Added to YB: 2025-09-11
Pitch date: 2025-09-04
GLBE [bullish]
Global-E Online Ltd.
+13.87%
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
$35.26
Price Target
105.20 (+162%)
Dividend
N/A
EV/EBITDA
41.02
P/E
921.41
EV/Sales
6.26
Sector
Broadline Retail
Category
growth
10x Bagger? The Borderless Bet Named Global-e
GLBE: Cross-border e-commerce infrastructure w/ Shopify as 9.7% shareholder + renewed partnership. $753M rev (+32% YoY), $4.86B GMV (+37%), FCF $167M, 18.7% EBITDA margin. Q4 turned GAAP positive, targets full-year 2025 profitability. 2025 guidance: $917-967M rev, >20% EBITDA margin. 2-3x upside over 3-5 yrs.
Read full article (2 min)