Comprehensive Stock Comparison
Compare Uber Technologies, Inc. (UBER) vs Shopify Inc. (SHOP) 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 UBER's 18.3% |
| Value | UBER | Lower P/E (22.4x vs 65.9x) |
| Quality / Margins | UBER | 19.3% net margin vs SHOP's 10.7% |
| Stability / Safety | UBER | Beta 1.12 vs SHOP's 2.23 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | SHOP | +7.8% vs UBER's -0.8% |
| Efficiency (ROA) | UBER | 16.3% ROA vs SHOP's 8.1%, ROIC 13.6% vs 9.4% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Uber operates a global platform connecting riders with drivers for transportation and connecting consumers with restaurants and stores for delivery services. It generates revenue primarily from its Mobility segment — taking a commission from ride fares — and its Delivery segment — taking fees from restaurant and grocery orders, with both segments contributing roughly equal shares. Its key advantage is its massive two-sided network effect — the more drivers and restaurants on the platform, the better the service for consumers, creating a powerful moat that's difficult for competitors to replicate at scale.
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.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
UBER leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). SHOP leads in 2 (Financial Metrics, Total Returns).
Financial Metrics (TTM)
UBER is the larger business by revenue, generating $52.0B annually — 4.5x SHOP's $11.6B. UBER is the more profitable business, keeping 19.3% of every revenue dollar as net income compared to SHOP's 10.7%. On growth, SHOP holds the edge at +30.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | UBERUber Technologies… | SHOPShopify Inc. |
|---|---|---|
| RevenueTrailing 12 months | $52.0B | $11.6B |
| EBITDAEarnings before interest/tax | $6.3B | $1.5B |
| Net IncomeAfter-tax profit | $10.1B | $1.2B |
| Free Cash FlowCash after capex | $9.8B | $2.0B |
| Gross MarginGross profit ÷ Revenue | +39.8% | +48.1% |
| Operating MarginEBIT ÷ Revenue | +10.7% | +12.7% |
| Net MarginNet income ÷ Revenue | +19.3% | +10.7% |
| FCF MarginFCF ÷ Revenue | +18.8% | +17.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +20.1% | +30.6% |
| EPS Growth (YoY)Latest quarter vs prior year | -95.6% | -42.0% |
Valuation Metrics
At 16.0x trailing earnings, UBER trades at a 88% valuation discount to SHOP's 128.4x P/E. On an enterprise value basis, UBER's 25.8x EV/EBITDA is more attractive than SHOP's 104.1x.
| Metric | UBERUber Technologies… | SHOPShopify Inc. |
|---|---|---|
| Market CapShares × price | $156.7B | $157.4B |
| Enterprise ValueMkt cap + debt − cash | $162.4B | $156.1B |
| Trailing P/EPrice ÷ TTM EPS | 16.01x | 128.44x |
| Forward P/EPrice ÷ next-FY EPS est. | 22.40x | 65.90x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.38x |
| EV / EBITDAEnterprise value multiple | 25.77x | 104.11x |
| Price / SalesMarket cap ÷ Revenue | 3.01x | 13.62x |
| Price / BookPrice ÷ Book value/share | 5.66x | 11.69x |
| Price / FCFMarket cap ÷ FCF | 16.05x | 78.44x |
Profitability & Efficiency
UBER delivers a 35.8% return on equity — every $100 of shareholder capital generates $36 in annual profit, vs $9 for SHOP. SHOP carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to UBER's 0.48x. On the Piotroski fundamental quality scale (0–9), UBER scores 7/9 vs SHOP's 6/9, reflecting strong financial health.
| Metric | UBERUber Technologies… | SHOPShopify Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +35.8% | +9.1% |
| ROA (TTM)Return on assets | +16.3% | +8.1% |
| ROICReturn on invested capital | +13.6% | +9.4% |
| ROCEReturn on capital employed | +12.5% | +11.0% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.48x | 0.01x |
| Net DebtTotal debt minus cash | -$6.3B | -$1.4B |
| Cash & Equiv.Liquid assets | $7.7B | $1.5B |
| Total DebtShort + long-term debt | $13.5B | $188M |
| Interest CoverageEBIT ÷ Interest expense | 17.29x | — |
Total Returns (with DRIP)
A $10,000 investment in UBER five years ago would be worth $13,864 today (with dividends reinvested), compared to $9,216 for SHOP. Over the past 12 months, SHOP leads with a +7.8% total return vs UBER's -0.8%. The 3-year compound annual growth rate (CAGR) favors SHOP at 43.2% vs UBER's 31.4% — a key indicator of consistent wealth creation.
