Global-E Online Ltd.

NASDAQ•GLBE

CEO: Mr. Amir Schlachet

セクター: Consumer Cyclical

業種: Specialty Retail

上場日: 2021-05-12

Global-E Online Ltd., together with its subsidiaries, provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online and merchants to sell from, and to, worldwide. The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.

連絡先情報

9 HaPsagot Street, Petah Tikva, 4951041, Israel

972-7-326-05078

www.global-e.com

時価総額

$6.07B

PER (TTM)

89.1

33.3

配当利回り

52週高値

$43.21

52週安値

$26.64

52週レンジ

55%

順位55Top 80.0%

2.6

F-Score

改良版 Piotroski 分析

7年ファンダメンタル

弱い • 2.6 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2019-2025

財務ダッシュボード

Q4 2025 データ

売上高

$336.66M+0.00%

直近4四半期の推移

EPS

$0.37+0.00%

直近4四半期の推移

フリーCF

$230.25M+0.00%

直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Revenue Growth 32.1% Revenue reached $752.8M in 2024, showing 32.1% growth over prior year results.

GMV Expansion 36.6% Gross Merchandise Value grew 36.6% to $4.858B processed through platforms in 2024.

Net Loss Narrows Net loss narrowed significantly to $(75.5M) in 2024 from $(133.8M) in 2023.

Strong Cash Flow Free Cash Flow increased to $167.1M, driven by operational efficiency and margin expansion.

リスク要因

Growth Rate Sustainability Recent rapid growth rates may not indicate future growth trajectory or sustained performance.

Merchant Retention Risk Failure to retain existing merchants or declining GMV adversely affects operating results and financial condition.

Geopolitical Instability Risks Ongoing war in Ukraine and regional instability create operational disruption and supply chain risks.

Technology Adoption Risk AI/ML implementation success is uncertain and faces significant development and regulatory challenges.

見通し

Platform Innovation Investment Plan continuous investment in R&D to enhance platform capabilities and add-on offerings for merchants.

Geographic Expansion Focus Seek expansion into new geographies, verticals, and brand segments globally to capture opportunity.

Value-Added Services Growth Enhance offerings with managed services, demand generation via Borderfree.com, and duty drawback services.

Shopify Partnership Leverage Continue leveraging strategic partnership with Shopify Managed Markets for scale and merchant onboarding.

同業比較

売上高 (TTM)

KMX

$27.83B

+0.1%

GPI

$22.57B

+13.2%

MUSA

$19.38B

-4.3%

粗利益率 (最新四半期)

LNW

129.6%

+4.3pp

EAT

74.5%

+54.7pp

ETSY

73.1%

-0.7pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
LNW	$8.43B	27.0	48.2%	1.3%
MUSA	$7.69B	16.4	74.3%	68.8%
BYD	$6.21B	3.5	91.9%	47.7%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

21.0%

高成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

75%

キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年5月13日

EPS:$0.14

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし