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2021-12-17

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Shopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.<blockquote>Shopify股价下跌20%。分析师表示，是时候买入了。</blockquote>

Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted

Shopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.<blockquote>Shopify股价下跌20%。分析师表示，是时候买入了。</blockquote>

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It’s Time to Buy, Analyst Says.<blockquote>Shopify股价下跌20%。分析师表示，是时候买入了。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110569435","media":"Barrons","summary":"Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted ","content":"Shopify&nbsp;shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target on the stock of $1,770, for a potential gain of just over 21%.<blockquote>Shopify股价周四获得了Evercore ISI分析师Mark Mahaney的认可，他将这家电子商务软件公司的评级从持平上调至跑赢大盘。马哈尼将该股目标价定为1,770美元，潜在涨幅略高于21%。</blockquote> Shopify stock&nbsp;fell&nbsp;3%, at $1,326.88, in recent trading. The&nbsp;S&amp;P 500&nbsp;fell 0.9%.<blockquote>Shopify股价在最近的交易中下跌3%，至1,326.88美元。标准普尔500指数下跌0.9%。</blockquote> Mahaney offers a four-part thesis on his more bullish stance on Shopify.<blockquote>Mahaney就他对Shopify更乐观的立场提出了一篇由四部分组成的论文。</blockquote> For one thing, he notes that the stock was off about 20% from its high for the year. Mahaney observes that the stock’s valuation, as measured by enterprise value as a multiple of forward sales, is back down to pre-Covid levels. And he argues that Shopify is “one of the biggest structural winners” from the Covid crisis, as more sellers shift business to a digital model.<blockquote>一方面，他指出该股较今年高点下跌了约20%。马哈尼观察到，以企业价值与远期销售额的倍数来衡量，该股的估值已回落至新冠疫情爆发前的水平。他认为，随着越来越多的卖家将业务转向数字模式，Shopify是新冠危机中“最大的结构性赢家之一”。</blockquote> Mahaney writes that he views Shopify as “one of the highest quality” companies he covers. Through 2023, the company should grow at a compound annual growth rate of 34%, according to the analyst, which he says makes it among the fastest-growing midsize or large internet companies, trailing only&nbsp;Snap&nbsp;(SNAP) and&nbsp;Uber Technologies&nbsp;(UBER), both beneficiaries of easy 2021 comparisons.<blockquote>Mahaney写道，他认为Shopify是他所报道的“质量最高”的公司之一。这位分析师表示，到2023年，该公司的复合年增长率应达到34%，他表示，这使其成为增长最快的中型或大型互联网公司之一，仅次于SNAP（SNAP）和优步科技（Uber），两者都是easy 2021比较的受益者。</blockquote> Mahaney also thinks Shopify’s Ebitda margins (earnings before interest, taxes, depreciation, and amortization) will expand from 14% in 2019 to 18% this year, with levels above 20% in three of the last four quarters. “The long-term margin profile of Shopify was historically a key investor concern and we believe this year they have proved that this business can generate significant free cash flow,” he writes.<blockquote>Mahaney还认为Shopify的Ebitda利润率（息税折旧摊销前利润）将从2019年的14%扩大到今年的18%，过去四个季度中有三个季度的水平超过20%。“Shopify的长期利润率状况历来是投资者关注的主要问题，我们相信今年他们已经证明这项业务可以产生大量的自由现金流，”他写道。</blockquote> A third positive for the stock, Mahaney contends, is growth in new and emerging areas. Among other things, he cites the extension of the company’s Shop Pay platform to non-Shopify merchants, the growth of Shopify’s fulfillment network, and the expansion of the company’s point-of-sale software, installment payments, and other value-added services, like shipping and financing.<blockquote>马哈尼认为，该股的第三个积极因素是新兴领域的增长。除其他外，他还列举了公司Shop Pay平台向非Shopify商家的扩展、Shopify履行网络的增长以及公司销售点软件、分期付款和其他增值服务（如运输和融资）的扩展。