Global-e Online Ltd.

GLBE Consumer Cyclical Internet Retail

Global-e Online Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $962.2 million, up 27.8% from fiscal 2024.

Revenue
+39.2%
EPS
+366.7%
Free cash flow
+15.2%

Quarter to June 2026, against a year earlier

43.25 1.68 −3.74%
Market cap
$7.3B
P/E
47.5×
Fwd P/E
34.5×
Dividend yield
—
F-score
7/9
Altman Z
8.26
Beneish M
−2.92
Dividend safety
n/a

Insider Decisions last twelve months

Sold, $m 54.01
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell — — — 3 14 11 16 9 12 14 6 2
Insider Ownership 30.76%

Capital & Financial Ratios $m

Size
Market Cap 7,280.00
Revenue ttm 1,108.52
Net income ttm 153.71
Free cash flow ttm 290.03
Net debt Q (530.41)
Valuation
P/E 47.53 (above 35: high)
Forward P/E 34.50
Price / sales 6.54
Forward P/S Powerpack
Price / FCF 24.98
Price / book 8.02 (above 6: high)
Financial health
Current ratio Q 2.07 (at or above 1.5: strong)
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q (10.46)
Growth
Revenue growth Q +39.15% (above 0%: growing)
Operating income growth Q +324.99% (above 0%: growing)
EPS, this year +214.74% (at or above 15%: strong)
EPS, next year A +34.92% (at or above 15%: strong)
Revenue, next year A +39.16% (at or above 10%: strong)
EPS, past 5 yrs +23.33% (at or above 15%: strong)
EPS, next 5 yrs A +80.44% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/S against its own 10 years 17.26%
10-year low 10-year high
P/B against its own 10 years 86.10%
10-year low 10-year high
EV/Sales against its own 10 years 18.93%
10-year low 10-year high
EV/FCF against its own 10 years 15.74%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 317 474 623 530
Receivables 139 164 237 236
Inventory — — — —
Other — — — —
520 723 987 891
2023 2024 2025 Q'26
Payables 51 80 92 81
ST’ Debt — — — —
Other — — — —
274 348 510 431

