GLBE Consumer Cyclical

Global-E Online Ltd.

$41.58-3.26%

Price as of close on Nov 3, 2026 · Financials updated Sep 30, 2026

Basics

Sector: Consumer Cyclical
Industry: Internet Retail
Country: Israel
Market cap: 7.0B USD
Enterprise value: 6.5B USD
Full-time employees: 1,219

Overall health

Drawback: its shares are priced higher than most peers relative to what it earnspriced higher than peers for its earnings
Drawback: its share price swings more than most peers’ (beta 1.00 vs a peer median of 0.63)bigger price swings (beta 1.00 vs peers 0.63)
About average: profitability and risk (debt, liquidity and share-price swings)profitability and risk

Ranks #510 of 1,502 consumer cyclical companies (top 34%)

See how it ranks against its peers

Worth knowing

Earnings turned from a loss to a profit. Profit per share this year after a loss last year.
Global-E Online made a profit per share in its latest year after a loss the year before.
Operating margin at a 6-year high. 7.4% in 2025, the best of the last 6 years.
Global-E Online kept 7.4% of revenue as operating profit in 2025, its highest in the 6 years of filings we have.
Cash flow well above reported profit. Free cash flow is 4.1× reported profit.
Free cash flow is 4.1× reported profit. Large non-cash charges, such as depreciation, amortization or stock-based pay, reduce reported profit without using cash.
Financials may be out of date. Latest financial period ended 10 months ago.
The latest financial period we have ended 10 months ago, so the scores may not reflect recent results.

StockQuotient Score

59/ 100

Oct 5 59 → Nov 4 59

Valuation

Is the price right?

19/100

Weak

3/3 inputs reported · High confidence

Since last year: No major changeValuation also moves with the share price every day.

Why

Weaker than most peers on:

▼ EBITDA yield
▼ Earnings yield
▼ FCF yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield1.0%

SEC filings · 12 months to Dec 2025Reported value30% base weight · Z-score -1.04Sector median: 0.0439 · MAD: 0.0329

EBITDA yield3.1%

Yahoo Finance fallback · SEC enterprise value unavailable (debt or EBITDA not reported in standard form) · trailing 12 monthsReported value50% base weight · Z-score -1.24Sector median: 0.0877 · MAD: 0.0461

Free cash flow yield4.0%

SEC filings · 12 months to Dec 2025 · operating cash flow − capital spendingReported value20% base weight · Z-score -0.39Sector median: 0.0614 · MAD: 0.0545

Other data (not scored)

Book yield13.3%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5650 · MAD: 0.3500

Growth

Is it growing?

98/100

Strong

3/3 inputs reported · High confidence

Since last year: ▲ Stronger

12-month revenue up 27.8%

Why

Stronger than most peers on:

▲ 3-yr revenue
▲ Revenue growth
▲ EPS growth

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growthUnavailable

Earnings per share turned from a loss to a profit33% base weight · Z-score 3.48Sector median: 0.0420 · MAD: 0.2537

3-year revenue growth33.0%

SEC filings · 3 years to Dec 2025Outlier capped at sector 5th/95th percentile33% base weight · Z-score 4.38Sector median: 0.0425 · MAD: 0.0636

Revenue growth27.8%

SEC filings · 12 months to Dec 2025Reported value33% base weight · Z-score 3.69Sector median: 0.0373 · MAD: 0.0653

Profitability

Does it earn well?

56/100

Moderate

3/3 inputs reported · High confidence

Since last year: ▲ Stronger

Turned profitable over the last 12 months
Operating margin rose 16.5 points to 7.4%

Why

Helped by:

▲ ROA

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin7.4%

SEC filings · 12 months to Dec 2025Reported value33% base weight · Z-score 0.23Sector median: 0.0638 · MAD: 0.0461

Return on assets4.7%

SEC filings · 12 months to Dec 2025Reported value33% base weight · Z-score 0.53Sector median: 0.0331 · MAD: 0.0254

