10 Best E Commerce Software for November 2025
Welcome to the Value Sense Blog, your resource for insights on the stock market! At Value Sense, we focus on intrinsic value tools and offer stock ideas with undervalued companies. Dive into our research products and learn more about our unique approach at valuesense.io
Explore diverse stock ideas covering technology, healthcare, and commodities sectors. Our insights are crafted to help investors spot opportunities in undervalued growth stocks, enhancing potential returns. Visit us to see evaluations and in-depth market research.
Market Overview & Selection Criteria
The 2025 equity landscape is defined by rapid digital transformation, resilient consumer demand, and a renewed focus on profitability. Our stock selection methodology emphasizes intrinsic value, robust free cash flow, and sustainable growth. Each pick is evaluated using ValueSense’s proprietary quality ratings, sector trends, and key financial metrics such as revenue growth, margins, and return on invested capital (ROIC). This curated list spans e-commerce, SaaS, and digital infrastructure, targeting stocks with strong fundamentals and clear catalysts for future performance.
Featured Stock Analysis
Shopify Inc. (SHOP)
| Metric | Value |
|---|---|
| Market Cap | $225.6B |
| Quality Rating | 7.6 |
| Intrinsic Value | $30.1 |
| 1Y Return | 122.3% |
| Revenue | $10.0B |
| Free Cash Flow | $1,824.9M |
| Revenue Growth | 29.0% |
| FCF margin | 18.2% |
| Gross margin | 49.3% |
| ROIC | 59.1% |
| Total Debt to Equity | 9.4% |
Investment Thesis
Shopify stands out as a global leader in e-commerce enablement, empowering millions of merchants with scalable digital storefronts. With a market cap of $225.6B and a 1-year return of 122.3%, Shopify’s growth is underpinned by a robust ecosystem, expanding payment solutions, and increasing adoption among enterprise clients. The company’s revenue of $10.0B and free cash flow of $1,824.9M reflect its operational efficiency and ability to reinvest in innovation. A quality rating of 7.6 and an intrinsic value of $30.1 highlight its strong fundamentals, while a revenue growth rate of 29.0% signals continued momentum.
Key Catalysts
- Expansion into enterprise and international markets
- Growth in Shopify Payments and fulfillment services
- High gross margin 49.3% and impressive ROIC of 59.1%
- Low total debt to equity 9.4% supports financial flexibility
Risk Factors
- Intense competition from Amazon, Wix, and regional players
- Macroeconomic headwinds impacting consumer spending
- Valuation premium relative to historical averages
GoDaddy Inc. (GDDY)
| Metric | Value |
|---|---|
| Market Cap | $18.3B |
| Quality Rating | 5.8 |
| Intrinsic Value | $162.1 |
| 1Y Return | -20.2% |
| Revenue | $3,605.8M |
| Free Cash Flow | $327.3M |
| Revenue Growth | (19.5%) |
| FCF margin | 9.1% |
| Gross margin | 63.8% |
| ROIC | 28.7% |
| Total Debt to Equity | 87.9% |
Investment Thesis
GoDaddy is a dominant force in domain registration and web hosting, serving millions of small businesses globally. Despite a market cap of $18.3B, the company has faced recent headwinds, reflected in a 1-year return of -20.2% and revenue decline of 19.5%. However, GoDaddy’s free cash flow of $327.3M and gross margin of 63.8% underscore its ability to generate cash and maintain profitability. The quality rating of 5.8 and intrinsic value of $162.1 suggest potential for recovery if strategic initiatives succeed.
Key Catalysts
- Product expansion into digital marketing and e-commerce tools
- High gross margin supports reinvestment in growth
- Strong brand recognition and customer base
Risk Factors
- Declining revenue growth and negative 1-year return
- High total debt to equity 87.9% increases financial risk
- Competitive pressures from emerging SaaS platforms
Wix.com Ltd. (WIX)
| Metric | Value |
|---|---|
| Market Cap | $8,136.4M |
| Quality Rating | 7.0 |
| Intrinsic Value | $353.6 |
| 1Y Return | -12.9% |
| Revenue | $1,868.7M |
| Free Cash Flow | $551.8M |
| Revenue Growth | 13.0% |
| FCF margin | 29.5% |
| Gross margin | 68.4% |
| ROIC | 29.8% |
| Total Debt to Equity | (849.9%) |
Investment Thesis
Wix is a leading cloud-based web development platform, enabling users to create and manage websites with ease. With a market cap of $8.1B and a quality rating of 7.0, Wix combines strong brand equity with a growing subscription base. The company’s revenue of $1,868.7M and free cash flow of $551.8M highlight its operational strength, while a revenue growth rate of 13.0% and FCF margin of 29.5% indicate efficient scaling. Despite a 1-year return of -12.9%, Wix’s intrinsic value of $353.6 and gross margin of 68.4% position it well for long-term value creation.
