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Industry

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.
ABLV
Able View Global Inc.
Deeply overvalued
Consumer Cyclical
Price$2.25
Model IV$0.24
P/IV5.46
Premium +844% Return to IV: -89.4%
Market implies +34.5%/yr vs model +4.8% · above model
ABLVW
Able View Global Inc.
Valuation N/A
Consumer Cyclical
Price$0.02
Model IV—
P/IV—
Market implies -50.0%/yr
AKA
A.K.A. BRANDS HOLDING CORP.
Deeply undervalued
Consumer Cyclical
Price$10.76
Model IV$31.24
P/IV0.36
Discount 66% Return to IV: +190.4%
Market implies -19.6%/yr vs model +2.0% · below model
AMZE
AMAZE HOLDINGS, INC.
Valuation N/A
Consumer Cyclical
Price$0.02
Model IV—
P/IV—
Market implies -24.4%/yr
AMZN
AMAZON COM INC
Valuation N/A
Consumer Cyclical
Price$254.06
Model IV—
P/IV—
Market implies +39.4%/yr
BBBY
BBBY
Valuation N/A
Price$1.72
Model IV—
P/IV—
Limited data — see page
BODI
Beachbody Company, Inc.
Deeply undervalued
Consumer Cyclical
Price$4.60
Model IV$8.19
P/IV0.60
Discount 44% Return to IV: +78.0%
Market implies -18.9%/yr vs model -2.4% · below model
BWMX
BETTERWARE DE MEXICO, S.A.P.I. DE C.V
Valuation N/A
Consumer Cyclical
Price$16.28
Model IV—
P/IV—
Market implies +136.3%/yr
BZUN
Baozun Inc.
Deeply undervalued
Consumer Cyclical
Price$3.25
Model IV$4.99
P/IV0.60
Discount 35% Return to IV: +53.5%
Market implies -4.4%/yr vs model +5.3% · below model
CDW
CDW Corp
Fairly valued
Consumer Cyclical
Price$139.88
Model IV$130.96
P/IV0.96
Premium +7% Return to IV: -6.4%
Market implies +5.3%/yr vs model +5.2% · in line
CHWY
Chewy, Inc.
Deeply overvalued
Consumer Cyclical
Price$18.91
Model IV$12.91
P/IV1.55
Premium +46% Return to IV: -31.7%
Market implies +12.1%/yr vs model +8.6% · above model
CPNG
Coupang, Inc.
Deeply overvalued
Consumer Cyclical
Price$15.41
Model IV$8.32
P/IV1.99
Premium +85% Return to IV: -46.0%
Market implies +19.8%/yr vs model +14.3% · above model
DDL
Dingdong (Cayman) Ltd
Valuation N/A
Consumer Cyclical
Price$2.06
Model IV—
P/IV—
Limited data — see page
DIBS
1stdibs.com, Inc.
Valuation N/A
Consumer Cyclical
Price$3.94
Model IV—
P/IV—
Market implies +37.5%/yr vs model +2.0% · above model
GCT
GigaCloud Technology Inc
Deeply undervalued
Consumer Cyclical
Price$56.42
Model IV$105.58
P/IV0.34
Discount 47% Return to IV: +87.1%
Market implies +8.7%/yr vs model +25.0% · below model
GIFT
GIFTIFY, INC.
Deeply undervalued
Consumer Cyclical
Price$0.58
Model IV$12.66
P/IV0.07
Discount 95% Return to IV: +2,101.7%
Market implies -50.0%/yr vs model +50.0% · below model
GROV
Grove Collaborative Holdings, Inc.
Fairly valued
Consumer Cyclical
Price$1.03
Model IV$1.08
P/IV0.97
Discount 5% Return to IV: +4.9%
Market implies -1.6%/yr vs model +2.0% · below model
HEPS
D-MARKET Electronic Services & Trading
Deeply undervalued
Consumer Cyclical
Price$2.65
Model IV$3.80
P/IV0.66
Discount 30% Return to IV: +43.5%
Market implies -2.8%/yr vs model +4.0% · below model
HNST
Honest Company, Inc.
Deeply overvalued
Consumer Cyclical
Price$4.97
Model IV$2.84
P/IV1.83
Premium +75% Return to IV: -42.9%
Market implies +6.9%/yr vs model +3.9% · above model
HOUR
Hour Loop, Inc
Fairly valued
Consumer Cyclical
Price$1.84
Model IV$1.68
P/IV1.13
Premium +9% Return to IV: -8.3%
Market implies +13.8%/yr vs model +18.3% · below model
JMIA
Jumia Technologies AG
Valuation N/A
Consumer Cyclical
Price$6.48
Model IV—
P/IV—
Market implies +19.8%/yr
JWEL
Jowell Global Ltd.
Valuation N/A
Consumer Cyclical
Price$2.52
Model IV—
P/IV—
Market implies -50.0%/yr vs model +2.0% · below model
LITB
LightInTheBox Holding Co., Ltd.
Deeply overvalued
Consumer Cyclical
Price$3.03
Model IV$0.75
P/IV4.13
Premium +302% Return to IV: -75.1%
Market implies +20.1%/yr vs model +2.0% · above model
LUXE
LuxExperience B.V.
Valuation N/A
Consumer Cyclical
Price$10.45
Model IV—
P/IV—
Limited data — see page
LVLU
Lulu's Fashion Lounge Holdings, Inc.
Deeply undervalued
Consumer Cyclical
Price$12.20
Model IV$85.96
P/IV0.11
Discount 86% Return to IV: +604.6%
Market implies -45.1%/yr vs model +2.0% · below model
NSIT
INSIGHT ENTERPRISES INC
Deeply overvalued
Consumer Cyclical
Price$161.37
Model IV$102.18
P/IV1.04
Premium +58% Return to IV: -36.7%
Market implies +11.7%/yr vs model +6.2% · above model
PTRN
Pattern Group Inc.
Deeply undervalued
Consumer Cyclical
Price$18.35
Model IV$51.31
P/IV0.37
Discount 64% Return to IV: +179.6%
Market implies -14.3%/yr vs model +35.3% · below model
RVLV
Revolve Group, Inc.
Deeply overvalued
Consumer Cyclical
Price$21.63
Model IV$8.09
P/IV2.56
Premium +167% Return to IV: -62.6%
Market implies +19.2%/yr vs model +8.1% · above model
SFIX
Stitch Fix, Inc.
Undervalued
Consumer Cyclical
Price$2.73
Model IV$3.67
P/IV0.77
Discount 26% Return to IV: +34.6%
Market implies -1.6%/yr vs model +2.0% · below model
TDUP
ThredUp Inc.
Valuation N/A
Consumer Cyclical
Price$2.35
Model IV—
P/IV—
Market implies +19.2%/yr vs model +5.4% · above model
UZX
Linkage Global Inc
Deeply overvalued
Consumer Cyclical
Price$1.18
Model IV$0.20
P/IV4.28
Premium +503% Return to IV: -83.4%
Market implies +17.4%/yr vs model +2.0% · above model
VIPS
Vipshop Holdings Ltd
Deeply undervalued
Consumer Cyclical
Price$12.72
Model IV$68.36
P/IV0.21
Discount 81% Return to IV: +437.4%
Market implies -24.8%/yr vs model +3.1% · below model
W
Wayfair Inc.
Valuation N/A
Consumer Cyclical
Price$105.13
Model IV—
P/IV—
Market implies +30.5%/yr