷ Revenue | +30.2% | +12.7% | +3.2% | +25.9% | -65.2% |
| Net MarginNet income ÷ Revenue | +30.9% | +10.7% | +7.9% | +20.3% | -72.0% |
| FCF MarginFCF ÷ Revenue | +29.1% | +17.4% | -0.1% | +34.6% | +9.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.7% | +30.6% | +18.6% | +5.7% | +7.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +13.2% | -42.0% | — | +11.7% | -42.1% |
Valuation Metrics
At 24.9x trailing earnings, TRAK trades at a 81% valuation discount to SHOP's 128.4x P/E. Adjusting for growth (PEG ratio), TRAK offers better value at 0.73x vs SHOP's 4.38x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | TRAKReposiTrak, Inc. | SHOPShopify Inc. | GRABGrab Holdings Lim… | MANHManhattan Associa… | STUBStubHub Holdings,… |
|---|---|---|---|---|---|
| Market CapShares × price | $158M | $157.4B | $16.7B | $8.1B | $3.1B |
| Enterprise ValueMkt cap + debt − cash | $130M | $156.1B | $15.4B | $7.9B | $4.4B |
| Trailing P/EPrice ÷ TTM EPS | 24.86x | 128.44x | 66.25x | 37.62x | -63.80x |
| Forward P/EPrice ÷ next-FY EPS est. | 23.84x | 65.90x | 38.54x | 25.97x | 8.39x |
| PEG RatioP/E ÷ EPS growth rate | 0.73x | 4.38x | — | 1.75x | — |
| EV / EBITDAEnterprise value multiple | 17.43x | 104.11x | 40.55x | 27.29x | 27.07x |
| Price / SalesMarket cap ÷ Revenue | 7.01x | 13.62x | 4.97x | 7.49x | 1.73x |
| Price / BookPrice ÷ Book value/share | 3.36x | 11.69x | 2.63x | 26.27x | 2.26x |
| Price / FCFMarket cap ÷ FCF | 18.85x | 78.44x | 124.99x | 21.67x | 12.03x |
Profitability & Efficiency
MANH delivers a 69.9% return on equity — every $100 of shareholder capital generates $70 in annual profit, vs $-54 for STUB. TRAK carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to STUB's 1.69x. On the Piotroski fundamental quality scale (0–9), TRAK scores 7/9 vs GRAB's 4/9, reflecting strong financial health.
| Metric | TRAKReposiTrak, Inc. | SHOPShopify Inc. | GRABGrab Holdings Lim… | MANHManhattan Associa… | STUBStubHub Holdings,… |
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +14.6% | +9.1% | +4.0% | +69.9% | -53.7% |
| ROA (TTM)Return on assets | +12.9% | +8.1% | +2.2% | +26.2% | -23.5% |
| ROICReturn on invested capital | +21.4% | +9.4% | +3.3% | +2.4% | +3.6% |
| ROCEReturn on capital employed | +12.9% | +11.0% | +2.9% | +76.3% | +3.4% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 | 4 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.01x | 0.01x | 0.30x | 0.36x | 1.69x |
| Net DebtTotal debt minus cash | -$28M | -$1.4B | -$1.4B | -$216M | $1.3B |
| Cash & Equiv.Liquid assets | $29M | $1.5B | $3.4B | $329M | $1.0B |
| Total DebtShort + long-term debt | $509,973 | $188M | $2.1B | $112M | $2.3B |
| Interest CoverageEBIT ÷ Interest expense | 165.50x | — | 3.39x | — | -7.50x |
Total Returns (with DRIP)
A $10,000 investment in TRAK five years ago would be worth $14,138 today (with dividends reinvested), compared to $3,274 for GRAB. Over the past 12 months, SHOP leads with a +7.8% total return vs STUB's -56.5%. The 3-year compound annual growth rate (CAGR) favors SHOP at 43.2% vs STUB's -24.2% — a key indicator of consistent wealth creation.
