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KLAC vs SHOP

KLAC
KLA Corporation
NEUTRAL
Price
$1472.41
Market Cap
$193.46B
Sector
Technology
AI Confidence
60%
SHOP
Shopify Inc.
NEUTRAL
Price
$131.15
Market Cap
$170.62B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
KLAC
42.94
SHOP
139.52
Forward P/E
KLAC
30.87
SHOP
57.14
P/B Ratio
KLAC
35.33
SHOP
12.69
P/S Ratio
KLAC
15.18
SHOP
14.77
EV/EBITDA
KLAC
33.77
SHOP
85.73

Profitability

Gross Margin
KLAC
61.57%
SHOP
48.07%
Operating Margin
KLAC
41.31%
SHOP
20.29%
Profit Margin
KLAC
35.76%
SHOP
10.65%
ROE
KLAC
100.73%
SHOP
9.84%
ROA
KLAC
21.09%
SHOP
8.15%

Growth

Revenue Growth
KLAC
7.2%
SHOP
30.6%
Earnings Growth
KLAC
40.9%
SHOP
-42.3%

Financial Health

Debt/Equity
KLAC
1.12
SHOP
0.01
Current Ratio
KLAC
2.83
SHOP
5.96
Quick Ratio
KLAC
1.85
SHOP
4.58

Dividends

Dividend Yield
KLAC
0.55%
SHOP
--
Payout Ratio
KLAC
21.54%
SHOP
0.0%

AI Verdict

KLAC NEUTRAL

KLAC shows bullish fundamentals based on deterministic rules. Financial strength is strong (F-Score 7/9). Key strengths include strong valuation and growth metrics. Price trades at a 45.6% premium to fair value estimate ($1011.55), limiting near-term upside from a valuation perspective.

Strengths
Strong profitability (35.8% margin)
Strong financial trend (Piotroski F-Score: 7/9)
Strong ROE of 100.7%
Risks
High valuation with P/E of 42.9
Premium vs Graham Number ($179.32)
Price trades at a 45.6% premium to fair value estimate ($1011.55), limiting near-term upside from a valuation perspective.
SHOP NEUTRAL

Shopify exhibits a stable financial health profile with a Piotroski F-Score of 4/9 and a pristine balance sheet (Debt/Equity 0.01), yet it suffers from an extreme valuation disconnect. The current price of $131.15 trades at a massive premium to its Graham Number ($14.78) and Intrinsic Value ($6.58), reflecting aggressive growth expectations. While top-line revenue growth remains strong at 30.6%, the recent -42.3% contraction in earnings growth is a significant concern. The stock is a classic high-growth play where fundamental value is secondary to market sentiment and scalability.

Strengths
Exceptional liquidity with a Current Ratio of 5.96 and Quick Ratio of 4.58
Virtually debt-free balance sheet (Debt/Equity 0.01)
Strong top-line momentum with 30.6% YoY revenue growth
Risks
Extreme valuation risk with a P/E ratio of 139.52
Severe earnings contraction (-42.3% YoY) despite revenue growth
Massive gap between current market price and deterministic fair value models

Compare Another Pair

KLAC vs SHOP: Head-to-Head Comparison

This page compares KLA Corporation (KLAC) and Shopify Inc. (SHOP) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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