COMP <GO>

LUXE vs GCT // EV/EBITDA & P/E VALUATION

LuxExperience B.V. each representing one Ordinary Share (NYSE) VS. GigaCloud Technology Inc (Class A) (NASDAQ) • 15-METRIC TALLY: LUXE 1 — GCT 1

■ METRIC PARITY

LUXE — LuxExperience B.V. each representing one Ordinary Share ROARABLE C- • RQD 61/100

LAST: $9.55 (+5.99%) • MKT CAP: $1.33B

DES <GO> FA <GO> 10-K RED <GO>

valuation

—

GCT — GigaCloud Technology Inc (Class A) ROARABLE B • RQD 75/100

LAST: $60.62 (-0.02%) • MKT CAP: $2.16B

DES <GO> FA <GO> 10-K RED <GO>

valuation

11.8x

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LUXE VS. GCT) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	LUXE	GCT	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	—	23.30%	—	TIE	/gross-margins <GO>
Return on Invested Capital (ROIC)	—	85.00%	—	TIE	/roic <GO>
EV/EBITDA & P/E Valuation ACTIVE	—	11.8x	—	TIE	/valuation <GO>
Free Cash Flow Yield	—	8.44%	—	TIE	/fcf-yield <GO>
Operating Margin	—	11.20%	—	TIE	/operating-margins <GO>
Net Profit Margin	—	10.60%	—	TIE	/net-margins <GO>
Revenue Growth (YoY)	—	11.10%	—	TIE	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	0.00%	0.00	TIE	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	—	4.10	—	TIE	/balance-sheet <GO>
Piotroski F-Score Quality	—	7/9	—	TIE	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	—	—	—	TIE	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	55.8	55.1	+0.66	LUXE	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	—	—	—	TIE	/macro-sensitivity <GO>
Forward P/E Multiple	—	14.7x	—	TIE	/forward-pe <GO>
Enterprise Scale & Market Cap	$1.33B	$2.16B	-$830.6M	GCT	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	LUXE REV	GCT REV	LUXE GROSS %	GCT GROSS %	LUXE FCF	GCT FCF
FY 2025	—	$1.29B	—	23.3%	—	$182.8M
FY 2024	—	$1.16B	—	24.6%	—	$142.5M
FY 2023	—	$703.8M	—	—	—	$133.5M

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

LUXE // BETA —

GCT // BETA —