Two-Sided Marketplace

Platforms that match a supply side (sellers, hosts, drivers, merchants, service professionals) with a demand side (buyers, guests, riders, consumers) and monetize primarily through a transaction fee, commission, or service fee on the gross flow of value that the platform intermediates. The unit economics center on (a) the dollar value of the matched flow, (b) the percentage of that flow the platfo

Each company on its own headline number

TickerCompanyTheir metricPeriodYoYA year ago
GBTGGlobal Business Travel Group, Inc.TravelFY2026-Q2+38.1%+0.2%
MELIMercadoLibre, Inc.Brazil Net Revenue and Financial IncomeFY2026-Q2+59.2%+24.7%
RHIRobert Half International Inc.Permanent Placement Talent SolutionsFY2026-Q2+2.9%-12.5%
MKTXMarketAxess Holdings Inc.Commission RevenueFY2026-Q1+12.2%-1.9%
XMTRXometry, Inc.Accounts with At Least $50,000 of Last Twelve-Month SpendFY2026-Q1+20.6%+11.9%
CSGPCoStar Group, Inc.Adjusted Earnings Before Interest, Taxes, Depreciation, and AmortizationFY2026-Q2+116.5%+108.3%
DASHDoorDash, Inc.Total OrdersFY2026-Q2+27.5%+19.8%
LYFTLyft, Inc.Active RidersFY2026-Q2+16.9%+10.1%
OPLNOPENLANE, Inc.Adjusted EBITDAFY2026-Q1+16.8%+10.7%
ABNBAirbnb, Inc.Gross Bookings ValueFY2026-Q2+15.7%+10.8%
CARTInstacart (Maplebear Inc.)Gross Transaction ValueFY2026-Q1+12.8%+9.7%
ETSYEtsy, Inc.Consolidated Take RateFY2026-Q1+2.4 pts+1.7 pts
UBERUber Technologies, Inc.Adjusted EBITDAFY2026-Q2+34.2%+33.8%
CARGCarGurus, Inc.InternationalFY2026-Q2+27.7%+28.0%
EBAYeBay Inc.Non-GAAP Operating MarginFY2026-Q2+0.1 pts+0.5 pts
EXPEExpedia Group, Inc.Booked room nightsFY2026-Q2+5.9%+6.4%
BKNGBooking Holdings Inc.Gross BookingsFY2026-Q2+9.2%+12.8%
ZZillow Group, Inc. Class CTotal Visits (Mobile Apps and Websites)FY2026-Q1-4.2%+4.3%
LYVLive Nation Entertainment, Inc.Adjusted operating income (AOI)FY2026-Q2+2.3%+11.5%
MGNIMagnite, Inc.Adjusted Earnings Before Interest Taxes Depreciation and AmortizationFY2026-Q1+16.6%+194.4%
APPAppLovin CorporationFree Cash FlowFY2026-Q2+12.4%
ARXAccelerant HoldingsExchange Services Operating RevenueFY2025-Q3+33.6%
CPRTCopart, Inc.MembersFY2026-Q4+0.0%
LPLALPL Financial Holdings Inc.Total Advisory and Brokerage AssetsFY2025-Q4
ROPRoper Technologies, Inc.Adjusted EBITDAFY2026-Q2
TWTradeweb Markets Inc.Fully electronic U.S. high grade TRACE shareFY2026-Q1

Where they use the same metric

  • US revenue — reported by 13 of 43
  • Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization — reported by 12 of 43
  • Free cash flow — reported by 10 of 43
  • Gross Bookings — reported by 7 of 43
  • Adjusted EBITDA margin — reported by 7 of 43
  • Earnings Before Interest, Taxes, Depreciation, and Amortization — reported by 6 of 43
  • Adjusted Net Income — reported by 6 of 43
  • Consolidated Take Rate — reported by 5 of 43

A side-by-side appears only when three or more companies report the same metric under their own definition. Nothing is translated from one company's segment into another's.

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