Retail-Catalog & Mail-Order Houses stocks: intrinsic value, ROIC & growth
27 U.S. retail-catalog & mail-order houses companies with at least three years of SEC filings, ranked by size. 6 of the 15 with a current price trade below their Graham intrinsic value. The median company earned a -7.8% average return on invested capital and grew revenue 6.3% a year.
Updated October 18, 2026
27companies
6below Graham value
-7.8%median 10-yr ROIC
6.3%median revenue CAGR
Most undervalued retail-catalog & mail-order houses stocks
| Ticker | Company | Upside | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| RVLV | Revolve Group, Inc. | +25% | $22.80 | $28.57 | 20% below | $1.6B | 39.0% | 15.0% |
| CDW | CDW Corporation | +14% | $150.48 | $170.79 | 12% below | $19.9B | 17.9% | 5.7% |
Highest-ROIC retail-catalog & mail-order houses stocks
| Ticker | Company | 10-yr ROIC | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| CHWY | Chewy, Inc. | 49.7% | $20.97 | $17.27 | 21% above | $8.9B | 49.7% | 25.1% |
| RVLV | Revolve Group, Inc. | 39.0% | $22.80 | $28.57 | 20% below | $1.6B | 39.0% | 15.0% |
| CPNG | Coupang, Inc. | 27.9% | $14.27 | $3.65 | 291% above | $26.5B | 27.9% | 32.9% |
| CDW | CDW Corporation | 17.9% | $150.48 | $170.79 | 12% below | $19.9B | 17.9% | 5.7% |
| AMZN | Amazon | 17.7% | $250.00 | $238.16 | 5% above | $2.7T | 17.7% | 20.3% |
| NSIT | INSIGHT ENTERPRISES INC | 14.3% | $160.47 | $102.73 | 56% above | $5.2B | 14.3% | 4.6% |
| HNST | Honest Company, Inc. | 9.4% | $5.00 | — | — | $556.0M | 9.4% | 7.9% |
All retail-catalog & mail-order houses stocks
| Ticker | Company | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|
| AMZN | Amazon | $250.00 | $238.16 | 5% above | $2.7T | 17.7% | 20.3% |
| CPNG | Coupang, Inc. | $14.27 | $3.65 | 291% above | $26.5B | 27.9% | 32.9% |
| CDW | CDW Corporation | $150.48 | $170.79 | 12% below | $19.9B | 17.9% | 5.7% |
| QVCAQ | QVC Group, Inc. | — | $3.79 | — | — | -9.8% | -1.6% |
| QVCGQ | QVC Group, Inc. | — | $3.79 | — | — | -9.8% | -1.6% |
| QVCPQ | QVC Group, Inc. | — | $3.79 | — | — | -9.8% | -1.6% |
| QVCCQ | QVC INC | — | — | — | — | -2.4% | -0.5% |
| QVCDQ | QVC INC | — | — | — | — | -2.4% | -0.5% |
| W | Wayfair Inc. | $107.28 | $61.78 | 74% above | $13.7B | -597.5% | 15.6% |
| CHWY | Chewy, Inc. | $20.97 | $17.27 | 21% above | $8.9B | 49.7% | 25.1% |
| NSIT | INSIGHT ENTERPRISES INC | $160.47 | $102.73 | 56% above | $5.2B | 14.3% | 4.6% |
| GCT | GigaCloud Technology Inc | $57.35 | $119.24 | 52% below | $2.2B | 26.2% | 32.8% |
| PTRN | Pattern Group Inc. | $17.24 | $15.61 | 10% above | $2.0B | -67.7% | 35.3% |
| RVLV | Revolve Group, Inc. | $22.80 | $28.57 | 20% below | $1.6B | 39.0% | 15.0% |
| HNST | Honest Company, Inc. | $5.00 | — | — | $556.0M | 9.4% | 7.9% |
| SFIX | Stitch Fix, Inc. | $2.52 | $6.56 | 62% below | $324.5M | -15.8% | 6.3% |
| TDUP | ThredUp Inc. | $2.20 | — | — | $267.7M | 30.2% | 11.3% |
| DIBS | 1stdibs.com, Inc. | $4.27 | — | — | $154.1M | -110.3% | 4.1% |
| AKA | A.K.A. BRANDS HOLDING CORP. | $10.23 | $6.98 | 47% above | $109.7M | -7.8% | 34.3% |
| BBBY | BED BATH & BEYOND, INC. | $1.56 | — | — | $93.8M | -183.3% | -5.9% |
| HOUR | Hour Loop, Inc | $1.77 | $1.66 | 7% above | $62.2M | -202.1% | 29.8% |
| LVLU | Lulu's Fashion Lounge Holdings, Inc. | $15.32 | $8.45 | 81% above | $42.9M | -50.4% | -5.2% |
| GROV | Grove Collaborative Holdings, Inc. | $0.98 | $5.59 | 82% below | $38.3M | -15139.9% | -13.8% |
| GIFT | GIFTIFY, INC. | $0.69 | — | — | $20.6M | 11.7% | 123.7% |
| CAHO | Caro Holdings Inc. | $0.37 | — | — | $13.8M | 4.7% | 52.0% |
| IPSI | Innovative Payment Solutions, Inc. | $0.00 | $2.32 | — | $158.6K | -35.5% | -71.5% |
| AMZE | AMAZE HOLDINGS, INC. | $0.01 | — | — | $76.5K | -304.8% | 3.7% |
Stock lists
Undervalued Stocks Below Graham Intrinsic Value
Highest ROIC Stocks (10-Year Average)
Highest Free Cash Flow Yield Stocks
Fastest-Growing Stocks by 10-Year Revenue