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2022-02-21
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As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023<blockquote>随着投资者惩罚Shopify，这15家电子商务公司预计到2023年销售额增长最快</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":638227680,"tweetId":"638227680","gmtCreate":1645398368611,"gmtModify":1645398368873,"author":{"id":3583232588242926,"idStr":"3583232588242926","authorId":3583232588242926,"authorIdStr":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Ok</p></body></html>","htmlText":"<html><head></head><body><p>Ok</p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/638227680","repostId":2212867177,"repostType":4,"repost":{"id":"2212867177","kind":"highlight","pubTimestamp":1645329608,"share":"https://www.laohu8.com/m/news/2212867177?lang=zh_CN&edition=full","pubTime":"2022-02-20 12:00","market":"us","language":"en","title":"As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023<blockquote>随着投资者惩罚Shopify，这15家电子商务公司预计到2023年销售额增长最快</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2212867177","media":"MarketWatch","summary":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or mo","content":"<p><html><head></head><body>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or more</p><p><blockquote><html><head></head><body>分析师表示，Uber、Carvana以及Shopify的销售额将以年化30%或更高的速度增长</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0972bfe1f39b9951cc40461d88665e56\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>Shopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopify、Uber和Carvana等电子商务公司预计将在2023年实现最佳销售增长。</span></p></blockquote></p><p>Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.</p><p><blockquote>Shopify在2月15日收盘后报告称，第四季度业绩井喷，销售额同比增长41%。</blockquote></p><p>Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.</p><p><blockquote>销售是处于电子商务转型前沿的公司的主要目标。但Shopify的股价在接下来的两个交易日内下跌了26%，尽管该公司公布的业绩超出了分析师的收入和盈利预期。</blockquote></p><p>The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.</p><p><blockquote>《巴伦周刊》的上述标题阐明了任何高估值科技股在这种市场环境下面临的问题：即使在零售销售好于预期的经济增长中，如果一家公司自己未来几个月的销售前景令投资者失望，该股也可能崩溃。</blockquote></p><p>While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.</p><p><blockquote>虽然我们无法预测哪些高估值的电子商务公司可能会下一个让投资者失望的公司，但我们可以展望未来，看看哪些公司有望最快地增加销售额。以下是来自三只电子商务交易所交易基金持有的这些预期快速增长的股票列表。</blockquote></p><p><b>A high valuation in a touchy market</b></p><p><blockquote><b>敏感市场中的高估值</b></blockquote></p><p>Here's a three-year price chart for <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:</p><p><blockquote>这是三年价格图表<a href=\"https://laohu8.com/S/SHOP\">Shopify公司</a>.(SHOP.T)截至2月15日收盘——即该公司公布第四季度业绩之前：</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c135df5da79b693cf14c512dafb474e\" tg-width=\"700\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/><span>FACTSET</span></p><p><blockquote><p class=\"t-img-caption\"><span>FACTSET</span></p></blockquote></p><p>The stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..</p><p><blockquote>在Shopify公布第四季度业绩之前，该股三年内上涨了五倍。该股的交易价格是FactSet调查的分析师普遍预期销售预期的14.5倍。与标普500的价格/销售额估值2.6，亚马逊等知名互联网服务企业的价格/销售额估值2.9相比，这是一个非常高的估值。</blockquote></p><p>Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.</p><p><blockquote>投资者为Shopify的股票付出了高昂的代价。话又说回来，该股在2020年7月的交易价格高达预期预期的47.1倍。</blockquote></p><p><b>Three ecommerce ETFs</b></p><p><blockquote><b>三只电子商务ETF</b></blockquote></p><p>In order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:</p><p><blockquote>为了列出用于屏幕的电子商务股票列表，我们研究了三只专注于该行业群体的ETF：</blockquote></p><p><ul><li>The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.</li><li>The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”</li><li>The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.</li></ul>Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:</p><p><blockquote><ul><li>ProShares在线零售ETF管理着5.81亿美元的资产，持有39只股票。它高度集中，亚马逊占投资组合的25%，阿里巴巴-SW集团控股有限公司是第二大持股，占13.6%。第三大持股是eBay Inc.，持股4.5%。</li><li>Amplify Online Retail ETF拥有4.75亿美元资产，持有79只股票。个股在投资组合中的权重相等，投资组合本身对美国的权重为70%。FactSet表示，这种方法“可以防止亚马逊等巨头主导投资组合，但也会对规模较小、风险可能更大的公司产生偏见。”</li><li>Global X电子商务ETF拥有1.51亿美元的资产。它持有40只股票，并按市值调整了权重。其前五名持股占投资组合的13.1%。Expedia Group Inc.是最大的持股公司，持股比例为6.7%，其次是Booking Holdings Inc.，持股比例为6.4%，京东公司持股比例为5.5%。</li></ul>按照ETF的规模顺序，以下是根据FactSet调查的分析师的一致估计，预计到2023年每股销售额的复合年增长率(CAGR)：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f18eabe068db738de93011466468f122\" tg-width=\"929\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Ecommerce stock screen</b></p><p><blockquote><b>电子商务股票屏幕</b></blockquote></p><p>Together, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.</p><p><blockquote>这三只ETF总共持有78只股票。其中，至少有5名分析师接受了FactSet的预估、评级和价格目标调查。</blockquote></p><p>Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.</p><p><blockquote>以下是分析师预计到2023年销售额复合年增长率最高的15家公司。普遍的销售额估计为数百万美元。