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Runs a B2B e-commerce marketplace connecting Asian manufacturers of large-parcel goods with global resellers, plus logistics.
Runs a B2B e-commerce marketplace connecting Asian manufacturers of large-parcel goods with global resellers, plus logistics.
Earns fees when resellers buy from Asian factories on its marketplace, charges for storing and delivering the bulky goods through its own warehouses, and sells its own furniture brands directly, so volume handled matters more than any single product.
Moat: narrow (network effects, scale). Two-sided marketplace plus owned big-and-bulky logistics is hard to replicate, but Alibaba.com competes broadly.
Headquarters: El Monte, California · Founded: 2006 · Employees: 1,644
Size GigaCloud Technology (GCT) is a United States Consumer Discretionary company (Wholesale Distributors) with a market value of $2.08B, the 1765th largest of 3,117 United States companies the cockpit tracks. Shares closed at $58.37 on 6 Nov 2026.
Performance Over six months the shares gained 45.3%, against +0.2% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 11 in its peer set.
Growth Revenue grew 22.9% over the last twelve months (peer median +12.9%); the operating margin is 11.7% (peer median 9.9%).
Valuation It trades at 11.1× forward earnings against a peer median of 17.5× (2nd cheapest of 8).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +36%, so the hurdle is -28 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 9.0 points above its cost of capital (11.4% WACC).
Short interest Short interest is 10.1% of the free float (15 Oct 2026).
Next results Next results expected around 12 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.47B | $1.29B | $1.16B | $704M | $490M |
| Revenue growth | — | +11% | +65% | +44% | — |
| Gross profit | $351M | $299M | $285M | $188M | $82.7M |
| EBITDA | $179M | $154M | $140M | $117M | $37.1M |
| Net income | $156M | $137M | $126M | $94.1M | $23.0M |
| Free cash flow | $160M | $183M | $143M | $129M | $48.9M |
| Capital expenditure | $11.8M | $7.87M | $15.5M | $4.38M | $709,000 |
| Total debt | $506M | $470M | $484M | $403M | $148M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| GigaCloud Technology GCT | $2.08B | +45% | +23% | 12% | 11.1× | 8.0% |
| Alibaba Group Holding Limited Sponsored ADR BABA | $255B | -22% | +8% | 4% | 14.2× | n/a |
| Amazon AMZN | $2.80T | -5% | +15% | 13% | 26.3× | n/a |
| Wayfair W | $15.3B | +69% | +8% | 2% | 29.6× | 47.7% |
| Focus Technology 002315.SZ | $1.86B | -1% | +14% | 24% | 22.1× | 3.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GCT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +3.5% | -6.4% | 4th highest of 11 |
| 6-month return | +45.3% | +0.2% | 4th highest of 11 |
| Distance from 52-week high | -13.1% | -26.6% | 3rd highest of 11 |
| Revenue growth (TTM) | +22.9% | +12.9% | 2nd highest of 11 |
| Operating margin | 11.7% | 9.9% | 5th highest of 11 |
| Forward P/E | 11.1× | 17.5× | 2nd cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | 8.0% | 5.4% | 3rd most demanding of 7 |
| Growth delivered (Del g) | +36.2% | +7.3% | highest of 7 |
| Hurdle (Req g minus delivered) | -28.2 pp | +0.1 pp | least demanding of 7 |
| ROIC minus cost of capital | +9.0 pp | -1.6 pp | 3rd highest of 11 |
| EV / EBITDA | 12.3× | 17.2× | 4th cheapest of 9 |
| Net debt / EBITDA | 0.7× | -0.5× | 4th most indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| GigaCloud Technology GCT | United States | $2.08B | +45% | +23% | 12% | 11.1× | 8.0% | +36.2% |
| Cricut CRCT | United States | $1.84B | +104% | -1% | 17% | 31.3× | -10.4% | -5.9% |
| Grafton GFTU.L | United Kingdom | $2.59B | +25% | +9% | 6% | 13.6× | 8.8% | +8.5% |
| Gujarat Mineral Development GMDCLTD.NS | India | $1.56B | -34% | +19% | 15% | 16.0× | n/a | n/a |
| Aegis Logistics AEGISLOG.NS | India | $4.23B | +54% | +20% | 21% | 27.3× | 26.9% | +16.7% |
| Lloyds Enterprises LLOYDSENT.NS | India | $988M | -12% | +33% | 8% | n/a | n/a | n/a |
| MMTC MMTC.NS | India | $847M | -20% | -20% | -6,724% | n/a | n/a | n/a |
| ARKO Petroleum APC | United States | $704M | -23% | -12% | 2% | 17.5× | 4.8% | -7.6% |
| Sharda Cropchem SHARDACROP.NS | India | $655M | -39% | +17% | 14% | 9.3× | -2.6% | +17.1% |
| Pool POOL | United States | $7.56B | +13% | +3% | 11% | 18.6× | 5.9% | +6.1% |
| Marine Electricals (India) MARINE.NS | India | $571M | +66% | +22% | 9% | n/a | n/a | n/a |