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Online Consumer & Digital Retail

E-commerce and internet consumer platforms.

The consumer has moved online — e-commerce marketplaces, internet platforms and the digital brands taking share from physical retail. This collection gathers the largest online-consumer and internet names, ranked by market cap.

261 stocksSorted by market capUpdated 22 Aug 2026

Why it matters

E-commerce and internet consumer platforms. This group spans defensive demand, consumer behaviour, rates exposure and innovation, so business-model quality matters more than the label.

What to check next

Compare pricing power, repeat demand, margins, regulatory risk and the sensitivity of each company to interest rates or consumer weakness.

Main risk

A theme can hide very different risk profiles: biotech, insurers, online retail and property all respond to different drivers.

Showing the 40 largest of 261 — sort or filter to explore the rest.

Company Market Market Cap Reward Risk Yield
Alphabet Inc Class AGOOGL$4.2T64450.3%
Amazon.com IncAMZN$2.8T6145
Meta Platforms Inc.META$1.5T63560.4%
Tencent Holdings LtdTCTZF$595.6B46456.3%
Alibaba Group Holding LtdBABA$296.8B48670.9%
Naspers LimitedNAPRF$215.4B38560.1%
PDD Holdings Inc.PDD$120.7B7745
Prosus NV ADRPROSY$112.8B46470.4%
Spotify Technology SASPOT$105.4B6656
DoorDash, Inc. Class A Common StockDASH$94.6B7556
MercadoLibre Inc.MELI$93.5B7547
Sea LtdSE$78.5B7556
Nebius Group N.V.NBIS$75.5B6072
MeituanMPNGF$67.7B6445
Recruit Holdings Co LtdRCRRF$62.6B73560.4%
eBay IncEBAY$45.9B53321.1%
JD.com Inc AdrJD$43.1B52453.4%
Kuaishou TechnologyKSHTY$38.8B62560.0%
Baidu IncBIDU$35.2B3167
Reddit, Inc.RDDT$34.3B7572
Coupang LLCCPNG$29.0B5956
NAVER CorpNHNCF$23.9B6980.7%
Z Holdings CorporationYAHOF$17.2B65472.0%
REA Group LimitedRPGRF$16.4B74452.1%
Tencent Music Entertainment GroupTME$14.5B61562.7%
Pinterest IncPINS$13.6B7756
Wayfair IncW$13.4B5173
Rakuten Group IncRKUNF$12.8B4656
Rakuten Inc ADRRKUNY$11.6B4945
Maplebear Inc.CART$11.3B7545
Chewy IncCHWY$9.2B6556
Snap IncSNAP$9.1B4965
Match Group IncMTCH$8.9B75422.1%
Allegro.eu SAALEGF$8.3B6731
Scout24 AGSCOTF$8.2B59450.0%
Zalando SEZLDSF$7.9B4645
Zillow Group IncZG$7.6B5456
Etsy, Inc.ETSY$7.3B6656
Bilibili IncBILI$7.3B6256
Global-E Online LtdGLBE$7.1B8456

Frequently asked questions

What is the Online Consumer & Digital Retail collection?

E-commerce and internet consumer platforms. It currently holds 261 stocks, each rated by Openbook's Reward and Risk scores. The consumer has moved online — e-commerce marketplaces, internet platforms and the digital brands taking share from physical retail.

How are Online Consumer & Digital Retail stocks selected?

Constituents are chosen by a rules-based screen over the full UK and US common-stock universe, then ranked by market capitalisation.

How often is the Online Consumer & Digital Retail list updated?

It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.

How should I use the Reward and Risk ratings?

Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.

Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.