Return on invested capital8.2%

SEC filings · 12 months to Dec 2025Reported value33% base weight · Z-score 0.15Sector median: 0.0733 · MAD: 0.0600

Other data (not scored)

Gross margin45.3%

SEC filings · 12 months to Dec 2025Reported valueInformational · 0% composite weightSector median: 0.3025 · MAD: 0.1399

Return on equity7.3%

SEC filings · 12 months to Dec 2025Reported valueInformational · 0% composite weightSector median: 0.0746 · MAD: 0.0674

Risk

Debt, liquidity, price swings

Moderate

Moderate relative risk

3/3 inputs reported · High confidence

Since last year: No major change

Why

Mixed versus peers:

▲ Debt / equity
▲ Current ratio
▼ Beta

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta1.00

Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score -1.23Sector median: 0.6345 · MAD: 0.2980

Current ratio1.93×

SEC filings · latest balance sheetReported value33% base weight · Z-score 0.82Sector median: 1.4800 · MAD: 0.5570

Debt / equity0.03×

Yahoo Finance fallback · no standard SEC debt tagReported value33% base weight · Z-score 1.23Sector median: 0.4646 · MAD: 0.3556

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Global-E Online

Is Global-E Online getting weaker?: Its latest SEC filing (Mar 26, 2026) got stronger: turned profitable over the last 12 months; operating margin rose 16.5 points to 7.4%. Its overall score is unchanged at 59/100 since Oct 28, 2026.
How is Global-E Online valued vs its peers?: Priced higher than most peers relative to what it earns. Valuation scores 19/100 against 1,612 consumer cyclical peers. EBITDA yield 3.1% vs a peer median of 8.8% (weaker than 81% of peers).EBITDA yield 3.1% vs peers 8.8% (weaker than 81% of peers).
Is Global-E Online growing?: Yes, faster than most of its peers. Growth scores 98/100 against 1,612 consumer cyclical peers. 3-year revenue growth 33.0% vs a peer median of 4.3% (stronger than 95% of peers).3-year revenue growth 33.0% vs peers 4.3% (stronger than 95% of peers).
How profitable is Global-E Online?: About as profitable as its peers. Profitability scores 56/100 against 1,612 consumer cyclical peers. Return on assets 4.7% vs a peer median of 3.3% (stronger than 66% of peers).Return on assets 4.7% vs peers 3.3% (stronger than 66% of peers).
How risky is Global-E Online?: Moderate risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Debt / equity 0.03× vs a peer median of 0.46× (stronger than 92% of peers).Debt / equity 0.03× vs peers 0.46× (stronger than 92% of peers). Beta 1.00 vs a peer median of 0.63 (weaker than 74% of peers).Beta 1.00 vs peers 0.63 (weaker than 74% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Year ended Dec 31, 2025 · filed Mar 26, 2026 · compared with the year ended Dec 31, 2024

Got stronger

Turned profitable over the last 12 months
Operating margin rose 16.5 points to 7.4%

	Previous year	Latest year	Change
Revenue (12 months)	752.8M USD	962.2M USD	+27.8%
Net income (12 months)	−75.5M USD	68.3M USD	turned positive
Operating margin	-9.0%	7.4%	+16.5 pts
Free cash flow (12 months)	167.1M USD	280.7M USD	+68.0%
Cash	254.6M USD	245.9M USD	−3.4%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one year at a time.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Change
Gross margin	37.3%	38.7%	41.0%	45.1%	45.3%	▲ 0.2 pts
Operating margin	-26.8%	-46.3%	-24.0%	-9.0%	7.4%	▲ 16 pts
Net margin	-30.6%	-47.8%	-23.5%	-10.0%	7.1%	▲ 17 pts
Return on assets (ROA)	-8.9%	-16.8%	-11.1%	-6.0%	4.7%	▲ 11 pts
Return on equity (ROE)	-10.8%	-21.1%	-14.8%	-8.5%	7.3%	▲ 16 pts
Free cash flow margin	6.2%	19.8%	18.7%	22.2%	29.2%	▲ 7.0 pts
Current ratio	4.73×	1.79×	1.90×	2.08×	1.93×	▼ 6.8%

GLBE price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Drawback: its shares are priced higher than most peers relative to what it earnspriced higher than peers for its earnings

Drawback: its share price swings more than most peers’ (beta 1.00 vs a peer median of 0.63)bigger price swings (beta 1.00 vs peers 0.63)

About average: profitability and risk (debt, liquidity and share-price swings)profitability and risk

Ranks #510 of 1,502 consumer cyclical companies (top 34%)

See how it ranks against its peers

Worth knowing

Earnings turned from a loss to a profit. Profit per share this year after a loss last year.

