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Added to YB: 2025-05-16

Pitch date: 2025-05-14

GLBE [neutral]

Global-E Online Ltd.

+15.97%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

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.

Market Cap

$6.1B

Pitch Price

$34.62

Price Target

N/A

Dividend

N/A

EV/EBITDA

41.02

P/E

921.41

EV/Sales

6.26

Sector

Broadline Retail

Category

growth

Show full summary:
Global-e Online Q1 2025 Earnings Analysis

GLBE (earnings update): $189.9M rev (+30.2% YoY), GMV $1.24B (+33.7%). EBITDA margin 16.6% (+2.0pp). Signed 3yr Shopify deal as preferred partner. New 3B2C model offsets tariff impacts. Enterprise traction w/ Adidas HK, LVMH brands. Only 3% GMV exposed to China tariffs. Guiding $917-967M FY25 (+25.1%).

Read full article (7 min)