SHOPIFY INC SHOP.

November 15, 2021 - 4:46pm EST by

member

						2021	2022
Price:		1,657.00		EPS		6.4	6.8
Shares Out. (in M):		126		P/E		260	205
Market Cap (in $M):		209,496		P/FCF		260	205
Net Debt (in $M):		-6,608		EBIT		740	925
TEV (in $M):		202,888		TEV/EBIT		270	220

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5	member 11/09/24 7:45AM Updated thoughts pursuant to 10M share buyback announcement
Hi moneytr33, this is not a name I've looked at in depth in recent years but the magnitude of the this week's buyback announcement which represents over 20% of the outstanding led me to your... login to read the rest view available tags
2	member 3/26/24 8:17AM Re: Hard P&C Market 1
Thanks for Q siri. We're not at a trough, except for EG's book multiple. Market conditions have been broadly favorable since 2020 and even better since 2023. Arch has one of the best management teams... login to read the rest 1 view available tags
1	member 3/25/24 10:36PM Hard P&C Market
Thank you for this. You seem confident that we’re at a trough in the cycle. How do you square this with primary P&C market sharply hardening in the past 2-3yrs? 1 view available tags

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