Added to YB: 2025-05-16
Pitch date: 2025-05-14
GLBE [neutral]
Global-E Online Ltd.
+15.97%
current return
Author Info
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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
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)