| Metric | TRAKReposiTrak, Inc. | SHOPShopify Inc. | GRABGrab Holdings Lim… | MANHManhattan Associa… | STUBStubHub Holdings,… |
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -26.5% | -23.2% | -16.9% | -19.0% | -33.0% |
| 1-Year ReturnPast 12 months | -55.3% | +7.8% | -13.0% | -23.4% | -56.5% |
| 3-Year ReturnCumulative with dividends | +45.8% | +193.5% | +31.5% | -5.8% | -56.5% |
| 5-Year ReturnCumulative with dividends | +41.4% | -7.8% | -67.3% | +4.3% | -56.5% |
| 10-Year ReturnCumulative with dividends | -1.8% | +5294.6% | -64.5% | +145.1% | -56.5% |
| CAGR (3Y)Annualised 3-year return | +13.4% | +43.2% | +9.5% | -2.0% | -24.2% |
Risk & Volatility
TRAK is the less volatile stock with a 0.80 beta — it tends to amplify market swings less than STUB's 2.25 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SHOP currently trades 66.3% from its 52-week high vs STUB's 34.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | TRAKReposiTrak, Inc. | SHOPShopify Inc. | GRABGrab Holdings Lim… | MANHManhattan Associa… | STUBStubHub Holdings,… |
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.80x | 2.23x | 1.41x | 1.37x | 2.25x |
| 52-Week HighHighest price in past year | $23.72 | $182.19 | $6.62 | $247.22 | $27.89 |
| 52-Week LowLowest price in past year | $8.11 | $69.84 | $3.36 | $127.86 | $8.30 |
| % of 52W HighCurrent price vs 52-week peak | +36.7% | +66.3% | +63.7% | +54.8% | +34.3% |
| RSI (14)Momentum oscillator 0–100 | 31.1 | 48.7 | 46.9 | 42.0 | 39.8 |
| Avg Volume (50D)Average daily shares traded | 78K | 10.0M | 43.1M | 696K | 2.7M |
Analyst Outlook
Analyst consensus: TRAK as "Buy", SHOP as "Buy", GRAB as "Buy", MANH as "Buy", STUB as "Buy". Consensus price targets imply 175.9% upside for TRAK (target: $24) vs 36.8% for SHOP (target: $165). TRAK is the only dividend payer here at 0.99% yield — a key consideration for income-focused portfolios.
| Metric | TRAKReposiTrak, Inc. | SHOPShopify Inc. | GRABGrab Holdings Lim… | MANHManhattan Associa… | STUBStubHub Holdings,… |
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $24.00 | $165.16 | $6.60 | $231.71 | $23.56 |
| # AnalystsCovering analysts | 1 | 63 | 12 | 15 | 8 |
| Dividend YieldAnnual dividend ÷ price | +1.0% | — | — | — | — |
| Dividend StreakConsecutive years of raises | 0 | — | — | 2 | 0 |
| Dividend / ShareAnnual DPS | $0.09 | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.0% | 0.0% | +1.6% | +3.9% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Dec 20 | Feb 26 | Change |
|---|---|---|---|
| ReposiTrak, Inc. (TRAK) | 100 | 229.96 | +130.0% |
| Shopify Inc. (SHOP) | 100 | 123.66 | +23.7% |
| Grab Holdings Limit… (GRAB) | 100 | 37.09 | -62.9% |
| Manhattan Associate… (MANH) | 100 | 145.38 | +45.4% |
ReposiTrak, Inc. (TRAK) returned +41% over 5 years vs Grab Holdings Limit… (GRAB)'s -67%. A $10,000 investment in TRAK 5 years ago would be worth $14,138 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| ReposiTrak, Inc. (TRAK) | $14M | $23M | +61.3% |
| Shopify Inc. (SHOP) | $389M | $11.6B | +2868.2% |
| Grab Holdings Limit… (GRAB) | $-845M | $3.4B | +498.8% |
| Manhattan Associate… (MANH) | $605M | $1.1B | +78.9% |
| StubHub Holdings, I… (STUB) | $212M | $1.8B | +736.7% |
ReposiTrak, Inc.'s revenue grew from $14M (2016) to $23M (2025) — a 5.5% CAGR. Shopify Inc.'s revenue grew from $389M (2016) to $11.6B (2025) — a 45.8% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| ReposiTrak, Inc. (TRAK) | 4.8% | 30.9% | +548.9% |
| Shopify Inc. (SHOP) | -9.1% | 10.7% | +217.3% |
| Grab Holdings Limit… (GRAB) | 4.4% | 8.0% | +79.3% |
| Manhattan Associate… (MANH) | 20.5% | 20.3% | -1.0% |
| StubHub Holdings, I… (STUB) | -29.2% | -0.2% | +99.5% |
ReposiTrak, Inc.'s net margin went from 5% (2016) to 31% (2025). Shopify Inc.'s net margin went from -9% (2016) to 11% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| ReposiTrak, Inc. (TRAK) | 50.3 | 35.3 | -29.8% |
| Shopify Inc. (SHOP) | 435.4 | 171.2 | -60.7% |
| Manhattan Associate… (MANH) | 29.5 | 48.1 | +63.1% |
ReposiTrak, Inc. has traded in a 27x–76x P/E range over 9 years; current trailing P/E is ~25x. Shopify Inc. has traded in a 61x–435x P/E range over 4 years; current trailing P/E is ~128x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| ReposiTrak, Inc. (TRAK) | 0.03 | 0.35 | +905.7% |
| Shopify Inc. (SHOP) | -0.04 | 0.94 | +2332.8% |
| Grab Holdings Limit… (GRAB) | -0.95 | 0.06 | +106.7% |
| Manhattan Associate… (MANH) | 1.72 | 3.6 | +109.3% |
| StubHub Holdings, I… (STUB) | -0.17 | -0.15 | +11.8% |
ReposiTrak, Inc.'s EPS grew from $0.03 (2016) to $0.35 (2025) — a 29% CAGR. Shopify Inc.'s EPS grew from $-0.04 (2016) to $0.94 (2025).
