Professional
Added to YB: 2025-02-20
Pitch date: 2025-01-16
W [bullish]
Wayfair Inc.
+83.72%
current return
Author Info
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
$11.1B
Pitch Price
$43.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
58.92
P/E
-33.25
EV/Sales
1.12
Sector
Specialty Retail
Category
growth
Recurve Capital Portfolio Holding: Wayfair Inc.
W: Home furnishings platform w/ vertical capabilities. Best-in-class hybrid marketplace model, high repeat rates. Post-Covid discipline shows scalability. Future depends on revenue growth for margin expansion & FCF. Est. 20x 2026 FCF, 6x 2028 FCF. LDD revenue growth expected. Wrong on growth trajectory, but competitive advantages remain.
Read full article (2 min)