GLBE
Global-e Online Ltd.
Specialty Retail
Market Cap$5.28B
5Y Perf.-5.0%
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Stock Comparison
GLBE vs FOUR
Revenue, margins, valuation, and 5-year total return — side by side.
FOUR
Shift4 Payments, Inc.
Software - Infrastructure
Market Cap$3.93B
5Y Perf.-54.0%
GLBE vs FOUR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | GLBE | FOUR |
|---|---|---|
| Industry | Specialty Retail | Software - Infrastructure |
| Market Cap | $5.28B | $3.93B |
| Revenue (TTM) | $962M | $3.88B |
| Net Income (TTM) | $68M | $195M |
| Gross Margin | 45.3% | 32.6% |
| Operating Margin | 7.4% | 8.0% |
| Forward P/E | 27.9x | 7.7x |
| Total Debt | $42M | $2.88B |
| Cash & Equiv. | $246M | $1.21B |
GLBE vs FOUR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
GLBE
FOUR
| Stock | May 21 | May 26 | Return |
|---|---|---|---|
| Global-e Online Ltd. (GLBE) | 100 | 95.0 | -5.0% |
| Shift4 Payments, In… (FOUR) | 100 | 46.0 | -54.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GLBE vs FOUR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: GLBE and FOUR are tied at the top with 3 categories each — the right choice depends on your priorities. Shift4 Payments, Inc. is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
GLBE
Global-e Online Ltd.
The Defensive Pick
GLBE has the current edge in this matchup, primarily because of its strength in sleep-well-at-night.
- Lower volatility, beta 1.63, Low D/E 4.5%, current ratio 1.93x
- 7.1% margin vs FOUR's 5.0%
- -14.5% vs FOUR's -48.3%
Best for: sleep-well-at-night
FOUR
Shift4 Payments, Inc.
The Income Pick
FOUR is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 0 yrs, beta 1.51
- Rev growth 29.9%, EPS growth 111.9%, 3Y rev CAGR 34.5%
- 27.9% 10Y total return vs GLBE's 22.4%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | FOUR | 29.9% revenue growth vs GLBE's 27.8% |
| Value | FOUR | Lower P/E (7.7x vs 27.9x) |
| Quality / Margins | GLBE | 7.1% margin vs FOUR's 5.0% |
| Stability / Safety | FOUR | Beta 1.51 vs GLBE's 1.63 |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | GLBE | -14.5% vs FOUR's -48.3% |
| Efficiency (ROA) | GLBE | 4.7% ROA vs FOUR's 2.2%, ROIC 7.7% vs 7.6% |
GLBE vs FOUR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2024
GLBE vs FOUR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLGLBELAGGINGFOUR
FOURShift4 Payments, Inc.
1leads
GLBEGlobal-e Online Ltd.
3leads
6 Total Categories
CATEGORYLEADERvs FOURMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
GLBE3/5
Valuation MetricsMultiples, price ratios, and targets
FOUR6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
GLBE7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
GLBE5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
GLBE leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
FOUR is the larger business by revenue, generating $3.9B annually — 4.0x GLBE's $962M. Profitability is closely matched — net margins range from 7.1% (GLBE) to 5.0% (FOUR).
| Metric | GLBEGlobal-e Online L… | FOURShift4 Payments, … |
|---|---|---|
| RevenueTrailing 12 months | $962M | $3.9B |
| EBITDAEarnings before interest/tax | $130M | $691M |
| Net IncomeAfter-tax profit | $68M | $195M |
| Free Cash FlowCash after capex | $295M | $499M |
| Gross MarginGross profit ÷ Revenue | +45.3% | +32.6% |
| Operating MarginEBIT ÷ Revenue | +7.4% | +8.0% |
| Net MarginNet income ÷ Revenue | +7.1% | +5.0% |
| FCF MarginFCF ÷ Revenue | +30.6% | +12.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +28.0% | +29.4% |
| EPS Growth (YoY)Latest quarter vs prior year | — | -76.7% |
GLBE leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
FOUR leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 14.2x trailing earnings, FOUR trades at a 82% valuation discount to GLBE's 80.1x P/E. On an enterprise value basis, FOUR's 10.3x EV/EBITDA is more attractive than GLBE's 54.8x.
