Gigacloud Technology Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Gigacloud Technology Inc (GCT) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Gigacloud Technology Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 1,467M vs 1,153,168M combined for its competitors (0.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+12.3% annualized vs trailing 12 months), vs holding steady (+1.8%) for its tracked peer group.
- Growth: Gigacloud Technology Inc generated 27.6% revenue growth year over year in Q2 2026, vs 19.3% for its competitors combined.
- Profitability: Its 10.3% net margin compares with 33.5% for the peer group.
- Scale: Gigacloud Technology Inc ranks #8 of 36 companies by market capitalization in the Internet, E-commerce, Online Shops industry, holding 0.1% of industry market cap.
- Peer revenue share: Gigacloud Technology Inc accounted for 0.1% of combined revenue among its tracked peer group, up from 0.1% a year earlier.
- Peer differentiation: Revenue per employee of $0.89M compares with $0.63M for the peer group (1.4x).
- Structure: Gigacloud Technology Inc operates in the following segments: Reportable.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
GCT Sales vs. its Competitors, Q2 2026
Gigacloud Technology Inc reported revenue growth of 27.60 % year on year in Q2 2026, above its competitors' combined revenue growth of 19.25 %.
With a net margin of 10.28 %, Gigacloud Technology Inc reported lower profitability than its competitors (33.52 %).
Gigacloud Technology Inc generated 0.14 % of the combined sales of its peer group, up from 0.13 % a year earlier.
API endpoints for this dataset
Gigacloud Technology Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Gigacloud Technology Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Gigacloud Technology Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Gigacloud Technology Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Gigacloud Technology Inc's competitor groups requires a Commercial License.
For context: the Internet, E-commerce, Online Shops industry grew revenue 45.8% year over year, combined, vs 27.6% for Gigacloud Technology Inc. Gigacloud Technology Inc's share of combined industry revenue moved from 0.13% to 0.12%, a loss of 0.02 percentage points.
Gigacloud Technology Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Gigacloud Technology Inc | Yes | Yes | Yes | No |
| Competitors combined (6) | ||||
| High-Confidence Competitors (2) | - | |||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
GCT Stock Performance relative to its Competitors
GCT Stock Performance relative to High-Confidence Competitors
GCT Stock Performance relative to Similar-Size Competitors
GCT Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Fastly Inc | 282.9% | Outperformed |
| 2 | Digitalocean Holdings Inc | 282.9% | Outperformed |
| 3 | Cloudflare Inc | 282.9% | Outperformed |
| 4 | Akamai Technologies Inc | 282.9% | Outperformed |
| 5 | Amazon com Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Gigacloud Technology Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Gigacloud Technology Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Gigacloud Technology Inc |
2,139.76 | 1,466.52 |
 Microsoft Corporation |
3,950,922.06 | 346,445.00 |
 Amazon com Inc |
2,833,889.70 | 798,097.00 |
 Cloudflare Inc |
95,227.26 | 2,512.92 |
 Akamai Technologies Inc |
12,769.77 | 4,322.83 |
 Digitalocean Holdings Inc |
8,312.15 | 1,103.36 |
| SUBTOTAL | 6,905,758.60 | 1,154,634.41 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Gigacloud Technology Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Gigacloud Technology Inc's Competitors Named by the Company
Competitive relationships identified from Gigacloud Technology Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Gct Semiconductor Holding Inc | Company report | 85% |
| Sequans Communications S a | Company report | 85% |
Company report basis, confidence, active dates and source counts for Gigacloud Technology Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Gigacloud Technology Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Gigacloud Technology Inc | Reportable 100.00 % |
| Microsoft Corporation | Agents and Infra 83.22 % |
| Amazon com Inc | North America 55.86 % |
| Cloudflare Inc | Reportable 100.00 % |
| Akamai Technologies Inc | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Gigacloud Technology Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Gigacloud Technology Inc | 2,140 | 892,041 | 94,971 |
| Microsoft Corporation | 3,950,922 | 1,553,565 | 639,601 |
| Amazon com Inc | 2,833,890 | 506,407 | 85,520 |
| Cloudflare Inc | 95,227 | 487,378 | -40,007 |
| Akamai Technologies Inc | 12,770 | 392,985 | 37,360 |
| Digitalocean Holdings Inc | 8,312 | 754,689 | 24,384 |
| PEERS TOTAL | 6,903,619 | 634,390 | 152,699 |
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Gigacloud Technology Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Microsoft Corporation | US 53.60 % |
| Cloudflare Inc | United States 52.13 % |
| Akamai Technologies Inc | Non-US 50.21 % |
| Fastly Inc | United States 69.54 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Gigacloud Technology Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 32 companies in Gigacloud Technology Inc's industry classification, broader than the peer set above. Market cap in millions of $.Gigacloud Technology Inc ranks #8 of 32 companies by market capitalization in its industry, holding 0.07 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 9,358, indicating a highly concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Amazon com Inc | 2,827,148 | 96.73 % |
| 2 | Coupang Inc | 29,306 | 1.00 % |
| 3 | Cdw Corp | 20,002 | 0.68 % |
| 4 | Wayfair inc | 14,750 | 0.50 % |
| 5 | Chewy Inc | 1,234 | 5.2% |
| 6 | Insight Enterprises Inc | 1,234 | 5.2% |
| 7 | Pattern Group Inc | 1,234 | 5.2% |
| 8 | Gigacloud Technology Inc | 2,140 | 0.07 % |
| 9 | Pc Connection Inc | 1,234 | 5.2% |
| 10 | Luxexperience B v | 1,234 | 5.2% |
