GLBE Stock Analysis: Global-E Online | NASDAQ
Internet Retail | NASDAQ, USA | Market Cap: 6.710m USD | 12M Return: 9.4% | IL0011741688 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 51.1M
EPS Trend: 98.3%
Qual. Beats: 1
Rev. Trend: 99.9%
Qual. Beats: -1
Warnings
Tailwinds
Seasonality 5.2 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Global-E Online Ltd. (GLBE) operates a direct-to-consumer cross-border e-commerce platform that connects international shoppers with merchants selling globally. Headquartered in Petah Tikva, Israel, and incorporated in 2013, the company facilitates online transactions between buyers and sellers across multiple markets, including Israel, the United Kingdom, the United States, and other international regions. GLBE is listed on NASDAQ and is classified within the Consumer Discretionary sector under the Broadline Retail sub-industry.
The company operates a platform-based business model, generating revenue primarily by taking a percentage of the gross merchandise value (GMV) processed through its checkout and logistics services rather than holding inventory itself. Cross-border e-commerce platforms like GLBE address demand from merchants seeking access to international consumer markets without the complexity of managing local payment methods, currencies, duties, and returns in each region.
- Cross-border e-commerce demand accelerates platform GMV growth
- Shopify Markets and Adyen intensify platform competition
- FX volatility impacts gross margin on multi-currency transactions
| Net Income: 153.7m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.21 > 0.02 and ΔFCF/TA 9.10 > 1.0 |
| NWC/Revenue: 41.54% < 20% (prev 53.28%; Δ -11.74% < -1%) |
| CFO/TA 0.22 > 3% & CFO 292.0m > Net Income 153.7m |
| Net Debt (-481.1m) to EBITDA (179.0m): -2.69 < 3 |
| Current Ratio: 2.07 > 1.5 & < 3 |
| Outstanding Shares: last quarter (175.1m) vs 12m ago 3.14% < -2% |
| Gross Margin: 45.22% > 18% (prev 45.10%; Δ 0.12% > 0.5%) |
| Asset Turnover: 86.23% > 50% (prev 69.39%; Δ 16.84% > 0%) |
| Interest Coverage Ratio: 134.9 > 6 (EBIT TTM 158.0m / Interest Expense TTM 1.17m) |
| A: 0.34 (Total Current Assets 891.0m - Total Current Liabilities 430.6m) / Total Assets 1.36b |
| B: -0.43 (Retained Earnings -585.2m / Total Assets 1.36b) |
| C: 0.12 (EBIT TTM 158.0m / Avg Total Assets 1.29b) |
| D: 2.00 (Book Value of Equity 903.7m / Total Liabilities 451.6m) |
| Altman-Z'' = 3.75 = AA |
| DSRI: 0.49 (Receivables 78.6m/122.6m, Revenue 1.11b/843.6m) |
| GMI: 1.00 (GM 45.10% / 45.22%) |
| AQI: 0.87 (AQ_t 0.32 / AQ_t-1 0.37) |
| SGI: 1.31 (Revenue 1.11b / 843.6m) |
| TATA: -0.10 (NI 153.7m - CFO 292.0m) / TA 1.36b) |
| Beneish M = -3.31 (Cap -4..+1) = AA |
As of September 07, 2026, the stock is trading at USD 38.37 with a total of 899,508 shares traded. Over the past week, the price has changed by -3.95%, over one month by -7.61%, over three months by +16.66% and over the past year by +9.44%.
Current recommended Stop Loss: 35.80 (which is 6.7% or 1.7 ATR below the current price).
Global-E Online has received a consensus analysts rating of 4.27. Therefore, it is recommended to buy GLBE.