| Metric | GLBEGlobal-e Online L… | FOURShift4 Payments, … |
|---|---|---|
| Market CapShares × price | $5.3B | $3.9B |
| Enterprise ValueMkt cap + debt − cash | $5.1B | $5.6B |
| Trailing P/EPrice ÷ TTM EPS | 80.05x | 14.16x |
| Forward P/EPrice ÷ next-FY EPS est. | 27.94x | 7.70x |
| PEG RatioP/E ÷ EPS growth rate | 0.61x | — |
| EV / EBITDAEnterprise value multiple | 54.79x | 10.29x |
| Price / SalesMarket cap ÷ Revenue | 5.49x | 1.18x |
| Price / BookPrice ÷ Book value/share | 5.89x | 3.86x |
| Price / FCFMarket cap ÷ FCF | 18.81x | 12.64x |
FOUR leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
GLBE leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
FOUR delivers a 8.7% return on equity — every $100 of shareholder capital generates $9 in annual profit, vs $7 for GLBE. GLBE carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to FOUR's 2.83x. On the Piotroski fundamental quality scale (0–9), GLBE scores 6/9 vs FOUR's 5/9, reflecting solid financial health.
| Metric | GLBEGlobal-e Online L… | FOURShift4 Payments, … |
|---|---|---|
| ROE (TTM)Return on equity | +7.3% | +8.7% |
| ROA (TTM)Return on assets | +4.7% | +2.2% |
| ROICReturn on invested capital | +7.7% | +7.6% |
| ROCEReturn on capital employed | +7.7% | +7.8% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 0.04x | 2.83x |
| Net DebtTotal debt minus cash | -$204M | $1.7B |
| Cash & Equiv.Liquid assets | $246M | $1.2B |
| Total DebtShort + long-term debt | $42M | $2.9B |
| Interest CoverageEBIT ÷ Interest expense | 17.83x | 2.82x |
GLBE leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
GLBE leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GLBE five years ago would be worth $12,243 today (with dividends reinvested), compared to $5,098 for FOUR. Over the past 12 months, GLBE leads with a -14.5% total return vs FOUR's -48.3%. The 3-year compound annual growth rate (CAGR) favors GLBE at -0.1% vs FOUR's -11.4% — a key indicator of consistent wealth creation.
| Metric | GLBEGlobal-e Online L… | FOURShift4 Payments, … |
|---|---|---|
| YTD ReturnYear-to-date | -17.5% | -31.6% |
| 1-Year ReturnPast 12 months | -14.5% | -48.3% |
| 3-Year ReturnCumulative with dividends | -0.4% | -30.4% |
| 5-Year ReturnCumulative with dividends | +22.4% | -49.0% |
| 10-Year ReturnCumulative with dividends | +22.4% | +27.9% |
| CAGR (3Y)Annualised 3-year return | -0.1% | -11.4% |
GLBE leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — GLBE and FOUR each lead in 1 of 2 comparable metrics.
Risk & Volatility
FOUR is the less volatile stock with a 1.51 beta — it tends to amplify market swings less than GLBE's 1.63 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GLBE currently trades 72.3% from its 52-week high vs FOUR's 39.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | GLBEGlobal-e Online L… | FOURShift4 Payments, … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.63x | 1.51x |
| 52-Week HighHighest price in past year | $43.21 | $108.50 |
| 52-Week LowLowest price in past year | $27.80 | $39.91 |
| % of 52W HighCurrent price vs 52-week peak | +72.3% | +39.5% |
| RSI (14)Momentum oscillator 0–100 | 47.3 | 37.7 |
| Avg Volume (50D)Average daily shares traded | 1.1M | 2.2M |
Evenly matched — GLBE and FOUR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates GLBE as "Buy" and FOUR as "Buy". Consensus price targets imply 71.0% upside for FOUR (target: $73) vs 39.0% for GLBE (target: $43).
| Metric | GLBEGlobal-e Online L… | FOURShift4 Payments, … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $43.40 | $73.36 |
| # AnalystsCovering analysts | 14 | 29 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 0 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.4% | +3.7% |
Insufficient data to determine a leader in this category.
