Wayfair Inc.

LSE:0A4A Stock Report

Market Cap: US$5.2b

Wayfair Valuation

Is 0A4A undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • 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 0A4A when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
US$108.51
Fair Value
60.3% undervalued intrinsic discount
31
Number of Analysts

Below Fair Value: 0A4A ($43.08) is trading below our estimate of fair value ($108.51)

Significantly Below Fair Value: 0A4A is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0A4A?

Key metric: As 0A4A is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 0A4A. This is calculated by dividing 0A4A's market cap by their current revenue.
What is 0A4A's PS Ratio?
PS Ratio0.4x
SalesUS$11.85b
Market CapUS$5.25b

Price to Sales Ratio vs Peers

How does 0A4A's PS Ratio compare to its peers?

The above table shows the PS ratio for 0A4A vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average0.6x
DNLM Dunelm Group
1.2x4.2%UK£2.0b
DFS DFS Furniture
0.3x4.6%UK£334.5m
KGF Kingfisher
0.3x1.5%UK£4.4b
JD. JD Sports Fashion
0.4x7.5%UK£4.2b
0A4A Wayfair
0.4x4.6%US$5.2b

Price-To-Sales vs Peers: 0A4A is good value based on its Price-To-Sales Ratio (0.4x) compared to the peer average (0.6x).

Price to Sales Ratio vs Industry

How does 0A4A's PS Ratio compare vs other companies in the GB Specialty Retail Industry?

8 CompaniesPrice / SalesEstimated GrowthMarket Cap
VTU Vertu Motors
0.04x4.0%US$215.05m
WRKS TheWorks.co.uk
0.05x1.7%US$16.93m
CFYN Caffyns
0.05xn/aUS$15.50m
MMAG musicMagpie
0.07xn/aUS$11.18m
0A4A 0.4xIndustry Avg. 0.3xNo. of Companies8PS00.40.81.21.62+
8 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 0A4A is expensive based on its Price-To-Sales Ratio (0.4x) compared to the UK Specialty Retail industry average (0.3x).

Price to Sales Ratio vs Fair Ratio

What is 0A4A'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.

0A4A PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.4x
Fair PS Ratio0.7x

Price-To-Sales vs Fair Ratio: 0A4A is good value based on its Price-To-Sales Ratio (0.4x) compared to the estimated Fair Price-To-Sales Ratio (0.7x).

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 0A4A forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$43.08
US$55.88
+29.7%
20.2%US$100.00US$43.00n/a31
Feb ’26US$48.00
US$56.04
+16.8%
21.1%US$100.00US$40.00n/a31
Jan ’26US$44.34
US$55.59
+25.4%
21.7%US$100.00US$40.00n/a31
Dec ’25US$46.42
US$55.43
+19.4%
21.8%US$100.00US$40.00n/a31
Nov ’25US$39.73
US$60.30
+51.8%
23.6%US$100.00US$40.00n/a31
Oct ’25US$53.70
US$65.00
+21.1%
19.6%US$100.00US$50.00n/a30
Sep ’25US$41.49
US$63.77
+53.7%
20.7%US$100.00US$45.00n/a30
Aug ’25US$49.90
US$67.03
+34.3%
21.1%US$100.00US$45.00n/a30
Jul ’25US$50.66
US$73.39
+44.9%
17.3%US$100.00US$50.00n/a31
Jun ’25US$59.44
US$73.71
+24.0%
16.6%US$100.00US$55.00n/a31
May ’25US$50.83
US$71.15
+40.0%
17.3%US$100.00US$50.00n/a32
Apr ’25US$67.55
US$69.12
+2.3%
18.3%US$100.00US$50.00n/a32
Mar ’25US$59.95
US$68.45
+14.2%
18.0%US$100.00US$50.00n/a31
Feb ’25US$50.78
US$70.97
+39.8%
17.3%US$100.00US$52.00US$48.0031
Jan ’25US$62.20
US$68.47
+10.1%
19.3%US$100.00US$45.00US$44.3430
Dec ’24US$58.42
US$67.26
+15.1%
20.3%US$100.00US$45.00US$46.4231
Nov ’24US$43.54
US$71.87
+65.1%
21.2%US$106.00US$45.00US$39.7330
Oct ’24US$61.08
US$90.24
+47.7%
17.4%US$114.00US$60.00US$53.7029
Sep ’24US$72.12
US$92.63
+28.5%
18.4%US$139.00US$60.00US$41.4930
Aug ’24US$75.15
US$61.93
-17.6%
35.7%US$118.00US$25.00US$49.9029
Jul ’24US$64.80
US$52.00
-19.8%
36.4%US$118.00US$25.00US$50.6630
Jun ’24US$43.07
US$49.90
+15.9%
38.4%US$118.00US$25.00US$59.4430
May ’24US$36.06
US$49.70
+37.8%
36.2%US$108.00US$30.00US$50.8330
Apr ’24US$34.17
US$50.03
+46.4%
35.5%US$108.00US$30.00US$67.5530
Mar ’24US$39.75
US$50.30
+26.5%
36.1%US$108.00US$30.00US$59.9530
Feb ’24US$63.08
US$53.45
-15.3%
37.4%US$124.00US$30.00US$50.7829
Analyst Price Target
Consensus Narrative from 31 Analysts
US$57.55
Fair Value
25.1% undervalued intrinsic discount
31
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/22 03:09
End of Day Share Price 2025/02/21 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

Wayfair Inc. is covered by 53 analysts. 31 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