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WWayfair Inc.
$101.25$13.9B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
W logo

Wayfair Inc.

W
NYSE · Specialty Retail
$101.25
At close - Oct 2, 4:00 PM EDT - USD
Market Cap$13.87B
P/E-41.8x
52W High$119.98
Volume2.21M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Margin Turnaround Tempered by Negative Equity

Wayfair's aggressive cost discipline has driven a meaningful operating margin recovery from -8.6% in 2024Q1 to 3.0% in 2026Q2, with revenue growth stabilizing at 7.5%. However, persistent net losses (cumulative -$1.1B over ten quarters) and a deeply negative e...

GrowthStable
ProfitabilityStable
ValuationExpensive
TechnicalsHealthy
Explore valuation models
MARKET ACTION

W price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

9/12 Beats

EPS beat 9 of last 12 quarters

02

Valuation risk

-246% Peers

P/E is 246% below peer median

03

Market leadership

RS 84 · Leader

High momentum (Outperforming 84% of market)

04

Healthy Uptrend

Uptrend

Price > 50DMA > 200DMA

Next CatalystEstimated earnings · Nov 4
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth stabilized at 7.5% in 2026Q2, while gross margin plateaued at 30.0% and operating margin improved to 3.0% from -8.6% in 2024Q1, yet net losses persist at -$1M in 2026Q2.

Analyst Consensus+12.7% target
Buy(57 analysts)
31 Buy23 Hold3 Sell

The Bull Case

Upside Catalysts

Revenue growth momentum

Wayfair's Q1 2026 numbers show 7.4% revenue growth, indicating strong business performance.

Cost discipline execution

Wayfair is executing well on cost discipline and logistics efficiency, improving profitability.

Positive cash flow

The bull case highlights Wayfair's positive cash flow as a key financial strength.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
W-4.98%
S&P 500 (^GSPC)+12.66%
1-Year Return
W+17.26%
S&P 500 (^GSPC)+15.01%
3-Year Return
W+62.00%
S&P 500 (^GSPC)+79.91%
5-Year Return
W-57.72%
S&P 500 (^GSPC)+86.89%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E
-41.8x
Forward P/E
35.4x
EV/EBITDA50th %ile
51.1x
FCF YieldCash Flow
2.4%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
-41.8x
N/A
N/A
EV/EBITDA
51.1x
97.0x
50th· Fair
Price/FCF
42.2x
65.7x
33rd· Fair
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$0.00N/A
Base (Fair)$82.51-18.5%
Bull$9.00-91.1%
$0.00 Bear$82.51 Base$9.00 Bull
Current Market Price: $101.25
Trades at a 22.7% premium to Base DCF ($82.51)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$12.46B+5.1% YoY
Net income
-$313M+36.4% YoY
Free cash flow
$329M+296.4% YoY
Operating margin
0.1%+4.0 pts YoY
ROIC (TTM)-
Avg ROIC 5Y-
ROE (TTM)-
Piotroski Score7 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate9/12 (75%)
Revenue Beat Rate7/12 (58%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Aug 4, 2026
$0.95+5.1%
vs $0.90
$3.5B+1.4%
vs $3.5B
Q2 2026
Apr 30, 2026
$0.26+0.0%
vs $0.26
$2.9B+1.5%
vs $2.9B
Q1 2026
Feb 19, 2026
$0.85+32.8%
vs $0.64
$3.3B+1.1%
vs $3.3B
Q4 2025
Oct 28, 2025
$0.70+52.2%
vs $0.46
$3.1B-5.4%
vs $3.3B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Newsfile Corp·Sep 24, 2026
Spartan Metals Receives BLM Approval for Seven Additional Drill Sites at its Tungstonia Claims, Nevada

Vancouver, British Columbia--(Newsfile Corp. - September 24, 2026) - Spartan Metals Corp. (TSXV: W) (OTCQB: SPRMF) (FSE: J03) ("Spartan" or the "Company"), an exploration and development company focused on tungsten and critical minerals in the western United States, is pleased to announce that the United States Bureau of Land Management ("BLM") has accepted the Company's Notice modification authorizing seven additional drill pads at the Tungstonia Claims on its 100% owned Eagle Tungsten-Silver-Rubidium Project ("Eagle" or the "Project") in White Pine County, Nevada, bringing the total number of authorized drill sites at Tungstonia to 32 (Figure 1). The new locations were developed from the magnetotelluric ("MT") and direct-current induced polarization ("DCIP") surveys reported in the Company's news release of September 17, 2026.

