Comprehensive Stock Comparison
Compare Wayfair Inc. (W) vs Bed Bath & Beyond Inc. (BBBY) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | W | 5.1% revenue growth vs BBBY's -25.1% |
| Quality / Margins | W | -2.7% net margin vs BBBY's -8.1% |
| Stability / Safety | BBBY | Beta 2.24 vs W's 2.51 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | W | +93.0% vs BBBY's -16.6% |
| Efficiency (ROA) | W | -10.4% ROA vs BBBY's -19.9% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Wayfair is an online retailer specializing in home goods — furniture, décor, and housewares — sold through its family of branded websites. It generates revenue primarily from direct retail sales to consumers, with additional income from advertising and services to suppliers. The company's key advantage is its massive online selection — over 33 million products — and proprietary logistics network that connects customers with thousands of suppliers.
Bed Bath & Beyond is a specialty home goods retailer operating physical stores and e-commerce sites focused on bedding, bath, kitchen, and home furnishings. It generates revenue primarily from retail sales across its Bed Bath & Beyond stores (~80% of revenue), buybuy BABY stores for juvenile products, and its Harmon health/beauty stores — supplemented by online sales through its websites. The company's key advantage was its extensive physical store network and strong brand recognition in the home goods category, though this moat has eroded with increased online competition.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
W leads in 4 of 6 categories — strongest in Financial Metrics and Profitability & Efficiency. 2 categories are tied.
Financial Metrics (TTM)
W is the larger business by revenue, generating $12.2B annually — 11.7x BBBY's $1.0B. W is the more profitable business, keeping -2.7% of every revenue dollar as net income compared to BBBY's -8.1%. On growth, W holds the edge at +8.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | WWayfair Inc. | BBBYBed Bath & Beyond… |
|---|---|---|
| RevenueTrailing 12 months | $12.2B | $1.0B |
| EBITDAEarnings before interest/tax | $140M | -$36M |
| Net IncomeAfter-tax profit | -$325M | -$85M |
| Free Cash FlowCash after capex | $389M | -$122M |
| Gross MarginGross profit ÷ Revenue | +30.2% | +24.7% |
| Operating MarginEBIT ÷ Revenue | -1.5% | -5.9% |
| Net MarginNet income ÷ Revenue | -2.7% | -8.1% |
| FCF MarginFCF ÷ Revenue | +3.2% | -11.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.1% | -9.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -26.7% | +84.3% |
Valuation Metrics
| Metric | WWayfair Inc. | BBBYBed Bath & Beyond… |
|---|---|---|
| Market CapShares × price | $9.9B | $367M |
| Enterprise ValueMkt cap + debt − cash | $12.5B | $214M |
| Trailing P/EPrice ÷ TTM EPS | -31.54x | -3.78x |
| Forward P/EPrice ÷ next-FY EPS est. | 26.19x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 38.87x | — |
| Price / SalesMarket cap ÷ Revenue | 0.80x | 0.35x |
| Price / BookPrice ÷ Book value/share | — | 1.47x |
| Price / FCFMarket cap ÷ FCF | 21.39x | — |
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), W scores 7/9 vs BBBY's 5/9, reflecting strong financial health.
| Metric | WWayfair Inc. | BBBYBed Bath & Beyond… |
|---|---|---|
| ROE (TTM)Return on equity | — | -38.8% |
| ROA (TTM)Return on assets | -10.4% | -19.9% |
| ROICReturn on invested capital | — | -91.0% |
| ROCEReturn on capital employed | +1.4% | -29.8% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | — | 0.10x |
| Net DebtTotal debt minus cash | $2.6B | -$153M |
| Cash & Equiv.Liquid assets | $1.5B | $175M |
| Total DebtShort + long-term debt | $4.1B | $22M |
| Interest CoverageEBIT ÷ Interest expense | -2.26x | — |
Total Returns (with DRIP)
A $10,000 investment in W five years ago would be worth $2,274 today (with dividends reinvested), compared to $730 for BBBY. Over the past 12 months, W leads with a +93.0% total return vs BBBY's -16.6%. The 3-year compound annual growth rate (CAGR) favors W at 23.5% vs BBBY's -35.0% — a key indicator of consistent wealth creation.
