Amazon and Shopify are capturing a growing share of consumer spending.

AI-generated source summary

This video compares Shopify and Amazon's stock using revenue growth, operating profit margin, and return on invested capital from 2016 to 2025. Amazon's TTM revenue is 670 billion, while Shopify's is 10 billion. Shopify's growth exceeds Amazon's in that period. Shopify’s compounded annual growth rate is 46.5%, while Amazon’s is 20.6%. Shopify's operating profit margin is 15.4%, while Amazon's is 11.4%. The return on invested capital for Amazon is 13.7% in 2025, increasing from 9.5% in 2019. Shopify’s return on invested capital is 20.4% in 2025, improving from -28% in 2019. Based on a discounted cash flow model, the video determines that Amazon is undervalued at 285.17 and the current price is 231.70, while Shopify is overvalued because of the high risk. The fair value of Shopify is determined to be 48.96, while the current market price is 146.70. The video concludes that it is better to buy Amazon stock than Shopify.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   17 Sept 2025, 15:45 UTC

   The analyst published the original source item.

2. First prediction resolved

   17 Sept 2025, 18:30 UTC

   The first evaluable outcome in this case reached a terminal result.

3. Case evaluation completed

   18 Sept 2025, 13:30 UTC

   All evaluable predictions in this case reached terminal outcomes.

4. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

5. Market predictions extracted

   18 May 2026, 20:47 UTC

   2 eligible signals linked to this case.

6. Outcome tracking started

   02 Jul 2026, 01:22 UTC

   Tahlil Plus began monitoring the extracted predictions.