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    W

    Wayfair Inc (W)

    Official site

    CONSUMER CYCLICAL • INTERNET RETAIL • NYSE

    $111.77
    +6.99 (+6.67%)

    Market Cap: $15.33B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    64%(25/39)
    Avg Surprise
    +2.92%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.80
    Range$0.71 - $0.96
    24 analysts
    EPS Revisions
    1
    0
    7d
    1
    0
    30d
    EPS Estimate DriftChange to current
    90d ago$0.76+6.1%
    60d ago$0.75+6.3%
    30d ago$0.80+0.5%
    7d ago$0.80+0.4%
    Current$0.80
    Revenue Consensus
    $3.4B
    Range$3.3B - $3.4B
    28 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.90
    Range$0.16 - $1.27
    28 analysts
    Revenue Consensus
    $3.7B
    Range$3.6B - $3.8B
    31 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    -$0.90---
    Sep 26EST
    -$0.80---
    Jun 26
    Reported Aug 4
    $0.51$0.33+54.55%Beat-41.4%
    Mar 26
    Reported Apr 30
    $0.26$0.28-7.14%Miss+160.0%
    Dec 25
    Reported Feb 19
    $0.85$0.68+25.00%Beat+440.0%
    Sep 25
    Reported Oct 28
    $0.70$0.44+59.09%Beat+218.2%
    Jun 25
    Reported Aug 4
    $0.87$0.33+163.64%Beat+85.1%
    Mar 25
    Reported May 1
    $0.10$-0.20+150.00%Beat+131.3%
    Dec 24
    Reported Feb 20
    $-0.25$-0.01-2647.25%Miss-127.3%
    Sep 24
    Reported Nov 1
    $0.22$0.13+69.23%Beat+269.2%
    Jun 24
    Reported Aug 1
    $0.47$0.47+0.00%Beat+123.8%
    Mar 24
    Reported May 2
    $-0.32$-0.40+20.00%Beat+71.7%
    Dec 23
    Reported Feb 22
    $-0.11$-0.16+31.25%Beat+93.6%
    Sep 23
    Reported Nov 1
    $-0.13N/A+72.34%Beat+93.8%
    Jun 23
    Reported Aug 3
    $0.21N/A+129.17%Beat+110.8%
    Mar 23
    Reported May 4
    $-1.13$-1.71+33.92%Beat+42.3%
    Dec 22
    Reported Feb 23
    $-1.71$-1.61-6.21%Miss-85.9%
    Sep 22
    Reported Nov 3
    $-2.11$-2.16+2.31%Beat-1607.1%
    Jun 22
    Reported Aug 4
    $-1.94$-1.90-2.11%Miss-202.6%
    Mar 22
    Reported May 5
    $-1.96$-1.53-28.10%Miss-296.0%
    Dec 21
    Reported Feb 24
    $-0.92$-0.69-33.33%Miss-174.2%
    Sep 21
    Reported Nov 4
    $0.14$0.01+1300.00%Beat-93.9%
    Jun 21
    Reported Aug 5
    $1.89$1.16+62.93%Beat-39.6%
    Mar 21
    Reported May 6
    $1.00$0.29+244.83%Beat+143.5%
    Dec 20
    Reported Feb 25
    $1.24$0.86+44.19%Beat+144.3%
    Sep 20
    Reported Nov 3
    $2.30$0.84+173.81%Beat+203.1%
    Jun 20
    Reported Aug 5
    $3.13$1.11+181.98%Beat+331.9%
    Mar 20
    Reported May 5
    $-2.30$-2.60+11.54%Beat-42.0%
    Dec 19
    Reported Feb 28
    $-2.80$-2.62-6.87%Miss-150.0%
    Sep 19
    Reported Oct 31
    $-2.23$-2.06-8.25%Miss-74.2%
    Jun 19
    Reported Aug 1
    $-1.35$-1.37+1.46%Beat-75.3%
    Mar 19
    Reported May 2
    $-1.62$-1.61-0.62%Miss-78.0%
    Dec 18
    Reported Feb 22
    $-1.12$-1.28+12.50%Beat-93.1%
    Sep 18
    Reported Nov 1
    $-1.28$-1.09-17.43%Miss-96.9%
    Jun 18
    Reported Aug 2
    $-0.77$-0.73-5.48%Miss-196.2%
    Mar 18
    Reported May 2
    $-0.91$-0.89-2.25%Miss-89.6%
    Dec 17
    Reported Feb 22
    $-0.58$-0.52-11.54%Miss-70.6%
    Sep 17
    Reported Nov 2
    $-0.65$-0.45-44.44%Miss-
    Jun 17
    Reported Aug 8
    $-0.26$-0.46+43.48%Beat-
    Mar 17
    Reported May 9
    $-0.48$-0.57+15.79%Beat-
    Dec 16
    Reported Feb 23
    $-0.34$-0.50+32.00%Beat-

    Key Metrics

    Valuation
    P/E Ratio48.18EV/EBITDA34.13x
    Price/FCF26.25xFCF Yield3.81%
    Profitability
    Profit Margin-2.49%Operating Margin3.01%
    ROE0.00%ROIC2200.00%
    Financial Health
    Debt/Equity-1.00xInterest Coverage0.54x
    Current Ratio0.74xQuick Ratio0.71x
    Trading Statistics
    Beta3.02Avg Volume2.27M
    52-Week High$119.9852-Week Low$55.60

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$105.88
    SMA 20$103.67
    SMA 50$102.57
    SMA 200$88.48
    EMA 10$106.15
    EMA 20$104.45
    EMA 50$100.97
    EMA 200$89.28

