* 2 companies have roughly the same market cap ~$20 bn
* Company A reported $1.8 bn in revenue over the last 12 months (2Q15) and a hefty loss on all metrics (yes, even EBITDA), so the best we can say is it trades at a very lofty >10x revenues, in the hopes it will someday make some money...
* Company B reported $8.8 bn in revenue over the last 12 months, of which $3.6 bn was eCommerce driven, with $1.7 bn of that mobile commerce driven (yes, almost as much as total for company A). This company, however, earned $1.9 bn in OIBDA and nearly $1.3 bn in EBIT over the same period, and owns a majority stake in another company valued at $1.3 bn...
* Company A is Twitter, which trades on a multiple of forward hopes and dreams...
* Company B is QVC, which sports one of the highest OIBDA margins of any retail company, yet, unfortunately trades as an "old economy" company
...maybe they'll rebrand as a high-flying mobile eCommerce enterprise? ;)