Compound Annual Growth %

10y 5y 3y
Sales — 47.81% 32.99%
Cash Flow — 57.43% 47.01%
Earnings — 148.19% 0.00%
Book Value — 0.00% 0.16%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 0.17 0.27 — — —
’25 (0.11) 0.06 0.07 0.35 0.39
’24 (0.19) (0.13) (0.13) 0.01 (0.45)
’23 (0.26) (0.22) (0.20) (0.13) (0.81)
’22 (0.35) (0.31) (0.41) (0.18) (1.24)
’21 (0.08) (0.25) (0.19) (0.21) (0.74)
’20 (0.06) (0.02) 0.04 0.18 0.14
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 252 299 — — —
’25 190 215 221 337 962
’24 146 168 176 263 753
’23 118 133 134 185 570
’22 76 87 106 140 409
’21 46 57 59 83 245
’20 20 30 33 54 136
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 (73) 74 — — —
’25 (72) 65 74 217 284
’24 (54) 64 30 129 169
’23 (30) 18 27 93 108
’22 (5) 38 0 57 89
’21 (21) 7 5 24 16
’20 (13) 10 0 33 29
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (73) 73 — — —
’25 (73) 64 74 216 281
’24 (55) 64 30 129 167
’23 (30) 18 26 93 106
’22 (10) 36 (2) 57 81
’21 (21) 7 5 22 13
’20 (14) 10 (1) 33 29
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue — — 39 66 136 245 409 570 753 962 1,109 +58.3% 1,339 1,724 2,175 +31.2%
Gross margin, % — — 22.23 28.34 31.88 37.28 38.67 40.99 45.09 45.34 45.22 +23.1 pt
EBT — — (12) (8) 4 (74) (201) (132) (79) 70 157 n/m
EBT margin, % — — (29.87) (11.40) 2.99 (30.26) (49.24) (23.12) (10.55) 7.33 14.18 +37.2 pt
Net income — 0 (12) (8) 4 (75) (195) (134) (76) 68 154 n/m
Per share, $
Per share, $ Revenue — — 1,196.28 3.35 6.46 2.41 2.59 3.47 4.50 5.66 6.62 (53.5%)
Earnings — — (359.17) (0.38) 0.19 (0.74) (1.24) (0.81) (0.45) 0.40 0.91 n/m
Cash flow — — (247.28) 0.36 1.39 0.15 0.57 0.66 1.01 1.67 1.74 n/m
Capex — — 0.00 (0.01) (0.02) (0.03) (0.05) (0.01) (0.01) (0.02) (0.01) n/m
Free cash flow — — (247.28) 0.34 1.37 0.13 0.51 0.65 1.00 1.65 1.73 n/m
Book value — — 0.00 (2.70) (2.11) 6.84 5.89 5.49 5.34 5.49 5.39 n/m
Shares, m — — 0 20 21 102 158 164 167 170 169 +240.1%
Valuation, ×
Valuation, × P/E — — 151.61 151.61 151.61 0.00 0.00 0.00 0.00 98.28 47.53 69.1
P/S — — 3.42 3.42 3.42 26.29 8.00 11.16 12.12 6.94 6.54 9.3
P/B — — 0.00 0.00 0.00 9.27 3.53 7.05 10.21 7.16 8.02 4.7
EV/Sales — — 2.91 2.91 2.91 24.22 7.44 10.60 11.49 6.29 6.06 8.6
EV/FCF — — 21.80 21.80 21.80 461.72 37.59 56.74 51.78 21.57 23.15 86.8
Cash, $m
Cash, $m Operating cash flow — — (8) 7 29 16 89 108 169 284 292 n/m
Capex — — 0 0 0 (3) (8) (2) (2) (3) (2) +61.5%
Free cash flow — — (8) 7 29 13 81 106 167 281 290 n/m
Balance, $m
Balance, $m Working capital — — — (2) 69 491 165 247 375 477 460 n/m
Net debt — — — (5) (92) (509) (228) (317) (474) (623) (530) +122.6%
Shareholders’ equity — — — (53) (45) 696 928 902 893 933 904 n/m
Returns, %
Returns, % ROA — — 0.00 (34.61) 0.71 (14.88) (19.46) (11.32) (6.13) 5.01 11.96 +5.0 pt
ROIC — — — 0.00 0.00 (21.98) (16.91) (14.65) (10.13) 14.46 26.46 +14.5 pt
ROE — — 0.00 15.47 (1.49) (23.01) (24.07) (14.62) (8.42) 7.48 16.96 +7.5 pt
People
People Employees — — — — 289 473 767 923 1,084 1,219 — +33.4%
Revenue/emp, $m — — 0.00 0.00 0.47 0.52 0.53 0.62 0.69 0.79 — n/m
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Global-e Online Ltd. vs peers in Internet Retail (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
JD JD.com, Inc. $34.4B 17.6× 9.8× +2.54% (above 0%: growing) +27.87% (above 0%: growing) +64.77% (above 0%: growing) 17.12% 1.31% Compare
CPNG Coupang, Inc. $29.4B — (loss-making) — (loss-making) +7.50% (above 0%: growing) n/m −116.29% (below 0%: shrinking) 25.71% (4.52%) Compare
W Wayfair Inc. $15.5B — (loss-making) — (loss-making) +9.72% (above 0%: growing) n/m +31.25% (above 0%: growing) 29.59% 3.10% Compare
CART Maplebear Inc. $13.7B 29.2× 24.6× +16.61% (above 0%: growing) +14.81% (above 0%: growing) +12.50% (above 0%: growing) 71.78% 0.00% Compare
CHWY Chewy $9.2B 34.8× 27.7× +7.28% (above 0%: growing) +33.33% (above 0%: growing) −15.49% (below 0%: shrinking) 30.36% 2.76% Compare
ETSY Etsy, Inc. $7.9B 8.5× 21.8× +10.95% (above 0%: growing) +1,132.78% (above 0%: growing) −26.05% (below 0%: shrinking) 72.66% 16.09% Compare
GLBE Global-e Online Ltd. $7.3B 47.5× 34.5× +39.15% (above 0%: growing) +366.67% (above 0%: growing) +15.22% (above 0%: growing) 44.10% 14.94%
VIPS Vipshop Holdings Limited $5.6B 4.5× 4.3× +1.08% (above 0%: growing) +221.95% (above 0%: growing) +38.25% (above 0%: growing) 23.29% 6.15% Compare
PTRN Pattern Group Inc. $3.1B 24.0× 27.2× +38.49% (above 0%: growing) n/m −0.70% (below 0%: shrinking) 43.65% 4.23% Compare
Median of peers $11.5B 20.8× 23.2× +8.61% +33.33% +5.90% 29.97% 2.93%

All 42 Internet Retail stocks →

Global-e Online Ltd. (GLBE) Latest News

1 Oct

Impact 4 · · GlobeNewswire

19 Aug

Impact 4 · · The Motley Fool transcript

10 Jun

GLBE metrics, ten years each

stockrow.com/GLBE · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com