Industry deep-dive
Internet Retail
Every super-investor and insider move tracked across 19 tickers in this industry.
Tickers
19
Combined value
$198.30B
Insider net (30d)
−$75.4M
Congress trades (30d)
3
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest internet retail books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | T. Rowe Price | $41.27B |
| 2 | Norges Bank Norway SWF | $37.82B |
| 3 | Baillie Gifford & Co | $28.02B |
| 4 | Wellington Management | $17.90B |
| 5 | Ken Fisher Fisher Asset Mgmt | $8.84B |
| 6 | Dodge & Cox | $7.00B |
| 7 | Chase Coleman Tiger Global | $4.96B |
| 8 | Sands Capital Management | $4.71B |
| 9 | Ken Griffin Citadel Advisors | $4.19B |
| 10 | Boykin Curry Eagle Capital | $3.59B |
| 11 | AQR Capital Management | $3.29B |
| 12 | Philippe Laffont Coatue | $3.28B |
Internet Retail valuation
Per-ticker scatter · medians from 1 covered tickers
P/E TTM
1 tickers
34.5×
median multiple
34.5×Internet Retail cohort35.5×
P/S TTM
1 tickers
3.8×
median multiple
3.8×Internet Retail cohort4.8×
P/B TTM
1 tickers
6.5×
median multiple
6.5×Internet Retail cohort7.5×
Gross margin
1 tickers
50.3%
median TTM
50.3%Internet Retail cohort150.3%
Operating margin
1 tickers
11.2%
median TTM
11.2%Internet Retail cohort111.2%
ROE
1 tickers
21.9%
median TTM
21.9%Internet Retail cohort121.9%
ROIC
1 tickers
10.7%
median TTM
10.7%Internet Retail cohort110.7%
Cohort detail · top 1 by data coverage
| Ticker | P/E | P/S | P/B |
|---|---|---|---|
| AMZN | 34.5× | 3.8× | 6.5× |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $128.24B |
| 2 | MELI | MERCADOLIBRE INC | $14.86B |
| 3 | SE | SEA LTD | $13.52B |
| 4 | DASH | DOORDASH INC | $11.02B |
| 5 | CPNG | COUPANG INC | $8.72B |
| 6 | PDD | PINDUODUO INC | $7.69B |
| 7 | BABA | ALIBABA GROUP HLDG LTD | $5.46B |
| 8 | W | WAYFAIR INC | $2.01B |
| 9 | CHWY | CHEWY INC | $1.72B |
| 10 | CART | MAPLEBEAR INC | $1.53B |
| 11 | ETSY | ETSY INC | $1.16B |
| 12 | EBAY | EBAY INC. | $1.12B |
| 13 | JD | JD.COM INC | $730.9M |
| 14 | VIPS | VIPSHOP HOLDINGS LIMITED | $111.0M |
| 15 | RERE | ATRENEW INC | $100.6M |
| 16 | LQDT | LIQUIDITY SVCS INC | $90.4M |
| 17 | JMIA | JUMIA TECHNOLOGIES AG | $79.2M |
| 18 | RVLV | REVOLVE GROUP INC | $76.3M |
| 19 | TDUP | THREDUP INC | $53.0M |