GICS Sector : Consumer Cyclical
Global-E Online Ltd., together with its subsidiaries, provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce in Israel, the United Kingdom, the United States, and internationally.Its platform enables international shoppers to buy online and merchants to sell from, and to, worldwide.Global-E Online Ltd.
Global-E reported a robust Q4 2025, with total revenue reaching $337 million, a 28% year-over-year increase, driven by strong consumer demand and favorable FX tailwinds. The company's non-GAAP gross profit was $157.5 million, up 30% year-over-year, representing a gross margin of 46.8%. Adjusted EBITDA grew by 41% to $198.5 million for the full year, reaching an adjusted EBITDA margin of 20.6%. Earnings per share (EPS) came in at $0.35, beating estimates of $0.3.
Publication Date: Feb -19
The company's revenue growth was driven by a 38% year-over-year increase in GMV to $2.36 billion in Q4. Service fee revenue was $160.9 million, up 37%, and fulfillment services revenue was up 21% to $175.7 million. The strong growth in GMV and revenue was driven by the company's expanding merchant base, including new brands such as Nadine Merabi, Laura Geller, and Parcel in North America.
Global-E continued to invest in its platform, launching Shopify Managed Markets version 2.0, and expanding its duty drawback offering. The company is increasingly deploying AI-based capabilities in various areas, including product classification and restrictions management, customer service chatbot, and sales efforts. According to the company, "We're seeing a meaningful increase in the number of demos run per month, which is expected to rise further after we field the next evolution of the system."
For Q1 2026, Global-E expects GMV to be in the range of $1.705 billion to $1.745 billion, representing a growth rate of 38.8% versus Q1 2025. The company expects revenue to be in the range of $247 million to $254 million, representing a growth rate of 32% versus Q1 2025. For the full year of 2026, Global-E anticipates GMV to be in the range of $8.45 billion to $8.80 billion, representing an annual growth rate of over 31%.
With a P/E Ratio of 86.75 and an EV/EBITDA of 43.99, the market is pricing in significant growth expectations. The company's ROE (%) is 7.46, and ROIC (%) is 7.25, indicating a relatively efficient use of capital. The Free Cash Flow Yield (%) is 4.99, which is a positive sign. Analysts estimate next year's revenue growth at 23.6%, which is lower than the company's guidance, suggesting that the company may have an opportunity to exceed expectations.
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Feb -20
Global-E Online Ltd. (GLBE) Q4 2025 Earnings Call Transcript
Feb -18
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Feb -18
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Feb -13
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Feb -06
Growing e-commerce demand, increasing need for efficient logistics, and Global-e's expertise in cross-border shipping drive growth in fulfillment services.
Growing demand for cross-border e-commerce solutions, increasing adoption of digital payments, and rising online shopping trends drive the growth of service fees from Global-e Online Ltd.
A comprehensive platform that enables online retailers to sell globally, handling all aspects of cross-border ecommerce, including logistics, duties, and taxes.
A customizable checkout solution that adapts to local market requirements, including language, currency, and payment methods.
An accurate and up-to-date duty and tax calculation engine that ensures compliance with international trade regulations.
A global shipping network that provides fast, reliable, and trackable delivery of goods to customers worldwide.
A streamlined returns and refunds process that minimizes complexity and cost for online retailers.
Actionable insights and data analytics that help online retailers optimize their global ecommerce strategy.
Global-e Online Ltd. operates in a niche market, providing a unique e-commerce platform for cross-border e-commerce. While there are some substitutes available, they are not as comprehensive as Global-e's platform, reducing the threat of substitutes.
Global-e Online Ltd.'s customers are primarily large retailers and brands, which have limited bargaining power due to the specialized nature of Global-e's platform.
Global-e Online Ltd. has a diversified supplier base, reducing the bargaining power of individual suppliers. Additionally, the company's platform is designed to integrate with multiple suppliers, further reducing their bargaining power.
The e-commerce platform market is highly competitive, and new entrants can easily enter the market, posing a significant threat to Global-e Online Ltd.'s market share.
The e-commerce platform market is highly competitive, with many established players competing for market share. This intense rivalry can lead to pricing pressures and reduced profit margins for Global-e Online Ltd.
| Value | |
|---|---|
| Debt Weight | 2.52% |
| Debt Cost | 3.95% |
| Equity Weight | 97.48% |
| Equity Cost | 9.58% |
| WACC | 9.44% |
| Leverage | 2.59% |
Value: 4.5
Growth: 8.1
Quality: 4.6
Yield: 0.0
Momentum: 7.5
Volatility: 7.3
1-Year Total Return ->
Value: 8.1
Growth: 7.1
Quality: 5.0
Yield: 0.6
Momentum: 2.5
Volatility: 2.3
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Value: 4.3
Growth: 5.7
Quality: 2.9
Yield: 0.0
Momentum: 7.0
Volatility: 4.0
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Value: 5.1
Growth: 6.4
Quality: 5.0
Yield: 0.0
Momentum: 2.0
Volatility: 2.7
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Value: 2.0
Growth: 7.2
Quality: 4.8
Yield: 0.0
Momentum: 1.5
Volatility: 1.3
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Value: 6.0
Growth: 7.3
Quality: 1.6
Yield: 0.0
Momentum: 0.5
Volatility: 0.7
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