(GLBE) Global-E Online - Overview

Sector: Consumer Cyclical | Industry: Internet Retail | Exchange: NASDAQ (USA) | Market Cap: 4.910m USD | Total Return: -2.7% in 12m

Stock E-commerce, Platform, Cross-Border, Localization, Logistics
Total Rating 46
Safety 84
Buy Signal -0.39
Internet Retail +6.7
Broadline Retail +10.4
Market Cap: 4,910m
Avg Trading Vol: 34.1M USD
ATR: 5.63%
Peers RS (IBD): 41.7
Risk 5d forecast
Volatility59.6%
Rel. Tail Risk-14.1%
Reward TTM
Sharpe Ratio-0.06
Alpha-28.65
Character TTM
Beta0.769
Beta Downside1.627
Drawdowns 3y
Max DD54.42%
CAGR/Max DD-0.02
EPS (Earnings per Share) EPS (Earnings per Share) of GLBE over the last years for every Quarter: "2021-03": -0.08, "2021-06": 0.06, "2021-09": 0.01, "2021-12": 0.07, "2022-03": 0.01, "2022-06": 0.07, "2022-09": 0.01, "2022-12": 0.11, "2023-03": 0.07, "2023-06": 0.12, "2023-09": 0.2, "2023-12": 0.22, "2024-03": 0.1, "2024-06": 0.17, "2024-09": 0.17, "2024-12": 0.01, "2025-03": -0.11, "2025-06": 0.2, "2025-09": 0.2, "2025-12": 0.49, "2026-03": 0,
EPS CAGR: -11.43%
EPS Trend: 24.1%
Last SUE: -2.29
Qual. Beats: 0
Revenue Revenue of GLBE over the last years for every Quarter: 2021-03: 46.151, 2021-06: 57.287, 2021-09: 59.119, 2021-12: 82.717, 2022-03: 76.322, 2022-06: 87.305, 2022-09: 105.556, 2022-12: 139.865, 2023-03: 117.631, 2023-06: 133.309, 2023-09: 133.605, 2023-12: 185.401, 2024-03: 145.873, 2024-06: 168.008, 2024-09: 175.971, 2024-12: 262.912, 2025-03: 189.882, 2025-06: 214.877, 2025-09: 220.779, 2025-12: 336.657, 2026-03: null,
Rev. CAGR: 48.55%
Rev. Trend: 93.3%
Last SUE: 2.53
Qual. Beats: 1
Description: GLBE Global-E Online

Global-E Online Ltd. (NASDAQ: GLBE) operates a direct-to-consumer cross-border e-commerce platform that connects international shoppers with merchants in Israel, the United Kingdom, the United States and other markets. Founded in 2013 and based in Petah Tikva, Israel, the company enables merchants to sell globally while handling payments, logistics and compliance.

In FY 2024 the firm reported $312 million in revenue, a 21% year-over-year increase driven by a 28% rise in gross merchandise volume (GMV). Active merchant count grew to 13,200, and the gross margin improved to 38% as the company scaled its technology stack and expanded its payment-gateway partnerships.

Cross-border e-commerce remains a high-growth segment, with IDC forecasting a 12% CAGR through 2028, fueled by rising disposable income in emerging markets and continued consumer preference for online shopping post-pandemic. Additionally, tighter U.S. import tariffs and favorable Israeli tech export incentives are supporting GLBE’s international expansion.

For a deeper dive into GLBE’s valuation metrics and competitive positioning, you might want to explore the latest analysis on ValueRay.

