Coupang vs Wayfair
CPNG and W side by side, both in nonstore retailers. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CPNG and W compare
Coupang is the larger company, worth 1.6 times as much as Wayfair ($25.8B against $15.9B).
Coupang grew revenue faster over the last twelve months (9.9% versus 7.5% for Wayfair).
Coupang keeps more of each dollar of sales as profit, with a net margin of −2.2% compared with −2.5% at Wayfair.
Wayfair scores higher on the StockData Score (4 against 3 for Coupang), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CPNG | W |
|---|---|---|
| Size and price | ||
| Market cap | $25.8B | $15.9B |
| Share price | $14.37 | $115.91 |
| Change, 1 year | −55.2% | 11.9% |
| Change, 5 years | −52.0% | −52.9% |
| Beta (5Y) | 1.17 | 2.76 |
| Employees | 108K | 13K |
| StockData Score | ||
| Total score | 3 | 4 (better) |
| Valuation score | 0 | 0 |
| Growth score | 2 (better) | 1 |
| Performance score | 0 | 1 (better) |
| Health score | 1 | 2 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 0.7× (better) | 1.2× |
| EV/EBITDA | – | 35.6× |
| P/FCF | 261× | 28.2× (better) |
| FCF yield | 0.38% | 3.5% (better) |
| Fair value | $13.41 | $38.08 |
| Margin of safety | −7.2% (better) | −204% |
| Growth | ||
| Revenue growth (TTM) | 9.9% (better) | 7.5% |
| Revenue growth, 5Y average | 23.6% (better) | −2.5% |
| Net income growth (TTM) | −310% | – |
| EPS growth (TTM) | −315% | – |
| Profitability | ||
| Gross margin | 28.4% | 30.1% (better) |
| Operating margin | −1.8% | 1.7% (better) |
| Net margin | −2.2% (better) | −2.5% |
| FCF margin | 0.28% | 4.4% (better) |
| Financial health | ||
| Net debt / EBITDA | – | 3.36 |
| Interest coverage | −8.3× | – |
| Current ratio | 0.87 (better) | 0.74 |
| Altman Z-score | 2.51 | 3.67 (better) |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Buyback yield | 4.2% | – |
| Shareholder yield | 4.2% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 75.3% | 89.5% |
| Held by insiders | 46.8% | 15.0% |
| Insider net buying, 12 months | $131M (better) | −$188M |
| Superinvestors holding | 8 | – |
| Short interest, % of float | 8.3% | 10.3% |
Go deeper
- CPNG stock overview
- CPNG income statement
- CPNG valuation and score
- W stock overview
- W income statement
- W valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.