Added to YB: 2024-11-18
Pitch date: 2024-11-16
WIX [neutral]
Wix.com Ltd.
-69.6%
current return
Author Info
The Dutch Investors are a team of four seasoned, passionate inversores uncovering the world's top businesses. They bring you 52 in-depth stock analyses each year! Sign up for the newsletter.
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
$4.4B
Pitch Price
$181.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
55.23
P/E
85.99
EV/Sales
2.18
Sector
IT Services
Category
growth
Wix's underappreciated moats
WIX (watchlist): User-friendly website builder with strong ecosystem moat. 74% revenue from subscriptions, 26% from business solutions. Advantages: switching costs, economies of scale (190M users), network effects via app marketplace. Challenges: competitive market, low margins, high CAC. Watchlist due to growth market, founder-led, 105% NRR. Current valuation too high.
Read full article (3 min)