Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-21
W [neutral]
Wayfair Inc.
+24.05%
current return
Author Info
No bio for this author
Company Info
Wayfair Inc. engages in the e-commerce business in the United States and internationally. It offers online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional.
Market Cap
$13.3B
Pitch Price
$80.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
68.30
P/E
-39.77
EV/Sales
1.30
Sector
Specialty Retail
Category
growth
The Optimist Fund Portfolio Holding: Wayfair Inc.
W (holding update): Q3 delivered strongest quarter in years with 5% revenue growth (fastest since Q1 2021), 6%+ adj EBITDA margin (first time since Q2 2021), 27% incremental EBITDA margin showing powerful operating leverage. EBITDA potential to grow from ~$450M to $2B+ over 5 years if moderate growth sustains.
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