AECOM vs Shopify
Side-by-side comparison of AI visibility scores, market position, and capabilities
Dallas global infrastructure consulting (NYSE: ACM) at $16.1B FY2024 revenue with record $24.6B backlog Q3 2025; CEO Troy Rudd 3x market cap growth targeting data center/energy transition competing with Jacobs for complex infrastructure programs.
About
AECOM is a Dallas, Texas-headquartered global infrastructure consulting firm — publicly traded on the New York Stock Exchange (NYSE: ACM) — providing public and private sector clients with professional services across the project lifecycle: advisory and program management, planning, design and engineering, and construction management for transportation, buildings, water, energy, and environment infrastructure sectors. In fiscal year 2024, AECOM reported $16.1 billion in revenue with 51,000 employees globally, reaching a record-high total backlog of $24.6 billion in Q3 FY2025 — representing strong pipeline growth driven by US infrastructure bill funding (IIJA), defense and government facility modernization, and data center and energy infrastructure expansion. Under CEO Troy Rudd (since 2020), AECOM's market capitalization has nearly tripled through a strategy focused on high-complexity infrastructure programs. Fortune 500 #291 (2023). AECOM traces its history to predecessors founded in 1910.
NYSE: SHOP e-commerce platform at $8.88B FY2024 revenue with $292.28B GMV across 4.82M stores; Black Friday $11.5B processing competing with WooCommerce and BigCommerce for small-to-enterprise direct-to-consumer commerce.
About
Shopify Inc. is an Ottawa, Canada-based e-commerce platform — listed on NYSE (NYSE: SHOP) — providing 4.82+ million active merchant stores of all sizes (from solo entrepreneurs to enterprise brands) with tools for online store creation, multi-channel selling (web, mobile, social, in-person), payment processing (Shopify Payments, Shop Pay), inventory management, fulfillment, and marketing analytics, generating $8.88 billion in revenue in fiscal year 2024 (+26% year-over-year) with $292.28 billion in gross merchandise volume (GMV, +24%) and 875+ million customers who have purchased from Shopify merchant stores. Founded in 2006 by Tobias Lütke, Daniel Weinand, and Scott Lake (started as a snowboard equipment store, pivoted to become the platform), Shopify has become the operating system for independent commerce — the default e-commerce infrastructure for the direct-to-consumer brand economy.
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