Global-e Online Ltd. (GLBE) vs Revolve Group, Inc. (RVLV)

Global-e Online Ltd. and Revolve Group, Inc. are both Internet Retail companies. Global-e Online Ltd. is the larger, with a market value of $6.8B against $1.7B — 4.1× the size. Revolve Group, Inc. trades at the lower P/E: 22.4× against 42.7×. Global-e Online Ltd. grew revenue faster over the last twelve months: 31.4% against 10.8%. Global-e Online Ltd. has the higher net margin (13.9% vs 5.54%) and the higher return on invested capital (26.5% vs 21.8%). Across the 21 metrics below, Global-e Online Ltd. leads on 13 and Revolve Group, Inc. on 8.

Valuation

Metric GLBE RVLV Internet Retail median
P/E 42.66 22.35 24.35
P/S 5.87 1.24 0.69
P/B 7.20 3.01 1.66
Price to free cash flow 22.42 63.96 15.23
EV/EBITDA 30.04 15.18 19.14
EV/Sales 5.39 1.00 0.75
Earnings yield 2.34% 4.47% (0.17%)
Free cash flow yield 4.46% 1.56% 0.00%

Profitability

Metric GLBE RVLV Internet Retail median
Gross margin 45.22% 54.32% 43.51%
Operating margin 14.25% 6.05% 0.08%
Net margin 13.87% 5.54% 0.56%
Free cash flow margin 26.16% 1.94% 0.00%
Return on equity 16.96% 14.41% 0.00%
Return on assets 11.96% 9.28% 0.00%
Return on invested capital 26.46% 21.76% 0.00%

Growth

Metric GLBE RVLV Internet Retail median
Revenue growth (TTM) 31.40% 10.80% 10.80%
EPS growth (last fiscal year) 186.67% 24.64% 14.02%
Revenue growth, 5-year CAGR 47.81% 16.12% 10.81%
Net income growth, 5-year CAGR 148.19% 1.68% 0.00%

Health

Metric GLBE RVLV Internet Retail median
Debt to equity 0.00 0.00 0.10
Current ratio 2.07 2.48 1.48
Net debt to EBITDA (3.93) (3.76) (0.25)

Dividend

Metric GLBE RVLV Internet Retail median
Dividend yield — — 1.79%
Payout ratio — — 0.25

Size

Metric GLBE RVLV Internet Retail median
Market cap 6.76b 1.65b 413.81m

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