Global-E Online Ltd (GLBE) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Global-E Online Ltd stock $37.76, price $42.97, that is 12.1% below the price, quality 76 out of 100. Rating: overvalued. Calculated from audited financials with 24 of our 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 6, 2026.
How to read this chart
60‑month range $17.07 – $81.69 · fair‑value band $26.44 – $49.10 · the $42.97 price screens above the $37.76 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 6, 2026.
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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.
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The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.
Stock analysis
Global-E Online Ltd (GLBE) currently trades at $42.97, while our model-based Fair Value estimate is $37.76, 12% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Growth DCF group reads highest at a median of $33.22 per share, and 1 of the 24 models we run sit above the $42.97 price.
Bear case: the Economic Profit group reads lowest at $5.05, and 23 of the 24 models stay below the price. Data coverage for this calculation is medium.
Scenario range: $26.44 (bear) to $49.10 (bull), the price of $42.97 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 76/100 (high quality), in the Consumer Cyclical sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
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.
Key figures
Market cap $7.5B Mid · P/E ratio 48.8 · P/S ratio 6.79 · EPS (TTM) $0.8800 · Net margin 13.9% · Return on equity 17.0% · Return on assets (EBIT) −7.2% (5-year average) · Operating margin 14.9%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 59 out of 100 (low confidence).
What moves the price
The share trades about 4% below its 52-week high and 56% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at 21% fair-value upside, at −12%, GLBE screens richer than that median.
Fair Value models
Bear$26.44Fair Value $37.76Bull$49.10
Price $42.97 · Downside -12.1%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 10 months old). Earnings retained since then ($0.7522 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
In the last 6 months, 4 officers or directors sold shares worth $54.7M and none bought.
SaleShahar TamariCOO, Director26× since Mar 18, 2026: 403,213 shares, avg. $37.14$15.0MNov 5, 202610b5-1 plan
SaleNir DebbiPresident, Director30× since Mar 16, 2026: 376,609 shares, avg. $40.17$15.1MNov 5, 202610b5-1 plan
SaleAmir SchlachetCEO, Director29× since Mar 17, 2026: 699,984 shares, avg. $39.18$27.4MNov 3, 202610b5-1 plan
SaleOfer KorenCFO4× since Sep 8, 2026: 75,000 shares, avg. $39.94$3.0MSep 22, 202610b5-1 plan
Plus 13 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+27.8%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+33.0%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+47.8%
Start year 2020 (pandemic)
Revenue growth 7 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+58.3%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+23.2%
Earnings growth per share plus dividend.
Earnings per share, growth per year+23.2%
Dividend (yield on the price)0.0%
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.6% → 7%
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far and less than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+13.3%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+26.5%
Yearly sales growth analysts expect, extended to five years.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +10.6% a year for the price and +23.5% for the forecasts.
News mood ⓘNews mood, the average tone of recent news (95 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Positive
Recent news coverage is more positive than average.
AI conclusion: Clean balance sheet and cash flows offer moderate moat signals, yet thin evidence on intangibles and modest returns leave overall quality unclear.
Main risk: Shopify could expand its own cross-border capabilities or open Managed Markets to additional providers, which might reduce merchant reliance on Global-e or pressure its take rates and volumes from the Shopify ecosystem.
Bull case: Global-e could deepen its Shopify integration and leverage its data scale plus AI tools to handle rising regulatory complexity better than platforms or rivals, expanding its role as the preferred partner for complex international sales.
Bear case: If Shopify prioritizes native solutions or other providers gain traction while tariff changes suppress volumes, Global-e could see slower merchant growth, margin compression and reduced need for its specialized merchant-of-record services.
Global-e just promoted Tomer Gold, its former head of SMB and channels with experience in acquisitions, to lead the entire revenue organization after the prior CRO departed. This internal move comes while the platform keeps expanding merchant reach and logistics options for cross-border sales. Will the deep company knowledge speed up integration of new capabilities across segments, or will it limit fresh approaches to merchant acquisition?
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Internet Retail · 101 stocks
Beats the industry median on 6/12 measures
A mixed picture versus its industry peers.
Valuation
Quality Score76 · Top 25%
Fair Value upside−12.1% · Below median
Profitability
Return on equity (12 months)17.0% · Above median
Return on assets4.7% · Above median
Net margin (12 months)13.9% · Top 25%
Operating margin (12 months)14.9% · Top 25%
Growth and dividend
Revenue growth (quarter YoY)39.1% · Top 25%
Valuation Multiplesvs Internet Retail median · lower = cheaper
P/E (12 months)48.8× · Priciest 25%
P/B8.07× · Priciest 25%
P/S (12 months)6.79× · Priciest 25%
Price / free cash flow (fiscal year)26.8× · Pricier than median
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Is Global-E Online Ltd (GLBE) overvalued or undervalued?
As of Nov 6, 2026, our model estimates a fair value of $37.76 versus a price of $42.97, about 12% lower (overvalued).
What is the fair value of GLBE?
Our model-based fair value for Global-E Online Ltd is $37.76 (as of Nov 6, 2026), built from audited fundamentals. The current price: $42.97.
What is the quality score of GLBE?
Global-E Online Ltd has a Quality Score of 76/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Global-E Online Ltd (GLBE)?
Our model-based price target is the fair value of $37.76 (as of Nov 6, 2026) from 24 valuation models. Cautious scenario $26.44, optimistic scenario $49.10. It is a calculation from audited fundamentals, not an analyst target.
What is the Global-E Online Ltd stock forecast for 2026?
