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Update shared on29 Jul 2025

Fair value Increased 6.91%
AnalystConsensusTarget's Fair Value
US$81.21
7.9% overvalued intrinsic discount
04 Sep
US$87.61
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1Y
85.0%
7D
-2.2%

A notable decrease in Wayfair’s discount rate, indicating improved perceived risk, alongside a modest increase in its future P/E ratio, has contributed to the consensus analyst price target rising from $47.22 to $50.48.


What's in the News


  • Wayfair was added to multiple Russell growth indices and benchmarks, increasing its visibility among institutional investors.
  • Perigold, part of Wayfair's brand portfolio, opened its first brick-and-mortar luxury store in Houston, with a second location in West Palm Beach planned.
  • Wayfair announced a new large-format retail store in Yonkers, NY, set to open in early 2027, expanding its omnichannel strategy following success in Wilmette and planned Atlanta store.
  • Shareholders ratified PricewaterhouseCoopers LLP as Wayfair’s independent auditor for fiscal 2025.
  • Wayfair completed repurchases of 2,354,491 shares ($611.61 million) under the 2020 buyback plan, but made no further share repurchases under the 2021 authorization in early 2025.

Valuation Changes


Summary of Valuation Changes for Wayfair

  • The Consensus Analyst Price Target has risen from $47.22 to $50.48.
  • The Discount Rate for Wayfair has significantly fallen from 10.11% to 8.86%.
  • The Future P/E for Wayfair has risen slightly from 15.73x to 16.18x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.