May 3, 2023
Global-e Online Ltd
GLBE
Statistics
| $56.10 | Share Price |
| $47.00 | Fair Value |
| 19.36% | Price vs Fair Value |
| $9.4 B | Market Cap |
| 61.1% | 3yr Avg Revenue Growth |
| 31.1% | Projected Sales Growth Next Year |
| 14.6% | Free Cash Flow ROIC |
 | Rising Revenues |
| Recurring Revenues |
 | High Switching Costs Moat |
Stock Research and Updates
Research Article
Updates
Global-e's Report Shows Slight Consumer Pullback
Aug 20, 2024
Quarterly Report Updates for MNDY, ABNB, GLBE
Feb 25, 2024
Reviewing HubSpot, monday.com, and Global-e
Nov 21, 2023
Quarterly Updates for TEAM, SWAV, GLBE
Aug 16, 2023
Updates on SNPS, GLBE, and ADSK
May 29, 2023
Fair Value Calculation Assumptions
Using a discounted free cash flow model with the following assumptions, the Fair Value estimate for Global-e Online Ltd (GLBE) is $47.00.
| 19.5% | Free Cash Flow Margin |
| 11.2% | Discount Rate / Required Rate of Return |
| 28.9% | Average Annual Revenue Growth (Years 1-5) |
| 3.6% | Average Annual Share Dilution (Years 1-5) |
| 20.0% | Average Annual Revenue Growth (Years 6-10) |
| 1.8% | Average Annual Share Dilution (Years 6-10) |
| 6.0% | Terminal Growth Rate |
| $45.19 | Sum of Discounted Free Cash Flows |
| $1.95 | Net "Excess" Cash/Debt Per Share |
| $47.00 | Fair Value Estimate (rounded) |
Last updated Nov 21, 2024
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| SNOW | 18.60% |
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vs. Fair Value Estimates
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vs. Fair Value Estimates
Hold List
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| FLYW | 4.05% |
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| TOST | 32.91% |
| CPNG | -6.13% |
| HIMS | -0.54% |
| MNDY | 15.26% |
| GLBE | 19.36% |
| ZS | 18.72% |
| V | -11.46% |
| ADSK | 9.16% |
| NOW | 48.20% |
| ABNB | -19.09% |
| FTNT | 1.32% |
| TEAM | 12.66% |
vs. Fair Value Estimates