May 3, 2023
Global-e Online Ltd
GLBE
Statistics
| $32.47 | Share Price |
| $46.00 | Fair Value |
| -29.41% | Price vs Fair Value |
| $5.7 B | Market Cap |
| 45.3% | 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 $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 |
| $43.62 | Sum of Discounted Free Cash Flows |
| $2.25 | Net "Excess" Cash/Debt Per Share |
| $46.00 | Fair Value Estimate (rounded) |
Last updated Feb 19, 2025
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Watch List
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| NTNX | 16.39% |
| CRWD | 79.36% |
| SE | 18.56% |
| SNOW | 4.67% |
| APPF | 5.15% |
| PINS | -36.61% |
vs. Fair Value Estimates
Buy List
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| HRMY | -60.62% |
| GLBE | -29.41% |
| YOU | -33.68% |
| ABNB | -35.60% |
| MELI | -27.00% |
| ADBE | -45.51% |
vs. Fair Value Estimates
Hold List
| VTEX | -21.92% |
| CELH | 48.32% |
| TOST | 16.17% |
| CPNG | -18.94% |
| HIMS | -15.83% |
| PAYC | -21.12% |
| MNDY | 8.70% |
| ZS | 25.55% |
| V | -6.98% |
| ADSK | -1.73% |
| NOW | -1.39% |
| FTNT | -2.75% |
| TEAM | -9.10% |
vs. Fair Value Estimates