ACI WORLDWIDE, INC. vs Shopify Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ACIW: 2—SHOP: 3wins
Rule of 40
26.1ACIW
55.0SHOP
check_circleSHOP leads
Revenue Growth
9.1%ACIW
38.3%SHOP
check_circleSHOP leads
Gross Margin
46%ACIW
48%SHOP
check_circleSHOP leads
FCF Margin
17.0%ACIW
16.8%SHOP
check_circleACIW leads
Operating Margin
15.2%ACIW
12.3%SHOP
check_circleACIW leads
NRR
—ACIW
—SHOP
Metric
Rule of 40Efficiency score
ACIW
26.1
SHOP
55.0check_circle
Revenue GrowthYoY
ACIW
9.1%
SHOP
38.3%check_circle
Gross Margin% of revenue
ACIW
46%
SHOP
48%check_circle
FCF MarginFree cash flow
ACIW
17.0%check_circle
SHOP
16.8%
Operating MarginGAAP
ACIW
15.2%check_circle
SHOP
12.3%
NRRNet retention
ACIW
N/A
SHOP
N/A
EV / RevenueValuation multiple
ACIW
3.3xcheck_circle
SHOP
13.5x
Market CapUSD
ACIW
$5.1B
SHOP
$166.7Bcheck_circle
ARR GrowthYoY
ACIW
N/A
SHOP
N/A
CAC PaybackMonths to recover
ACIW
N/A
SHOP
N/A
insights
Analysis
As of Q2 2026, ACI WORLDWIDE, INC. trades at 3.3x EV/Revenue versus Shopify Inc. at 13.5x. On the Rule of 40, ACI WORLDWIDE, INC. scores 26.1 compared to Shopify Inc.'s 55.0, placing Shopify Inc. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 46% vs Shopify Inc. 48%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.