Key Catalysts
- Expansion into enterprise and e-commerce solutions
- High gross and free cash flow margins support innovation
- Strong international growth potential
Risk Factors
- Negative 1-year return and high total debt to equity -849.9%
- Competitive landscape with Shopify, Squarespace, and others
- Sensitivity to SMB market cycles
SPS Commerce, Inc. (SPSC)
| Metric | Value |
|---|---|
| Market Cap | $3,116.5M |
| Quality Rating | 6.9 |
| Intrinsic Value | $122.0 |
| 1Y Return | -50.2% |
| Revenue | $729.8M |
| Free Cash Flow | $148.4M |
| Revenue Growth | 19.3% |
| FCF margin | 20.3% |
| Gross margin | 68.4% |
| ROIC | 9.2% |
| Total Debt to Equity | 1.0% |
Investment Thesis
SPS Commerce delivers cloud-based supply chain management solutions, connecting retailers, suppliers, and logistics partners. With a market cap of $3.1B and a quality rating of 6.9, SPS Commerce benefits from recurring revenue and a sticky customer base. The company’s revenue of $729.8M, free cash flow of $148.4M, and revenue growth of 19.3% reflect strong execution, while a gross margin of 68.4% and low total debt to equity 1.0% enhance financial resilience. The intrinsic value of $122.0 suggests upside potential as digital supply chains expand.
Key Catalysts
- Increased adoption of digital supply chain solutions
- High gross margin and recurring revenue model
- Expansion into new verticals and geographies
Risk Factors
- Negative 1-year return -50.2% may deter momentum investors
- Slower growth if retail sector weakens
- Competition from larger enterprise software providers
KAR Auction Services, Inc. (KAR)
| Metric | Value |
|---|---|
| Market Cap | $2,831.6M |
| Quality Rating | 6.6 |
| Intrinsic Value | $13.5 |
| 1Y Return | 67.2% |
| Revenue | $1,845.2M |
| Free Cash Flow | $298.4M |
| Revenue Growth | 11.4% |
| FCF margin | 16.2% |
| Gross margin | 44.8% |
| ROIC | 5.2% |
| Total Debt to Equity | 4.0% |
Investment Thesis
KAR Auction Services operates digital marketplaces for wholesale used vehicles, benefiting from the ongoing shift to online auto auctions. With a market cap of $2.8B and a quality rating of 6.6, KAR has delivered a 1-year return of 67.2%. The company’s revenue of $1,845.2M and free cash flow of $298.4M support continued investment in technology and platform expansion. A revenue growth rate of 11.4% and FCF margin of 16.2% highlight operational efficiency, while a total debt to equity of 4.0% remains manageable.
Key Catalysts
- Growth in digital auction volumes
- Expansion into new vehicle segments and geographies
- Strong free cash flow generation
Risk Factors
- Cyclical exposure to auto industry trends
- Competition from other digital auction platforms
- Moderate gross margin 44.8% limits profitability upside
Oddity Tech Ltd. (ODD)
| Metric | Value |
|---|---|
| Market Cap | $2,571.2M |
| Quality Rating | 7.5 |
| Intrinsic Value | $77.2 |
| 1Y Return | 17.9% |
| Revenue | $751.9M |
| Free Cash Flow | $126.1M |
| Revenue Growth | 103.0% |
| FCF margin | 16.8% |
| Gross margin | 72.9% |
| ROIC | 68.0% |
| Total Debt to Equity | 6.5% |
Investment Thesis
Oddity Tech is a digital-first beauty and wellness platform leveraging AI and data to personalize product offerings. With a market cap of $2.6B, quality rating of 7.5, and 1-year return of 17.9%, Oddity stands out for its rapid revenue growth of 103.0% and gross margin of 72.9%. The company’s free cash flow of $126.1M and ROIC of 68.0% demonstrate exceptional capital efficiency. An intrinsic value of $77.2 suggests further upside as Oddity scales its technology-driven model.
