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Global-E Online Ltd.

Rank #219HypergrowthWatchlistCompare with other stocks

GLBE · Nasdaq · Consumer Cyclical

Global-E Online Ltd. (GLBE) — Rank #219 by gross profitability (GP/assets 0.30) · ROE 7.3% · Piotroski F-Score 6 / 9.

As-of 2026-10-30 · CIK 0001835963 · all metrics point-in-time as of the filing date.

About

Global-E Online Ltd., together with its subsidiaries, provides direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States, and internationally.

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Its platform enables international shoppers to buy online, and merchants to sell from and to worldwide.

The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.

Industry
Internet Retail
Sector
Consumer Cyclical
State
L3
Filer Category
Large accelerated filer
Fiscal Year End
December 31

Company Snapshot

P/S is the primary valuation lens — earnings are reinvested, not available for P/E.

Market Cap

—

P/E (annual)

—

P/S (annual)

—

P/B

—

P/OCF (annual)

—

Shareholder Yield

—

Employees

1,219

Industry

Internet Retail

Exchange

Nasdaq

11/12

Flags passed

GLBE passes 11/12 quality flags

1 caution to review

  • CAUTION
    Dilution above 2%

    Annual share count increase exceeds 2%. May be acceptable for high-growth companies funding talent via stock compensation

  • PASS
    Gross margin holding
  • PASS
    FCF not negative from investment
  • PASS
    Disclosure consistent
  • PASS
    Revenue not declining
  • PASS
    Operating margin holding
  • PASS
    Free cash flow intact
  • PASS
    Passes safety gate
  • PASS
    Balance sheet stable
  • PASS
    No competitive retreat
  • PASS
    SBC not compressing margin
  • PASS
    No valuation convergence

Strengths Deferred revenue growing

A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.

Quality Profile

Profitability

1/1 pass
GP / assets
0.30
Return on equity
7.3%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.57
Current ratio
1.93×
Net cash
$320.01M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
4.1%

Growth

1/2 pass
Revenue growth
27.8%
Piotroski F-Score
6 / 9
Share dilution
5.2%

Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.

Profitability

Does it make money well?

No warning flags · GP/assets 34th percentile of 36 SIC 7372 peers

Gross profitability (GP / assets)

0.30

Primary signal (Novy-Marx).

34th pctl of 36 SIC 7372 peers

Return on equity

7.3%

Gross margin

45.3%

6th pctl of 36 SIC 7372 peers

Revenue growth (YoY)

27.8%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

33.0%

Revenue CAGR (5Y)

47.8%

Earnings CAGR (3Y)

—

FCF CAGR (3Y)

56.6%

Cash Flow Health

Is the cash real?

No warning flags · FCF 311% above net income

Free cash flow

$280.68M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF vs net income

311.1%

(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.

FCF not below net income

Fails when free cash flow is below net income (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

4.1%

Stock-based comp intensity.

Balance Sheet Strength

Can it survive a storm?

Caution: Dilution above 2% · net cash $320.01M, F-Score 6/9

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.57

55th pctl of 32 SIC 7372 peers (best = lowest)

Current ratio

1.93×

49th pctl of 36 SIC 7372 peers

Quick ratio

0.74×

Net cash

$320.01M

Cash & equivalents minus total debt.

Piotroski F-Score

6 / 9

Fundamental-strength score (0-9).

Valuation

Is the price reasonable?

No warning flags

Capital allocation quality

Composite score

2.0 / 5

Fair
Share count trend
5.2%0/5 Weak
Buyback timing
N/AN/A
Dividend growth consistency(non-payer or broken streak)
0 yr3/5 Good
Net debt trajectory(deleveraging)
2.0%3/5 Good

Lifecycle Phase History

20202025
Hypergrowth

Price History

GLBE-46.1% · -11.6% CAGRSPY+82.9% · +12.8% CAGR

View full financial statements →

Source filings on SEC EDGAR: 10-K annual reports · 10-Q quarterly reports