Wayfair
W
Wayfair trades at 1.2x EV/NTM revenue on a $15.87B enterprise value. Revenue grew 7.5% year over year to $3.52B in the quarter ending June 2026, an annual run rate of $14.08B. Wayfair reports a 30.0% gross margin.
ARR ($M)
Net Dollar Retention
--
ARR Growth
--
EV / NTM Revenue
1.2x
Payback Period
EV / Run Rate
1.1x
Price & Key Metrics
Price Performance
Company Details
Share Price: 103.76
Last Filing Date: 2026-06-30
Last Filing: Form
Founding Year: 2002
IPO Year: 2014
% of 52 wk High: 87%
Description
Wayfair Inc. provides e-commerce business in the United States and internationally. The company offers approximately thirty million products for the home sector. It offers online selections of furniture, décor, housewares, and home improvement products through its sites consisting of Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional.
Reporting Notes
Categories
E-Commerce Solutions
Retail & Goods Marketplace
Consumer Internet
Marketplace
Valuation
Market Cap: 14,211.807
Enterprise Value: 15,865.807
EV / Revenue Run Rate: 1.1x
EV / NTM Revenue: 1.2x
EV / 2026 Revenue Estimates: 1.2x
EV / 2027 Revenue Estimates: 1.1x
EV / 2028 Revenue Estimates: 1.1x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: --
ARR Growth %: --
ARR/Customer ($K): --
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 14,076
ARR: --
2026 Revenue Estimates: 13,124
2027 Revenue Estimates: 13,877
2028 Revenue Estimates: 14,480
LTM Revenue: 12,904
Last Year Run Rate: 13,092
Growth
Revenue Growth: 8%
ARR Growth: --
Growth Persistence: 150%
2026 Revenue Growth Estimates: 6%
2027 Revenue Growth Estimates: 6%
2028 Revenue Growth Estimates: 4%
Financials
Quarterly
Calendar Year
Frequently Asked Questions
How fast is Wayfair growing?
Wayfair grew revenue 7.5% year over year, reaching $3.52B in the quarter ending June 2026.
What multiple does Wayfair trade at?
Wayfair trades at 1.2x EV/NTM revenue and 1.1x EV/run-rate, on an enterprise value of $15.87B.
Is Wayfair profitable?
For Wayfair, operating income was $104.0M last quarter and LTM free cash flow margin is 3.4%.
What sector is Wayfair in?
Public Comps classifies Wayfair under E-Commerce Solutions, Retail & Goods Marketplace, Consumer Internet, and Marketplace.
Where does Public Comps get Wayfair's data?
Figures come from Wayfair's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.