Trip.com Group Ltd vs Vipshop Holdings Ltd - ADR — how do they compare? Trip.com Group Ltd trades at $44.26 (market cap $28.12B), while Vipshop Holdings Ltd - ADR trades at $14.63 (market cap $7.01B). The key difference: Trip.com Group Ltd is far larger — about 4× Vipshop Holdings Ltd - ADR's market cap, and Vipshop Holdings Ltd - ADR pays the higher dividend (4.25%). Which is the better fit depends on your goals.
| TCOM | VIPS | |
|---|---|---|
Market Cap | $28.12B | $7.01B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $78.96 | $20.68 |
52-Week Low | $39.84 | $12.92 |
Enterprise Value | $20.82B | $3.60B |
Dividend Yield | 0.42% | 4.25% |
Trailing returns across standard periods
Trip.com is the largest online travel agent in China and is positioned to benefit from the country's rising demand for higher-margin outbound travel as passport penetration is only 12% in China. The company generated about 78% of sales from accommodation reservations and transportation ticketing in 2020. The rest of revenue comes from package tours and corporate travel. Prior to the pandemic in 2019, the company generated 25% of revenue from international business, which is important to its margin expansion. Most of sales come from websites and mobile platforms, while the rest come from call centers. The competes in a crowded OTA industry in China, including Meituan, Alibaba-backed Fliggy, Toncheng, and Qunar. The company was founded in 1999 and listed on the Nasdaq in December 2003.
Read more on TCOM →Vipshop Holdings Ltd is an online discount retailer for brands in China. The company offers branded products to consumers in China through flash sales on its vipshop.com, vip.com and lefeng.com websites. Flash sales represent an online retail format combining the advantages of e-commerce and discount sales through selling a finite quantity of discounted products or services online for a limited period of time. It deals in a wide range of products and services for consumers specializing in branded cosmetics, apparel, healthcare products, food and other consumer products. Its operating segment includes Vip.com and Shan Shan Outlets. The company generates maximum revenue from Vip.com segment.
Read more on VIPS →