Standard classifications describe what a company files as, not what it's a bet on. This is a curated list of the E-commerce names in our US universe: the pure-plays, plus the larger companies for which E-commerce is a real, reported driver rather than a passing mention. Each carries the same 0–100 quality-growth score used everywhere on the site (how it's built), and re-scores every trading day.
| # | Ticker | Company | Score |
|---|---|---|---|
| 1 | MELIInternet Retail | MercadoLibre, Inc. | 72.8 |
| 2 | SEInternet Retail | Sea Limited | 71.4 |
| 3 | CHWYInternet Retail | Chewy, Inc. | 69.1 |
| 4 | PDDInternet Retail | PDD Holdings Inc. | 68.1 |
| 5 | ETSYInternet Retail | Etsy, Inc. | 59.5 |
| 6 | SHOPSoftware | Shopify Inc. | 57.3 |
| 7 | AMZNInternet Retail | Amazon.com, Inc. | 56.6 |
| 8 | JDInternet Retail | JD.com, Inc. | 56.6 |
| 9 | EBAYInternet Retail | eBay Inc. | 56.1 |
| 10 | GLBEInternet Retail | Global-E Online Ltd. | 54.8 |
| 11 | CPNGInternet Retail | Coupang, Inc. | 49.9 |
| 12 | ABNBTravel & Leisure | Airbnb, Inc. | 44.5 |
| 13 | BABAInternet Retail | Alibaba Group Holding Limited | 39.4 |
| 14 | DASHInternet Retail | DoorDash, Inc. | 31.7 |
| 15 | WInternet Retail | Wayfair Inc. | 26.7 |
The 15 members report under 3 different industries, which is exactly why no standard sector view groups them:
Average pillar scores across the 15 scored members, against every stock the model scores:
| Pillar | E-commerce | Market | Read |
|---|---|---|---|
| Quality | 64.6 | 56.5 | 8.1 above |
| Growth | 71.9 | 58.8 | 13.1 above |
| Value | 47.8 | 44.8 | 3.0 above |
Pillars run 0–100 against sector peers. A low Value reading means the group is expensive relative to what it earns, not that the businesses are weak — for an early-stage theme that is the normal shape.
Scores across the group run from MELI at 72.8 down to W at 26.7, with a median of 56.6. 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.
Across the 15 E-commerce names with a reading, the median forward earnings estimate is rising — +1.3% over 90 days, ahead of the market (+0.3%). 8 of 15 are being revised up, 5 down.
Forward earnings estimates implied by price ÷ forward P/E, both captured at the same moment each trading day since June 2026, so a moving share price does not move these figures — only a changed forecast does. Estimate direction is not part of the Bull Rankings score. Biggest movers across the market →