Wayfair W
United StatesConsumer Cyclical · Internet RetailUSD
123.69 USD (+18.4%)
29 analysts
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Wayfair is an online retailer of furniture and home goods operating a digital marketplace, selling products from thousands of suppliers directly to consumers in North America and Europe.
Key points
from its scores- ✓Good share-price trend8.8
- ✓High-quality business7.0
- ✕Unfavourable risk and backdrop0.3
- ✕Little or no dividend1.5
- ✕Fragile balance sheet2.0
AI analysis
bottom line, main risk, context and newsThe high debt and demanding valuation do not justify new positions until a sustainable improvement in operating margin is confirmed.
Wayfair shows very weak financial health (Net Debt/EBITDA of 6.70 and a current ratio of 0.74) contrasting with acceptable business quality (gross margin of 30.35% and strong cash conversion of 133.23%). Its valuation is demanding (EV/EBITDA of 47.12) and revenue growth is moderate (7.50%), suggesting the market already discounts significant improvement that the company has yet to prove.
Extreme leverage (Net Debt/EBITDA of 6.70) with a current ratio of 0.74 exposes Wayfair to significant financial risk if growth decelerates or interest rates remain high, limiting its refinancing capacity.
Context and risks
No recent relevant news and no material exposure to current macro factors. The online home furniture e-commerce business does not depend on commodities or conflict shipping routes, and its debt, although high, is not concentrated in short-term maturities that the current rate environment could immediately aggravate.
Is Wayfair stock cheap or expensive?
at the analysis dateOn EV / EBITDA, it trades 320% above the Consumer Cyclical median.
| Multiple | Company | Sector | Difference |
|---|---|---|---|
| EV / EBITDA | 47.1 | 11.2 | +320% |
| Price / sales | 1.1 | 1.3 | −15% |
Sector: median of the 228 Consumer Cyclical companies analysed. In bold, the multiples used for the comparison.
Valuation score: 3.6 out of 10 (median for Consumer Cyclical: 6.6).
Average analyst target: 123.69 USD, +18.4% versus the price.
A premium can be justified if the company is of higher quality or grows faster than its sector: Quality / Moat 7.0 (sector 5.7), Growth 6.2 (sector 5.9).
Classic formulas with standard assumptions (5.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Consumer Cyclical medianValuation
- Forward P/E
- 26.9
- EV / EBITDA
- 47.1
- Price / book
- −5.1
- Price / sales
- 1.1
- Market cap
- 13.8B USD
- Enterprise value
- 16.7B USD
Profitability
- ROA
- 5.3%
- Gross margin
- 30.3%
- Operating margin
- 3.0%
- Net margin
- −2.5%
- Free cash flow
- 471.6M USD
- FCF yield
- 3.4%
- Cash conversion
- 133%
Solvency
- Total debt
- 3.5B USD
- Net debt
- 2.4B USD
- Cash
- 1.1B USD
- EBITDA
- 354.0M USD
- Net debt / EBITDA
- 6.70
- Current ratio
- 0.74
- Quick ratio
- 0.58
Growth
- Revenue growth
- +7.5%
- EPS (TTM)
- −2.47 USD
- EPS (forward)
- 3.88 USD
Dividend
- Dividend yield
- 0.0%
- Payout
- 0.0%
Risk and market
- Beta
- 3.02
- Analyst consensus
- Buy (29)
- Target price
- 123.69 USD
- 52-week range
- 55.60 – 119.98
Recent news
All W news →Compare it with its sector
All 228 in Consumer Cyclical →Frequently asked questions about Wayfair
Is Wayfair stock cheap or expensive?
On EV / EBITDA, it trades 320% above the Consumer Cyclical median. Valuation score: 3.6 out of 10 (median for Consumer Cyclical: 6.6). Average analyst target: 123.69 USD, +18.4% versus the price. This is not investment advice.
What score does Wayfair get on MeridIAn Screener?
It scores 4.3 out of 10, rank 1,928 of 2,130 (better than 9% of the companies analysed). Its strongest category is Momentum (8.8) and its weakest, Risk & Context (0.3). Analysis of 08/10/2026.
How much is Wayfair worth on the stock market?
Its market capitalisation is 13.8B USD and its enterprise value, debt included, is 16.7B USD.
How much debt does Wayfair have?
Its net debt (debt minus cash) is 2.4B USD. That is 6.70 times its EBITDA; the Consumer Cyclical median is 1.91.
Does Wayfair pay a dividend?
It pays no dividend, or almost none.
How has Wayfair stock performed over the last year?
It has risen 40.6% over the last year, excluding dividends. Over the last 52 weeks it has traded between 55.60 and 119.98 USD. Past performance does not guarantee future results.
What do analysts think of Wayfair?
29 analysts cover it; their average recommendation is “Buy” and their average target is 123.69 USD (+18.4% versus the price). It is an estimate, not market data.