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Wayfair Inc. logo

Wayfair Inc.

W

NYSEConsumer CyclicalSpecialty Retail

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Previous close

$101.52

−$1.79 · -1.73%

Aug 21, 4:00 PM ET

Pre-market

$101.51

−$0.01 · -0.01%

Aug 24, 5:10 AM ET

W company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

78

Undervalued

Momentum

46

Neutral

Sentiment

43

Mixed

Risk resilience

31

High Risk

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AI-generated, informational only, and not investment advice.

Company profile

Company website

Wayfair Inc. operates as a leading e-commerce enterprise, conducting its retail activities both across the United States and internationally. The company boasts an extensive catalog featuring approximately 33 million distinct products for the home sector, distributed under a variety of proprietary brands. Through its dedicated online platforms, which include Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold, customers can browse and purchase a wide array of items, from furniture and decorative accents to kitchenware and home renovation supplies. Established in 2002, Wayfair Inc. maintains its corporate headquarters in Boston, Massachusetts.

Industry
Specialty Retail
Sector
Consumer Cyclical
Headquarters
US
CEO
Niraj S. Shah
Listed since
Oct 2, 2014
Employees
11,800

Market position

Day range

Current $101.52

52-week range

Current $101.52

Open
$103.02
Previous close
$103.31
Volume
1.66M
0.43× average
Average volume
3.83M
Average daily volume
Market cap
13.9B USD
Beta
2.98
Market reference 1
50-day average
$92.997
+9.16% above average
200-day average
$88.3808
+14.87% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
15.68B USD
P/E (TTM)
-41.31×
P/B (TTM)
-4.81×
P/S (TTM)
1.08×
EV / EBITDA
191.21×
Earnings yield
-2.39%
Free cash flow yield
2.51%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
30.05%
Operating margin
1.74%
Net margin
-2.49%
Return on equity
11.25%
Return on assets
-9.10%
Return on invested capital
1.30%

Financial health

Debt / equity
-1.25×
Current ratio
0.94×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends35%18%1%-16%Gross margin, FY2021: 28.41%Gross margin, FY2022: 27.96%Gross margin, FY2023: 30.55%Gross margin, FY2024: 30.16%Gross margin, FY2025: 30.22%Operating margin, FY2021: -0.69%Operating margin, FY2022: -11.33%Operating margin, FY2023: -6.77%Operating margin, FY2024: -3.89%Operating margin, FY2025: 0.14%Net margin, FY2021: -0.96%Net margin, FY2022: -10.89%Net margin, FY2023: -6.15%Net margin, FY2024: -4.15%Net margin, FY2025: -2.51%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 28.41%. Gross margin FY2022 27.96%. Gross margin FY2023 30.55%. Gross margin FY2024 30.16%. Gross margin FY2025 30.22%. Operating margin FY2021 -0.69%. Operating margin FY2022 -11.33%. Operating margin FY2023 -6.77%. Operating margin FY2024 -3.89%. Operating margin FY2025 0.14%. Net margin FY2021 -0.96%. Net margin FY2022 -10.89%. Net margin FY2023 -6.15%. Net margin FY2024 -4.15%. Net margin FY2025 -2.51%.

