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Global-E Online Ltd. (GLBE)

NEUTRAL
Consumer CyclicalInternet RetailIsrael

基本面

66

价格

$39.47

市值

$6.83B

第一部分 · 这家公司值多少

概览

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.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

资产负债表与流动性

营收

$1.02B

最近12个月(截至2026/3/31)

净利润

$116M

最近12个月(截至2026/3/31)

自由现金流

$181M

股东权益合计

$906M

负债合计

$25M

流动比率

2.07

利息覆盖率

-

债务/EBITDA

0.13

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

被低估

公允价值

$56.40

当前价格

$39.47

安全边际

+30.0%

公允价值区间

$36.66 - $76.14

估算方法

Analyst Target:$50.15
DCF:$82.28
PE-based:$25.78
Graham Growth:$45.30
EPV:$5.66
分析师共识:强力买入 (20B / 1H / 0S)
最近财报超预期:+22.89%

估值指标

市盈率(P/E)

46.20

ROE

17.0%

市净率(P/B)

7.55

P/FCF

37.66

毛利率

45.2%

ROIC

14.1%

盈利能力雷达图

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.

基本面分析标准

通过(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%

未通过(6)

  • Price CAGR -8.55%
  • P/FCF 37.66
  • P/B Ratio 7.55
  • CapEx intensity
  • DCF valuation (Overvalued)
  • Piotroski F-Score 2/9

不可用(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-评分

2/9

存在严重财务隐患

score
criteria

盈利质量

4.28

高质量:盈利有现金流支撑

股权稀释

-

正在回购股份,对股东友好

公司治理

管理团队

姓名职位年龄
Mr. Amir SchlachetCo-Founder, CEO & Chairman of the Board48
Mr. Nir DebbiCo-Founder, President & Director51
Mr. Shahar TamariCo-Founder, COO & Director53
Mr. Ofer KorenChief Financial Officer55
Mr. Ran FridmanChief Revenue Officer51
Mr. Yehiam ShinderChief Technology Officer44
Mr. Alan KatzHead of Investor Relations-
Mr. Oded GriffelGeneral Counsel-
Ms. Yael GeffenVice President of Human Resource-
Mr. Eden ZaharoniChief Innovation Officer48

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

Latest News

Recent headlines for GLBE, sourced from Markets Gazette.

No recent news for GLBE.