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2022-02-21

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>

Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or mo

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"},"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":[],"wearingBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Ok</body></html>","htmlText":"<html><head></head><body>Ok</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.laohunote.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":"<html><head></head><body>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or more<blockquote><html><head></head><body>分析师表示，Uber、Carvana 以及 Shopify 的年化销售额将增长 30% 或更多</body></html></blockquote><img src=\"https://static.tigerbbs.com/0972bfe1f39b9951cc40461d88665e56\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/>Shopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.<blockquote>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。</blockquote>Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.<blockquote>Shopify 在 2 月 15 日收盘后报告称，该公司第四季度业绩井喷式增长，销售额同比增长 41%。</blockquote>Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify&#39;s stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts&#39; expectations for revenue and earnings.<blockquote>销售是一家处于向电子商务转变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下跌了 26%，尽管该公司公布的业绩超出了分析师对收入和盈利的预期。</blockquote>The above headline from Barron&#39;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&#39;s own sales outlook for the months ahead disappoint investors, the stock can crash.<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，该股可能会崩盘。</blockquote>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.<blockquote>虽然我们无法预测哪些高估值电子商务公司可能会下一个让投资者失望的人，但我们可以展望未来，看看哪些公司预计销售额增长最快。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者的列表。</blockquote>A high valuation in a touchy market<blockquote>敏感市场中的高估值</blockquote>Here&#39;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:<blockquote>这是三年的价格图表<a href=\"https://laohu8.com/S/SHOP\">商店公司</a>. (SHOP.T) 截至 2 月 15 日收盘，即公司公布第四季度业绩之前：</blockquote><img src=\"https://static.tigerbbs.com/1c135df5da79b693cf14c512dafb474e\" tg-width=\"700\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/>FACTSET<blockquote>事实集</blockquote>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&#39;s a very high valuation when compared with a price/sales valuation of 2.6 for the S&amp;P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..<blockquote>在 Shopify 发布第四季度业绩之前，该股三年内上涨了五倍。FactSet 调查的分析师中，该股的交易价格是远期销售普遍预期的 14.5 倍。与标普500 2.6的市销率和亚马逊公司等古老的互联网服务公司2.9的市销率相比，这是一个非常高的估值..</blockquote>Investors were paying through the nose for Shopify&#39;s stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.<blockquote>投资者正在为 Shopify 的股票支付高昂的价格。话又说回来，该股在 2020 年 7 月的交易价格高达普遍远期销售预期的 47.1 倍。</blockquote>Three ecommerce ETFs<blockquote>三只电子商务 ETF</blockquote>In order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:<blockquote>为了在屏幕上列出电子商务股票列表，我们研究了三只专注于该行业群体的 ETF：</blockquote><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:<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集团控股有限公司占第二大持股比例为13.6%。第三大持股公司是eBay Inc.，持股比例为4.5%。</li><li>Amplify Online Retail ETF 拥有 4.75 亿美元的资产，持有 79 只股票。投资组合中的个股权重相等，投资组合本身的美国权重为 70%。根据 FactSet 的说法，这种做法 “防止了亚马逊等巨头在篮子里占据主导地位，但也给规模较小、风险可能更大的公司带来了偏见”。</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，并按市值进行了修改权重。其前五大持股占投资组合的13.1%。Expedia Group Inc.是最大的持股，占6.7%，其次是Booking Holdings Inc.，占6.4%，京东公司，占5.5%。</li></ul>将 ETF 按规模排序，以下是根据 FactSet 调查的分析师的共识估计，预计到 2023 年每股销售额的复合年增长率 (CAGR)：</blockquote><img src=\"https://static.tigerbbs.com/f18eabe068db738de93011466468f122\" tg-width=\"929\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/><blockquote></blockquote>Ecommerce stock screen<blockquote>电子商务库存屏幕</blockquote>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.<blockquote>这三只 ETF 总共持有 78 只股票。其中，至少有五名分析师接受了 FactSet 的预测、评级和价格目标调查，涵盖了 63 家公司。</blockquote>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.<blockquote>以下是分析师预计到 2023 年将实现最高销售复合年增长率的 15 家公司。一致的销售额估计为数百万美元。</blockquote><img src=\"https://static.tigerbbs.com/ad28766966168ede9e093a011d49c414\" tg-width=\"935\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/>Source: FactSet<blockquote>来源：FactSet</blockquote>Leaving the list in the same order, here&#39;s a summary of analysts&#39; opinions about the stocks:<blockquote>按相同顺序离开列表，以下是分析师对这些股票的看法摘要：</blockquote><img src=\"https://static.tigerbbs.com/c3049f96cafa935056f64a58272362c2\" tg-width=\"938\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/>Souce: FactSet<blockquote>来源：FactSet</blockquote></body></html><blockquote></blockquote>","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; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\nMarketWatch2022-02-20 12:00\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or more<blockquote><html><head></head><body>分析师表示，Uber、Carvana 以及 Shopify 的年化销售额将增长 30% 或更多</body></html></blockquote><img src=\"https://static.tigerbbs.com/0972bfe1f39b9951cc40461d88665e56\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/>Shopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.