| Metric | WWayfair Inc. | BBBYBed Bath & Beyond… |
|---|---|---|
| YTD ReturnYear-to-date | -28.4% | -9.8% |
| 1-Year ReturnPast 12 months | +93.0% | -16.6% |
| 3-Year ReturnCumulative with dividends | +88.5% | -72.5% |
| 5-Year ReturnCumulative with dividends | -77.3% | -92.7% |
| 10-Year ReturnCumulative with dividends | +95.9% | -46.9% |
| CAGR (3Y)Annualised 3-year return | +23.5% | -35.0% |
Risk & Volatility
BBBY is the less volatile stock with a 2.24 beta — it tends to amplify market swings less than W's 2.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. W currently trades 63.6% from its 52-week high vs BBBY's 42.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | WWayfair Inc. | BBBYBed Bath & Beyond… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.51x | 2.24x |
| 52-Week HighHighest price in past year | $119.98 | $12.65 |
| 52-Week LowLowest price in past year | $20.41 | $3.54 |
| % of 52W HighCurrent price vs 52-week peak | +63.6% | +42.1% |
| RSI (14)Momentum oscillator 0–100 | 37.7 | 48.9 |
| Avg Volume (50D)Average daily shares traded | 2.7M | 1.6M |
Analyst Outlook
Wall Street rates W as "Buy" and BBBY as "Hold". Consensus price targets imply 45.4% upside for BBBY (target: $8) vs 40.8% for W (target: $108).
| Metric | WWayfair Inc. | BBBYBed Bath & Beyond… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $107.50 | $7.75 |
| # AnalystsCovering analysts | 57 | 41 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 1 | 0 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| Wayfair Inc. (W) | 100 | 169.53 | +69.5% |
| Bed Bath & Beyond I… (BBBY) | 100 | 101.16 | +1.2% |
Wayfair Inc. (W) returned -77% over 5 years vs Bed Bath & Beyond I… (BBBY)'s -93%.
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Wayfair Inc. (W) | $3.4B | $12.5B | +268.5% |
| Bed Bath & Beyond I… (BBBY) | $1.8B | $1.0B | -42.0% |
Wayfair Inc.'s revenue grew from $3.4B (2016) to $12.5B (2025) — a 15.6% CAGR. Bed Bath & Beyond Inc.'s revenue grew from $1.8B (2016) to $1.0B (2025) — a -5.9% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Wayfair Inc. (W) | -5.8% | -2.5% | +56.3% |
| Bed Bath & Beyond I… (BBBY) | 0.7% | -8.1% | -1264.4% |
Wayfair Inc.'s net margin went from -6% (2016) to -3% (2025). Bed Bath & Beyond Inc.'s net margin went from 1% (2016) to -8% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Wayfair Inc. (W) | -2.29 | -2.42 | -5.7% |
| Bed Bath & Beyond I… (BBBY) | 0.49 | -1.41 | -387.8% |
Wayfair Inc.'s EPS grew from $-2.29 (2016) to $-2.42 (2025). Bed Bath & Beyond Inc.'s EPS grew from $0.49 (2016) to $-1.41 (2025) — a NaN% CAGR.
Chart 5Free Cash Flow — 5 Years
Wayfair Inc. generated $464M FCF in 2025 (+257% vs 2021). Bed Bath & Beyond Inc. generated $-57M FCF in 2025 (+83% vs 2021).
W vs BBBY: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is W or BBBY a better buy right now?
Analysts rate Wayfair Inc. (W) a "Buy" — based on 57 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 is the better long-term investment — W or BBBY?
Over the past 5 years, Wayfair Inc. (W) delivered a total return of -77.3%, compared to -92.7% for Bed Bath & Beyond Inc. (BBBY). A $10,000 investment in W five years ago would be worth approximately $2K today (assuming dividends reinvested). Over 10 years, the gap is even starker: W returned +95.9% versus BBBY's -46.9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — W or BBBY?
By beta (market sensitivity over 5 years), Bed Bath & Beyond Inc. (BBBY) is the lower-risk stock at 2.24β versus Wayfair Inc.'s 2.51β — meaning W is approximately 12% more volatile than BBBY relative to the S&P 500.
04Which has better profit margins — W or BBBY?
Wayfair Inc. (W) is the more profitable company, earning -2.5% net margin versus -8.1% for Bed Bath & Beyond Inc. — meaning it keeps -2.5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: W leads at 0.1% versus -5.9% for BBBY. At the gross margin level — before operating expenses — W leads at 30.2%, 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.
05Is W or BBBY more undervalued right now?
Analyst consensus price targets imply the most upside for BBBY: 45.4% to $7.75.
06Which pays a better dividend — W or BBBY?
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.
07Is W or BBBY better for a retirement portfolio?
For long-horizon retirement investors, Wayfair Inc. (W) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Bed Bath & Beyond Inc. (BBBY) carries a higher beta of 2.24 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (W: +95.9%, BBBY: -46.9%), 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.
08What are the main differences between W and BBBY?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. 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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