16 Internet Retail companies are scored. Their average composite is 64.5, and 0 are in the A range (76+). The leader is Global-E Online Ltd. (GLBE) at 72.9 (B+). This industry belongs to the Technology sector.
| # | Company | Composite | Grade | Industry opportunity | Stock selection | KPI momentum | Catalyst watch | Price | Expansion | Quality | Trend | Valuation gap |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Global-E Online Ltd. (GLBE) | 72.9 | B+ | 77 | 87 | 87 | 77 | 19 | 90 | 52 | 86 | -31.8% |
| 2 | Maplebear Inc. (CART) | 71.0 | B+ | 77 | 80 | 77 | 69 | 41 | 73 | 77 | 89 | -1.2% |
| 3 | eBay Inc. (EBAY) | 70.3 | B+ | 77 | 81 | 81 | 80 | 34 | 60 | 71 | 85 | +6.9% |
| 4 | Etsy Inc. (ETSY) | 70.0 | B | 77 | 83 | 87 | 75 | 39 | 62 | 76 | 76 | +3.7% |
| 5 | Chewy Inc. (CHWY) | 68.4 | B | 77 | 84 | 87 | 81 | 54 | 66 | 62 | 29 | -19.7% |
| 6 | Wayfair Inc. (W) | 68.3 | B | 77 | 88 | 93 | 79 | 16 | 64 | 29 | 89 | -12.9% |
| 7 | Amazon.com Inc. (AMZN) | 67.8 | B | 95 | 86 | 93 | 69 | 41 | 44 | 46 | 50 | -7.0% |
| 8 | Sea Ltd ADR (SE) | 66.6 | B | 77 | 81 | 75 | 74 | 45 | 89 | 63 | 18 | -43.3% |
| 9 | Revolve Group Inc. (RVLV) | 65.7 | B | 77 | 83 | 80 | 77 | 33 | 66 | 60 | 43 | +6.3% |
| 10 | MercadoLibre Inc. (MELI) | 63.9 | B- | 77 | 70 | 64 | 68 | 35 | 69 | 69 | 50 | -1.1% |
| 11 | DoorDash Inc. (DASH) | 62.9 | B- | 77 | 79 | 99 | 49 | 20 | 81 | 53 | 44 | -25.9% |
| 12 | PDD Holdings Inc ADR (PDD) | 61.3 | B- | 77 | 57 | 59 | 60 | 80 | 52 | 75 | 23 | +3.0% |
| 13 | Alibaba Group Holding Ltd ADR (BABA) | 59.2 | B- | 77 | 76 | 74 | 78 | 43 | 53 | 33 | 20 | -7.4% |
| 14 | JD.com Inc ADR (JD) | 59.2 | B- | 77 | 74 | 66 | 67 | 65 | 49 | 32 | 36 | -5.0% |
| 15 | Vipshop Holdings Ltd ADR (VIPS) | 57.1 | C+ | 77 | 55 | 22 | 65 | 93 | 26 | 58 | 30 | +2.2% |
| 16 | Coupang Inc. (CPNG) | 47.9 | C | 77 | 66 | 53 | 72 | 21 | 32 | 21 | 12 | -13.2% |
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.