Added to YB: 2026-05-29
Pitch date: 2026-05-26
WIX [bullish]
Wix.com Ltd.
-3.13%
current return
Author Info
No bio for this author
Company Info
Wix.com Ltd. operates a cloud-based web development platform for registered users and creators in the United States, Europe, Israel, and internationally.
Market Cap
$2.2B
Pitch Price
$54.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
-63.25
P/E
-72.44
EV/Sales
0.87
Sector
IT Services
Category
value
Talking about Wix, should start with the W(r)isks
WIX: Down 79% from 5yr high to $53. 2/3 rev from sticky multi-product users (+5% ARPU/yr). Trades 5-6x existing customer earnings vs Squarespace LBO multiples. Key risk: capital misallocation on new user acquisition, esp. with AI uncertainty. 2022/2024 cohorts not yet profitable. Even bear case (AI disruption, 5% growth) offers 6% return. Deep discount to customer annuity value; asymmetric upside if AI bet pays off.
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