Added to YB: 2025-10-30
Pitch date: 2025-10-28
GLBE [neutral]
Global-E Online Ltd.
+11.25%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. 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
$36.09
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: Long overdue invest and investigates
GLBE (overview): Enables cross-border e-commerce w/ localization, payments, shipping integration. Revenue share model, high switching costs, strong growth reaching GAAP profitability 2025. Risks: Shopify partnership changes (33% revenue), shrinking TAM as brands move to platforms, tariff headwinds. Analysts predict $1.5B 2027 revenue at 13x FCF multiple.
Read full article (4 min)