INFY vs. SHOP: Infosys vs. Shopify Stock Comparison
How do Infosys (INFY) and Shopify (SHOP) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Infosys (INFY) and Shopify (SHOP) both belong to the IT Services industry, though INFY is classified under IT Consulting & Other Services while SHOP falls under Internet Services & Infrastructure.
Shopify (SHOP) trades as ordinary local shares, while Infosys (INFY) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | INFY | SHOP |
|---|---|---|
| Name | Infosys Ltd. ADR | Shopify Inc. |
| Country/Region | India | Canada |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | IT Services | IT Services |
| GICS Sub-Industry | IT Consulting & Other Services | Internet Services & Infrastructure |
| Market Capitalization | 50.63 billion USD | 191.58 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | March 11, 1999 | May 20, 2015 |
| Security Type | ADR | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | INFY | SHOP |
|---|---|---|
| Total Return (1Y) | -23.13% | -0.87% |
| Total Return (3Y, Annualized) | -6.27% | 35.77% |
| Total Return (5Y, Annualized) | -9.51% | -0.57% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Shopify (SHOP) carries a highly aggressive beta of 2.65, indicating much higher sensitivity to broad-market moves, whereas Infosys (INFY) is closer to market-like at 0.87 — a noticeable difference in market-sensitivity profile.
| Metric | INFY | SHOP |
|---|---|---|
| Volatility (1Y, Annualized) | 42.11% | 59.71% |
| Beta (5Y) | 0.87 | 2.65 |
| Max Drawdown (5Y) | -54.40% | -84.82% |
| Avg. Volume (3M) | 18.20M | 8.79M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | INFY | SHOP |
|---|---|---|
| Sharpe Ratio (1Y) | -0.65 | -0.09 |
| Sortino Ratio (1Y) | -0.91 | -0.12 |
Profitability
ROE (TTM)
Infosys (INFY) at 29.95% sits in the top ROE quartile, while Shopify (SHOP) at 16.83% is closer to the peer norm — stronger capital efficiency for INFY.
INFY
Software & Services industry group
29.95%
- Max
- 53.85%
- INFY
- 29.95%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
SHOP
Software & Services industry group
16.83%
- Max
- 53.85%
- Q3
- 17.90%
- SHOP
- 16.83%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Infosys (INFY) at 16.22% retains a top-quartile share of revenue as profit, ahead of Shopify (SHOP) at 15.01%, which keeps about the industry-typical share.
INFY
Software & Services industry group
16.22%
- Max
- 41.17%
- INFY
- 16.22%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
SHOP
Software & Services industry group
15.01%
- Max
- 41.17%
- Q3
- 15.28%
- SHOP
- 15.01%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Both Infosys (INFY) at 20.97% and Shopify (SHOP) at 18.39% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
INFY
Software & Services industry group
20.97%
- Max
- 46.89%
- INFY
- 20.97%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
SHOP
Software & Services industry group
18.39%
- Max
- 46.89%
- SHOP
- 18.39%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | INFY | SHOP |
|---|---|---|
| ROE (TTM) | 29.95% | 16.83% |
| ROA (TTM) | 16.15% | 10.77% |
| Net Margin (TTM) | 16.22% | 15.01% |
| Operating Margin (TTM) | 20.97% | 18.39% |
| Gross Margin (TTM) | 29.75% | 47.49% |
Growth
Revenue Growth
Shopify (SHOP) at 30.14% sits in the top revenue growth quartile, while Infosys (INFY) at 4.57% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Both Infosys (INFY) at 5.26% and Shopify (SHOP) at -39.47% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | INFY | SHOP |
|---|---|---|
| Revenue Growth (YoY) | 4.57% | 30.14% |
| Revenue Growth (3Y CAGR) | 3.44% | 27.31% |
| EPS Growth (YoY) | 5.26% | -39.47% |
| EPS Growth (3Y CAGR) | 4.06% | -- |
Financial Strength
Current Ratio (MRQ)
Infosys (INFY) at 1.97 keeps current ratio within its industry’s typical mid-range, while Shopify (SHOP) at 4.86 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
INFY
Software & Services industry group
1.97
- Max
- 5.11
- Q3
- 2.77
- INFY
- 1.97
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
SHOP
Software & Services industry group
4.86
- Max
- 5.11
- SHOP
- 4.86
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Shopify (SHOP) at 0.01 keeps leverage in the lower industry quartile, while Infosys (INFY) at 0.09 runs a more typical debt-to-equity mix.
INFY
Software & Services industry group
0.09
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- INFY
- 0.09
- Q1
- 0.07
- Min
- 0.00
SHOP
Software & Services industry group
0.01
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- SHOP
- 0.01
- Min
- 0.00
Financial Strength Metrics
| Metric | INFY | SHOP |
|---|---|---|
| Current Ratio (MRQ) | 1.97 | 4.86 |
| Debt / Equity (MRQ) | 0.09 | 0.01 |
| Net Debt / EBITDA | -0.63 | -1.75 |
Dividends
Dividend Yield (TTM)
Shopify (SHOP) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Infosys (INFY) reports a yield of 4.14%, ranking against industry peers normally.
INFY
Software & Services industry group
4.14%
- INFY
- 4.14%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SHOP
Software & Services industry group
0.00%
- SHOP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Shopify (SHOP) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Infosys (INFY) reports a payout of 65.45%, ranking against industry peers normally.
INFY
Software & Services industry group
65.45%
- INFY
- 65.45%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SHOP
Software & Services industry group
0.00%
- SHOP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | INFY | SHOP |
|---|---|---|
| Dividend Yield (TTM) | 4.14% | 0.00% |
| Dividend Payout Ratio (TTM) | 65.45% | 0.00% |
Valuation
P/E Ratio (TTM)
Infosys (INFY) at 15.43 sits in the cheaper P/E ratio quartile, while Shopify (SHOP) at 91.36 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.
INFY
Software & Services industry group
15.43
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- INFY
- 15.43
- Min
- 6.69
SHOP
Software & Services industry group
91.36
- Max
- 112.94
- SHOP
- 91.36
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Infosys (INFY) at 2.49 is priced about in line with its industry on P/S ratio, while Shopify (SHOP) at 13.52 sits in the pricier quartile — SHOP costs more per dollar of sales.
INFY
Software & Services industry group
2.49
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- INFY
- 2.49
- Q1
- 2.23
- Min
- 0.02
SHOP
Software & Services industry group
13.52
- Max
- 17.91
- SHOP
- 13.52
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both Infosys (INFY) at 9.80 and Shopify (SHOP) at 15.02 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
INFY
Software & Services industry group
9.80
- Max
- 16.63
- INFY
- 9.80
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
SHOP
Software & Services industry group
15.02
- Max
- 16.63
- SHOP
- 15.02
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | INFY | SHOP |
|---|---|---|
| P/E Ratio (TTM) | 15.43 | 91.36 |
| P/S Ratio (TTM) | 2.49 | 13.52 |
| P/B Ratio (MRQ) | 9.80 | 15.02 |
| Free Cash Flow Yield (TTM) | 6.52% | 0.86% |