Sector Analysis · 19 companies

Consumer Internet & Digital Platforms

Analytical Framework

GMV Growth, Take Rate, Monthly Active Users, Customer Acquisition Cost, Contribution Margin per Order

Avg Gross Margin

54.0%

Avg ROE

16.4%

Avg Revenue Growth

11.8%

Companies

Key Value Drivers

Sector Risks

−Regulatory antitrust risk, digital advertising cycle sensitivity, gig economy labour classification, geopolitical risk for China-linked platforms, and profitability timeline uncertainty.

Companies in this sector

19 companies · click to view financials

Ticker	Company	Industry	Exchange
AMZN	Amazon.com Inc.	E-Commerce & Cloud	NASDAQ	View →
BABA	Alibaba Group Holding Ltd.	E-Commerce & Cloud	NYSE	View →
SE	Sea Limited	Digital Platforms	NYSE	View →
SHOP	Shopify Inc.	E-Commerce Infrastructure	NYSE	View →
MELI	MercadoLibre Inc.	E-Commerce & Fintech	NASDAQ	View →
UBER	Uber Technologies Inc.	Ride-sharing & Delivery	NYSE	View →
JD	JD.com Inc.	E-Commerce	NASDAQ	View →
EBAY	eBay Inc.	E-Commerce Marketplace	NASDAQ	View →
ETSY	Etsy Inc.	E-Commerce Marketplace	NASDAQ	View →
BKNG	Booking Holdings Inc.	Online Travel	NASDAQ	View →
NFLX	Netflix Inc.	Streaming & Entertainment	NASDAQ	View →
SPOT	Spotify Technology S.A.	Audio Streaming	NYSE	View →
ABNB	Airbnb Inc.	Online Travel & Hospitality	NASDAQ	View →
DASH	DoorDash Inc.	Food Delivery	NYSE	View →
LYFT	Lyft Inc.	Ride-sharing	NASDAQ	View →
PINS	Pinterest Inc.	Social Media	NYSE	View →
SNAP	Snap Inc.	Social Media	NYSE	View →
GRAB	Grab Holdings Ltd.	Super-App & Digital Platforms	NASDAQ	View →
TCOM	Trip.com Group Ltd.	Online Travel	NASDAQ	View →