Global-e Online Ltd

GLBE
GLBE logo

Statistics

$46.63Share Price
$46.00 Fair Value green dot
1.37% Price vs Fair Value green dot
$8.2 BMarket Cap
45.3%3yr Avg Revenue Growth
31.1%Projected Sales Growth Next Year
14.6%Free Cash Flow ROIC
check markRising Revenues
check markRecurring Revenues
plus signHigh Switching Costs Moat

Stock Research and Updates

Research Article

Why Global-e Is A Buy Right Now green dot

Updates

Global-e Reports Strong Q4, Weak 2025 Guidance on Tariffs
Global-e's Report Shows Slight Consumer Pullback
Quarterly Report Updates for MNDY, ABNB, GLBE
Reviewing HubSpot, monday.com, and Global-e
Quarterly Updates for TEAM, SWAV, GLBE
Updates on SNPS, GLBE, and ADSK

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 $46.00.

19.5%Free Cash Flow Margin
11.2%Discount Rate / Required Rate of Return
25.0%Average Annual Revenue Growth (Years 1-5)
3.4%Average Annual Share Dilution (Years 1-5)
16.0%Average Annual Revenue Growth (Years 6-10)
1.7%Average Annual Share Dilution (Years 6-10)
6.0%Terminal Growth Rate
$43.62Sum of Discounted Free Cash Flows
$2.25Net "Excess" Cash/Debt Per Share
$46.00Fair Value Estimate (rounded)

Recommendation History

Start End Cost Last Return vs. SPY
2023-05-03$26.46$46.6376.23%27.66%

Watch List

APPF 2.41%
S 11.12%
NTNX 33.50%
CRWD 108.68%
SEMR 16.62%
SNOW 28.44%
SE 79.50%

Buy List

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GOOG -42.57%
NYAX -44.17%
HRMY -48.69%
YOU -54.31%
MELI -27.28%
ADBE -29.83%

Hold List

ZETA -8.41%
MSFT -24.20%
ODD -23.18%
ASR -24.82%
FLYW -2.65%
CELH -20.22%
TOST 34.20%
CPNG 6.94%
HIMS 137.18%
PAYC -22.88%
MNDY 33.34%
GLBE 1.37%
ZS 30.99%
V -2.91%
ADSK 9.00%
NOW 16.91%
ABNB -12.75%
FTNT 11.97%
TEAM 30.92%