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miniming Почетный гость
Зарегистрирован: 20.12.2020 Сообщения: 146
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Добавлено: Чт Июн 24, 2021 7:45 am Заголовок сообщения: Carvana, EBay, PayPal: E-Commerce Stocks Have Room |
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Carvana, EBay, PayPal: E-Commerce Stocks Have Room For Gains Despite The Re-Opening
Our theme of E-Commerce Stocks – which is comprised of U.S.-based e-commerce companies as well as logistics, and digital payment players – is up by 18% year-to-date, outperforming the broader Nasdaq-100 which is up by about 11% over the same period. The gains come despite a sharp decline in U.S. Covid-19 cases, with people poised to start venturing out of their homes and spending more at brick and mortar retailers. However, we still believe that e-commerce remains a compelling theme that benefits from multiple secular trends as consumer behavior is likely to have undergone a significant shift following Covid-19. For example, consumers are likely to continue to make fewer trips to physical stores for everyday items while becoming more open to shopping online for categories such as used cars and household products, which are traditional strongholds of physical stores. Below is a bit more about how some of the stocks in our theme have fared.
Wayfair (W) a company that sells furniture and home goods online, has been the strongest performer within our theme, with its stock up by about 35% year-to-date, driven by a booming housing market and its relatively attractive valuation compared to other e-commerce names.
Carvana (CVNA), an online used car retailer, has seen its stock rise by almost 23% year-to-date, driven by rising used car demand and increasing willingness by consumers to buy big-ticket items such as cars online, without test drives. The stock has also seen multiple analyst upgrades. slot pg
eBay (EBAY) stock has gained about 28% year-to-date, driven by stronger demand growth over the last year and also due to the company’s lower valuation multiples which have helped it capitalize on the rotation from high-growth to value names over the last few months.
PayPal Holdings (PYPL) stock has risen by almost 21% year-to-date. The company recently signaled that it would be raising the fees it charges merchants for digital payments, a move that investors and analysts view as being very positive for its bottom line. |
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