KLA vs Shopify
KLA is the larger business, with $13.58bn of revenue in fiscal 2026 against $11.56bn for Shopify (1.2 times as much). Shopify grew faster (30.1% against 11.7%). KLA kept more of each dollar of sales as profit: a net margin of 35.6% against 10.7%.
| Latest fiscal year | KLAKLAC, 2026 | ShopifySHOP, 2025 |
|---|---|---|
| Revenue | $13.58bn | $11.56bn |
| Revenue growth | 11.7% | 30.1% |
| Net income | $4.83bn | $1.23bn |
| Operating margin | — | 12.7% |
| Net margin | 35.6% | 10.7% |
| Return on equity | 87.5% | 9.8% |
| Free cash flow | $3.77bn | $2.01bn |
| Cash | $1.65bn | $1.54bn |
| Total debt | $5.95bn | — |
| Debt to equity | 93.7% | — |
| Dividend per share | $0.80 | — |
| Dividend yield | 0.6% | — |
| Share buybacks | $2.29bn | — |
| Employees | 17,000 | 7,600 |
| Market value | $203.15bn | $185.43bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 99 (Strong) | — |
| Insider trades, 12 months | 0 buys, 22 sales | 0 buys, 0 sales |