Global-E Online GLBE

Global-E Online trades at 5.0x EV/NTM revenue on a $6.64B enterprise value. Revenue grew 39.1% year over year to $299.0M in the quarter ending June 2026, an annual run rate of $1.2B. Global-E Online reports a 44.1% gross margin and 4.4-month CAC payback.

ARR ($M)
1196
Net Dollar Retention
--
ARR Growth
39.2%
EV / NTM Revenue
5.0x
Payback Period
4.4
EV / Run Rate
5.5x
Price & Key Metrics
Price Performance
Company Details
Share Price: 39.95
Last Filing Date: 2026-06-30
Last Filing: Form
Founding Year: 2013
IPO Year: 2021
% of 52 wk High: 94%
Description
Global-e Online Ltd. engages in the provision of cross-border e-commerce solutions. It offers Global-e Pro and Global-e enterprise.
Categories
E-Commerce Solutions B2B SaaS Software Internet Payments High Growth SaaS Top 10 SaaS
Valuation
Market Cap: 6,996.228
Enterprise Value: 6,636.212
EV / Revenue Run Rate: 5.5x
EV / NTM Revenue: 5.0x
EV / 2026 Revenue Estimates: 5.3x
EV / 2027 Revenue Estimates: 4.2x
EV / 2028 Revenue Estimates: --
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 1,196
ARR Growth %: 39%
ARR/Customer ($K): --
ARR/Employee ($K): 981
Revenue
Revenue Run Rate: 1,196
ARR: 1,196
2026 Revenue Estimates: 1,255
2027 Revenue Estimates: 1,572
2028 Revenue Estimates: --
LTM Revenue: 1,108
Last Year Run Rate: 859
Growth
Revenue Growth: 39%
ARR Growth: 39%
Growth Persistence: 140%
2026 Revenue Growth Estimates: 32%
2027 Revenue Growth Estimates: 25%
2028 Revenue Growth Estimates: --
High Growth SaaS Matrix
Annual Run Rate ($) Revenue Growth Gross Margin Net Dollar Retention LTM CAC Payback Period (months) Rule of 40 (LTM FCF)
 
12,008.0
 
 
74%
 
 
84%
 
 
129%
 

10.23
 
 
92%
 
 
4,485.0
 
 
48%
 
 
76%
 
 
125%
 
 
14.1
 
 
66%
 
 
1,709.0
 

37%
 
 
69%
 
 
119%
 
 
24.24
 

56%
 

851.0
 
 
33%
 
 
64%
 
114%
 
 
28.86
 
 
46%
 
 
Global-E Online
 
1,196
 
39%
 
44%
 
 
4.39
 
65%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Global-E Online growing?

Global-E Online grew revenue 39.1% year over year, reaching $299.0M in the quarter ending June 2026.

What multiple does Global-E Online trade at?

Global-E Online trades at 5.0x EV/NTM revenue and 5.5x EV/run-rate, on an enterprise value of $6.64B.

Is Global-E Online profitable?

For Global-E Online, LTM free cash flow margin is 26.2%.

How long does it take Global-E Online to pay back CAC?

Global-E Online recovers customer acquisition cost in about 4.4 months.

What sector is Global-E Online in?

Public Comps classifies Global-E Online under E-Commerce Solutions, B2B SaaS, Software, Internet, Payments, High Growth SaaS, and Top 10 SaaS.

Where does Public Comps get Global-E Online's data?

Figures come from Global-E Online's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.