Coupang (NYSE:CPNG) vs. Global-e Online (NASDAQ:GLBE) Critical Comparison

Coupang (NYSE:CPNG) and Global-e Online (NASDAQ:GLBE) are both retail/wholesale companies, but which is the superior stock? We will compare the two companies based on the strength of their valuation, earnings, risk, dividends, institutional ownership, analyst recommendations and profitability.

Insider & Institutional Ownership

83.7% of Coupang shares are owned by institutional investors. Comparatively, 94.6% of Global-e Online shares are owned by institutional investors. 12.8% of Coupang shares are owned by insiders. Comparatively, 11.6% of Global-e Online shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Valuation & Earnings

This table compares Coupang and Global-e Online”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Coupang	$34.53 billion	1.09	$208.00 million	$0.12	171.68
Global-e Online	$962.20 million	5.79	$68.27 million	$0.37	88.78

Coupang has higher revenue and earnings than Global-e Online. Global-e Online is trading at a lower price-to-earnings ratio than Coupang, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Coupang and Global-e Online’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Coupang	0.60%	4.52%	1.18%
Global-e Online	7.10%	7.46%	5.31%

Analyst Ratings

This is a breakdown of current ratings and recommmendations for Coupang and Global-e Online, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Coupang	2	3	6	0	2.36
Global-e Online	0	2	12	1	2.93

Coupang presently has a consensus target price of $26.70, indicating a potential upside of 29.60%. Global-e Online has a consensus target price of $47.15, indicating a potential upside of 43.54%. Given Global-e Online’s stronger consensus rating and higher probable upside, analysts clearly believe Global-e Online is more favorable than Coupang.

Volatility & Risk

Coupang has a beta of 1.16, suggesting that its share price is 16% more volatile than the S&P 500. Comparatively, Global-e Online has a beta of 1.28, suggesting that its share price is 28% more volatile than the S&P 500.

Summary

Global-e Online beats Coupang on 11 of the 15 factors compared between the two stocks.

About Coupang

Coupang, Inc., together with its subsidiaries owns and operates retail business through its mobile applications and Internet websites primarily in South Korea. The company operates through Product Commerce and Developing Offerings segments. It sells various products and services in the categories of home goods and décor products, apparel, beauty products, fresh food and groceries, sporting goods, electronics, and everyday consumables, as well as travel, and restaurant order and delivery services. In addition, the company offers Rocket Fresh, which offers fresh groceries; Coupang Eats, a restaurant ordering and delivery services; and Coupang Play, an online content streaming services, as well as advertising products. It also performs operations and support services in the United States, South Korea, Taiwan, Singapore, China, Japan, and India. Coupang, Inc. was incorporated in 2010 and is headquartered in Seattle, Washington.

About Global-e Online

Global-E Online Ltd., together with its subsidiaries, provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online and merchants to sell from, and to, worldwide. The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.