vips/dang/litb comparison# Stock
r*l
1 楼
I did a little research. just compare dang, vips and litb
Q2 Rev Q3 guidance growth market cap Enterprise Value
vips: 351M ~137% 2.14B 1.82B
litb 72.2M ~35% 0.5B 0.9B
dang 243M ~23% 0.74B 0.5B
I used yahoo finance data. double-check numbers yourself if it influences
your decision
So there is good reason why vips is way more expensive than litb and dang.
Vips' numbers are splendid. If vips' numbers are real, they indeed are doing
a great job.
But bad news for litb is, if we put vips as benchmark, litb is still
expensive (at least not cheap) at this point (about $10). The real bad
number for Litb is that "35%" of Q3 gudance. 35% is toooooooooooo bad. No
wonder it dropped 40% after ER. Investors were looking for a number like 120
%. 35% is astonishingly bad.
For dang, I think it is at an ok level. All those companies, their values
are tied together. If one goes down or up, it will influence the others on
some level.
I have no suggestion to those guys who already bought litb. I just want to
point out litb is still not cheap if you compare it to its peers.
Q2 Rev Q3 guidance growth market cap Enterprise Value
vips: 351M ~137% 2.14B 1.82B
litb 72.2M ~35% 0.5B 0.9B
dang 243M ~23% 0.74B 0.5B
I used yahoo finance data. double-check numbers yourself if it influences
your decision
So there is good reason why vips is way more expensive than litb and dang.
Vips' numbers are splendid. If vips' numbers are real, they indeed are doing
a great job.
But bad news for litb is, if we put vips as benchmark, litb is still
expensive (at least not cheap) at this point (about $10). The real bad
number for Litb is that "35%" of Q3 gudance. 35% is toooooooooooo bad. No
wonder it dropped 40% after ER. Investors were looking for a number like 120
%. 35% is astonishingly bad.
For dang, I think it is at an ok level. All those companies, their values
are tied together. If one goes down or up, it will influence the others on
some level.
I have no suggestion to those guys who already bought litb. I just want to
point out litb is still not cheap if you compare it to its peers.
