Global-E Online Ltd. (GLBE) intrinsic value & 10-year financials
Global-E Online Ltd. (GLBE) has a Graham intrinsic value of $12.95 per share. Over the last 8 fiscal years revenue grew 56.4% a year to $962.2M, with an average return on invested capital of -19.1%.
- Graham intrinsic value
- $12.95
- Revenue (FY2025)
- $962.2M
- Revenue growth (8-yr CAGR)
- 56.4%
- ROIC (10-yr avg)
- -19.1%
- Free cash flow (FY2025)
- $280.7M
GLBE 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $962.2M | $68.3M | $0.39 | $280.7M | 7.4% | 10.2% |
| FY2024 | $752.8M | -$75.5M | -$0.45 | $167.1M | -9.0% | -9.4% |
| FY2023 | $569.9M | -$133.8M | -$0.81 | $106.5M | -24.0% | -18.3% |
| FY2022 | $409.0M | -$195.4M | -$1.24 | $73.1M | -46.3% | -35.1% |
| FY2021 | $245.3M | -$74.9M | -$0.74 | $12.9M | -26.8% | -84.0% |
| FY2020 | $136.4M | $3.9M | $0.03 | $28.9M | 6.2% | -7.4% |
| FY2019 | $65.9M | -$7.5M | -$0.38 | $6.8M | -7.5% | 10.0% |
| FY2018 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
Global-E Online Ltd. revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
Global-E Online Ltd. has historically struggled to out-earn its cost of capital, averaging just -24.0% ROIC.
Global-E Online Ltd. capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, Global-E Online Ltd. is modeled at 15.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $12.95 per share.