</blockquote> Finally, Mahaney writes that a recent RBC survey of consumer holiday shopping behavior finds declining buyer interest in traditional retailers like&nbsp;Amazon.com (AMZN),Walmart&nbsp;(WMT),Target&nbsp;(TGT),Kohl’s&nbsp;(KSS),Macy’s&nbsp;(M), and others. He thinks one reason for that is “the rise of the long tail,” benefiting the kind of independent merchants that often use Shopify’s software. He notes that Shopify already hosts more than 1 million small merchants generating sales of up to $10 million a year.<blockquote>最后，马哈尼写道，加拿大皇家银行最近对消费者假日购物行为的一项调查发现，买家对亚马逊等传统零售商的兴趣正在下降。com(AMZN)、沃尔玛(WMT)、塔吉特(TGT)、美国柯尔百货公司(KSS)、梅西百货(M)等。他认为其中一个原因是“长尾的兴起”，使经常使用Shopify软件的独立商家受益。他指出，Shopify已经拥有超过100万家小商家，每年的销售额高达1000万美元。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify Stock Has Slid 20%. 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It’s Time to Buy, Analyst Says.<blockquote>Shopify股价下跌20%。分析师表示，是时候买入了。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-17 10:32\n\n</h4>\n</header>\n<article>\nShopify&nbsp;shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target on the stock of $1,770, for a potential gain of just over 21%.<blockquote>Shopify股价周四获得了Evercore ISI分析师Mark Mahaney的认可，他将这家电子商务软件公司的评级从持平上调至跑赢大盘。马哈尼将该股目标价定为1,770美元，潜在涨幅略高于21%。</blockquote> Shopify stock&nbsp;fell&nbsp;3%, at $1,326.88, in recent trading. The&nbsp;S&amp;P 500&nbsp;fell 0.9%.<blockquote>Shopify股价在最近的交易中下跌3%，至1,326.88美元。标准普尔500指数下跌0.9%。</blockquote> Mahaney offers a four-part thesis on his more bullish stance on Shopify.<blockquote>Mahaney就他对Shopify更乐观的立场提出了一篇由四部分组成的论文。</blockquote> For one thing, he notes that the stock was off about 20% from its high for the year. Mahaney observes that the stock’s valuation, as measured by enterprise value as a multiple of forward sales, is back down to pre-Covid levels. And he argues that Shopify is “one of the biggest structural winners” from the Covid crisis, as more sellers shift business to a digital model.<blockquote>一方面，他指出该股较今年高点下跌了约20%。马哈尼观察到，以企业价值与远期销售额的倍数来衡量，该股的估值已回落至新冠疫情爆发前的水平。他认为，随着越来越多的卖家将业务转向数字模式，Shopify是新冠危机中“最大的结构性赢家之一”。</blockquote> Mahaney writes that he views Shopify as “one of the highest quality” companies he covers. Through 2023, the company should grow at a compound annual growth rate of 34%, according to the analyst, which he says makes it among the fastest-growing midsize or large internet companies, trailing only&nbsp;Snap&nbsp;(SNAP) and&nbsp;Uber Technologies&nbsp;(UBER), both beneficiaries of easy 2021 comparisons.<blockquote>Mahaney写道，他认为Shopify是他所报道的“质量最高”的公司之一。这位分析师表示，到2023年，该公司的复合年增长率应达到34%，他表示，这使其成为增长最快的中型或大型互联网公司之一，仅次于SNAP（SNAP）和优步科技（Uber），两者都是easy 2021比较的受益者。</blockquote> Mahaney also thinks Shopify’s Ebitda margins (earnings before interest, taxes, depreciation, and amortization) will expand from 14% in 2019 to 18% this year, with levels above 20% in three of the last four quarters. “The long-term margin profile of Shopify was historically a key investor concern and we believe this year they have proved that this business can generate significant free cash flow,” he writes.<blockquote>Mahaney还认为Shopify的Ebitda利润率（息税折旧摊销前利润）将从2019年的14%扩大到今年的18%，过去四个季度中有三个季度的水平超过20%。“Shopify的长期利润率状况历来是投资者关注的主要问题，我们相信今年他们已经证明这项业务可以产生大量的自由现金流，”他写道。</blockquote> A third positive for the stock, Mahaney contends, is growth in new and emerging areas. Among other things, he cites the extension of the company’s Shop Pay platform to non-Shopify merchants, the growth of Shopify’s fulfillment network, and the expansion of the company’s point-of-sale software, installment payments, and other value-added services, like shipping and financing.<blockquote>马哈尼认为，该股的第三个积极因素是新兴领域的增长。