<blockquote>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。</blockquote>Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.<blockquote>Shopify 在 2 月 15 日收盘后报告称，该公司第四季度业绩井喷式增长，销售额同比增长 41%。</blockquote>Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify&#39;s stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts&#39; expectations for revenue and earnings.<blockquote>销售是一家处于向电子商务转变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下跌了 26%，尽管该公司公布的业绩超出了分析师对收入和盈利的预期。</blockquote>The above headline from Barron&#39;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&#39;s own sales outlook for the months ahead disappoint investors, the stock can crash.<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，该股可能会崩盘。</blockquote>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.<blockquote>虽然我们无法预测哪些高估值电子商务公司可能会下一个让投资者失望的人，但我们可以展望未来，看看哪些公司预计销售额增长最快。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者的列表。</blockquote>A high valuation in a touchy market<blockquote>敏感市场中的高估值</blockquote>Here&#39;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:<blockquote>这是三年的价格图表<a href=\"https://laohu8.com/S/SHOP\">商店公司</a>. (SHOP.T) 截至 2 月 15 日收盘，即公司公布第四季度业绩之前：</blockquote><img src=\"https://static.tigerbbs.com/1c135df5da79b693cf14c512dafb474e\" tg-width=\"700\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/>FACTSET<blockquote>事实集</blockquote>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&#39;s a very high valuation when compared with a price/sales valuation of 2.6 for the S&amp;P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..<blockquote>在 Shopify 发布第四季度业绩之前，该股三年内上涨了五倍。FactSet 调查的分析师中，该股的交易价格是远期销售普遍预期的 14.5 倍。与标普500 2.6的市销率和亚马逊公司等古老的互联网服务公司2.9的市销率相比，这是一个非常高的估值..</blockquote>Investors were paying through the nose for Shopify&#39;s stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.<blockquote>投资者正在为 Shopify 的股票支付高昂的价格。话又说回来，该股在 2020 年 7 月的交易价格高达普遍远期销售预期的 47.1 倍。</blockquote>Three ecommerce ETFs<blockquote>三只电子商务 ETF</blockquote>In order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:<blockquote>为了在屏幕上列出电子商务股票列表，我们研究了三只专注于该行业群体的 ETF：</blockquote><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:<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集团控股有限公司占第二大持股比例为13.6%。第三大持股公司是eBay Inc.，持股比例为4.5%。</li><li>Amplify Online Retail ETF 拥有 4.75 亿美元的资产，持有 79 只股票。投资组合中的个股权重相等，投资组合本身的美国权重为 70%。根据 FactSet 的说法，这种做法 “防止了亚马逊等巨头在篮子里占据主导地位，但也给规模较小、风险可能更大的公司带来了偏见”。</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，并按市值进行了修改权重。其前五大持股占投资组合的13.1%。Expedia Group Inc.是最大的持股，占6.7%，其次是Booking Holdings Inc.，占6.4%，京东公司，占5.5%。</li></ul>将 ETF 按规模排序，以下是根据 FactSet 调查的分析师的共识估计，预计到 2023 年每股销售额的复合年增长率 (CAGR)：</blockquote><img src=\"https://static.tigerbbs.com/f18eabe068db738de93011466468f122\" tg-width=\"929\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/><blockquote></blockquote>Ecommerce stock screen<blockquote>电子商务库存屏幕</blockquote>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.<blockquote>这三只 ETF 总共持有 78 只股票。其中，至少有五名分析师接受了 FactSet 的预测、评级和价格目标调查，涵盖了 63 家公司。</blockquote>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.<blockquote>以下是分析师预计到 2023 年将实现最高销售复合年增长率的 15 家公司。一致的销售额估计为数百万美元。</blockquote><img src=\"https://static.tigerbbs.com/ad28766966168ede9e093a011d49c414\" tg-width=\"935\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/>Source: FactSet<blockquote>来源：FactSet</blockquote>Leaving the list in the same order, here&#39;s a summary of analysts&#39; opinions about the stocks:<blockquote>按相同顺序离开列表，以下是分析师对这些股票的看法摘要：</blockquote><img src=\"https://static.tigerbbs.com/c3049f96cafa935056f64a58272362c2\" tg-width=\"938\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/>Souce: FactSet<blockquote>来源：FactSet</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 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>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","CVNA":"Carvana Co.","TCOM":"携程网","UBER":"优步","PDD":"拼多多"},"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,"PDD":0.9,"UBER":0.9,"CVNA":0.9}},"isVote":1,"tweetType":1,"viewCount":4559,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}