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad28766966168ede9e093a011d49c414\" tg-width=\"935\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p>Leaving the list in the same order, here's a summary of analysts' opinions about the stocks:</p><p><blockquote>按照相同的顺序排列，以下是分析师对这些股票的看法摘要：</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3049f96cafa935056f64a58272362c2\" tg-width=\"938\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><span>Souce: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023<blockquote>随着投资者惩罚Shopify，这15家电子商务公司预计到2023年销售额增长最快</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023<blockquote>随着投资者惩罚Shopify，这15家电子商务公司预计到2023年销售额增长最快</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2022-02-20 12:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or more</p><p><blockquote><html><head></head><body>分析师表示，Uber、Carvana以及Shopify的销售额将以年化30%或更高的速度增长</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0972bfe1f39b9951cc40461d88665e56\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>Shopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopify、Uber和Carvana等电子商务公司预计将在2023年实现最佳销售增长。</span></p></blockquote></p><p>Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.</p><p><blockquote>Shopify在2月15日收盘后报告称，第四季度业绩井喷，销售额同比增长41%。</blockquote></p><p>Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.</p><p><blockquote>销售是处于电子商务转型前沿的公司的主要目标。但Shopify的股价在接下来的两个交易日内下跌了26%，尽管该公司公布的业绩超出了分析师的收入和盈利预期。</blockquote></p><p>The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.</p><p><blockquote>《巴伦周刊》的上述标题阐明了任何高估值科技股在这种市场环境下面临的问题：即使在零售销售好于预期的经济增长中，如果一家公司自己未来几个月的销售前景令投资者失望，该股也可能崩溃。</blockquote></p><p>While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.</p><p><blockquote>虽然我们无法预测哪些高估值的电子商务公司可能会下一个让投资者失望的公司，但我们可以展望未来，看看哪些公司有望最快地增加销售额。以下是来自三只电子商务交易所交易基金持有的这些预期快速增长的股票列表。</blockquote></p><p><b>A high valuation in a touchy market</b></p><p><blockquote><b>敏感市场中的高估值</b></blockquote></p><p>Here's a three-year price chart for <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:</p><p><blockquote>这是三年价格图表<a href=\"https://laohu8.com/S/SHOP\">Shopify公司</a>.(SHOP.T)截至2月15日收盘——即该公司公布第四季度业绩之前：</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c135df5da79b693cf14c512dafb474e\" tg-width=\"700\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/><span>FACTSET</span></p><p><blockquote><p class=\"t-img-caption\"><span>FACTSET</span></p></blockquote></p><p>The stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..</p><p><blockquote>在Shopify公布第四季度业绩之前，该股三年内上涨了五倍。该股的交易价格是FactSet调查的分析师普遍预期销售预期的14.5倍。与标普500的价格/销售额估值2.6，亚马逊等知名互联网服务企业的价格/销售额估值2.9相比，这是一个非常高的估值。</blockquote></p><p>Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.</p><p><blockquote>投资者为Shopify的股票付出了高昂的代价。话又说回来，该股在2020年7月的交易价格高达预期预期的47.1倍。</blockquote></p><p><b>Three ecommerce ETFs</b></p><p><blockquote><b>三只电子商务ETF</b></blockquote></p><p>In order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:</p><p><blockquote>为了列出用于屏幕的电子商务股票列表，我们研究了三只专注于该行业群体的ETF：</blockquote></p><p><ul><li>The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.</li><li>The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”</li><li>The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.</li></ul>Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:</p><p><blockquote><ul><li>ProShares在线零售ETF管理着5.81亿美元的资产，持有39只股票。它高度集中，亚马逊占投资组合的25%，阿里巴巴-SW集团控股有限公司是第二大持股，占13.6%。第三大持股是eBay Inc.，持股4.5%。</li><li>Amplify Online Retail ETF拥有4.75亿美元资产，持有79只股票。个股在投资组合中的权重相等，投资组合本身对美国的权重为70%。FactSet表示，这种方法“可以防止亚马逊等巨头主导投资组合，但也会对规模较小、风险可能更大的公司产生偏见。”</li><li>Global X电子商务ETF拥有1.51亿美元的资产。它持有40只股票，并按市值调整了权重。其前五名持股占投资组合的13.1%。Expedia Group Inc.是最大的持股公司，持股比例为6.7%，其次是Booking Holdings Inc.，持股比例为6.4%，京东公司持股比例为5.5%。</li></ul>按照ETF的规模顺序，以下是根据FactSet调查的分析师的一致估计，预计到2023年每股销售额的复合年增长率(CAGR)：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f18eabe068db738de93011466468f122\" tg-width=\"929\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Ecommerce stock screen</b></p><p><blockquote><b>电子商务股票屏幕</b></blockquote></p><p>Together, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.</p><p><blockquote>这三只ETF总共持有78只股票。其中，至少有5名分析师接受了FactSet的预估、评级和价格目标调查。</blockquote></p><p>Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.</p><p><blockquote>以下是分析师预计到2023年销售额复合年增长率最高的15家公司。普遍的销售额估计为数百万美元。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad28766966168ede9e093a011d49c414\" tg-width=\"935\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p>Leaving the list in the same order, here's a summary of analysts' opinions about the stocks:</p><p><blockquote>按照相同的顺序排列，以下是分析师对这些股票的看法摘要：</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3049f96cafa935056f64a58272362c2\" tg-width=\"938\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><span>Souce: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","TCOM":"携程网","SHOP":"Shopify Inc","PDD":"拼多多","CVNA":"Carvana Co."},"source_url":"https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212867177","content_text":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or moreShopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.A high valuation in a touchy marketHere's a three-year price chart for Shopify Inc. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:FACTSETThe stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.Three ecommerce ETFsIn order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:Ecommerce stock screenTogether, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.Source: FactSetLeaving the list in the same order, here's a summary of analysts' opinions about the stocks:Souce: FactSet","news_type":1,"symbols_score_info":{"SHOP":1,"TCOM":0.9,"CVNA":0.9,"UBER":0.9,"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":3459,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/638227680"}
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