The theme: Online marketplaces and the merchant infrastructure beneath them — storefront platforms, cross-border logistics and the delivery networks that close the loop. Yahoo scatters these across Internet Retail, Software - Application and Specialty Retail; the shared driver is the shift of commerce online, not the filing category.
13 of these 15 file under Internet Retail alone — few themes lean this heavily on a single industry.
The E-commerce group at a glance
Where these companies are filed
The 15 members report under 3 different industries, which is exactly why no standard sector view groups them:
Internet Retail13
Software - Application1
Travel Services1
What kind of businesses these are
Average pillar scores across the 15 scored members, against every stock the model scores:
Pillar
E-commerce
Market
Read
Quality
63.9
57.7
6.2 above
Growth
76.8
58.0
18.8 above
Value
40.3
38.4
in line
Pillars run 0–100, and Value is judged against sector peers.
Most of this list sits near its own top end: the median name scores 56.7 against SE at 77.9, with BABA at 21.9 the one straggler below. A theme is a thesis, not a quality filter — membership says a company is exposed to E-commerce, and the score says what the model makes of the business.
Where analysts are moving on E-commerce
Across the 15 E-commerce names with a reading, the median forward earnings estimate is rising — +2.0% over 90 days, ahead of the market (+0.5%). The split is one-sided: 9 of the 15 moving up against 3 down.
Estimates implied by price ÷ forward P/E, captured together each trading day since June 2026, and outside the Bull Rankings score. How this is measured, across the market →
Common questions
What counts as an E-commerce stock?
Online marketplaces and the merchant infrastructure beneath them — storefront platforms, cross-border logistics and the delivery networks that close the loop. Yahoo scatters these across Internet Retail, Software - Application and Specialty Retail; the shared driver is the shift of commerce online, not the filing category. The companies are hand-picked by Bartholomew Chupka Jr., the site's founder, from the stocks in our US coverage.
How are the best E-commerce stocks ranked?
Each name is scored on the Bull Rankings quality-growth model — one 0–100 score blending business quality, growth, and valuation — the same score used everywhere on the site.
Are analysts raising or cutting E-commerce earnings estimates?
Across the 15 E-commerce names with a reading, the median forward earnings estimate is rising — +2.0% over 90 days, ahead of the market (+0.5%). The split is one-sided: 9 of the 15 moving up against 3 down. Estimates are implied by price divided by forward P/E, captured together each trading day so only a changed forecast moves the figure, and they sit outside the Bull Rankings score.
How often is the ranking updated?
The universe is re-scored every trading day after the US market close, so the ranking reflects the latest fundamentals and prices.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.