Our models put fair value at $37.76, about 12% lower versus a price of $42.97 (overvalued). Cautious scenario $26.44, optimistic scenario $49.10. The calculation is refreshed regularly with new filings.
What is the revenue of Global-E Online Ltd (GLBE)?
Global-E Online Ltd reported trailing-twelve-month revenue of about $1.1B (latest available figure, as of Nov 6, 2026).
What growth is priced into Global-E Online Ltd (GLBE)?
For today's price to be fair in a discounted-cash-flow model, Global-E Online Ltd would have to grow free cash flow by +13.3 % per year for five years (discount rate 9.7 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +47.8 % per year. As of Nov 6, 2026.
What discount rate (WACC) does the fair value of GLBE use?
Our models discount Global-E Online Ltd at 9.7 %: a base by market capitalisation (mid), damped by beta 0.98, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Global-E Online Ltd that is +13.3 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (9.7 %) and the same formula as our fair value.
How much growth has Global-E Online Ltd (GLBE) delivered so far?
Over the past 5 years revenue at Global-E Online Ltd grew +47.8 % a year. The price currently implies free-cash-flow growth of +13.3 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Global-E Online Ltd (GLBE) growing?
The median revenue growth in the sector is +4.7 % a year. That is the yardstick for the growth priced into Global-E Online Ltd (+13.3 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Global-E Online Ltd (GLBE)?
The free-cash-flow yield on the price is 3.73 %: that much free cash flow Global-E Online Ltd produces per unit of market value. When it exceeds the discount rate of our models (9.7 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Global-E Online Ltd (GLBE)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Global-E Online Ltd it is $37.76 per share (as of Nov 6, 2026), against a price of $42.97. It is the blended result of 24 valuation models in 7 families (DCF Models, Earnings-Based, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings).
Is Global-E Online Ltd stock overvalued or undervalued in 2026?
As of Nov 6, 2026, GLBE trades above its calculated fair value: price $42.97, fair value $37.76, a gap of about −12% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of GLBE?
No. The price is what the market pays today ($42.97); the fair value is what the company's own numbers justify ($37.76). For Global-E Online Ltd the two are $5.21 per share apart. That gap is exactly why we show both numbers side by side.
How much is Global-E Online Ltd worth?
The market values Global-E Online Ltd at about $7.5B (market capitalisation, as of Nov 6, 2026). Per share that is $42.97; our models calculate a fair value of $37.76 per share.
What do the bullish and bearish scenarios say about GLBE?
Our models span a range for Global-E Online Ltd: cautious scenario $26.44, base $37.76, optimistic $49.10 per share (as of Nov 6, 2026, price $42.97). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of GLBE?
Global-E Online Ltd trades at a price-to-earnings ratio of 48.8 (as of Nov 6, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $37.76 is built from several models across several years. Other multiples: P/B 8.1, P/S 6.8, EV/EBITDA 36.5.
How solid is the balance sheet of Global-E Online Ltd (GLBE)?
Balance-sheet figures for Global-E Online Ltd (as of Nov 6, 2026): return on equity 17.0%. They feed the Quality Score of 76/100, which measures business quality independently of the share price.
How far is GLBE from its 52-week high?
Global-E Online Ltd trades at $42.97, about 4% below its 52-week high of $44.93 and 56% above the low of $27.54 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of $37.76 is for.
Which stocks are comparable to Global-E Online Ltd?
From the same area (Consumer Cyclical) we also value Amazon.com, Inc, Alibaba Group, PDD Holdings, Prosus N.V, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Global-E Online Ltd stock attractive at the current price?
The data as of Nov 6, 2026: price $42.97, calculated fair value $37.76 (−12%), Quality Score 76/100, from 24 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of GLBE calculated?
We run Global-E Online Ltd through 24 models from 7 families: DCF Models, Earnings-Based, Multiples, Asset-Based, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of $37.76 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0% above its aggregate fair value. Global-E Online Ltd itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Global-E Online Ltd (GLBE)?
The closing price on Nov 6, 2026 was $42.97. Our model-based fair value is $37.76, about 12% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Global-E Online Ltd right now?
A fairly wide model range ($26.44 to $49.10) leaves room in how you read the outcome. The price sits in the upper half of our model range, so the margin of safety is thin. Read the verdict with care: some models are missing inputs, so the estimate scatters more than usual.
Key figures of Global-E Online Ltd
How large is the market capitalisation of Global-E Online Ltd (GLBE)?
The market capitalisation of Global-E Online Ltd is $7.5B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Global-E Online Ltd (GLBE)?
The price-to-sales ratio of Global-E Online Ltd is 6.79 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Global-E Online Ltd (GLBE)?
Earnings per share at Global-E Online Ltd are $0.8800 (price ÷ EPS = P/E 48.8). Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Global-E Online Ltd (GLBE)?
The net margin of Global-E Online Ltd is 13.9% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Global-E Online Ltd (GLBE)?
The return on equity (ROE) of Global-E Online Ltd is 17.0% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Global-E Online Ltd (GLBE)?
On an EBIT basis the return on assets of Global-E Online Ltd is −7.2% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Global-E Online Ltd (GLBE)?
The operating margin of Global-E Online Ltd is 14.9% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Global-E Online Ltd (GLBE)?
Revenue at Global-E Online Ltd is growing +39.1% versus a year earlier (3y avg +33.0%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Global-E Online Ltd (GLBE)?
Earnings per share at Global-E Online Ltd are growing +350% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net cash does Global-E Online Ltd (GLBE) hold?
Global-E Online Ltd holds more cash than debt, $222M net (fiscal year 2025). The company holds more cash than debt, a safety cushion.
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Some data
Nov 6, 2026