| Metric | UBERUber Technologies… | SHOPShopify Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -9.0% | -23.2% |
| 1-Year ReturnPast 12 months | -0.8% | +7.8% |
| 3-Year ReturnCumulative with dividends | +126.8% | +193.5% |
| 5-Year ReturnCumulative with dividends | +38.6% | -7.8% |
| 10-Year ReturnCumulative with dividends | +81.4% | +5294.6% |
| CAGR (3Y)Annualised 3-year return | +31.4% | +43.2% |
Risk & Volatility
UBER is the less volatile stock with a 1.12 beta — it tends to amplify market swings less than SHOP's 2.23 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. UBER currently trades 73.9% from its 52-week high vs SHOP's 66.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | UBERUber Technologies… | SHOPShopify Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.12x | 2.23x |
| 52-Week HighHighest price in past year | $101.99 | $182.19 |
| 52-Week LowLowest price in past year | $60.63 | $69.84 |
| % of 52W HighCurrent price vs 52-week peak | +73.9% | +66.3% |
| RSI (14)Momentum oscillator 0–100 | 47.6 | 48.7 |
| Avg Volume (50D)Average daily shares traded | 17.0M | 10.0M |
Analyst Outlook
Wall Street rates UBER as "Buy" and SHOP as "Buy". Consensus price targets imply 39.3% upside for UBER (target: $105) vs 36.8% for SHOP (target: $165).
| Metric | UBERUber Technologies… | SHOPShopify Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $105.04 | $165.16 |
| # AnalystsCovering analysts | 61 | 63 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +4.2% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| Uber Technologies, … (UBER) | 100 | 246.09 | +146.1% |
| Shopify Inc. (SHOP) | 100 | 270.68 | +170.7% |
Uber Technologies, … (UBER) returned +39% over 5 years vs Shopify Inc. (SHOP)'s -8%. A $10,000 investment in UBER 5 years ago would be worth $13,864 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Uber Technologies, … (UBER) | $3.8B | $52.0B | +1252.8% |
| Shopify Inc. (SHOP) | $389M | $11.6B | +2868.2% |
Uber Technologies, Inc.'s revenue grew from $3.8B (2016) to $52.0B (2025) — a 33.6% 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 |
|---|---|---|---|
| Uber Technologies, … (UBER) | -9.6% | 19.3% | +300.8% |
| Shopify Inc. (SHOP) | -9.1% | 10.7% | +217.3% |
Uber Technologies, Inc.'s net margin went from -10% (2016) to 19% (2025). Shopify Inc.'s net margin went from -9% (2016) to 11% (2025).
Chart 4P/E Ratio History — 5 Years
| Stock | 2020 | 2025 | Change |
|---|---|---|---|
| Uber Technologies, … (UBER) | 70.8 | 17.3 | -75.6% |
| Shopify Inc. (SHOP) | 435.4 | 171.2 | -60.7% |
Uber Technologies, Inc. has traded in a 13x–71x P/E range over 3 years; current trailing P/E is ~16x. 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 |
|---|---|---|---|
| Uber Technologies, … (UBER) | -0.24 | 4.71 | +2062.5% |
| Shopify Inc. (SHOP) | -0.04 | 0.94 | +2332.8% |
Uber Technologies, Inc.'s EPS grew from $-0.24 (2016) to $4.71 (2025). Shopify Inc.'s EPS grew from $-0.04 (2016) to $0.94 (2025).
Chart 6Free Cash Flow — 5 Years
Uber Technologies, Inc. generated $10B FCF in 2025 (+1414% vs 2021). Shopify Inc. generated $2B FCF in 2025 (+314% vs 2021).
UBER vs SHOP: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is UBER or SHOP a better buy right now?
Uber Technologies, Inc. (UBER) offers the better valuation at 16.0x trailing P/E (22.4x forward), making it the more compelling value choice. Analysts rate Uber Technologies, Inc. (UBER) a "Buy" — based on 61 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 — UBER or SHOP?
On trailing P/E, Uber Technologies, Inc. (UBER) is the cheapest at 16.0x versus Shopify Inc. at 128.4x. On forward P/E, Uber Technologies, Inc. is actually cheaper at 22.4x.
03Which is the better long-term investment — UBER or SHOP?
Over the past 5 years, Uber Technologies, Inc. (UBER) delivered a total return of +38.6%, compared to -7.8% for Shopify Inc. (SHOP). A $10,000 investment in UBER 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 UBER's +81.4%. 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 — UBER or SHOP?
By beta (market sensitivity over 5 years), Uber Technologies, Inc. (UBER) is the lower-risk stock at 1.12β versus Shopify Inc.'s 2.23β — meaning SHOP is approximately 100% more volatile than UBER relative to the S&P 500. On balance sheet safety, Shopify Inc. (SHOP) carries a lower debt/equity ratio of 1% versus 48% for Uber Technologies, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — UBER or SHOP?
Uber Technologies, Inc. (UBER) is the more profitable company, earning 19.3% net margin versus 10.7% for Shopify Inc. — meaning it keeps 19.3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SHOP leads at 12.7% versus 10.7% for UBER. At the gross margin level — before operating expenses — SHOP leads at 48.1%, 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 UBER or SHOP more undervalued right now?
On forward earnings alone, Uber Technologies, Inc. (UBER) trades at 22.4x forward P/E versus 65.9x for Shopify Inc. — 43.5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for UBER: 39.3% to $105.04.
07Which pays a better dividend — UBER or SHOP?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is UBER or SHOP better for a retirement portfolio?
For long-horizon retirement investors, Uber Technologies, Inc. (UBER) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.12)). Shopify Inc. (SHOP) carries a higher beta of 2.23 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (UBER: +81.4%, SHOP: +52.9%), 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 UBER and SHOP?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: UBER is a mid-cap deep-value stock; SHOP is a mid-cap quality compounder stock. 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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