Vipshop (VIPS) vs Wayfair (W)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Wayfair (W) has outperformed Vipshop (VIPS) over the past year, gaining 27.5% versus a loss of 37.1%. Over five years, VIPS leads with a +11.2% price change compared with -56.2% for W. Wayfair is the larger company by market cap ($14.40 billion vs $6.05 billion), about 2.4 times the size.
On valuation, Vipshop trades at a lower forward P/E (5.1x vs 27.1x for Wayfair). Vipshop converts more of its revenue into profit, with a net margin of 6.8% versus -2.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | VIPS | W |
|---|---|---|
| Share price | $12.72 | $105.13 |
| Market cap | $6.05B | $14.40B |
| 1-day change | -0.39% | +0.63% |
| YTD return | -27.93% | +4.70% |
| 1-year return | -37.13% | +27.51% |
| 5-year return | +11.16% | -56.15% |
| P/E ratio (TTM) | 4.28 | — |
| Forward P/E | 5.06 | 27.10 |
| EPS (TTM) | $2.97 | $-2.47 |
| Dividend yield | 4.86% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $15.15B | $12.46B |
| Revenue growth (YoY) | +1.97% | +5.11% |
| Net income (latest FY) | $1.04B | $-313.00M |
| Gross margin | 23.12% | 30.22% |
| Operating margin | 7.68% | 0.14% |
| Net margin | 6.84% | -2.51% |
| 52-week high | $20.49 | $119.98 |
| 52-week low | $12.02 | $55.60 |
| Distance from 52-week high | -37.92% | -12.38% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +31.29% | +17.65% |
| Average volume | 2.63M | 2.86M |
| Shares outstanding | 397.70M | 115.99M |
| Employees | 15,145 | 11,800 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Catalog/Specialty Distribution | Catalog/Specialty Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Wayfair is about 2.4 times larger than Vipshop by market value ($14.40B vs $6.05B).
- W has outperformed VIPS by 64.6 percentage points over the past year.
- Vipshop offers a meaningfully higher dividend yield (4.86% vs 0.00%).
- Vipshop is more profitable, keeping 6.8 cents of every revenue dollar as net income versus -2.5 cents for Wayfair.
About Vipshop
VIPS stock →Vipshop Holdings Limited operates online platforms in the People's Republic of China. The company operates through Vip.com, Shan Shan Outlets, and Others segments.
Consumer Discretionary · Catalog/Specialty Distribution · 15,145 employees
About Wayfair
W stock →Wayfair Inc. engages in the e-commerce business in the United States and internationally.
Consumer Discretionary · Catalog/Specialty Distribution · 11,800 employees
VIPS vs W FAQ
Which is bigger, Vipshop or Wayfair?
Wayfair (W) is larger, with a market capitalization of $14.40B compared with $6.05B for Vipshop (VIPS).
Which stock has performed better over the past year, VIPS or W?
W returned +27.51% over the past 12 months, compared with -37.13% for VIPS (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Vipshop or Wayfair?
Vipshop pays a dividend yielding 4.86%, while Wayfair does not currently pay a regular dividend.
Are Vipshop and Wayfair in the same industry?
Yes. Both are classified in the Catalog/Specialty Distribution industry within the Consumer Discretionary sector.