W
Wayfair Inc.Price & Indicators
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Active customers | 21.4M | Q1 2026 | — |
| Average order value | $312 | Q1 2026 | — |
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| LTM net revenue per active customer | $591 | Q1 2026 | — |
| Non-GAAP Adjusted EBITDA non-GAAP | $151M | Q1 2026 | — |
| Non-GAAP Contribution Profit non-GAAP | $440M | Q1 2026 | — |
| Orders delivered | 9.4M | Q1 2026 | — |
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| Orders per customer | 1.88 | Q1 2026 | — |
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| adjusted EBITDA margin non-GAAP | 5.2% | Q1 2026 call | — |
| AOV expansion | 4% | Q1 2026 call | — |
| customer engagement increase in Canadian-made product segment | 15% | Q1 2026 call | — |
| order growth | 3% | Q1 2026 call | — |
| potential dilution reduced via convertible buyback | 4M | Q1 2026 call | — |
| products shown to U.S. customers (catalog size) | 40M | Q1 2026 call | — |
| technology organization headcount | 2,000 | Q1 2026 call | — |
| U.K. catalog size | 6M | Q1 2026 call | — |
| Adjusted EBITDA non-GAAP | $743M | FY 2025 | — |
| Contribution Profit non-GAAP | $511M | Q4 2025 | — |
| Free Cash Flow non-GAAP | $329M | FY 2025 | — |
| Mobile share of orders delivered | 64.9% | Q4 2025 | — |
| Repeat customer orders | 8.8M | Q4 2025 | — |
| Repeat customers share of total orders delivered | 79.1% | Q4 2025 | — |
| Total liquidity | $1.9B | as of Q4 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
W
this stock
Wayfair Inc.
|
$11.45B | -13.6% | +39.7% | — | 12.0% |
|
AMZN
Amazon Com Inc
|
$2.66T | +5.5% | +12.4% | 29.6 | 0.9% |
|
BABA
Alibaba Group Holding Ltd
|
$261.23B | -25.7% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
|
$122.24B | -25.3% | +14.5% | — | 2.4% |
|
MELI
Mercadolibre Inc
|
$91.73B | -10.2% | +39.1% | 47.8 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| W | -6.2% | +29.2% | -27.1% | -6.2% | -13.6% |
| SPY | -0.2% | +0.8% | +7.4% | -0.2% | +9.3% |
| vs SPY | -6.0% | +28.3% | -34.6% | -6.0% | -22.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.