Coupang
CPNG · Broadline Retail
$13.90
0.6%Kohl's
KSS · Broadline Retail
$24.58
0.8%The short version
- Coupang is the larger business, with $34.5B of revenue in fiscal 2025 against $15.5B for Kohl's, about 2.2 times as much.
- Coupang grew revenue faster (14.1%, against −4.3%).
- Kohl's kept more of each dollar of sales as operating profit (4.0% operating margin, against 1.4% operating margin).
- Kohl's turned more of its sales into free cash flow (6.5% FCF margin, against 1.5% FCF margin).
| Latest fiscal year | CPNG · FY25 | KSS · FY25 |
|---|---|---|
| Size | ||
| Market cap | $25.0B | $2.9B |
| Revenue | $34.5B | $15.5B |
| Free cash flow | $522M | $1.0B |
| Net income | $208M | $272M |
| Growth | ||
| Revenue growth | 14.1% | −4.3% |
| 5-year growth | 23.6% | −0.5% |
| Share count change | 1.6% | 1.8% |
| Profitability | ||
| Gross margin | 29.4% | 40.6% |
| Operating margin | 1.4% | 4.0% |
| Net margin | 0.6% | 1.8% |
| FCF margin | 1.5% | 6.5% |
| Return on capital | — | 7.2% |
| Return on equity | 4.8% | 6.9% |
| Balance sheet | ||
| Net debt | −$4.7B | $2.8B |
| Net debt / EBITDA | −4.8x | 2.1x |
| Dividends and buybacks | $243M | $56.0M |
| Valuation & quality | ||
| P/E | — | 10.7x |
| Piotroski F-score | 6 | 7 |
FY16
CPNG —
KSS $19.7B
FY17
CPNG —
KSS $20.1B
FY18
CPNG —
KSS $20.2B
FY19
CPNG $6.3B
KSS $20.0B
FY20
CPNG $12.0B
KSS $16.0B
FY21
CPNG $18.4B
KSS $19.4B
FY22
CPNG $20.6B
KSS $18.1B
FY23
CPNG $24.4B
KSS $17.5B
FY24
CPNG $30.3B
KSS $16.2B
FY25
CPNG $34.5B
KSS $15.5B
CPNG
KSS
FY16
CPNG —
KSS 6.0%
FY17
CPNG —
KSS 7.1%
FY18
CPNG —
KSS 6.7%
FY19
CPNG −10.2%
KSS 5.5%
FY20
CPNG −4.3%
KSS −1.6%
FY21
CPNG −8.1%
KSS 8.7%
FY22
CPNG −0.5%
KSS 1.4%
FY23
CPNG 1.9%
KSS 4.1%
FY24
CPNG 1.4%
KSS 2.7%
FY25
CPNG 1.4%
KSS 4.0%
CPNG
KSS
FY16
CPNG —
KSS $1.4B
FY17
CPNG —
KSS $1.0B
FY18
CPNG —
KSS $1.5B
FY19
CPNG −$530M
KSS $802M
FY20
CPNG −$183M
KSS $1.0B
FY21
CPNG −$1.1B
KSS $1.7B
FY22
CPNG −$259M
KSS −$544M
FY23
CPNG $1.8B
KSS $591M
FY24
CPNG $1.0B
KSS $182M
FY25
CPNG $522M
KSS $1.0B
CPNG
KSS
FY16
CPNG —
KSS 10.2%
FY17
CPNG —
KSS 15.5%
FY18
CPNG —
KSS 15.4%
FY19
CPNG —
KSS 11.9%
FY20
CPNG —
KSS −3.0%
FY21
CPNG —
KSS 19.7%
FY22
CPNG —
KSS 2.6%
FY23
CPNG —
KSS —
FY24
CPNG —
KSS —
FY25
CPNG —
KSS 7.2%
CPNG
KSS
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.