Digital Shift And Efficient Fulfillment Will Unlock Home Goods Potential

Published
20 Mar 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
US$80.62
7.4% undervalued intrinsic discount
08 Aug
US$74.63
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1Y
77.2%
7D
1.3%

Author's Valuation

US$80.6

7.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 60%

Despite a sharp decline in net profit margin and a substantial increase in future P/E, reflecting reduced profitability and higher valuation expectations, the analyst consensus price target for Wayfair has markedly increased from $50.48 to $80.45. What's in the News Wayfair announced the opening of a 140,000-square-foot large-format retail location in Denver, Colorado, expanding further into brick-and-mortar, with new stores also set for Atlanta and Yonkers.

Shared on29 Jul 25
Fair value Increased 6.91%

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.

Shared on01 May 25
Fair value Decreased 3.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on24 Apr 25
Fair value Decreased 2.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 3.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 5.72%