Key Catalysts
- AI-driven personalization and product innovation
- High gross margin and rapid revenue growth
- Expansion into new beauty and wellness categories
Risk Factors
- Execution risk as the company scales rapidly
- Competitive pressures from traditional and digital-native brands
- Market volatility in consumer discretionary spending
Olo Inc. (OLO)
| Metric | Value |
|---|---|
| Market Cap | $1,720.9M |
| Quality Rating | 6.3 |
| Intrinsic Value | $87.8 |
| 1Y Return | 118.8% |
| Revenue | $314.3M |
| Free Cash Flow | $37.0M |
| Revenue Growth | 21.9% |
| FCF margin | 11.8% |
| Gross margin | 53.3% |
| ROIC | (5.9%) |
| Total Debt to Equity | 1.8% |
Investment Thesis
Olo provides SaaS solutions for the restaurant industry, enabling digital ordering, delivery, and customer engagement. With a market cap of $1.7B and a quality rating of 6.3, Olo has achieved a 1-year return of 118.8%. The company’s revenue of $314.3M and free cash flow of $37.0M reflect solid execution, while a revenue growth rate of 21.9% and gross margin of 53.3% support ongoing innovation. The intrinsic value of $87.8 and low total debt to equity 1.8% highlight financial stability.
Key Catalysts
- Growth in digital restaurant ordering and delivery
- Expansion into new restaurant segments and geographies
- High gross margin supports product development
Risk Factors
- Negative ROIC -5.9% indicates profitability challenges
- Competitive landscape with larger SaaS providers
- Sensitivity to restaurant industry cycles
GigaCloud Technology Inc. (GCT)
| Metric | Value |
|---|---|
| Market Cap | $1,065.3M |
| Quality Rating | 7.3 |
| Intrinsic Value | $143.2 |
| 1Y Return | 22.9% |
| Revenue | $1,193.6M |
| Free Cash Flow | $162.5M |
| Revenue Growth | 21.2% |
| FCF margin | 13.6% |
| Gross margin | 23.7% |
| ROIC | 18.6% |
| Total Debt to Equity | 130.9% |
Investment Thesis
GigaCloud Technology operates a global B2B e-commerce platform for large parcel merchandise, streamlining logistics and supply chain management. With a market cap of $1.1B, quality rating of 7.3, and 1-year return of 22.9%, GigaCloud is positioned for growth as digital commerce expands. The company’s revenue of $1,193.6M, free cash flow of $162.5M, and revenue growth of 21.2% highlight its scalability. An intrinsic value of $143.2 and ROIC of 18.6% support long-term value creation.
Key Catalysts
- Expansion of B2B e-commerce logistics
- High free cash flow and improving margins
- Growth in international markets
Risk Factors
- High total debt to equity 130.9% increases financial leverage
- Competition from established logistics and e-commerce players
- Cyclical exposure to global trade trends
Rezolve AI PLC (RZLV)
| Metric | Value |
|---|---|
| Market Cap | $992.8M |
| Quality Rating | 5.3 |
| Intrinsic Value | $2.6 |
| 1Y Return | -12.4% |
| Revenue | $6,451.3K |
| Free Cash Flow | ($36.6M) |
| Revenue Growth | N/A |
| FCF margin | (568.0%) |
| Gross margin | 95.4% |
| ROIC | (470.8%) |
| Total Debt to Equity | (248.8%) |
Investment Thesis
Rezolve AI delivers AI-powered automation solutions for enterprises, focusing on enhancing productivity and customer engagement. With a market cap of $992.8M and a quality rating of 5.3, Rezolve AI is an emerging player in the enterprise AI space. The company’s revenue of $6.5M is modest, and negative free cash flow -$36.6M reflects ongoing investment in growth. Despite a 1-year return of -12.4%, Rezolve’s gross margin of 95.4% and intrinsic value of $2.6 indicate potential if the company achieves scale.
