Global-E Online Ltd. (GLBE)
NEUTRALFundamental
66
Price
$39.92
Market Cap
$6.83B
Part 1 · What the company is worth
Overview
Global-E Online Ltd., together with its subsidiaries, provides direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online, and merchants to sell from and to worldwide. The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.
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Direct competitors
Who this company fights with for the same customers
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No competitor list for this company yet.
Balance Sheet & Liquidity
Revenue
$1.02B
Trailing 12 months (through 3/31/2026)
Net Income
$116M
Trailing 12 months (through 3/31/2026)
Free Cash Flow
$181M
Total Equity
$906M
Total Liabilities
$25M
Current Ratio
2.07
Interest Coverage
-
Debt/EBITDA
0.13
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$56.40
Current Price
$39.92
Margin of Safety
+29.2%
Fair Value Range
$36.66 - $76.14
Estimation Methods
Valuation Metrics
P/E Ratio
46.20
ROE
17.0%
P/B Ratio
7.55
P/FCF
37.66
Gross Margin
45.2%
ROIC
14.1%
Profitability Radar
Value Creation (Economic Moat)
ROIC
14.1%
WACC
9.9%
ROIC − WACC
+4.2 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Fundamental Analysis Criteria
Passed (13)
- ROIC 14.0%
- Gross Margin 45.2%
- Debt/Equity ratio
- Positive Free Cash Flow
- Current Ratio
- Debt/EBITDA
- ROE 12.6%
- Revenue Growth 5Y 47.8%
- Analyst Consensus 95% Buy
- Earnings Surprise avg 5.4%
- PEG Ratio 0.87
- Earnings Quality (OCF/NI) 4.28
- Net Margin Trend 7.1% vs -10.0%
Failed (6)
- Price CAGR -8.55%
- P/FCF 37.66
- P/B Ratio 7.55
- CapEx intensity
- DCF valuation (Overvalued)
- Piotroski F-Score 2/9
Unavailable (8)
- EPS data insufficient
- Dividend Payout NaN%
- Operating Margin NaN%
- Interest Coverage
- Return on Tangible Assets
- Low reliance on intangibles
- Price below Graham Number
- Share Dilution (missing shares data)
Piotroski F-Score
Serious financial concerns
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Amir Schlachet | Co-Founder, CEO & Chairman of the Board | 48 |
| Mr. Nir Debbi | Co-Founder, President & Director | 51 |
| Mr. Shahar Tamari | Co-Founder, COO & Director | 53 |
| Mr. Ofer Koren | Chief Financial Officer | 55 |
| Mr. Ran Fridman | Chief Revenue Officer | 51 |
| Mr. Yehiam Shinder | Chief Technology Officer | 44 |
| Mr. Alan Katz | Head of Investor Relations | - |
| Mr. Oded Griffel | General Counsel | - |
| Ms. Yael Geffen | Vice President of Human Resource | - |
| Mr. Eden Zaharoni | Chief Innovation Officer | 48 |
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Latest News
Recent headlines for GLBE, sourced from Markets Gazette.