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
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| OPLN | OPENLANE, Inc. | Commercial vehicle volume | FY2026-Q2 | +39.4% | -8.8% |
| LPLA | LPL Financial Holdings Inc. | Organic Net New Assets | FY2026-Q2 | +9.5% | -27.6% |
| CARG | CarGurus, Inc. | U.S. average monthly unique users | FY2025-Q2 | +12.9% | -5.3% |
| MELI | MercadoLibre, Inc. | Total Payment Volume | FY2026-Q2 | +56.3% | +39.5% |
| EBAY | eBay Inc. | Gross Merchandise Volume | FY2026-Q2 | +14.9% | +5.9% |
| XMTR | Xometry, Inc. | Accounts with trailing twelve-month spend of at least $50,000 | FY2026-Q2 | +23.4% | +15.1% |
| DASH | DoorDash, Inc. | Total Orders | FY2026-Q2 | +27.5% | +19.8% |
| UBER | Uber Technologies, Inc. | Gross Bookings | FY2026-Q2 | +24.0% | +17.1% |
| LYFT | Lyft, Inc. | Active Riders | FY2026-Q2 | +16.9% | +10.1% |
| EXPE | Expedia Group, Inc. | Gross bookings | FY2026-Q2 | +11.5% | +5.5% |
| ABNB | Airbnb, Inc. | Gross Booking Value | FY2026-Q2 | +15.7% | +10.8% |
| TW | Tradeweb Markets Inc. | Fully electronic U.S. high-grade TRACE share | FY2026-Q2 | +1.1 pts | -0.9 pts |
| MKTX | MarketAxess Holdings Inc. | Total credit fixed-distribution fees | FY2026-Q2 | +1.3% | +1.4% |
| ETSY | Etsy, Inc. | Etsy Marketplace Take Rate | FY2026-Q2 | +1.9 pts | +2.0 pts |
| BKNG | Booking Holdings Inc. | Room Nights | FY2026-Q2 | +5.2% | +7.7% |
| ZG | Zillow Group, Inc. Class A | Average monthly unique users | FY2026-Q2 | -1.6% | +5.2% |
| CART | Instacart (Maplebear Inc.) | Orders | FY2026-Q2 | +9.2% | +16.8% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.