Global-E Online made a profit per share in its latest year after a loss the year before.

Operating margin at a 6-year high. 7.4% in 2025, the best of the last 6 years.

Global-E Online kept 7.4% of revenue as operating profit in 2025, its highest in the 6 years of filings we have.

Cash flow well above reported profit. Free cash flow is 4.1× reported profit.

Free cash flow is 4.1× reported profit. Large non-cash charges, such as depreciation, amortization or stock-based pay, reduce reported profit without using cash.

Financials may be out of date. Latest financial period ended 10 months ago.

The latest financial period we have ended 10 months ago, so the scores may not reflect recent results.

Questions investors ask about Global-E Online

Is Global-E Online getting weaker?

Its latest SEC filing (Mar 26, 2026) got stronger: turned profitable over the last 12 months; operating margin rose 16.5 points to 7.4%. Its overall score is unchanged at 59/100 since Oct 28, 2026.

How is Global-E Online valued vs its peers?

Priced higher than most peers relative to what it earns. Valuation scores 19/100 against 1,612 consumer cyclical peers. EBITDA yield 3.1% vs a peer median of 8.8% (weaker than 81% of peers).EBITDA yield 3.1% vs peers 8.8% (weaker than 81% of peers).

Is Global-E Online growing?

Yes, faster than most of its peers. Growth scores 98/100 against 1,612 consumer cyclical peers. 3-year revenue growth 33.0% vs a peer median of 4.3% (stronger than 95% of peers).3-year revenue growth 33.0% vs peers 4.3% (stronger than 95% of peers).

How profitable is Global-E Online?

About as profitable as its peers. Profitability scores 56/100 against 1,612 consumer cyclical peers. Return on assets 4.7% vs a peer median of 3.3% (stronger than 66% of peers).Return on assets 4.7% vs peers 3.3% (stronger than 66% of peers).

How risky is Global-E Online?

Moderate risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Debt / equity 0.03× vs a peer median of 0.46× (stronger than 92% of peers).Debt / equity 0.03× vs peers 0.46× (stronger than 92% of peers). Beta 1.00 vs a peer median of 0.63 (weaker than 74% of peers).Beta 1.00 vs peers 0.63 (weaker than 74% of peers). A relative measure, not a bankruptcy probability.

Previous year

Latest year

Change

Revenue (12 months)

752.8M USD

962.2M USD

+27.8%

Net income (12 months)

−75.5M USD

68.3M USD

turned positive

Operating margin

-9.0%

7.4%

+16.5 pts

Free cash flow (12 months)

167.1M USD

280.7M USD

+68.0%

Cash

254.6M USD

245.9M USD

−3.4%

Key ratios

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Change

Gross margin

37.3%

38.7%

41.0%

45.1%

45.3%

▲ 0.2 pts

Operating margin

-26.8%

-46.3%

-24.0%

-9.0%

7.4%

▲ 16 pts

Net margin

-30.6%

-47.8%

-23.5%

-10.0%

7.1%

▲ 17 pts

Return on assets (ROA)

-8.9%

-16.8%

-11.1%

-6.0%

4.7%

▲ 11 pts

Return on equity (ROE)

-10.8%

-21.1%

-14.8%

-8.5%

7.3%

▲ 16 pts

Free cash flow margin

6.2%

19.8%

18.7%

22.2%

29.2%

▲ 7.0 pts

Current ratio

4.73×

1.79×

1.90×

2.08×

1.93×

▼ 6.8%