Ozon Holdings PLC Sponsored ADR (OZON) vs Vipshop Holdings Limited (VIPS)

Ozon Holdings PLC Sponsored ADR and Vipshop Holdings Limited are both Internet Retail companies. Vipshop Holdings Limited is the larger, with a market value of $4.9B against $2.4B — 2.0× the size. Ozon Holdings PLC Sponsored ADR has negative trailing earnings, so its P/E is not meaningful; Vipshop Holdings Limited trades at 4.0×. Ozon Holdings PLC Sponsored ADR grew revenue faster over the last twelve months: 57.7% against 5.97%. Vipshop Holdings Limited has the higher net margin (9.82% vs −11.1%) and the higher return on invested capital (34.2% vs −50.7%). Across the 17 metrics below, Vipshop Holdings Limited leads on 12 and Ozon Holdings PLC Sponsored ADR on 5.

Valuation

Metric OZON VIPS Internet Retail median
P/E n/m 3.99 22.73
P/S 0.49 0.39 0.64
P/B n/m 0.94 1.65
Price to free cash flow 51.87 1.51 14.11
EV/EBITDA n/m 1.04 15.68
EV/Sales 0.65 0.08 0.76
Earnings yield (34.05%) 25.04% (0.11%)
Free cash flow yield 1.93% 66.15% 0.00%

Profitability

Metric OZON VIPS Internet Retail median
Gross margin 36.25% 23.40% 43.51%
Operating margin (9.31%) 7.77% 0.08%
Net margin (11.09%) 9.82% 0.56%
Free cash flow margin 0.95% 0.00% 0.00%
Return on equity 2,071.44% 0.00% 0.00%
Return on assets (16.41%) 13.21% 0.00%
Return on invested capital (50.72%) 34.20% 0.00%

Growth

Metric OZON VIPS Internet Retail median
Revenue growth (TTM) 57.69% 5.97% 10.60%
EPS growth (last fiscal year) (10.13%) 2.54% —
Revenue growth, 5-year CAGR — (0.60%) 10.81%
Net income growth, 5-year CAGR — 2.73% 0.00%

Health

Metric OZON VIPS Internet Retail median
Debt to equity (8.33) 0.00 0.13
Current ratio 0.85 1.28 1.49
Net debt to EBITDA (2.64) (3.01) (0.25)

Dividend

Metric OZON VIPS Internet Retail median
Dividend yield — — —
Payout ratio 0.00 0.00 0.00

Size

Metric OZON VIPS Internet Retail median
Market cap 2.42b 4.92b 443.85m

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