- StrongBuy: 7
- Buy: 7
- Hold: 0
- Sell: 0
- StrongSell: 1
| Analysts Target Price | 50.6 | 31.9% |
P/E Trailing = 45.3977
P/E Forward = 35.9712
P/S = 6.0534
P/B = 7.3384
Revenue TTM = 1.11b USD
EBIT TTM = 158.0m USD
EBITDA TTM = 179.0m USD
Long Term Debt = 19.4m USD (estimated: total debt 25.4m - short term 6.00m)
Short Term Debt = 6.00m USD (from shortTermDebt, last quarter)
Debt = 49.3m USD (from shortLongTermDebtTotal, last quarter) + Leases 23.9m
Net Debt = -481.1m USD (calculated: Debt 49.3m - CCE 530.4m)
Enterprise Value = 6.23b USD (6.71b + Debt 49.3m - CCE 530.4m)
Interest Coverage Ratio = 134.9 (Ebit TTM 158.0m / Interest Expense TTM 1.17m)
EV/FCF = 21.48x (Enterprise Value 6.23b / FCF TTM 290.0m)
FCF Yield = 4.66% (FCF TTM 290.0m / Enterprise Value 6.23b)
FCF Margin = 26.16% (FCF TTM 290.0m / Revenue TTM 1.11b)
Net Margin = 13.87% (Net Income TTM 153.7m / Revenue TTM 1.11b)
Gross Margin = 45.22% ((Revenue TTM 1.11b - Cost of Revenue TTM 607.3m) / Revenue TTM)
Gross Margin QoQ = 44.10% (prev 45.57%)
Tobins Q-Ratio = 4.60 (Enterprise Value 6.23b / Total Assets 1.36b)
Interest Expense / Debt = 2.38% (Interest Expense 1.17m / Debt 49.3m)
Taxrate = 2.24% (3.52m / 157.2m)
NOPAT = 154.5m (EBIT 158.0m * (1 - 2.24%))
Current Ratio = 2.07 (Total Current Assets 891.0m / Total Current Liabilities 430.6m)
Debt / Equity = 0.05 (Debt 49.3m / totalStockholderEquity, last quarter 903.7m)
Debt / EBITDA = -2.69 (Net Debt -481.1m / EBITDA 179.0m)
Debt / FCF = -1.66 (Net Debt -481.1m / FCF TTM 290.0m)
Total Stockholder Equity = 920.2m (last 4 quarters mean from totalStockholderEquity)
RoA = 11.96% (Net Income 153.7m / Total Assets 1.36b)
RoE = 16.70% (Net Income TTM 153.7m / Total Stockholder Equity 920.2m)
RoCE = 16.82% (EBIT 158.0m / Capital Employed (Equity 920.2m + L.T.Debt 19.4m))
RoIC = 17.65% (NOPAT 154.5m / Invested Capital 875.3m)
WACC = 8.39% (E(6.71b)/V(6.76b) * Re(8.43%) + D(49.3m)/V(6.76b) * Rd(2.38%) * (1-Tc(0.02)))
Discount Rate = 8.43% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 78.19 | Cagr: 2.36%
[DCF] Terminal Value 77.86% ; FCFF base≈233.9m ; Y1≈268.1m ; Y5≈394.5m
[DCF] Fair Price = 37.99 (EV 5.90b - Net Debt -481.1m = Equity 6.38b / Shares 168.0m; r=8.39% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 98.31 | EPS CAGR: 28.76% | SUE: 1.21 | # QB: 1
Revenue Correlation: 99.87 | Revenue CAGR: 30.91% | SUE: -3.60 | # QB: -1
EPS current Quarter (2026-09-30): EPS=0.31 | Chg30d=+1.06% | Revisions=+25% | Analysts=6
EPS current Year (2026-12-31): EPS=1.59 | Chg30d=+6.13% | Revisions=+0% | GrowthEPS=+48.3% | GrowthRev=+38.7%
EPS next Year (2027-12-31): EPS=2.00 | Chg30d=+4.15% | Revisions=+25% | GrowthEPS=+25.7% | GrowthRev=+27.5%
[Analyst] Revisions Ratio: +40% (up=2, down=0)