ACI WORLDWIDE, INC. vs Shopify Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ACIW: 2—SHOP: 3wins
Rule of 40
24.2ACIW
40.5SHOP
check_circleSHOP leads
Revenue Growth
6.9%ACIW
24.5%SHOP
check_circleSHOP leads
Gross Margin
47%ACIW
49%SHOP
check_circleSHOP leads
FCF Margin
17.3%ACIW
16.0%SHOP
check_circleACIW leads
Operating Margin
16.4%ACIW
11.0%SHOP
check_circleACIW leads
NRR
—ACIW
—SHOP
Metric
Rule of 40Efficiency score
ACIW
24.2
SHOP
40.5check_circle
Revenue GrowthYoY
ACIW
6.9%
SHOP
24.5%check_circle
Gross Margin% of revenue
ACIW
47%
SHOP
49%check_circle
FCF MarginFree cash flow
ACIW
17.3%check_circle
SHOP
16.0%
Operating MarginGAAP
ACIW
16.4%check_circle
SHOP
11.0%
NRRNet retention
ACIW
N/A
SHOP
N/A
EV / RevenueValuation multiple
ACIW
3.9xcheck_circle
SHOP
14.4x
Market CapUSD
ACIW
$5.9B
SHOP
$160.3Bcheck_circle
ARR GrowthYoY
ACIW
N/A
SHOP
N/A
CAC PaybackMonths to recover
ACIW
N/A
SHOP
N/A
insights
Analysis
As of Q1 2026, ACI WORLDWIDE, INC. trades at 3.9x EV/Revenue versus Shopify Inc. at 14.4x. On the Rule of 40, ACI WORLDWIDE, INC. scores 24.2 compared to Shopify Inc.'s 40.5, placing Shopify Inc. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 47% vs Shopify Inc. 49%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.