Professional
Added to YB: 2026-04-30
Pitch date: 2026-04-28
GCT [bullish]
GigaCloud Technology Inc.
+2.84%
current return
Author Info
Alex is an MBA from Columbia Business School, Value Investing Program that invests in global stocks. Sign up for the newsletter.
Company Info
GigaCloud Technology Inc. provides end-to-end B2B ecommerce solutions for large parcel merchandise in the United States and internationally.
Market Cap
$1.7B
Pitch Price
$42.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.43
P/E
12.66
EV/Sales
1.33
Sector
Distributors
Category
growth
Rome Capital New Position: GigaCloud Technology Inc.
GCT (new position): Cross-border e-commerce platform for bulky items (furniture) connecting Asia suppliers w/ US/EU demand. 1P+3P hybrid model, 1,300 sellers, 12,000 buyers. 65% CAGR 2020-24 slowed to 3.8% Q2 '25 on macro/tariffs, but Q4 '25 rebounded to 22% growth. EU 1P rev surpassed US in Q4, +70% growth. New Classics acquisition enters US offline. Cost basis 7x P/E ex-cash.
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