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. In the quarter to June 2026, revenue grew 39.2%, EPS grew 366.7% and free cash flow grew 15.2%, each against the same quarter a year earlier. Revenue growth for five consecutive years, operating cash flow growth for three.

38.82 1.41 −3.50%
Market cap
$6.8B
P/E
42.7×
Fwd P/E
28.3×
Dividend yield
—
F-score
7/9
Altman Z
8.26
Beneish M
−2.92
Dividend safety
n/a

Insider Decisions trades per month

Total sells 49.80
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — — 3 14 11 16 9 12 14 3
Insider Ownership 30.77%

Capital & Financial Ratios $m

Market Cap 6,760.00
Revenue 1,108.52
Net Income 153.71
Free Cash Flow 290.03
Net Debt (530.41)
Current Ratio 2.07 (at or above 1.5: strong)
Debt/Equity 0.00 (at or below 0.5: strong)
P/E ratio 42.66 (above 35: high)
Fwd P/E 28.30
P/S ratio 5.87
P/B ratio 7.20 (above 6: high)
Past 5Y EPS Growth 23.33% (at or above 15%: strong)
This Y EPS Growth 210.71% (at or above 15%: strong)
Next Y EPS Growth 34.24% (at or above 15%: strong)
Next Y revenue growth 38.95% (at or above 10%: strong)
Next 5Y EPS Growth 79.73% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/S against its own 10 years 9.67%
10-year low 10-year high
P/B against its own 10 years 73.18%
10-year low 10-year high
EV/Sales against its own 10 years 10.11%
10-year low 10-year high
EV/FCF against its own 10 years 10.55%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2018 Powerpack
predictions special payouts not included in total or ratios

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%

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.

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.

Target Price Range

Analyst price targets

Recommendation Rating

1.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low — — — — — 24.22 15.63 19.59 28.11 26.64

Analyst estimates 2026–2028

Powerpack
High — — — — — 83.77 64.84 45.72 57.85 63.69
People
People Employees — — — — 289 473 767 923 1,084 1,219
Revenue/emp, $m — — 0.00 0.00 0.47 0.52 0.53 0.62 0.69 0.79
Income, $m
Income, $m Revenue — — 39 66 136 245 409 570 753 962
Gross margin, % — — 22.23 28.34 31.88 37.28 38.67 40.99 45.09 45.34
EBT — — (12) (8) 4 (74) (201) (132) (79) 70
EBT margin, % — — (29.87) (11.40) 2.99 (30.26) (49.24) (23.12) (10.55) 7.33
Net income — 0 (12) (8) 4 (75) (195) (134) (76) 68
Depreciation — — 0 0 0 85 178 173 170 87
Per share, $
Per share, $ Revenue — — 1,196.28 3.35 6.46 2.41 2.59 3.47 4.50 5.66
Earnings — — (359.17) (0.38) 0.19 (0.74) (1.24) (0.81) (0.45) 0.40
Cash flow — — (247.28) 0.36 1.39 0.15 0.57 0.66 1.01 1.67
Capex — — 0.00 (0.01) (0.02) (0.03) (0.05) (0.01) (0.01) (0.02)
Free cash flow — — (247.28) 0.34 1.37 0.13 0.51 0.65 1.00 1.65
Book value — — 0.00 (2.70) (2.11) 6.84 5.89 5.49 5.34 5.49
Shares, m — — 0 20 21 102 158 164 167 170
Valuation, ×
Valuation, × P/E — — 151.61 151.61 151.61 0.00 0.00 0.00 0.00 98.28
P/S — — 3.42 3.42 3.42 26.29 8.00 11.16 12.12 6.94
P/B — — 0.00 0.00 0.00 9.27 3.53 7.05 10.21 7.16
EV/Sales — — 2.91 2.91 2.91 24.22 7.44 10.60 11.49 6.29
EV/FCF — — 21.80 21.80 21.80 461.72 37.59 56.74 51.78 21.57
Cash, $m
Cash, $m Operating cash flow — — (8) 7 29 16 89 108 169 284
Capex — — 0 0 0 (3) (8) (2) (2) (3)
Free cash flow — — (8) 7 29 13 81 106 167 281
Balance, $m
Balance, $m Working capital — — — (2) 69 491 165 247 375 477
Total debt — — — 2 5 22 20 — — —
Net debt — — — (5) (92) (509) (228) (317) (474) (623)
Shareholders’ equity — — — (53) (45) 696 928 902 893 933
Returns, %
Returns, % ROA — — 0.00 (34.61) 0.71 (14.88) (19.46) (11.32) (6.13) 5.01
ROIC — — — 0.00 0.00 (21.98) (16.91) (14.65) (10.13) 14.46
ROE — — 0.00 15.47 (1.49) (23.01) (24.07) (14.62) (8.42) 7.48
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

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
CPNG Coupang, Inc. $26.6B — (loss-making) — (loss-making) +3.89% (above 0%: growing) n/m −79.35% (below 0%: shrinking) 28.16% (6.28%) Compare
W Wayfair Inc. $15.3B — (loss-making) — (loss-making) +7.52% (above 0%: growing) n/m +28.46% (above 0%: growing) 29.95% 2.96% Compare
CART Maplebear Inc. $11.8B 26.2× 17.0× +14.11% (above 0%: growing) +6.98% (above 0%: growing) +157.22% (above 0%: growing) 72.00% 13.81% Compare
CHWY Chewy $8.6B 31.8× 23.1× +7.28% (above 0%: growing) +33.33% (above 0%: growing) −15.49% (below 0%: shrinking) 30.36% 2.76% Compare
ETSY Etsy, Inc. $8.2B 40.2× 18.9× +6.23% (above 0%: growing) n/m −64.33% (below 0%: shrinking) 72.43% 18.74% Compare
GLBE Global-e Online Ltd. $6.8B 42.7× 28.3× +39.15% (above 0%: growing) +366.67% (above 0%: growing) +15.22% (above 0%: growing) 44.10% 14.94%
VIPS Vipshop Holdings Limited $5.2B 4.1× 5.1× +1.08% (above 0%: growing) +221.95% (above 0%: growing) +38.25% (above 0%: growing) 23.29% 6.15% Compare
OZON Ozon Holdings PLC Sponsored ADR $2.4B — (loss-making) — (loss-making) +31.09% (above 0%: growing) n/m +116.83% (above 0%: growing) 10.69% (9.16%) Compare
RVLV Revolve Group, Inc. $1.7B 22.4× 21.7× +12.44% (above 0%: growing) +85.71% (above 0%: growing) −215.06% (below 0%: shrinking) 56.61% 6.36% Compare
Median of peers $8.4B 26.2× 18.9× +7.40% +59.52% +6.49% 30.16% 4.56%

All 42 Internet Retail stocks →

Global-e Online Ltd. (GLBE) key facts

  • Strength: Global-e Online Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $962.2 million, up 27.8% from fiscal 2024.
  • Global-e Online Ltd. (GLBE) is an Internet Retail company in the Consumer Cyclical sector, traded in the US as an ADR.
  • As of October 16, 2026, GLBE traded at $38.82, a market capitalization of $6.8 billion.
  • Return on equity was 7.48% and debt-to-equity 0.00.
  • Its Piotroski F-score is 7 out of 9 and its Altman Z-score is 8.26 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Global-e Online Ltd. (GLBE) Latest News

19 Aug

15 Jul

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