Income trends

Revenue

12.46B USD+5.11%

Operating income

17M USD+478M USD

Net income

−313M USD+36.38%
Income trends across reported periods15.22B USD9.18B USD3.14B USD−2.89B USDRevenue, FY2021: 13.71B USDRevenue, FY2022: 12.22B USDRevenue, FY2023: 12B USDRevenue, FY2024: 11.85B USDRevenue, FY2025: 12.46B USDOperating income, FY2021: −94M USDOperating income, FY2022: −1.38B USDOperating income, FY2023: −813M USDOperating income, FY2024: −461M USDOperating income, FY2025: 17M USDNet income, FY2021: −131M USDNet income, FY2022: −1.33B USDNet income, FY2023: −738M USDNet income, FY2024: −492M USDNet income, FY2025: −313M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 13.71B USD. Revenue FY2022 12.22B USD. Revenue FY2023 12B USD. Revenue FY2024 11.85B USD. Revenue FY2025 12.46B USD. Operating income FY2021 −94M USD. Operating income FY2022 −1.38B USD. Operating income FY2023 −813M USD. Operating income FY2024 −461M USD. Operating income FY2025 17M USD. Net income FY2021 −131M USD. Net income FY2022 −1.33B USD. Net income FY2023 −738M USD. Net income FY2024 −492M USD. Net income FY2025 −313M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue12.46B USD11.85B USD12B USD12.22B USD13.71B USD
Cost of goods sold8.69B USD8.28B USD8.34B USD8.8B USD9.81B USD
Gross profit3.77B USD3.57B USD3.67B USD3.42B USD3.9B USD
Research and development—257M USD—224M USD171M USD
Selling, general, and administrative3.42B USD3.92B USD4.4B USD4.73B USD3.98B USD
Operating expenses3.75B USD4.04B USD4.48B USD4.8B USD3.98B USD
Interest expense83M USD29M USD17M USD27M USD32M USD
Depreciation and amortization305M USD387M USD417M USD371M USD322M USD
Operating income17M USD−461M USD−813M USD−1.38B USD−94M USD
Net income−313M USD−492M USD−738M USD−1.33B USD−131M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
73%
8 beats, 2 misses, 1 met estimate
Average EPS surprise
-8.27%
11 comparable reports
Latest EPS result
0.95
Estimate 0.9 · Beat by 5.09%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.050.580.12-0.35Q1 '25MissQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26MetQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 20, 2025: actual -0.25, estimate 0.05, surprise -600.00%, Miss. Q2 2025, reported May 1, 2025: actual 0.1, estimate -0.18, surprise +155.56%, Beat. Q3 2025, reported Aug 4, 2025: actual 0.87, estimate 0.36, surprise +141.67%, Beat. Q4 2025, reported Oct 28, 2025: actual 0.7, estimate 0.46, surprise +52.17%, Beat. Q1 2026, reported Feb 19, 2026: actual 0.85, estimate 0.64, surprise +32.81%, Beat. Q2 2026, reported Apr 30, 2026: actual 0.26, estimate 0.26, surprise 0.00%, Met estimate. Q3 2026, reported Aug 4, 2026: actual 0.95, estimate 0.904, surprise +5.09%, Beat. Q4 2026, reported Oct 27, 2026: actual —, estimate 0.81, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates3.66B3.3B2.93B2.57BQ1 '25BeatQ2 '25MissQ3 '25BeatQ4 '25MissQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 20, 2025: actual 3.12B USD, estimate 2.71B USD, surprise +15.03%, Beat. Q2 2025, reported May 1, 2025: actual 2.73B USD, estimate 3.13B USD, surprise -12.70%, Miss. Q3 2025, reported Aug 4, 2025: actual 3.27B USD, estimate 2.97B USD, surprise +10.07%, Beat. Q4 2025, reported Oct 28, 2025: actual 3.12B USD, estimate 3.3B USD, surprise -5.40%, Miss. Q1 2026, reported Feb 19, 2026: actual 3.34B USD, estimate 3.3B USD, surprise +1.07%, Beat. Q2 2026, reported Apr 30, 2026: actual 2.93B USD, estimate 2.89B USD, surprise +1.48%, Beat. Q3 2026, reported Aug 4, 2026: actual 3.52B USD, estimate 3.47B USD, surprise +1.43%, Beat. Q4 2026, reported Oct 27, 2026: actual —, estimate 3.36B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

57 ratings
Strong buy12%
Buy3053%
Hold2340%
Sell35%
Strong sell00%

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ETFs holding W

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
281.53M
Weight
0.01%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
203.2M
Weight
0.11%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$304.76+0.64%
Vanguard Morningstar Small-Cap Growth ETF logoVanguard Morningstar Small-Cap Growth ETFVBK
Market value
117.67M
Weight
0.26%
AUM
43.8B USD
Expense ratio
0.05%
Price / 1D
$358.65+0.70%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
108.5M
Weight
0.11%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
Schwab U.S. Small-Cap ETF logoSchwab U.S. Small-Cap ETFSCHA
Market value
53.56M
Weight
0.23%
AUM
23.1B USD
Expense ratio
0.03%
Price / 1D
$34.83+0.52%
iShares Russell Mid-Cap ETF logoiShares Russell Mid-Cap ETFIWR
Market value
43.76M
Weight
0.08%
AUM
57.66B USD
Expense ratio
0.18%
Price / 1D
$113.44+0.70%
Schwab U.S. Mid-Cap ETF logoSchwab U.S. Mid-Cap ETFSCHM
Market value
31.19M
Weight
0.21%
AUM
15.12B USD
Expense ratio
0.03%
Price / 1D
$36.16+0.67%
iShares Russell 1000 Value ETF logoiShares Russell 1000 Value ETFIWD
Market value
23.83M
Weight
0.03%
AUM
83.81B USD
Expense ratio
0.18%
Price / 1D
$257.29+0.44%

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