Global-E Online Ltd.
Rank #226HypergrowthGLBE · Nasdaq · Consumer Cyclical
Global-E Online Ltd. (GLBE) — Rank #226 by gross profitability (GP/assets 0.30) · ROE 7.3% · Piotroski F-Score 6 / 9.
As-of 2026-09-15 · 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
- Website
- global-e.com
Price History
Company Snapshot
P/S is the primary valuation lens — earnings are reinvested, not available for P/E.
Market Cap
$6.21B
P/E (annual)
94.7
P/S (annual)
6.5
P/B
6.7
P/OCF (annual)
21.9
Shareholder Yield
-5.2%
Employees
1,219
Industry
Internet Retail
Exchange
Nasdaq
Signal Flags
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
3/3 passGrowth
1/2 passTerry Smith quality gate
Passes 1/5 Terry Smith thresholds1 of 5 threshold not computable from filed data.
What Growth Is Priced In
Implied revenue growth (10Y)
9.7%
The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).
Dilution drag: 5.2% — per-share value needs a total required return of 14.9% once share-count change is priced in.
vs. own 6-year median revenue growth: 53.1%
within its own historyCost-of-equity sensitivity (implied growth at different discount rates)
r = 8%
5.3%
r = 10% (base)
9.7%
r = 12%
13.5%
Net debt / market cap: -4.9%
Valuation History
Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.
P / S
Price / revenue per share
P / B
Price / book value per share
P / GP
Price / gross profit per share
P / FCF
Price / free cash flow per share
Earnings bubble check
Current margins may be above sustainable levels — a P/E based on peak earnings can overstate cheapness.
Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.
Profitability
Gross profitability (GP / assets)
0.30
Primary signal (Novy-Marx).
35th pctl of 38 SIC 7372 peers
Return on equity
7.3%
Gross margin
45.3%
8th pctl of 38 SIC 7372 peers
Revenue growth (YoY)
27.8%
Gross margin improving
Margin trend vs prior year.
Operating Leverage
| 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|
| 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%
Anti-fragile safety
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
0.57
59th pctl of 33 SIC 7372 peers (best = lowest)
Current ratio
1.93×
51st pctl of 38 SIC 7372 peers
Quick ratio
0.74×
Net cash
$321.09M
Cash & equivalents minus total debt.
Cash-flow health
Free cash flow
$280.68M
Operating cash flow minus capex.
Positive free cash flow
FCF / net income
3.11
Cash-backing of earnings.
FCF/NI divergence
Unfavorable divergence (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
4.1%
Stock-based comp intensity.
Piotroski F-Score
F-Score
6 / 9
Fundamental-strength score (0-9).