Key Catalysts
- Rising adoption of AI automation in enterprises
- High gross margin supports future profitability
- Expansion into new verticals and geographies
Risk Factors
- Negative free cash flow and ROIC -470.8% signal high execution risk
- High total debt to equity -248.8% increases financial vulnerability
- Limited revenue base and negative 1-year return
VTEX (VTEX)
| Metric | Value |
|---|---|
| Market Cap | $816.3M |
| Quality Rating | 7.2 |
| Intrinsic Value | $11.0 |
| 1Y Return | -33.6% |
| Revenue | $230.5M |
| Free Cash Flow | $33.3M |
| Revenue Growth | 4.5% |
| FCF margin | 14.4% |
| Gross margin | 75.5% |
| ROIC | 15.1% |
| Total Debt to Equity | 2.3% |
Investment Thesis
VTEX is a cloud commerce platform serving enterprise retailers, with a focus on Latin America and global expansion. With a market cap of $816.3M, quality rating of 7.2, and intrinsic value of $11.0, VTEX is positioned for growth as digital commerce accelerates. The company’s revenue of $230.5M, free cash flow of $33.3M, and revenue growth of 4.5% highlight steady progress. A gross margin of 75.5% and ROIC of 15.1% support long-term value, though a 1-year return of -33.6% reflects recent market challenges.
Key Catalysts
- Expansion into new international markets
- High gross margin and improving free cash flow
- Growth in enterprise customer base
Risk Factors
- Negative 1-year return and modest revenue growth
- Competition from global commerce platforms
- Currency and macroeconomic risks in key markets
Portfolio Diversification Insights
This collection spans e-commerce, SaaS, AI, and logistics, providing exposure to both high-growth disruptors and established digital platforms. The portfolio balances large-cap leaders (Shopify) with mid-cap innovators (Oddity Tech, GigaCloud) and emerging AI players (Rezolve AI). Sector allocation is weighted toward technology and digital infrastructure, with select exposure to consumer and industrial trends. This approach aims to mitigate single-sector risk while capturing upside from digital transformation across industries.
Market Timing & Entry Strategies
Given the volatility in tech and growth stocks, staggered entry or dollar-cost averaging can help manage risk. Monitoring earnings reports, sector news, and macroeconomic indicators is crucial for timing entries. For stocks with recent negative returns but strong fundamentals (e.g., Wix, VTEX), consider accumulating on weakness. For high-momentum names (Shopify, Olo), wait for technical pullbacks or confirmation of continued growth before increasing exposure.
Explore More Investment Opportunities
For investors seeking undervalued companies with high fundamental quality, our analytics team provides curated stock lists:
📌 50 Undervalued Stocks (Best overall value plays for 2025)
📌 50 Undervalued Dividend Stocks (For income-focused investors)
📌 50 Undervalued Growth Stocks (High-growth potential with strong fundamentals)
🔍 Check out these stocks on the Value Sense platform for free!
More Articles You Might Like
- How VKTX (Viking Therapeutics) Makes Money in 2025: A Deep-Dive With Income Statement
- How NET (Cloudflare) Makes Money in 2025: A Deep-Dive With Income Statement
- How MASS (908 Devices) Makes Money in 2025: A Deep-Dive With Income Statement
- How CRVO (CervoMed) Makes Money in 2025: A Deep-Dive With Income Statement
- How GILD (Gilead Sciences) Makes Money in 2025: A Deep-Dive With Income Statement
FAQ Section
Q1: How were these stocks selected?
All stocks were chosen based on ValueSense’s proprietary intrinsic value analysis, quality ratings, and key financial metrics such as revenue growth, free cash flow, and sector trends. The selection process emphasizes undervalued opportunities with strong fundamentals.
Q2: What's the best stock from this list?
Each stock offers unique strengths; Shopify (SHOP) stands out for its scale and growth, while Oddity Tech (ODD) and GigaCloud (GCT) offer high growth potential. The "best" stock depends on individual investment goals and risk tolerance.
Q3: Should I buy all these stocks or diversify?
Diversification across sectors and business models can help manage risk. This collection is designed to provide exposure to multiple growth drivers, but allocation should align with your personal investment strategy.
Q4: What are the biggest risks with these picks?
Key risks include sector volatility, competitive pressures, macroeconomic headwinds, and company-specific execution challenges. Some stocks have high debt or negative recent returns, which should be considered in portfolio construction.
Q5: When is the best time to invest in these stocks?
Optimal entry points often follow earnings releases, sector news, or technical pullbacks. Consider dollar-cost averaging and monitor market conditions to reduce timing risk.