    MACD

    Line: 1.96Signal: 1.34Hist: 0.61

    ADX

    ADX: 16.0+DI: 28.5-DI: 17.5

    Aroon & PSAR

    Aroon Up100.0
    Aroon Down48.0
    PSAR$98.42

    Bollinger Bands

    Upper Band$110.90
    Lower Band$96.43
    %B Position1396%(Upper)
    Band Width1.06

    RSI (14-Day)

    Neutral
    64.3

    Momentum Oscillators

    Stoch %K87.9
    Stoch %D86.3
    Williams %R-6.2
    ROC (10d)10.3%
    Momentum10.40
    CCI (20d)162.5
    MFI (14d)74.8

    Volatility Measures

    ATR (14d)$4.73(4.2%)
    StdDev (20d)3.62
    Hist Vol45.8%(High)

    Volume Flow

    VWAP$110.24
    OBV102.6M
    AD Line57.5M
    CMF (20d)0.091

    Volume Metrics

    Avg Vol (20d)2.3M
    Vol Ratio1.6x(High)
    VWMA (20d)$103.53

    Pivot Points

    R3$113.00
    R2$110.45
    R1$107.61
    Pivot Point$105.06
    S1$102.22
    S2$99.67
    S3$96.83

    Advanced Oscillators

    TSI13.92
    Ultimate Osc65.1
    KST36.24

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$3.52B$2.93B$3.34B$3.12B$3.27B$2.73B$3.12B$2.88B$3.12B$2.73B$3.11B$2.94B
    Cost of Revenue$2.46B$2.05B$2.33B$2.18B$2.29B$1.89B$2.18B$2.01B$2.18B$1.91B$2.17B$2.03B
    Gross Profit$1.05B$880.00M$1.01B$934.00M$984.00M$837.00M$941.00M$873.00M$941.00M$819.00M$944.00M$917.00M
    Operating Expenses$950.00M$891.00M$926.00M$896.00M$967.00M$959.00M$1.06B$947.00M$976.00M$1.05B$1.12B$1.07B
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$428.00M$424.00M$437.00M$445.00M$465.00M$429.00M$474.00M$480.00M$489.00M$534.00M$597.00M$596.00M
    Operating Income$104.00M$-11,000,000$84.00M$38.00M$17.00M$-122,000,000$-117,000,000$-74,000,000$-35,000,000$-235,000,000$-172,000,000$-152,000,000
    Interest Income$-39,000,000$-39,000,000$-36,000,000$-31,000,000$-29,000,000$-23,000,000$-14,000,000$-5,000,000$-4,000,000$-6,000,000$-2,000,000$-5,000,000
    Interest Expense$59.00M$43.00M$165.00M$99.00M$-6,000,000$-25,000,000$-29,000,000$0$0$0$0$0
    Income Before Tax$2.00M$-104,000,000$-114,000,000$-97,000,000$17.00M$-110,000,000$-126,000,000$-71,000,000$-40,000,000$-245,000,000$-171,000,000$-161,000,000
    Income Tax Expense$3.00M$1.00M$2.00M$2.00M$2.00M$3.00M$2.00M$3.00M$2.00M$3.00M$3.00M$2.00M
    Net Income$-1,000,000$-105,000,000$-116,000,000$-99,000,000$15.00M$-113,000,000$-128,000,000$-74,000,000$-42,000,000$-248,000,000$-174,000,000$-163,000,000
    EBITDA$167.00M$46.00M$160.00M$110.00M$120.00M$-28,000,000$-49,000,000$30.00M$65.00M$-132,000,000$-62,000,000$-47,000,000
    EBIT$100.00M$-22,000,000$87.00M$33.00M$40.00M$-112,000,000$-141,000,000$-66,000,000$-36,000,000$-239,000,000$-169,000,000$-156,000,000
    * Some calculated fields are derived from available data when not provided by source

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    W Valuation and Fair Value

    P/E
    48.2x
    Forward P/E
    25.8x
    EV/EBITDA
    34.1x
    P/FCF
    26.3x
    PEG
    23.5x
    P/B
    -5.3x
    See GNG's fair value

    W Profitability: Margins, ROIC and FCF

    Gross margin
    30.1%
    Operating margin
    3.0%
    Net margin
    -2.5%
    ROIC
    2200.0%
    ROE
    0.0%
    FCF margin
    4.4%
    FCF yield
    3.8%

    W Analyst Ratings

    Consensus
    Buy
    Analysts
    33
    Strong Buy
    5
    Buy
    15
    Hold
    13
    Sell
    0
    Strong Sell
    0

    W Bull Case vs Bear Case

    Bull case

    • W earns a 2200.0% return on invested capital.
    • W beat EPS estimates in 75.0% of its last 8 reported quarters.
    • 60.6% of W's analyst ratings are Buy or Strong Buy.

    Bear case

    • W trades at 48.2x trailing earnings.
    • W has a -2.5% net profit margin.

    W Earnings: Beat Rate and Next Report

    Beat rate
    6 of 8 quarters (75.0%)
    Average surprise
    -266.6%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.80
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    1 up, 0 down

    Frequently Asked Questions About W

    Does W pay dividends?

    Wayfair Inc (W) does not currently pay a regular dividend.

    What is W's P/E ratio?

    Wayfair Inc has a price-to-earnings (P/E) ratio of 48.18.

    What is W's market cap?

    Wayfair Inc (W) has a market capitalization of $15.33B with a current stock price of $111.77.

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