Global-E Online Ltd (GLBE) Fair Value & Analysis
Consumer Cyclical · US · Market cap $6.4B · ISIN IL0011741688
What is Global-E Online Ltd really worth?
Global-E Online Ltd
GLBE · US
A solid business, but trading 382% above our fair value of $7.94.
Strengths
Risks
Fair value as of: Sep 2, 2026
From 24 valuation models · updated 2 days ago
Share price −7.8% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($9.60). The favourable scenario is already priced in.
- Solid but not exceptional quality (69/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 2, 2026.
How to read this chart
60‑month range $17.07 – $81.69 · fair‑value band $6.29 – $9.60 · the $38.29 price screens above the $7.94 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 2, 2026.
Analysis
Global-E Online Ltd (GLBE) currently trades at $38.29, while our model-based Fair Value estimate is $7.94, implying the stock looks roughly 382.2% overvalued today. The Quality Score stands at 69/100 (solid quality), in the Consumer Cyclical sector. Bull case: the DCF Models group reads highest at a median of $24.56 per share, and 2 of the 24 models we run sit above the $38.29 price. Bear case: the Asset-Based group reads lowest at $3.72, and 22 of the 24 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Global-E Online Ltd generated revenue of $1.0B at a net margin of 11.4%. Revenue grew 32.8% year over year. It earns a return on equity of 13.0%. The balance sheet holds a net cash position of $222M. Fundamentals as of Sep 2, 2026
Our scenario range runs from $6.29 (bear case) to $9.60 (bull case); at $38.29, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 9% below its 52-week high and 43% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −50% fair-value upside, at −79%, GLBE screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $0.4552 per share, which is 5.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models ($24.56) versus Asset-Based ($3.72). Highest evidence: FCF DCF (72).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 2, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 69 · Market factors (momentum, volatility) 55
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
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. Its platform enables international shoppers to buy online, and merchants to sell from and to worldwide.
Full company description
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. 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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Global-E Online Ltd reported revenue of $962M in FY2025 versus $245M in FY2021, a compound +40.7%/yr. Reported net income was $68.3M in FY2025.
GLBE screens 382% overvalued. Compare with Amazon.com, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Does Globale Online (GLBE) Have the Potential to Rally 27.97% as Wall Street Analysts Expect?
- Global-E Online (GLBE) Q2 2026 Earnings Call Transcript
- Global E Online (GLBE) Stock Looks Like A Bargain On Cash Flow While Earnings Look Fully Priced
- Global E Online Ltd (GLBE) (Q2 2026) Earnings Call Highlights: Record GMV and Revenue Growth ...
Peer Group
Internet Retail · 103 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Internet Retail median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 42/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Internet Retail stocks, each showing price versus our Fair Value estimate (as of Sep 2, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Amazon.com, Inc AMZN | $256.26 | $127.67 | −50% |
| Alibaba Group 89988 | HK$97.45 | HK$48.38 | −50% |
| PDD Holdings PDD | $85.69 | $225.48 | +163% |
| MercadoLibre, Inc MELI | $1,966 | $798.98 | −59% |
| DoorDash, Inc DASH | $222.00 | $38.64 | −83% |
| Sea Limited SE | $118.32 | $52.70 | −55% |
| JD.com, Inc 89618 | ¥95.45 | ¥73.98 | −22% |
| eBay Inc EBAY | $105.62 | $60.13 | −43% |
| Coupang, Inc CPNG | $16.32 | $2.79 | −83% |
| Delivery Hero SE DHER | €37.05 | €12.71 | −66% |
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