Key Takeaway
GLBE leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). FOUR leads in 1 (Valuation Metrics). 1 tied.
Best OverallGlobal-e Online Ltd. (GLBE)Leads 3 of 6 categories
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GLBE vs FOUR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is GLBE or FOUR a better buy right now?
For growth investors, Shift4 Payments, Inc.
(FOUR) is the stronger pick with 29. 9% revenue growth year-over-year, versus 27. 8% for Global-e Online Ltd. (GLBE). Shift4 Payments, Inc. (FOUR) offers the better valuation at 14. 2x trailing P/E (7. 7x forward), making it the more compelling value choice. Analysts rate Global-e Online Ltd. (GLBE) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — GLBE or FOUR?
On trailing P/E, Shift4 Payments, Inc.
(FOUR) is the cheapest at 14. 2x versus Global-e Online Ltd. at 80. 1x. On forward P/E, Shift4 Payments, Inc. is actually cheaper at 7. 7x.
03Which is the better long-term investment — GLBE or FOUR?
Over the past 5 years, Global-e Online Ltd.
(GLBE) delivered a total return of +22. 4%, compared to -49. 0% for Shift4 Payments, Inc. (FOUR). Over 10 years, the gap is even starker: FOUR returned +27. 9% versus GLBE's +22. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — GLBE or FOUR?
By beta (market sensitivity over 5 years), Shift4 Payments, Inc.
(FOUR) is the lower-risk stock at 1. 51β versus Global-e Online Ltd. 's 1. 63β — meaning GLBE is approximately 8% more volatile than FOUR relative to the S&P 500. On balance sheet safety, Global-e Online Ltd. (GLBE) carries a lower debt/equity ratio of 4% versus 3% for Shift4 Payments, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — GLBE or FOUR?
By revenue growth (latest reported year), Shift4 Payments, Inc.
(FOUR) is pulling ahead at 29. 9% versus 27. 8% for Global-e Online Ltd. (GLBE). On earnings-per-share growth, the picture is similar: Global-e Online Ltd. grew EPS 186. 7% year-over-year, compared to 111. 9% for Shift4 Payments, Inc.. Over a 3-year CAGR, FOUR leads at 34. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — GLBE or FOUR?
Global-e Online Ltd.
(GLBE) is the more profitable company, earning 7. 1% net margin versus 6. 9% for Shift4 Payments, Inc. — meaning it keeps 7. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GLBE leads at 7. 4% versus 7. 4% for FOUR. At the gross margin level — before operating expenses — GLBE leads at 45. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is GLBE or FOUR more undervalued right now?
On forward earnings alone, Shift4 Payments, Inc.
(FOUR) trades at 7. 7x forward P/E versus 27. 9x for Global-e Online Ltd. — 20. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FOUR: 71. 0% to $73. 36.
08Which pays a better dividend — GLBE or FOUR?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is GLBE or FOUR better for a retirement portfolio?
For long-horizon retirement investors, Shift4 Payments, Inc.
(FOUR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Global-e Online Ltd. (GLBE) carries a higher beta of 1. 63 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (FOUR: +27. 9%, GLBE: +22. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between GLBE and FOUR?
These companies operate in different sectors (GLBE (Consumer Cyclical) and FOUR (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(GLBE: 28.0% · FOUR: 29.4%)Net Margin>
%
(GLBE: 7.1% · FOUR: 5.0%)P/E Ratio<
x
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