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U.S. Ecommerce Industry Analysis

UpdatedMay 19, 2022
DataAggregated Company Financials
Companies104
  • 7D3.4%
  • 3M-31.4%
  • 1Y-43.2%
  • YTD-37.2%

The Ecommerce industry is up 6.4% in the last week, with Amazon.com up 6.0%. In contrast, the industry has lost 40% in the last 12 months. Looking forward, earnings are forecast to grow by 40% annually.

Industry Valuation and Performance

Has the U.S. Ecommerce Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Thu, 19 May 2022US$1.7tUS$886.5bUS$26.3b12x
Sat, 16 Apr 2022US$2.2tUS$889.6bUS$42.0b16.4x
Mon, 14 Mar 2022US$2.1tUS$892.8bUS$37.9b22.2x
Wed, 09 Feb 2022US$2.4tUS$867.5bUS$56.6b21.9x
Fri, 07 Jan 2022US$2.4tUS$854.7bUS$49.5b21.2x
Sun, 05 Dec 2021US$2.5tUS$853.5bUS$49.7b24.9x
Tue, 02 Nov 2021US$2.7tUS$835.2bUS$55.7b33.4x
Thu, 30 Sep 2021US$2.6tUS$817.2bUS$58.8b34.4x
Sat, 28 Aug 2021US$2.7tUS$816.1bUS$58.9b29.8x
Sun, 04 Jul 2021US$3.0tUS$815.8bUS$59.0b34.6x
Wed, 07 Apr 2021US$2.8tUS$750.7bUS$60.1b31.9x
Sat, 09 Jan 2021US$2.9tUS$682.0bUS$55.3b21.4x
Fri, 02 Oct 2020US$2.7tUS$606.3bUS$41.8b28.6x
Mon, 06 Jul 2020US$2.3tUS$558.8bUS$39.7b25.2x
Thu, 09 Apr 2020US$1.7tUS$517.0bUS$30.8b22x
Wed, 01 Jan 2020US$1.7tUS$497.4bUS$36.9b27x
Sat, 05 Oct 2019US$1.5tUS$465.9bUS$32.4b28.7x
Tue, 09 Jul 2019US$1.6tUS$448.6bUS$28.5b41.6x
Median PE Ratio

31.8x


Total Market Cap: US$1.4tTotal Earnings: US$26.2bTotal Revenue: US$430.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Ecommerce Industry Median PE3Y Average 28.3x202020212022
Current Industry PE
  • Investors are more pessimistic on the industry, indicating that they anticipate long-term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 13.3x which is lower than its 3-year average PE of 28.3x.
Past Earnings Growth
  • The earnings for companies in the Internet and Direct Marketing Retail industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 27% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Comparison

How does U.S. Ecommerce compare with similar industries?

US Market0.54%
Consumer Discretionary0.42%
Online Retail and Ecommerce3.36%
Ecommerce3.36%
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AMZN Amazon.comUS$2.14k1.7%
+US$17.7b		-33.7%PS50.9x
BABA Alibaba Group HoldingUS$87.316.8%
+US$15.0b		-58.9%PS24.2x
PDD PinduoduoUS$38.5914.0%
+US$6.0b		-69.7%PS42.4x
CPNG CoupangUS$13.0635.1%
+US$6.0b		-64.8%PS1.2x
MELI MercadoLibreUS$749.3010.2%
+US$3.5b		-43.3%PS207.1x
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Latest News

CPNG

US$13.06

Coupang

7D

35.1%

1Y

-64.8%

VIPS

US$8.39

Vipshop Holdings

7D

16.7%

1Y

-61.7%

JD

US$51.20

JD.com

7D

2.7%

1Y

-27.5%
May 18

JD.Com: Undervalued But Not Worth A Buy

JD.com shares have fallen 23% YTD along with many Chinese stocks, and has an upside potential of 81%. However, I will rate JD as a HOLD as I believe that there are significant headwinds to the company's long term growth and development which I will elaborate in the article. I believe that there are other equally undervalued companies with stronger fundamentals that investors can consider.

EBAY

US$44.94

eBay

7D

-3.5%

1Y

-24.8%

DASH

US$63.63

DoorDash

7D

6.9%

1Y

-54.6%

AMZN

US$2,142.25

Amazon.com

7D

1.7%

1Y

-33.7%

BABA

US$87.31

Alibaba Group Holding

7D

6.8%

1Y

-58.9%
May 18

Alibaba: Bears Have Been Dead On Target

Alibaba has had a hard time staying off 52-week lows. Whether it is sentiment towards growth or technology, or towards Chinese equities, the company has struggled to make headway. While it is easy to be dismissive of the bear side of the equation, the fact remains that the bears have nailed the most important metric. We go over why we think that upside is muted here.

RVLV

US$27.05

Revolve Group

7D

-4.7%

1Y

-42.4%
May 17

Revolve Group: Intriguing Growth Revolving Around A Data-Driven Merchandising Model

Revolve Group owns proprietary algorithms and technology infrastructure that gives it a competitive advantage over other online fashion retailers in maximizing profit. The company’s data-driven merchandising model is producing results that are observable from key performance figures. The company has a pristine financial profile of increasing profitability that fares better than most of its competitors.

OSTK

US$27.35

Overstock.com

7D

-6.8%

1Y

-63.6%

PDD

US$38.59

Pinduoduo

7D

14.0%

1Y

-69.7%

W

US$47.60

Wayfair

7D

-9.5%

1Y

-84.3%

SSTK

US$56.90

Shutterstock

7D

-8.4%

1Y

-33.7%

MELI

US$749.30

MercadoLibre

7D

10.2%

1Y

-43.3%
May 09
The Pandemic Boost is Over MercadoLibre, Inc. (NASDAQ:MELI), but Growth is Still Expected to Keep Coming in Strong

The Pandemic Boost is Over MercadoLibre, Inc. (NASDAQ:MELI), but Growth is Still Expected to Keep Coming in Strong

A week ago, MercadoLibre, Inc. (NASDAQ:MELI) posted earnings results for Q1, 2022. We will review the report, outlook and see the growth potential for the company.

RENT

US$4.21

Rent the Runway

7D

-15.5%

1Y

n/a

SSU

US$7.00

SIGNA Sports United

7D

-3.8%

1Y

-28.4%

UXIN

US$0.42

Uxin

7D

-14.3%

1Y

-87.4%