A Structural Ranking of 37 U.S. Retail & E-Commerce Companies: From P/E Ratios to Expected Equity Returns

This note analyzes 37 U.S. retail and e-commerce companies as of December 31, 2025 using the Potential Payback Period (PPP)framework and ranks them by Stock Internal Rate of Return Including Price Appreciation (SIRRIPA). Based on market data from Simply Wall Street and a common discount rate, the analysis maps heterogeneous equity valuations onto a single, yield-like return scale. In contrast to highly dispersed P/E ratios (from 11 to 216), SIRRIPA values cluster between approximately 3% and 8%, enabling consistent cross-company comparison and practical portfolio decision-making.