Owner Scorecard


← The groupings

A grouping · a comparative table

E-Commerce & Marketplaces

29 companies across the library’s three pools, one row each. The columns are the line items this kind of business is read on; each header names its basis, and the margins and returns are medians over each company’s readable record — the through-cycle level, never one year’s print. Rows open largest first by latest-year revenue, and every column sorts both ways — the re-ordering is the reader’s own act, and a sorted view keeps its order in the address bar. The company stays in view as the columns scroll. A dash is a figure that could not be read; n/a is one that does not apply to that member; both sit at the back of a sorted column.

As a group: median revenue $1.2B; median gross margin 44.2%; median operating margin -0.7%; median owner earnings $60M; median return on invested capital 6.9%; 21 of 27 hold net cash. Medians of this table’s own columns, over the members each applies to · data as of July 9, 2026.

Pick two to four to weigh side by side. Compare these →
latest fiscal year, USD median over the record median over the record op. cash − maintenance capex · latest FY, USD after tax · median over the record debt − cash & ST investments · latest FY, USD
AMZN Amazon.com Inc. E-Commerce & Marketplaces $716.9B41.0%5.3%$73.8B22.4%+$54.6B cash
CPNG Coupang Inc. E-Commerce & Marketplaces $34.5B22.9%-0.5%$1.3B+$5.3B cash
VIPS Vipshop Holdings Limited E-Commerce & Marketplaces $15.6B22.2%5.1%$874M36.3%+$4.2B cash
4755 Rakuten Group E-Commerce & Marketplaces $15.4B85.7%0.6%$2.2B3.8%+$24.9B cash
CHWY Chewy Inc. E-Commerce & Marketplaces $12.6B26.6%-0.8%$562M+$879M cash
W Wayfair E-Commerce & Marketplaces $12.5B28.0%-5.8%$464M$1.7B
NSIT Insight Enterprises E-Commerce & Marketplaces $8.2B15.3%3.3%$279M12.4%$1.0B
DDL Dingdong (Cayman) Limited E-Commerce & Marketplaces $3.6B-3.3%$65M+$586M cash
PTRN Pattern Group Inc. Series A E-Commerce & Marketplaces $2.5B43.6%3.9%$79M+$289M cash
LUXE LuxExperience B.V. E-Commerce & Marketplaces $2.4B0.4%($40M)0.5%+$249M cash
BZUN Baozun Inc. E-Commerce & Marketplaces $1.5B62.4%0.6%$46M10.0%+$391M cash
3092 ZOZO E-Commerce & Marketplaces $1.4B93.0%30.4%$294M158.9%+$304M cash
GCT GigaCloud Technology Inc E-Commerce & Marketplaces $1.3B11.2%$183M84.1%+$416M cash
SFIX Stitch Fix Inc. E-Commerce & Marketplaces $1.3B44.3%-3.0%$9M-34.5%+$235M cash
RVLV Revolve Group E-Commerce & Marketplaces $1.2B53.2%6.6%$55M38.7%+$292M cash
HEPS D-Market Electronic Services & Trading E-Commerce & Marketplaces $1.2B-5.5%$78M
4385 Mercari E-Commerce & Marketplaces $1.2B71.8%-2.5%($75M)+$135M cash
BBBY Bed Bath & Beyond Inc. E-Commerce & Marketplaces $1.0B22.6%-4.3%($64M)-201.2%+$143M cash
CARG CarGurus Inc. Class A Common Stock E-Commerce & Marketplaces $907M6.6%$289M32.4%+$191M cash
ACVA ACV Auctions Inc. E-Commerce & Marketplaces $760M-19.5%$69M-19.6%+$81M cash
REAL The RealReal Inc. E-Commerce & Marketplaces $693M63.7%-31.6%$18M$80M
GRPN Groupon Inc. E-Commerce & Marketplaces $498M47.8%-0.5%$50M$47M
HNST The Honest Company Inc. E-Commerce & Marketplaces $371M33.3%-11.3%$14M-22.7%+$90M cash
TDUP ThredUp Inc. E-Commerce & Marketplaces $311M70.7%-22.5%$180K-53.7%+$20M cash
LITB LightInTheBox Holding Co. Ltd. E-Commerce & Marketplaces $224M44.2%-3.1%$6M+$24M cash
JMIA Jumia Technologies AG E-Commerce & Marketplaces $189M58.1%-99.3%($53M)-136.3%+$112M cash
PLBL Polibeli Group Ltd E-Commerce & Marketplaces $24M-0.1%-31.3%($7M)$36K
UZX Linkage Global Inc. E-Commerce & Marketplaces $5M16.4%-0.7%($5M)-0.6%$85K
BWMX Betterware de Mexico S.A.P.I. de C.V. E-Commerce & Marketplaces as filed: MX$14.1B58.6%17.3%as filed: MX$1.7B27.2%as filed: MX$3.5B

Every figure is recomputed from the company’s own SEC or EDINET filings, the same way as on its page; the columns name facts, weigh nothing, and form no rank. Foreign filers are stated in US dollars at the dated reference rate (as of 2026-07-17) so each money column sorts on one basis; their own pages keep the records as filed. A foreign filer whose conversion terms are missing shows its money as filed and sorts to the back of the column — never a guessed conversion. Ratios and margins are currency-free.