Added to YB: 2025-07-16
Pitch date: 2025-07-14
GLBE [bullish]
Global-E Online Ltd.
+19.62%
current return
Author Info
No bio for this author
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
$33.56
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 Ltd. - $GLBE
GLBE: Cross-border ecomm MoR handling localized payments, duties, taxes, shipping, customs & returns in 200+ countries. Appears low margin (35-40% GM, mid-teens EBITDA) due to pass-through costs, but moat is in complex infrastructure. Potential $400M EBITDA in 5yrs = ~$10B valuation (70-100% upside).
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