Shopify is indeed a way larger company operationally speaking. But one interesting thing about market caps is that they are not correlated with present operational value.

There are companies with large market caps that have small cash reserves and no structural access to large debt. In contrast there also companies with smaller market caps that have large cash reserves, established lines of credit and perhaps other instruments to leverage debt.

Wall Street is surprisingly bad at valuing those things (or maybe surprisingly good?).

People want to trade stocks that have unrealized value. That's why solid stocks like VZ and T barely can keep up with the S&P 500 growth. They are seen as companies with fully realized value. There's not too much for those companies to do besides solidifying their monopolies.