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E-Commerce

Every analyzed stock in E-Commerce — 33 companies. Each card shows price, our model's intrinsic value (IV), and how far price sits above or below it. Click any card for the full analysis. This is a research-triage view, not a buy/sell signal.

Educational use only — not investment advice. "Undervalued / fairly valued / overvalued" and every risk score reflect our models vs. price, which can be wrong or based on stale or incomplete data. Always review the company's own financials and SEC filings, and consult a licensed advisor, before acting.
Sort by: A–Z Riskiest Most overvalued Most shorted Buyers' strike Largest
ABLV
Able View Global Inc.
Deeply overvalued
Consumer Cyclical Risk 59 · Elevated
Price$0.69
Model IV$0.40
P/IV2.75
Premium +71% Return to IV: -41.7%
Market implies +7.4%/yr vs model +3.0% · above model
ABLVW
Able View Global Inc.
Valuation N/A
Consumer Cyclical Risk 34 · Moderate
Price$0.02
Model IV—
P/IV—
Limited data — see page
AKA
A.K.A. BRANDS HOLDING CORP.
Deeply undervalued
Consumer Cyclical Risk 37 · Moderate
Price$10.88
Model IV$33.91
P/IV0.28
Discount 68% Return to IV: +211.6%
Market implies -21.6%/yr vs model +2.0% · below model
AMZE
AMAZE HOLDINGS, INC.
Valuation N/A
Consumer Cyclical Risk 39 · Moderate
Price$0.25
Model IV—
P/IV—
Market implies +9.4%/yr vs model +3.7% · above model
AMZN
AMAZON COM INC
Deeply overvalued
Consumer Cyclical Risk 60 · High
Price$262.65
Model IV$19.32
P/IV12.02
Premium +1,259% Return to IV: -92.6%
Market implies +44.5%/yr vs model +8.0% · above model
BBBY
BED BATH & BEYOND, INC.
Overvalued
Consumer Cyclical Risk 57 · Elevated
Price$4.35
Model IV$3.51
P/IV2.86
Premium +24% Return to IV: -19.4%
Market implies +9.0%/yr vs model +2.0% · above model
BODI
Beachbody Company, Inc.
Fairly valued
Consumer Cyclical Risk 53 · Elevated
Price$7.03
Model IV$7.14
P/IV1.53
Discount 2% Return to IV: +1.6%
Market implies -12.6%/yr vs model -10.0% · in line
BWMX
BETTERWARE DE MEXICO, S.A.P.I. DE C.V
Valuation N/A
Consumer Cyclical Risk 32 · Moderate
Price$16.45
Model IV—
P/IV—
Limited data — see page
BZUN
Baozun Inc.
Fairly valued
Consumer Cyclical Risk 32 · Moderate
Price$2.83
Model IV$3.03
P/IV0.85
Discount 7% Return to IV: +7.1%
Market implies +3.8%/yr vs model +7.0% · below model
CDW
CDW Corp
Fairly valued
Consumer Cyclical Risk 45 · Elevated
Price$139.42
Model IV$130.96
P/IV0.96
Premium +6% Return to IV: -6.1%
Market implies +5.3%/yr vs model +5.2% · in line
CHWY
Chewy, Inc.
Deeply overvalued
Consumer Cyclical Risk 60 · High
Price$22.47
Model IV$12.91
P/IV1.55
Premium +74% Return to IV: -42.5%
Market implies +14.4%/yr vs model +8.6% · above model
CPNG
Coupang, Inc.
Deeply overvalued
Consumer Cyclical Risk 55 · Elevated
Price$16.23
Model IV$8.32
P/IV1.99
Premium +95% Return to IV: -48.7%
Market implies +20.5%/yr vs model +14.3% · above model
DDL
Dingdong (Cayman) Ltd
Valuation N/A
Consumer Cyclical
Price$2.39
Model IV—
P/IV—
Limited data — see page
DIBS
1stdibs.com, Inc.
Valuation N/A
Consumer Cyclical Risk 27 · Moderate
Price$4.90
Model IV—
P/IV—
Market implies +40.8%/yr vs model +2.0% · above model
GCT
GigaCloud Technology Inc
Deeply undervalued
Consumer Cyclical Risk 34 · Moderate
Price$51.87
Model IV$105.58
P/IV0.34
Discount 51% Return to IV: +103.6%
Market implies +7.4%/yr vs model +25.0% · below model
GIFT
GIFTIFY, INC.