Chart 6Free Cash Flow — 5 Years
ReposiTrak, Inc. generated $8M FCF in 2025 (+65% vs 2021). Shopify Inc. generated $2B FCF in 2025 (+314% vs 2021).
TRAK vs SHOP vs GRAB vs MANH vs STUB: Key Questions Answered
9 questions · data-driven answers · updated daily
01Is TRAK or SHOP or GRAB or MANH or STUB a better buy right now?
ReposiTrak, Inc. (TRAK) offers the better valuation at 24.9x trailing P/E (23.8x forward), making it the more compelling value choice. Analysts rate ReposiTrak, Inc. (TRAK) a "Buy" — based on 1 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — TRAK or SHOP or GRAB or MANH or STUB?
On trailing P/E, ReposiTrak, Inc. (TRAK) is the cheapest at 24.9x versus Shopify Inc. at 128.4x. On forward P/E, StubHub Holdings, Inc. is actually cheaper at 8.4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: ReposiTrak, Inc. wins at 0.70x versus Shopify Inc.'s 2.25x — a PEG below 1.0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — TRAK or SHOP or GRAB or MANH or STUB?
Over the past 5 years, ReposiTrak, Inc. (TRAK) delivered a total return of +41.4%, compared to -67.3% for Grab Holdings Limited (GRAB). A $10,000 investment in TRAK five years ago would be worth approximately $14K today (assuming dividends reinvested). Over 10 years, the gap is even starker: SHOP returned +52.9% versus GRAB's -64.5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TRAK or SHOP or GRAB or MANH or STUB?
By beta (market sensitivity over 5 years), ReposiTrak, Inc. (TRAK) is the lower-risk stock at 0.80β versus StubHub Holdings, Inc.'s 2.25β — meaning STUB is approximately 182% more volatile than TRAK relative to the S&P 500. On balance sheet safety, ReposiTrak, Inc. (TRAK) carries a lower debt/equity ratio of 1% versus 169% for StubHub Holdings, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — TRAK or SHOP or GRAB or MANH or STUB?
ReposiTrak, Inc. (TRAK) is the more profitable company, earning 30.9% net margin versus -0.2% for StubHub Holdings, Inc. — meaning it keeps 30.9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TRAK leads at 27.5% versus 6.0% for GRAB. At the gross margin level — before operating expenses — TRAK leads at 83.7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is TRAK or SHOP or GRAB or MANH or STUB more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential. By this metric, ReposiTrak, Inc. (TRAK) is the more undervalued stock at a PEG of 0.70x versus Shopify Inc.'s 2.25x. A PEG below 1.0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, StubHub Holdings, Inc. (STUB) trades at 8.4x forward P/E versus 65.9x for Shopify Inc. — 57.5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TRAK: 175.9% to $24.00.
07Which pays a better dividend — TRAK or SHOP or GRAB or MANH or STUB?
In this comparison, TRAK (1.0% yield) pays a dividend. SHOP, GRAB, MANH, STUB do not pay a meaningful dividend and should not be held primarily for income.
08Is TRAK or SHOP or GRAB or MANH or STUB better for a retirement portfolio?
For long-horizon retirement investors, ReposiTrak, Inc. (TRAK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.80), 1.0% yield). StubHub Holdings, Inc. (STUB) carries a higher beta of 2.25 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TRAK: -1.8%, STUB: -56.5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between TRAK and SHOP and GRAB and MANH and STUB?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. TRAK pays a dividend while SHOP, GRAB, MANH, STUB do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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