E-Ticaret & İnternet — US Sektör Analizi

Total Market Cap 5,931.1B

P/E (Weighted)Price to Earnings ratio. 61.05 Medyan: 40.29

P/B (Weighted)Price to Book ratio. 5.00 Medyan: 5.00

P/E (Arithmetic)Simple average P/E. 47.41

Avg Lothien ScoreFinancial health score (0-100). 56

Avg DamodaranDamodaran scoring model. 56

Avg PotentialExpected upside potential %. +5.4%

Avg Dalio ScoreDalio debt cycle score. 77

Distributions

Lothien Distribution

0–25

25–40

40–55

55–70

70–100

Damodaran Distribution

0–25

25–40

40–55

55–70

70–100

Upside Potential

-100% – -20%

-20% – +0%

+0% – +20%

+20% – +50%

+50%+

Stocks in Sector

Stock	PriceCurrent trading price.	Market CapTotal market capitalization.	FKPrice to Earnings ratio.	PD/DDPrice to Book ratio.	EV/EBITDAEnterprise Value / EBITDA.	ROICReturn on Invested Capital.	WACCWeighted Average Cost of Capital (WACC).	PUSLAFinancial health score (0-100).	DamodaranValuation score.	Intrinsic ValueFair value via DCF model.	Potential %Expected upside potential %.	Dalio RiskDalio Debt Cycle Score	Debt/EquityDebt to Equity ratio.
PDD	82.91	16.8B	1.13	0.30	0.35	29.3%	8.3%	87	90	248.73	+150.0%	93	0.03
BKNG	198.51	149.2B	29.57	—	16.34	55.6%	7.8%	70	70	288.40	+33.5%	88	-3.70
UBER	76.52	156.3B	18.30	6.31	26.69	12.1%	7.7%	68	61	103.87	+26.8%	73	0.50
JD	27.92	79.2B	17.00	2.36	13.16	7.6%	7.2%	66	40	42.86	+38.5%	82	0.48
ETSY	79.97	7.3B	40.29	—	17.14	45.2%	7.0%	65	72	117.91	+30.4%	58	-2.76
EBAY	104.49	46.5B	21.31	9.85	17.52	18.6%	7.9%	63	59	114.78	+7.4%	75	1.51
SE	112.15	66.8B	46.97	6.55	34.77	10.6%	7.7%	58	56	119.17	+4.7%	81	0.42
CPNG	16.02	26.3B	67.35	5.54	16.37	24.9%	7.6%	56	67	16.66	+3.0%	74	1.04
MELI	1,984.32	100.6B	48.43	16.18	29.07	15.3%	7.5%	56	62	2,031.21	+1.8%	68	1.59
CHWY	24.10	9.9B	36.86	23.28	21.58	51.4%	9.3%	56	65	21.81	-7.1%	84	1.14
ABNB	182.62	108.6B	43.17	14.23	40.18	49.6%	8.1%	53	62	125.16	-23.6%	88	0.33
AMZN	254.90	2,749.4B	35.40	6.69	17.03	13.6%	7.8%	52	41	216.69	-10.8%	85	0.37
DASH	226.02	92.4B	99.83	9.06	55.85	8.3%	8.1%	40	31	98.48	-42.3%	85	0.32
BABA	112.14	2,140.5B	100.00	14.32	92.43	9.5%	8.1%	37	24	30.34	-54.7%	81	0.27
SHOP	139.40	168.5B	94.60	13.47	97.59	12.9%	8.2%	36	28	40.62	-53.1%	92	0.09
W	93.79	12.8B	—	—	139.56	19.9%	7.5%	33	61	64.84	-17.3%	28	-1.25

E-Commerce & Internet