Deeply undervalued
Consumer Cyclical Risk 33 · Moderate
Price$0.89
Model IV$12.66
P/IV0.07
Discount 93% Return to IV: +1,322.5%
Market implies -50.0%/yr vs model +50.0% · below model
GROV
Grove Collaborative Holdings, Inc.
Valuation N/A
Consumer Cyclical Risk 31 · Moderate
Price$1.04
Model IV—
P/IV—
Market implies -16.2%/yr vs model +2.0% · below model
HEPS
D-MARKET Electronic Services & Trading
Valuation N/A
Consumer Cyclical Risk 51 · Elevated
Price$2.79
Model IV—
P/IV—
Limited data — see page
HNST
Honest Company, Inc.
Deeply overvalued
Consumer Cyclical Risk 48 · Elevated
Price$4.84
Model IV$2.55
P/IV1.37
Premium +90% Return to IV: -47.4%
Market implies +9.5%/yr vs model +3.9% · above model
HOUR
Hour Loop, Inc
Overvalued
Consumer Cyclical Risk 44 · Elevated
Price$1.94
Model IV$1.68
P/IV1.13
Premium +16% Return to IV: -13.4%
Market implies +14.6%/yr vs model +18.3% · below model
JMIA
Jumia Technologies AG
Valuation N/A
Consumer Cyclical Risk 46 · Elevated
Price$6.23
Model IV—
P/IV—
Limited data — see page
JWEL
Jowell Global Ltd.
Valuation N/A
Consumer Cyclical Risk 30 · Moderate
Price$3.09
Model IV—
P/IV—
Market implies -50.0%/yr vs model +2.0% · below model
LITB
LightInTheBox Holding Co., Ltd.
Deeply overvalued
Consumer Cyclical Risk 50 · Elevated
Price$3.08
Model IV$1.00
P/IV3.34
Premium +206% Return to IV: -67.3%
Market implies +11.9%/yr vs model +2.0% · above model
LUXE
LuxExperience B.V.
Valuation N/A
Consumer Cyclical Risk 31 · Moderate
Price$7.64
Model IV—
P/IV—
Limited data — see page
LVLU
Lulu's Fashion Lounge Holdings, Inc.
Deeply undervalued
Consumer Cyclical Risk 36 · Moderate
Price$16.27
Model IV$85.96
P/IV0.11
Discount 81% Return to IV: +428.3%
Market implies -38.0%/yr vs model +2.0% · below model
NSIT
INSIGHT ENTERPRISES INC
Deeply overvalued
Consumer Cyclical Risk 47 · Elevated
Price$154.25
Model IV$102.18
P/IV1.04
Premium +51% Return to IV: -33.8%
Market implies +11.1%/yr vs model +6.2% · above model
PTRN
Pattern Group Inc.
Deeply undervalued
Consumer Cyclical Risk 34 · Moderate
Price$21.44
Model IV$51.31
P/IV0.37
Discount 58% Return to IV: +139.3%
Market implies -11.5%/yr vs model +35.3% · below model
RVLV
Revolve Group, Inc.
Deeply overvalued
Consumer Cyclical Risk 58 · Elevated
Price$23.69
Model IV$7.26
P/IV2.70
Premium +226% Return to IV: -69.3%
Market implies +23.3%/yr vs model +9.0% · above model
SFIX
Stitch Fix, Inc.
Fairly valued
Consumer Cyclical Risk 42 · Elevated
Price$3.59
Model IV$3.54
P/IV1.00
Premium +1% Return to IV: -1.3%
Market implies +3.8%/yr vs model +2.0% · in line
TDUP
ThredUp Inc.
Valuation N/A
Consumer Cyclical Risk 35 · Moderate
Price$3.07
Model IV—
P/IV—
Market implies +23.3%/yr vs model +5.4% · above model
UZX
Linkage Global Inc
Deeply undervalued
Consumer Cyclical Risk 53 · Elevated
Price$0.12
Model IV$0.20
P/IV4.28
Discount 37% Return to IV: +59.8%
Market implies -15.6%/yr vs model +2.0% · below model
VIPS
Vipshop Holdings Ltd
Deeply undervalued
Consumer Cyclical Risk 40 · Elevated
Price$14.18
Model IV$68.36
P/IV0.21
Discount 79% Return to IV: +382.1%
Market implies -22.7%/yr vs model +3.1% · below model
W
Wayfair Inc.
Valuation N/A
Consumer Cyclical Risk 74 · High
Price$101.63
Model IV—
P/IV—
Market implies +42.8%/yr vs model +3.0% · above model