除其他外，他还列举了公司Shop Pay平台向非Shopify商家的扩展、Shopify履行网络的增长以及公司销售点软件、分期付款和其他增值服务（如运输和融资）的扩展。</blockquote> Finally, Mahaney writes that a recent RBC survey of consumer holiday shopping behavior finds declining buyer interest in traditional retailers like&nbsp;Amazon.com (AMZN),Walmart&nbsp;(WMT),Target&nbsp;(TGT),Kohl’s&nbsp;(KSS),Macy’s&nbsp;(M), and others. He thinks one reason for that is “the rise of the long tail,” benefiting the kind of independent merchants that often use Shopify’s software. He notes that Shopify already hosts more than 1 million small merchants generating sales of up to $10 million a year.<blockquote>最后，马哈尼写道，加拿大皇家银行最近对消费者假日购物行为的一项调查发现，买家对亚马逊等传统零售商的兴趣正在下降。com(AMZN)、沃尔玛(WMT)、塔吉特(TGT)、美国柯尔百货公司(KSS)、梅西百货(M)等。他认为其中一个原因是“长尾的兴起”，使经常使用Shopify软件的独立商家受益。他指出，Shopify已经拥有超过100万家小商家，每年的销售额高达1000万美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/shopify-stock-price-buy-rating-analyst-51639668816?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.barrons.com/articles/shopify-stock-price-buy-rating-analyst-51639668816?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110569435","content_text":"Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target on the stock of $1,770, for a potential gain of just over 21%.\nShopify stock fell 3%, at $1,326.88, in recent trading. The S&P 500 fell 0.9%.\nMahaney offers a four-part thesis on his more bullish stance on Shopify.\nFor one thing, he notes that the stock was off about 20% from its high for the year. Mahaney observes that the stock’s valuation, as measured by enterprise value as a multiple of forward sales, is back down to pre-Covid levels. And he argues that Shopify is “one of the biggest structural winners” from the Covid crisis, as more sellers shift business to a digital model.\nMahaney writes that he views Shopify as “one of the highest quality” companies he covers. Through 2023, the company should grow at a compound annual growth rate of 34%, according to the analyst, which he says makes it among the fastest-growing midsize or large internet companies, trailing only Snap (SNAP) and Uber Technologies (UBER), both beneficiaries of easy 2021 comparisons.\nMahaney also thinks Shopify’s Ebitda margins (earnings before interest, taxes, depreciation, and amortization) will expand from 14% in 2019 to 18% this year, with levels above 20% in three of the last four quarters. “The long-term margin profile of Shopify was historically a key investor concern and we believe this year they have proved that this business can generate significant free cash flow,” he writes.\nA third positive for the stock, Mahaney contends, is growth in new and emerging areas. Among other things, he cites the extension of the company’s Shop Pay platform to non-Shopify merchants, the growth of Shopify’s fulfillment network, and the expansion of the company’s point-of-sale software, installment payments, and other value-added services, like shipping and financing.\nFinally, Mahaney writes that a recent RBC survey of consumer holiday shopping behavior finds declining buyer interest in traditional retailers like Amazon.com (AMZN),Walmart (WMT),Target (TGT),Kohl’s (KSS),Macy’s (M), and others. He thinks one reason for that is “the rise of the long tail,” benefiting the kind of independent merchants that often use Shopify’s software. He notes that Shopify already hosts more than 1 million small merchants generating sales of up to $10 million a year.","news_type":1,"symbols_score_info":{"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":3115,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}