May 3, 2023
Global-e Online Ltd
GLBE
Statistics
| $36.22 | Share Price |
| $46.00 | Fair Value |
| -21.26% | Price vs Fair Value |
| $6.4 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
Information contained on this website represents only the opinions of the author and should not be used as the sole basis for investing decisions. By using this site, you agree to all statements in the Site Policy.
Watch List
| APPF | -3.02% |
| CMG | 43.83% |
| VEEV | 16.09% |
| INTU | 19.56% |
| WDAY | -7.52% |
| PSTG | -0.65% |
| RDDT | 18.10% |
| NTNX | 24.37% |
| CRWD | 94.01% |
| SE | 26.50% |
| SNOW | 13.14% |
vs. Fair Value Estimates
Buy List
| PINS | -36.44% |
| SEMR | -33.35% |
| TSM | -40.82% |
| ZETA | -27.00% |
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| NYAX | -28.98% |
| MSFT | -28.62% |
| ODD | -29.76% |
| FLYW | -42.32% |
| HRMY | -59.44% |
| YOU | -38.27% |
| ABNB | -31.17% |
| ADBE | -42.81% |
vs. Fair Value Estimates
Hold List
| ASML | -22.86% |
| VTEX | -14.24% |
| ASR | -23.26% |
| CELH | 46.96% |
| TOST | 20.33% |
| CPNG | -11.55% |
| HIMS | -19.74% |
| PAYC | -18.13% |
| MNDY | 18.61% |
| GLBE | -21.26% |
| ZS | 32.26% |
| V | -7.16% |
| ADSK | -0.03% |
| NOW | 14.16% |
| MELI | -23.30% |
| FTNT | -0.20% |
| TEAM | 0.30% |
vs. Fair Value Estimates