Thursday, April 08, 2010

Searchquant's Internet Stock Indices


If you work in the areas of search engine marketing, SEO, analytics, ecommerce or online marketing, you're probably positive on the near, mid and long-term prognosis for those sectors and many of the companies within it. In addition to working at or investing in startups, some of you probably have dabbled in investing in the space with public companies.

In the interests of laying the full field of Internet investment opportunities out there for you, I've put together an exhaustive list of all publicly-traded Internet companies that fit in one or more of the above categories, ordered by market capitalization. I've left out all but a few that fall below the US$200M market cap threshold, and in addition to all the U.S.-based/traded companies, I've included European, Asian and Latin American firms. List is stock symbol, company name and then market cap in USD.

Without further a-do, I give you the Searchquant Internet Stock Indices:

Large Cap U.S. Internet Stocks (>US$1B market cap)
GOOG Google; $180B
AMZN Amazon; $60B
EBAY eBay; 35B
YHOO Yahoo; $23.4B
PCLN Priceline; $11.94B
AMTD TD Ameritrade; $11.88B
EXPE Expedia; $7.35B
AKAM Akamai; $5.63B
NFLX Netflix; $4.32B
ETFC ETrade; $3.26B
AOL ; $2.97B
IACI Interactive Corp; $2.67B
VPRT VistaPrint; $2.54B
WBMD WebMD; $2.38B
MELI MercadoLibre; $2.2B
MWW Monster WW; $2.09B
GSIC GSI Commerce; $1.72B
SAPE Sapient; $1.27B
DRIV Digital River; $1.2B

Small Cap U.S. Internet Stocks ($100M-$1B market cap)
VCLK Valueclick; $846M
NILE BlueNile; $829M
OPEN OpenTable; $827M
QNST Quinstreet; $798M
ACOM Ancestry.com; $786M
OWW Orbitz; $713M
CTCT ConstantContact; $665M
RNWK RealNetworks; $654M
UNTD United Online; $648M
SFLY Shutterfly; $632M
ARTG ArtTechnology Group; $561M
EGOV NIC Inc.; $466M
OSTK Overstock; $460M
INET Internet Brands; $448M
LPSN LivePerson; $409M
INSP InfoSpace; $403M
EHTH E-Health; $365M
ICGE Internet Capital Group; $346M
MOVE Move.com; $345M
LQDT Liquidity Services; $319M
GSOL Global Sources; $296M
TZOO TravelZoo; $257M
PRTS US Auto Parts; $220M
MCHX Marchex; $181M
UNCA Unica; $180M
WWWW Web.com Group; $146M
TSCM TheStreet.com; $115M

Asia Internet Stocks
0700.HK Tencent/QQ; $36.2B
BIDU Baidu; $21.1B
CTRP CTrip; $5.4B
NTES NetEase; $4.74B
SNDA Shanda; $3.05B
FMCN Focus Media Holdings; $2.33B
SINA Sina.com; $2.25B
SOHU Sohu.com; $2.07B
PWRD PerfectWorld; $1.81B
GA Giant Int'l Grp; $1.74B
CYOU Changyou.com; $1.66B
CRIC China Real Estate Info. Co.; $1.45B
JOBS 51job.com; $493M
WZEN Webzen Inc; $122M

Europe Internet Stocks
MEET.PA Meetic; $715M
SLG.PA SeLoger.com; $682M
MONY.L MoneySuperMarket; $545M
TRAD.ST TradeDoubler; $239M
DNX.PA Dreamnex; $118M

Internet Marketing Stocks
GOOG
YHOO
BIDU
AOL
IACI
FMCN
SINA
SOHU
GSIC
CRIC
DRIV
VCLK
QNST
CTCT
ARTG
EGOV
LPSN
INSP
ICGE
TRAD.ST
MCHX
UNCA
WWWW

E-Commerce Stocks
AMZN
EBAY
PCLN
AMTD
EXPE
CTRP
NFLX
ETFC
VPRT
MELI
GSIC
SAPE
NILE
OWW
SFLY
OSTK
INET
EHTH
ICGE
LQDT
TZOO
GSOL
PRTS

Gaming/Music/Content
0700.HK
AKAM
NTES
SNDA
WBMD
MWW
PWRD
GA
CYOU
OPEN
MEET.PA
SLG.PA
RNWK
UNTD
MONY.L
JOBS
EHTH
MOVE
WZEN
DNX.PA
TSCM

If you think I'm missing any companies, please let me know. There were a bunch of companies I thought about including but didn't, either because they're too small, or Internet-based revenues are <50% of total revenues. Also, if I can figure out how to do it, I'll create portfolios with $10,000 hypothetical $$ in each company so that we can track how the different Internet sector's are doing.

ENJOY!

 
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