Vipshop vs Wayfair
VIPS 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 VIPS and W compare
Wayfair grew revenue faster over the last twelve months (7.9% versus −2.3% for Vipshop).
Vipshop keeps more of each dollar of sales as profit, with a net margin of 6.8% compared with −1.2% at Wayfair.
Vipshop scores higher on the StockData Score (8 against 4 for Wayfair), 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 | VIPS | W |
|---|---|---|
| Size and price | ||
| Market cap | – | $15.7B |
| Share price | $13.17 | $114.43 |
| Change, 1 year | −33.1% | 1.7% |
| Change, 5 years | 31.2% | −58.4% |
| Beta (5Y) | 0.70 | 2.75 |
| Employees | 15K | 13K |
| StockData Score | ||
| Total score | 8 (better) | 4 |
| Valuation score | 0 | 0 |
| Growth score | 1 | 1 |
| Performance score | 3 (better) | 1 |
| Health score | 4 (better) | 2 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | – | 1.2× |
| EV/EBITDA | – | 31.2× |
| P/FCF | – | 26.0× |
| FCF yield | – | 3.8% |
| Fair value | – | $47.00 |
| Margin of safety | – | −143% |
| Growth | ||
| Revenue growth (TTM) | −2.3% | 7.9% (better) |
| Revenue growth, 5Y average | 0.78% (better) | −2.5% |
| Net income growth (TTM) | −6.4% | – |
| EPS growth (TTM) | −1.4% | – |
| EPS growth, 5Y average | 10.6% | – |
| Profitability | ||
| Gross margin | 23.1% | 30.0% (better) |
| Operating margin | 7.7% (better) | 2.1% |
| Net margin | 6.8% (better) | −1.2% |
| FCF margin | 5.2% (better) | 4.6% |
| Return on equity | 17.9% | – |
| Return on invested capital | 40.3% | – |
| Financial health | ||
| Debt / equity | 0.14 | – |
| Net debt / EBITDA | −2.82 | 2.68 (better) |
| Interest coverage | 90.4× | – |
| Current ratio | 1.28 (better) | 0.67 |
| Altman Z-score | – | 3.59 |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Payout ratio | 24.8% | – |
| Shareholder yield | – | 0.00% |
| Ownership | ||
| Held by institutions | – | 89.5% |
| Held by insiders | 45.1% | 15.0% |
| Insider net buying, 12 months | −$951K (better) | −$199M |
| Superinvestors holding | 1 | – |
| Short interest, % of float | – | 8.4% |
Go deeper
- VIPS stock overview
- VIPS income statement
- VIPS 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.