Wayfair Inc.

DB:1WF Stock Report

Market Cap: €5.8b

Wayfair Valuation

Is 1WF undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 1WF when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
€114.69
Fair Value
59.6% undervalued intrinsic discount
31
Number of Analysts

Below Fair Value: 1WF (€46.33) is trading below our estimate of fair value (€114.69)

Significantly Below Fair Value: 1WF is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 1WF?

Key metric: As 1WF is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 1WF. This is calculated by dividing 1WF's market cap by their current revenue.
What is 1WF's PS Ratio?
PS Ratio0.5x
SalesUS$11.84b
Market CapUS$6.06b

Price to Sales Ratio vs Peers

How does 1WF's PS Ratio compare to its peers?

The above table shows the PS ratio for 1WF vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average0.9x
WEW Westwing Group
0.4x5.1%€154.9m
ZAL Zalando
0.9x6.3%€9.3b
AG1 AUTO1 Group
0.7x8.3%€4.1b
FIE Fielmann Group
1.7x6.4%€3.7b
1WF Wayfair
0.5x4.1%€6.1b

Price-To-Sales vs Peers: 1WF is good value based on its Price-To-Sales Ratio (0.5x) compared to the peer average (0.9x).

Price to Sales Ratio vs Industry

How does 1WF's PS Ratio compare vs other companies in the DE Specialty Retail Industry?

4 CompaniesPrice / SalesEstimated GrowthMarket Cap
CEC Ceconomy
0.06x1.3%US$1.51b
GFG Global Fashion Group
0.06x1.2%US$51.60m
DEX Delticom
0.07x2.8%US$33.26m
49S Superdry
0.004x-1.4%US$3.12m
No more companies available in this PS range
1WF 0.5xIndustry Avg. 0.4xNo. of Companies4PS00.40.81.21.62+
4 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 1WF is expensive based on its Price-To-Sales Ratio (0.5x) compared to the European Specialty Retail industry average (0.4x).

Price to Sales Ratio vs Fair Ratio

What is 1WF's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

1WF PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.5x
Fair PS Ratio0.5x

Price-To-Sales vs Fair Ratio: 1WF is expensive based on its Price-To-Sales Ratio (0.5x) compared to the estimated Fair Price-To-Sales Ratio (0.5x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 1WF forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€46.33
€53.86
+16.3%
21.1%€96.10€38.44n/a31
Jan ’26€41.56
€52.90
+27.3%
21.7%€95.16€38.06n/a31
Dec ’25€43.35
€52.65
+21.5%
21.8%€94.99€38.00n/a31
Nov ’25€36.40
€55.65
+52.9%
23.6%€92.28€36.91n/a31
Oct ’25€48.33
€58.16
+20.3%
19.6%€89.47€44.74n/a30
Sep ’25€38.40
€57.99
+51.0%
20.7%€90.94€40.92n/a30
Aug ’25€45.48
€62.12
+36.6%
21.1%€92.67€41.70n/a30
Jul ’25€46.93
€68.63
+46.3%
17.3%€93.52€46.76n/a31
Jun ’25€54.34
€67.79
+24.8%
16.6%€91.97€50.58n/a31
May ’25€47.09
€66.48
+41.2%
17.3%€93.44€46.72n/a32
Apr ’25€63.00
€64.07
+1.7%
18.3%€92.70€46.35n/a32
Mar ’25€55.30
€63.17
+14.2%
18.0%€92.28€46.14n/a31
Feb ’25€46.75
€65.47
+40.1%
17.3%€92.26€47.98€46.3331
Jan ’25€57.50
€62.37
+8.5%
19.3%€91.10€41.00€41.5630
Dec ’24€53.30
€62.01
+16.3%
20.3%€92.19€41.49€43.3531
Nov ’24€35.20
€68.01
+93.2%
21.2%€100.31€42.58€36.4030
Oct ’24€57.60
€85.21
+47.9%
17.4%€107.64€56.65€48.3329
Sep ’24€66.60
€85.02
+27.7%
18.4%€127.57€55.07€38.4030
Aug ’24€68.90
€56.39
-18.2%
35.7%€107.44€22.76€45.4829
Jul ’24€59.40
€47.74
-19.6%
36.4%€108.34€22.95€46.9330
Jun ’24€39.80
€46.69
+17.3%
38.4%€110.41€23.39€54.3430
May ’24€31.15
€45.04
+44.6%
36.2%€97.88€27.19€47.0930
Apr ’24€31.08
€46.63
+50.1%
35.5%€100.66€27.96€63.0030
Mar ’24€36.77
€47.68
+29.7%
36.1%€102.37€28.44€55.3030
Feb ’24€60.38
€48.65
-19.4%
37.4%€112.88€27.31€46.7529
Analyst Price Target
Consensus Narrative from 31 Analysts
€53.68
Fair Value
13.7% undervalued intrinsic discount
31
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/01 14:13
End of Day Share Price 2025/01/31 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Wayfair Inc. is covered by 58 analysts. 32 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Colin SebastianBaird
Ishan MajumdarBaptista Research