Coupang, Inc. (CPNG) vs Global-e Online Ltd. (GLBE)
Coupang, Inc. and Global-e Online Ltd. are both Internet Retail companies. Coupang, Inc. is the larger, with a market value of $25.1B against $6.9B — 3.7× the size. Coupang, Inc. has negative trailing earnings, so its P/E is not meaningful; Global-e Online Ltd. trades at 44.1×. Global-e Online Ltd. grew revenue faster over the last twelve months: 31.4% against 9.92%. Global-e Online Ltd. has the higher net margin (13.9% vs −2.16%) and the higher return on invested capital (26.5% vs 0.00%). Across the 20 metrics below, Global-e Online Ltd. leads on 17 and Coupang, Inc. on 3.
Valuation
Profitability
| Metric | CPNG | GLBE | Internet Retail median |
|---|---|---|---|
| Gross margin | 28.35% | 45.22% | 43.51% |
| Operating margin | (1.77%) | 14.25% | 0.08% |
| Net margin | (2.16%) | 13.87% | 0.56% |
| Free cash flow margin | 0.30% | 26.16% | 0.00% |
| Return on equity | (19.99%) | 16.96% | 0.00% |
| Return on assets | (4.35%) | 11.96% | 0.00% |
| Return on invested capital | 0.00% | 26.46% | 0.00% |
Growth
Health
Dividend
Size
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