Baozun Inc. (BZUN) vs Hour Loop, Inc. (HOUR)

Baozun Inc. and Hour Loop, Inc. are both Internet Retail companies. Baozun Inc. is the larger, with a market value of $157.9M against $62.0M — 2.5× the size. Baozun Inc. has negative trailing earnings, so its P/E is not meaningful; Hour Loop, Inc. trades at 38.6×. Baozun Inc. grew revenue faster over the last twelve months: 15.2% against 10.8%. Hour Loop, Inc. has the higher net margin (1.14% vs −1.29%) and the higher return on invested capital (18.6% vs 3.39%). Across the 19 metrics below, Baozun Inc. leads on 11 and Hour Loop, Inc. on 8.

Valuation

Metric BZUN HOUR Internet Retail median
P/E n/m 38.58 22.73
P/S 0.11 0.40 0.64
P/B 0.21 6.89 1.65
Price to free cash flow 10.53 n/m 14.11
EV/EBITDA n/m 26.48 15.68
EV/Sales (0.05) 0.43 0.76
Earnings yield (11.22%) 2.59% (0.11%)
Free cash flow yield 9.50% (0.21%) 0.00%

Profitability

Metric BZUN HOUR Internet Retail median
Gross margin 74.20% 51.49% 43.51%
Operating margin 1.98% 1.53% 0.08%
Net margin (1.29%) 1.14% 0.56%
Free cash flow margin 1.06% (0.08%) 0.00%
Return on equity (2.91%) 21.79% 0.00%
Return on assets (1.44%) 7.12% 0.00%
Return on invested capital 3.39% 18.56% 0.00%

Growth

Metric BZUN HOUR Internet Retail median
Revenue growth (TTM) 15.23% 10.79% 10.60%
EPS growth (last fiscal year) (42.86%) 150.00% —
Revenue growth, 5-year CAGR 0.95% 29.80% 10.81%
Net income growth, 5-year CAGR 0.00% (14.93%) 0.00%

Health

Metric BZUN HOUR Internet Retail median
Debt to equity 0.23 0.00 0.13
Current ratio 1.90 1.49 1.49
Net debt to EBITDA (5.73) (1.43) (0.25)

Dividend

Metric BZUN HOUR Internet Retail median
Dividend yield — — —
Payout ratio 0.00 0.00 0.00

Size

Metric BZUN HOUR Internet Retail median
Market cap 157.91m 61.95m 443.85m

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