Wayfair Inc. (W) AI Stock Analysis

Wayfair Inc. is an e-commerce company specializing in home goods and furnishings across the United States and globally. Founded in 2002 and based in Boston, Massachusetts, it operates an online platform offering approximately thirty-three million products across home decor, housewares, and home improvement. The company sells through a portfolio of brands that includes Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold. Its business model centers on delivering an accessible online shopping experience supported by product information, customer reviews, and visual inspirations, using advanced technology and data analytics to optimize operations.

Wayfair generated revenue of $12.46B in FY2025, rebounding 5.1% after declining from $13.71B in FY2021 to $11.85B in FY2024, resulting in a 5-year revenue CAGR of -2.5%. Gross margin stood at 30.2% in FY2025, while operating margin turned slightly positive to 0.1%, improving from -11.3% in FY2022. Net income was -$313.0M in FY2025 with an EPS of $2.52. For the trailing twelve months ended June 30, 2026, revenue reached $12.90B with an operating margin of 3.0% and an EPS of -$2.47. In the latest quarter, revenue grew 7.5% year-over-year, while quarterly earnings declined 55.1%.

As of June 30, 2026, Wayfair held $1.14B in cash and short-term investments against $3.48B in total debt, leading to net debt of $2.33B. The company operates with a current ratio of 0.74 and negative shareholders' equity of -$2.79B on total assets of $2.98B. In FY2025, operating cash flow reached $534.0M and free cash flow was $329.0M, following capital expenditures of $205.0M. The company's share count increased by 25.7% over the past 5 years.

Wayfair trades at a forward P/E of 25.8x and an EV/EBITDA of 145.3x, both well above the median of its US-listed Consumer Cyclical peers of 14.1x and 11.1x, respectively. Its price-to-sales multiple is 1.1x, compared to the peer median of 0.7x. The company's stock has gained 29.0% over the past year, outperforming the S&P 500 benchmark return of 16.8%. However, over a 5-year timeframe, the shares fell 55.3% while the S&P 500 rose 83.0%.

Wall Street analysts hold 15 Strong Buy, 5 Buy, 12 Hold, 1 Sell, and 0 Strong Sell ratings on Wayfair. The mean price target of $122.69 sits 14.4% above the last closing price of $107.28. For the current fiscal year ending December 31, 2026, consensus estimates project EPS of $2.90 on revenue of $13.42B. For the next fiscal year, 28 analysts project EPS of $3.88 on revenue of $14.41B. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of Wayfair Inc. (W). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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