Headlines to Watch Out For
  • Cross-border e-commerce growth drives platform adoption
  • Merchant acquisition expands transaction volume
  • International shipping costs impact profitability
  • Regulatory changes in global trade affect operations
  • Consumer spending trends influence cross-border sales
Piotroski VR‑10 (Strict) 8.0
Net Income: 68.3m TTM > 0 and > 6% of Revenue
FCF/TA: 0.20 > 0.02 and ΔFCF/TA 6.93 > 1.0
NWC/Revenue: 49.54% < 20% (prev 49.79%; Δ -0.24% < -1%)
CFO/TA 0.20 > 3% & CFO 297.9m > Net Income 68.3m
Net Debt (-203.9m) to EBITDA (129.7m): -1.57 < 3
Current Ratio: 1.93 > 1.5 & < 3
Outstanding Shares: last quarter (176.1m) vs 12m ago 0.23% < -2%
Gross Margin: 45.34% > 18% (prev 0.45%; Δ 4.49k% > 0.5%)
Asset Turnover: 70.59% > 50% (prev 59.58%; Δ 11.01% > 0%)
Interest Coverage Ratio: 17.83 > 6 (EBITDA TTM 129.7m / Interest Expense TTM 4.02m)
Altman Z'' 3.14
A: 0.33 (Total Current Assets 986.7m - Total Current Liabilities 510.0m) / Total Assets 1.46b
B: -0.37 (Retained Earnings -536.3m / Total Assets 1.46b)
C: 0.05 (EBIT TTM 71.7m / Avg Total Assets 1.36b)
D: 1.76 (Book Value of Equity 932.7m / Total Liabilities 530.1m)
Altman-Z'' Score: 3.14 = A
Beneish M -3.74
DSRI: 0.27 (Receivables 55.7m/164.2m, Revenue 962.2m/752.8m)
GMI: 0.99 (GM 45.34% / 45.09%)
AQI: 0.76 (AQ_t 0.30 / AQ_t-1 0.40)
SGI: 1.28 (Revenue 962.2m / 752.8m)
TATA: -0.16 (NI 68.3m - CFO 297.9m) / TA 1.46b)
Beneish M-Score: -3.74 (Cap -4..+1) = AAA
What is the price of GLBE shares? As of April 04, 2026, the stock is trading at USD 30.85 with a total of 1,664,186 shares traded.
Over the past week, the price has changed by +7.78%, over one month by -9.99%, over three months by -18.80% and over the past year by -2.74%.
Is GLBE a buy, sell or hold? 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
What are the forecasts/targets for the GLBE price?
Wallstreet Target Price 50.2 62.8%
Analysts Target Price 50.2 62.8%
GLBE Fundamental Data Overview as of 31 March 2026
P/E Trailing = 74.1795
P/E Forward = 35.9712
P/S = 5.1031
P/B = 5.8851
Revenue TTM = 962.2m USD
EBIT TTM = 71.7m USD
EBITDA TTM = 129.7m USD
Long Term Debt = 23.5m USD (from capitalLeaseObligations, last fiscal year)
Short Term Debt = 5.05m USD (from shortTermDebt, last quarter)
Debt = 42.0m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -203.9m USD (from netDebt column, last quarter)
Enterprise Value = 4.33b USD (4.91b + Debt 42.0m - CCE 622.8m)
Interest Coverage Ratio = 17.83 (Ebit TTM 71.7m / Interest Expense TTM 4.02m)
EV/FCF = 14.69x (Enterprise Value 4.33b / FCF TTM 294.7m)
FCF Yield = 6.81% (FCF TTM 294.7m / Enterprise Value 4.33b)
FCF Margin = 30.63% (FCF TTM 294.7m / Revenue TTM 962.2m)
Net Margin = 7.10% (Net Income TTM 68.3m / Revenue TTM 962.2m)
Gross Margin = 45.34% ((Revenue TTM 962.2m - Cost of Revenue TTM 525.9m) / Revenue TTM)
Gross Margin QoQ = 46.00% (prev 45.13%)
Tobins Q-Ratio = 2.96 (Enterprise Value 4.33b / Total Assets 1.46b)
Interest Expense / Debt = 2.18% (Interest Expense 916k / Debt 42.0m)
Taxrate = 3.16% (2.23m / 70.5m)
NOPAT = 69.4m (EBIT 71.7m * (1 - 3.16%))
Current Ratio = 1.93 (Total Current Assets 986.7m / Total Current Liabilities 510.0m)
Debt / Equity = 0.04 (Debt 42.0m / totalStockholderEquity, last quarter 932.7m)
Debt / EBITDA = -1.57 (Net Debt -203.9m / EBITDA 129.7m)
Debt / FCF = -0.69 (Net Debt -203.9m / FCF TTM 294.7m)
Total Stockholder Equity = 914.8m (last 4 quarters mean from totalStockholderEquity)
RoA = 5.01% (Net Income 68.3m / Total Assets 1.46b)
RoE = 7.46% (Net Income TTM 68.3m / Total Stockholder Equity 914.8m)
RoCE = 7.64% (EBIT 71.7m / Capital Employed (Equity 914.8m + L.T.Debt 23.5m))
RoIC = 7.64% (NOPAT 69.4m / Invested Capital 908.8m)
WACC = 8.63% (E(4.91b)/V(4.95b) * Re(8.69%) + D(42.0m)/V(4.95b) * Rd(2.18%) * (1-Tc(0.03)))
Discount Rate = 8.69% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 3.11%
[DCF] Terminal Value 79.55% ; FCFF base≈243.6m ; Y1≈300.6m ; Y5≈512.8m
[DCF] Fair Price = 47.70 (EV 7.79b - Net Debt -203.9m = Equity 7.99b / Shares 167.6m; r=8.63% [WACC]; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: 24.06 | EPS CAGR: -11.43% | SUE: -2.29 | # QB: 0
Revenue Correlation: 93.28 | Revenue CAGR: 48.55% | SUE: 2.53 | # QB: 1
EPS next Quarter (2026-06-30): EPS=0.28 | Chg7d=+0.000 | Chg30d=+0.039 | Revisions Net=+1 | Analysts=6
EPS current Year (2026-12-31): EPS=1.44 | Chg7d=+0.000 | Chg30d=-0.050 | Revisions Net=+3 | Growth EPS=+34.3% | Growth Revenue=+29.0%
EPS next Year (2027-12-31): EPS=1.85 | Chg7d=+0.000 | Chg30d=-0.077 | Revisions Net=+1 | Growth EPS=+28.2% | Growth Revenue=+23.7%
[Analyst] Revisions Ratio: +1.00 (1 Up / 0 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 7.3% (Discount Rate 8.7% - Earnings Yield 1.3%)
[Growth] Growth Spread = +21.5% (Analyst 28.8% - Implied 7.3%)
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