Shopify Employees Are Getting More Done In Less Time
Summary
- Shopify's Q4 2024 filings show outstanding holiday numbers, with operating income growing faster than revenue due to increased productivity and AI integration.
- Given the sale of the logistics business along with efficiency improvements in the e-commerce business, Shopify’s revenue per employee has gone up dramatically.
- Despite tariff uncertainties, Shopify's long-term prospects are solid, with a market cap aligning with a reasonable valuation range, making it a hold for long-term investors.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of SHOP, AMZN, GOOG, GOOGL, META, VOO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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