Market cap and industry share for the rest of Gigacloud Technology Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Gigacloud Technology Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 3 | Cdw Corp | 20,002 | 8.43 % |
| 4 | Wayfair inc | 14,750 | 13.61 % |
| 5 | Chewy Inc | 9,252 | -32.23 % |
| 6 | Insight Enterprises Inc | 4,775 | 61.28 % |
| 7 | Pattern Group Inc | 1,234 | 12.3% |
| 8 | Gigacloud Technology Inc | 2,140 | 131.92 % |
| 9 | Pc Connection Inc | 1,234 | 12.3% |
| 10 | Luxexperience B v | 1,234 | 12.3% |
| 11 | Vipshop Holdings Limited | 1,234 | 12.3% |
| 12 | Revolve Group Inc | 1,234 | 12.3% |
| 13 | Jumia Technologies Ag | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Gigacloud Technology Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Gigacloud Technology Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Internet, E-commerce, Online Shops industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (56 companies). See the full Internet, E-commerce, Online Shops industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 23.96 % | 37.54 % (avg) | -13.6 pp |
| Operating Margin | 11.65 % | industry median | +10.0 pp |
| EBITDA Margin | 12.69 % | -3.31 % (avg) | +16.0 pp |
| Capital Intensity (Capex / Revenue) | 0.80 % | 2.14 % (avg) | -1.3 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Gigacloud Technology Inc's Valuation vs Competitive Position
Valuation multiples vs the Internet, E-commerce, Online Shops industry average (56 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Internet, E-commerce, Online Shops industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 7.5x | 19.4x | -11.8x |
| EV / EBITDA | 5.9x | 14.9x | -8.9x |
| P/B | 2.9x | 3.8x | -0.9x |
| Return on Equity | 31.42 % | industry aggregate | 1.17 % |
| Return on Invested Capital | 8.98 % | 2.25 % (avg) | 6.73 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Gigacloud Technology Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | - | 64.96 % | 11.10 % |
| Operating Margin | 26.01 % | 11.25 % | 11.24 % |
| Return on Invested Capital | 34.67 % | 11.25 % | 7.87 % |
| P/E | 4.1x | 6.2x | 7.8x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Gigacloud Technology Inc's Strategic Group Map
Gigacloud Technology Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Gigacloud Technology Inc's trailing-12-month revenue growth of 22.9% and operating margin of 11.7% compares with an average of 12.8% growth and 6.9% margin across its 8 closest peers by combined growth, margin and ROIC -- Gigacloud Technology Inc sits above that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Gigacloud Technology Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Gigacloud Technology Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 3.9% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Amazon com Inc alone holds 97% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Gigacloud Technology Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 9,358 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.80 % vs industry average 2.14 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Gigacloud Technology Inc's dedicated Suppliers and Customers pages, not here.
Gigacloud Technology Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Gigacloud Technology Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Gigacloud Technology Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 10.0 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+12.3% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Low relative market share vs the industry leader (0.00x).
Opportunities
- Trades at a lower P/E than the industry average (7.5x vs 19.4x) despite a higher return on invested capital -- a possible re-rating opportunity.
- A meaningful share of competitors (33.30 %) show financial-distress signals, a possible opening to gain share.
Threats
- Industry dominated by Amazon com Inc , holding 96.73 % of industry market cap.
Methodology: see Methodology: SWOT Analysis.
Gigacloud Technology Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Gigacloud Technology Inc | 1.04 | 2.06 | - |
| Microsoft Corporation | 0.16 | 1.27 | 0.10 |
| Amazon com Inc | 0.35 | 1.06 | 0.25 |
| Cloudflare Inc | 0.48 | 1.94 | 2.19 |
| Akamai Technologies Inc | 0.68 | 1.94 | 1.03 |
| Digitalocean Holdings Inc | 0.82 | 1.16 | 1.32 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Gigacloud Technology Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Gigacloud Technology Inc | Q2 2026 | +27.6 % | +22.5 % |
| Microsoft Corporation | Q3 2026 | +18.8 % | +32.0 % |
| Amazon com Inc | Q3 2026 | +12.1 % | -2.4 % |
| Cloudflare Inc | Q2 2026 | +36.0 % | - |
| Akamai Technologies Inc | Q2 2026 | +5.4 % | -23.4 % |
| Digitalocean Holdings Inc | Q3 2026 | +40.3 % | - |
| PEERS TOTAL | +14.2 % | +16.4 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Gigacloud Technology Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Gigacloud Technology Inc | Q2 2026 | +24.6 % | +110.3 % |
| Microsoft Corporation | Q3 2026 | +23.6 % | +103.0 % |
| Amazon com Inc | Q3 2026 | +6.7 % | +20.1 % |
| Cloudflare Inc | Q2 2026 | +53.6 % | -8.0 % |
| Akamai Technologies Inc | Q2 2026 | +13.9 % | +0.9 % |
| Digitalocean Holdings Inc | Q3 2026 | +74.0 % | +41.8 % |
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Gigacloud Technology Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Gigacloud Technology Inc | 12.93% | 11.12% | 31.42% |
| Microsoft Corporation | 20.01% | 23.87% | 34.15% |
| Amazon com Inc | 13.23% | 18.74% | 26.71% |
| Cloudflare Inc | - | - | - |
| Akamai Technologies Inc | 3.35% | 3.45% | 8.49% |
| Digitalocean Holdings Inc | 1.27% | 1.58% | 4.45% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Gigacloud Technology Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Gigacloud Technology Inc | 11.16 | 1.46 |
| Microsoft Corporation | 27.71 | 11.40 |
| Amazon com Inc | 20.95 | 3.55 |
| Cloudflare Inc | - | 37.90 |
| Akamai Technologies Inc | 29.89 | 2.95 |
| Digitalocean Holdings Inc | 219.64 | 7.53 |
| PEERS AVERAGE | 24.87 | 5.98 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.