Schaeffers Research·Sep 23, 2026
Stocks Fall as 10-Year Yield Hits 19-Year High

Major indexes are moving moving lower, with sentiment waning

PRNewsWire·Sep 21, 2026
Wayfair Launches "Wayfair Delivers," a New Brand Platform Focused on the Moments That Matter Most at Home

The platform debuts with a new brand campaign featuring professional quarterback Matthew Stafford and his family, alongside expanded football partnerships BOSTON, Sept. 21, 2026 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, today unveiled "Wayfair Delivers," a new brand platform centered on how Wayfair delivers the quality, value, trusted experience and emotional moments that give customers confidence to create homes they love.

Newsfile Corp·Sep 18, 2026
Spartan Metals Geophysical Surveys Indicate Potential Tungsten-Silver Veins Extension at Its Tungstonia Claims, Nevada

Indicates Approximately 700 Meters of depth potential to veins Surveys also identify a related 3.7 km² potential porphyry target Tungstonia appears to host a dynamic mineralizing system with potential for multiple styles of mineral deposits Vancouver, British Columbia--(Newsfile Corp. - September 18, 2026) - Spartan Metals Corp. (TSXV: W) (OTCQB: SPRMF) (FSE: J03) ("Spartan" or the "Company"), an exploration and development company focused on tungsten and critical minerals in the western United States, announces the results of the magnetotelluric ("MT") and direct-current induced polarization ("DCIP") geophysical surveys completed at the Tungstonia Claims on its 100% owned Eagle Tungsten-Silver-Rubidium Project ("Eagle" or the "Project") in White Pine County, Nevada. The surveys deliver Spartan's first three-dimensional dataset beneath its Tungstonia Claims.

Filtered for Wayfair Inc.More Headlines
04

Compare before deciding

Benchmark W against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Wayfair Inc. (W)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
W logoWWayfair Inc.Current
$101.25$13.87B-41.845.11%-2.51%——
RH logoRHRh
$120.46$2.28B19.098.14%3.23%184.91%—
WSM logoWSMWilliams-Sonoma, Inc.
$232.30$27.35B26.281.24%14.73%57.79%—
BBBY logoBBBYBed Bath & Beyond Inc.
$4.28$319.45M-3.04-25.12%-7.13%-38.78%—
ZG logoZGZillow Group, Inc. Class A
$28.10$6.75B310.4415.52%1.96%1.18%—
AMZN logoAMZNAmazon.com, Inc.
$251.52$2.71T35.0812.38%17.44%30.5%—

Compare W vs Peers

Wayfair Inc. (W) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs RH

Most directly comparable listed peer for W.

Scale Benchmark

vs GOOG

Larger-name benchmark to compare W against a more recognizable public peer.

Peer Set

Compare Top 5

vs RH, WSM, BBBY, ZG

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

W SEC Filings & Documents

Wayfair Inc. (W) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 4, 2026·SEC

Material company update

May 22, 2026·SEC

Material company update

May 18, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 19, 2026·SEC

FY 2025

Feb 20, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 4, 2026·SEC

FY 2026

Apr 30, 2026·SEC

FY 2025

Oct 28, 2025·SEC

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W Frequently Asked Questions

Wayfair Inc. (W) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Wayfair Inc.'s revenue?

Wayfair Inc. (W) reported $12.90B in revenue for fiscal year 2025. This represents a 2047% increase from $601.0M in 2012.

How fast is Wayfair Inc. growing?

Wayfair Inc. (W) grew revenue by 5.1% over the past year. This is steady growth.

Is W profitable?

Wayfair Inc. (W) reported a net loss of $321.0M for fiscal year 2025.

Dividend & Returns
What is Wayfair Inc.'s free cash flow?

Wayfair Inc. (W) generated $495.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in W back in 2012?

Total return calculator · dividends reinvested · 14+ years of data

See returns →