Stock AnalizWayfair Inc. W
Catalog/Specialty Distribution · IPO 2014 · data as of November 13, 2026
Wayfair Inc. (W) is a consumer discretionary company listed in the US with a market value of about $15.3B. In the twelve months to September 30, 2026 it had revenue of $13.2B and net income of -$160M, a net margin of -1.2%.
Its overall Stock Analiz score is 0.6 out of 5 (weak). The strongest part is future growth (1/5); the weakest is value (0/5).
Key numbers: a price to free cash flow of 25.4, 5-year revenue growth of -3% a year, a 5-year average ROIC of -28%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 83% below the current price.
Score: 0.6 / 5
Checks passed
- Profit margin improving
- Positive free cash flow
- Stock-based pay below 5% of revenue
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- 3-year free cash flow growth above 10% a year
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $13.2B | $12.5B | $11.9B | $12.0B | $12.2B | $13.7B | $14.1B | $9.1B | $6.8B | $4.7B | $3.4B |
| Net income | -$160M | -$313M | -$492M | -$738M | -$1.3B | -$131M | $185M | -$985M | -$504M | -$245M | -$194M |
| Free cash flow | $602M | $464M | $244M | $201M | -$860M | $309M | $1.2B | -$469M | -$74M | -$67M | -$34M |
| EPS (diluted) | $-1.26 | $-2.44 | $-4.01 | $-6.47 | $-12.54 | $-1.26 | $1.86 | $-10.68 | $-5.63 | $-2.81 | $-2.29 |
| Net margin | -1.2% | -2.5% | -4.2% | -6.2% | -10.9% | -1.0% | 1.3% | -10.8% | -7.4% | -5.2% | -5.8% |
| ROIC | — | 0.9% | -24.8% | -42.9% | -68.1% | -3.0% | 13.4% | -51.5% | -35.8% | -65.4% | -195.3% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 29 analysts is $137.69, 23% above the current price; targets range from $83.00 to $165.00; the consensus rating is “Buy”; expected EPS is $3.07 for the fiscal year ending December 31, 2026.
Frequently asked questions
Is Wayfair stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 83% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Wayfair pay a dividend?
Not currently.
Is Wayfair a good stock to buy?
We do not give buy or sell advice. Wayfair scores 0.6 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Similar companies
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.