Clear leader
7 companies value 65 bn revenue 20 bn margin 12.3% free cash flow 3.1 bn avg. score 3.5
EBAY holds 82.2% of the group's value, 6.8x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EBAY | eBay United States · score 6.4 | 82% | 54 bn | 12 bn | 18.6% | 2.4 bn | 4.5% | 1.0% | Marketplace for new and used goods · The West's largest marketplace for used goods and collectibles | |
| 2 | ETSY | Etsy United States · score 4.7 | 12% | 7.8 bn | 2.9 bn | 7.1% | 0.7 bn | 8.3% | — | Marketplace for handmade and vintage goods, with Depop · Leader in handmade and personalized goods | |
| 3 | REAL | TheRealReal, Inc. United States · score 1.4 | 2% | 1.3 bn | 0.8 bn | -10.8% | 0.0 bn | 2.9% | — | Luxury resale marketplace · California — revenue of $750m | |
| 4 | LQDT | LIQUIDITY SERVICES INC United States · score 6.4 | 2% | 1.3 bn | 0.5 bn | 6.8% | 0.1 bn | 6.7% | — | E-commerce marketplaces for the circular economy · Maryland — revenue of $490m | |
| 5 | RERE | ATRenew Inc. China · score 2.1 | 1% | 0.9 bn | 3.1 bn | 1.5% | -0.1 bn | -9.3% | — | Buyback and resale of used electronics in China · China — revenue of $3.1bn | |
| 6 | TDUP | ThredUp Inc. United States · score 0.4 | 0% | 0.3 bn | 0.3 bn | -6.6% | 0.0 bn | -0.5% | — | One of the world's largest online apparel resale platforms · California — revenue of $334m | |
| 7 | OCG | Oriental Culture Holding LTD Hong Kong · score 3.1 | — | — | 0.0 bn | -204.2% | 0.0 bn | — | — | E-commerce of art and collectibles in China · Hong Kong — revenue of $2m |
Other industries in the same sector
- Sector overview
- Online retail and marketplaces 36 companies
- Automakers 6 companies
- Restaurants 35 companies
- Home improvement retail 4 companies
- Online travel and booking 14 companies
- Apparel and off-price retail 23 companies
- Hotels and cruises 16 companies
- Consumer electronics 15 companies
- Cruise lines 5 companies
- Auto parts retail 7 companies
- Homebuilders 16 companies
- Athletic apparel and brands 12 companies
and 36 industries more
- Branded apparel and accessories 30 companies
- Used car retail 5 companies
- Luxury goods 2 companies
- Casinos and resorts 15 companies
- Private education 39 companies
- Electric vehicles (new entrants) 19 companies
- Casual dining restaurants 13 companies
- Home and decor retail 9 companies
- Beauty retail 7 companies
- Auto dealerships 9 companies
- Online sports betting 10 companies
- Electronics retail 3 companies
- Home appliances 10 companies
- Online classifieds 10 companies
- Car rental 5 companies
- Home and pool distribution 4 companies
- Recreational vehicles and boating 16 companies
- Toys and board games 8 companies
- Gyms and fitness 6 companies
- Sporting goods retail 4 companies
- Outdoor gear and apparel 12 companies
- Pizza and fast delivery 4 companies
- Mattresses and bedding 3 companies
- Grocery delivery 2 companies
- Leisure and entertainment 11 companies
- Movie theaters 5 companies
- Flooring and surfaces 3 companies
- Manufactured housing 4 companies
- Department stores 2 companies
- Automotive services 6 companies
- Education and consumer services 9 companies
- Jewelry retail 5 companies
- Residential furniture 8 companies
- Specialty retail (diversified) 12 companies
- Theme parks 3 companies
- EV charging 10 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.