Global-e Online Ltd. (GLBE) Valuation — DCF, Graham & Comparables

Global-e Online Ltd. (GLBE) — Price $42.98 (closing price, November 2, 2026) — Consumer Cyclical — Specialty Retail — NASDAQ

Latest reported results:

Valuation dashboard for Global-e Online Ltd. (GLBE) with P/E 49.69, P/B 7.68, EV/EBITDA 26.4 and dividend yield 0.00%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Consumer Cyclical companies.

Global-E Online Ltd., along with its affiliated companies, operates a technology platform specifically designed to facilitate and expedite direct-to-consumer international online sales. This system enables businesses to effectively reach a worldwide customer base and simplifies the process for global shoppers to purchase goods from merchants located anywhere in the world.

What would it be worth at its usual multiples?

Versus its usual multiples: expensive · Current P/E 49.7× · Multiples range: $15.89 · $15.89.

At its sector median (18.4×) $16 (-63 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.

Analysis Summary

Global-e Online Ltd. reported revenue of $962.2M in the most recent fiscal year, growing at a 5-year CAGR of 47.8%. Net income reached $68.3M, with a 77.1% 5-year CAGR.

Trailing-twelve-month margins: gross margin 45.2%, operating margin 14.3%, net margin 13.9%.

At $42.98 (closing price, November 2, 2026), GLBE trades at a P/E of 49.69 and an ROE of 16.70%. Market capitalisation stands at $7.2B.

Balance sheet quality for GLBE: debt-to-equity ratio of 0.03, current ratio of 2.07 over the last 12 months. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Valuation Ratios

P/E Ratio49.69
Price / Book7.68
EV / EBITDA26.4
Dividend Yield0.00%

Peer Comparison

SymbolCompanyMarket CapP/EP/BROE
GLBEGlobal-e Online Ltd.$7.2B49.697.6816.7%
SHOPShopify Inc.$202.7B104.8515.9515.1%
DLODlocal Limited$3.9B19.477.1037.6%
GCTGigaCloud Technology Inc.$2.1B13.683.9331.4%
PAYOPayoneer Global Inc.$2.4B52.113.707.3%

Price

Price$42.98 (closing price, November 2, 2026)
Market Cap$7.2B
ExchangeNASDAQ
CountryIL

Profitability

Return on Equity16.70%
Return on Invested Capital16.60%
Return on Assets11.34%
Gross Margin45.22%
Operating Margin14.25%
Net Margin13.87%

Related companies: SHOP · DLO · GCT · PAYO

Explore sector: Consumer Cyclical · Specialty Retail

More sections of GLBE: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events

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