W Share Price Performance
US$97.31
45.02 (86.10%)
14.6% undervalued intrinsic discount
US$114.00
Fair Value
Price US$97.31
AnalystConsensusTarget US$114.00
AnalystLowTarget US$57.00
AnalystHighTarget US$103.75
Fair ValueUS$114.00
Share Pricen/a
Wayfair Inc. Stock Price
- 3 Narratives written by author
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- 27 Fair Values set on narratives written by author
W Community Narratives
AN
Fair Value US$114 14.6% undervalued intrinsic discount
W: Repurchase And Margin Improvements Will Balance Risks And Opportunities Ahead
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Fair Value US$57 70.7% overvalued intrinsic discount
Interest Rates And Supply Risks Will Squeeze Retail Margins
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Fair Value US$105 7.3% undervalued intrinsic discount
Generative AI And Private Labels Will Redefine Home Goods
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W: Repurchase And Margin Improvements Will Balance Risks And Opportunities Ahead
Key Takeaways Wayfair's CastleGate logistics network and strategic cost efficiencies can boost revenue growth and improve net margins over time. New initiatives, including Wayfair Verified and physical stores, can enhance customer engagement and drive higher sales.Read more
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AN
US$114
14.6% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.91% p.a.
Profit Margin
2.13%
Future PE
67.26x
Price in 2028
US$147.28
Generative AI And Private Labels Will Redefine Home Goods
Key Takeaways Rapid logistics expansion, AI-driven personalization, and marketplace growth position Wayfair for accelerated revenue, margin, and share gains in home goods e-commerce. Enhanced brand halo effects, private label scale, and cost efficiencies support recurring sales, customer loyalty, and reinvestment-driven profit expansion.Read more
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US$105
7.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
6.21% p.a.
Profit Margin
2.38%
Future PE
56.91x
Price in 2028
US$135.58
Interest Rates And Supply Risks Will Squeeze Retail Margins
Key Takeaways Structural challenges in housing demand, supply chain costs, and competition threaten Wayfair's long-term growth and profitability in home furnishings. Rising regulatory pressures and persistently high marketing costs may further erode margins and undermine customer and operational efficiency.Read more
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AN
US$57
70.7% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.39% p.a.
Profit Margin
4.75%
Future PE
16.82x
Price in 2028
US$73.82
Trending Discussion
Recently Updated Narratives
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W: New Columbus Store And Share Buyback Will Shape Outlook In 2026
Fair Value: US$114 14.6% undervalued intrinsic discount
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AN
Interest Rates And Supply Risks Will Squeeze Retail Margins
Fair Value: US$57 70.7% overvalued intrinsic discount
0 followersusers have followed this narrative
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AN
Generative AI And Private Labels Will Redefine Home Goods
Fair Value: US$105 7.3% undervalued intrinsic discount
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Snowflake Analysis
Wayfair Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -2.49
- 30.19%
- -2.66%
- -106.4%
About W
- Founded
- 2002
- Employees
- 12100
- CEO
- WebsiteView website
Wayfair Inc. engages in the e-commerce business in the United States and internationally. It offers online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional. The company offers its products under the Three Posts and Mercury Row brands. Wayfair Inc. was founded in 2002 and is headquartered in Boston, Massachusetts.
