Global-E Online (GLBE) vs Wayfair (W)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Wayfair (W) has outperformed Global-E Online (GLBE) over the past year, gaining 25.7% versus a gain of 12.3%. Over five years, GLBE leads with a -31.7% price change compared with -56.4% for W. Wayfair is the larger company by market cap ($14.31 billion vs $6.54 billion), about 2.2 times the size, while Global-E Online is growing revenue faster (+27.8% vs +5.1%).
On valuation, Global-E Online trades at a lower forward P/E (19.5x vs 26.9x for Wayfair). Global-E Online converts more of its revenue into profit, with a net margin of 7.1% versus -2.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | GLBE | W |
|---|---|---|
| Share price | $38.96 | $104.47 |
| Market cap | $6.54B | $14.31B |
| 1-day change | +0.67% | -0.93% |
| YTD return | -0.89% | +4.04% |
| 1-year return | +12.28% | +25.69% |
| 5-year return | -31.74% | -56.43% |
| P/E ratio (TTM) | 43.78 | — |
| Forward P/E | 19.46 | 26.90 |
| EPS (TTM) | $0.89 | $-2.45 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $962.20M | $12.46B |
| Revenue growth (YoY) | +27.82% | +5.11% |
| Net income (latest FY) | $68.27M | $-313.00M |
| Gross margin | 45.34% | 30.22% |
| Operating margin | 7.45% | 0.14% |
| Net margin | 7.10% | -2.51% |
| 52-week high | $43.99 | $119.98 |
| 52-week low | $26.85 | $55.60 |
| Distance from 52-week high | -11.43% | -12.93% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +30.31% | +18.40% |
| Average volume | 1.46M | 2.88M |
| Shares outstanding | 167.97M | 115.99M |
| Employees | 1,219 | 11,800 |
| Sector | Technology | Consumer Discretionary |
| Industry | Computer Software: Prepackaged Software | Catalog/Specialty Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Wayfair is about 2.2 times larger than Global-E Online by market value ($14.31B vs $6.54B).
- W has outperformed GLBE by 13.4 percentage points over the past year.
- Global-E Online is more profitable, keeping 7.1 cents of every revenue dollar as net income versus -2.5 cents for Wayfair.
- Global-E Online grew revenue faster in its latest fiscal year (+27.82% vs +5.11%).
- The two companies sit in different sectors: Global-E Online in Technology and Wayfair in Consumer Discretionary.
About Global-E Online
GLBE stock →Global-E Online Ltd., together with its subsidiaries, provides direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online, and merchants to sell from and to worldwide.
Technology · Computer Software: Prepackaged Software · 1,219 employees
About Wayfair
W stock →Wayfair Inc. engages in the e-commerce business in the United States and internationally.
Consumer Discretionary · Catalog/Specialty Distribution · 11,800 employees
GLBE vs W FAQ
Which is bigger, Global-E Online or Wayfair?
Wayfair (W) is larger, with a market capitalization of $14.31B compared with $6.54B for Global-E Online (GLBE).
Which stock has performed better over the past year, GLBE or W?
W returned +25.69% over the past 12 months, compared with +12.28% for GLBE (price return, excluding dividends). Past performance does not predict future results.
Are Global-E Online and Wayfair in the same industry?
No. Global-E Online is in the Technology sector, while Wayfair is in Consumer Discretionary.