Internet Retail Stocks — Fair Value & Margin of Safety

Equity Rank covers 20 Internet Retail companies; 14 have a published model fair value, and 4 of those (29%) trade below the model estimate. The median model fair value sits 3.6% below the current price, under these model assumptions. Data as of 2026-10-22.

Source: Equity Rank — Internet Retail stocks. Model fair value is a multi-method blend (DCF, Graham Number, earnings power, sector multiples and more), recomputed after each U.S. market close.

Internet Retail stocks furthest below the model estimate

Among companies valued by at least five methods. A wide gap can also mean the models are missing something.

  1. RVLV — Revolve Group LLC: model fair value $28.77 vs. price $22.69, a model fair value differential of 26.8% above the current price (as of 2026-10-22)
  2. CHWY — Chewy Inc: model fair value $23.44 vs. price $22.33, a model fair value differential of 5.0% above the current price (as of 2026-10-22)
  3. EBAY — eBay Inc: model fair value $124.04 vs. price $122.04, a model fair value differential of 1.6% above the current price (as of 2026-10-22)

All 20 Internet Retail companies

TickerCompanyPriceModel fair valueGap
AMZNAmazon.com Inc$250.38$240.37-4.0%
BABAAlibaba Group Holding Ltd$101.81Not published—
PDDPDD Holdings Inc.$79.17Not published—
MELIMercadoLibre Inc.$1824.95$1765.85-3.2%
DASHDoorDash, Inc. Class A Common Stock$185.94$125.55-32.5%
EBAYeBay Inc$122.04$124.04+1.6%
SESea Ltd$75.69$74.33-1.8%
JDJD.com Inc Adr$25.68Not published—
CPNGCoupang LLC$13.99$14.55+4.0%
WWayfair Inc$113.49Not published—
CARTMaplebear Inc.$51.68$46.06-10.9%
CHWYChewy Inc$22.33$23.44+5.0%
ETSYEtsy, Inc.$90.00$79.26-11.9%
GLBEGlobal-E Online Ltd$41.33$34.59-16.3%
VIPSVipshop Holdings Limited$12.77Not published—
PTRNPattern Group Inc. Series A Common Stock$16.53$16.16-2.2%
RVLVRevolve Group LLC$22.69$28.77+26.8%
LQDTLiquidity Services Inc$44.40$32.15-27.6%
JMIAJumia Technologies AG$5.93Not published—
NEGGNewegg Commerce Inc$9.94$9.40-5.4%

Largest companies first. Gap = model fair value differential versus the current price; positive means the price sits below the model estimate. “Not published” means the models lacked reliable data.

Compare Internet Retail peers

AMZN vs MELI · AMZN vs DASH · AMZN vs EBAY · AMZN vs SE · MELI vs DASH · MELI vs EBAY · MELI vs SE · DASH vs EBAY · DASH vs SE · EBAY vs SE

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