logo
logo
Global-E Online Ltd.

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
$5.59B
PER (TTM)
845.9
35.4
配当利回り
--
52週高値
$63.69
52週安値
$26.64
52週レンジ
17%
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

Q3 2025 データ

売上高

$220.78M+25.46%
直近4四半期の推移

EPS

$0.08-159.54%
直近4四半期の推移

フリーCF

$73.58M+146.45%
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)

CarMax, Inc.KMX
$27.83B
+0.1%
Group 1 Automotive, Inc.GPI
$22.57B
+13.2%
Murphy USA Inc.MUSA
$19.38B
-4.3%

粗利益率 (最新四半期)

Brinker International, Inc.EAT
74.5%
+54.7pp
Light & Wonder, Inc.LNW
74.2%
+4.3pp
Etsy, Inc.ETSY
71.3%
-0.7pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
LNW$8.43B24.459.5%76.7%
EAT$7.11B16.1134.2%64.1%
MUSA$6.81B14.474.3%68.8%

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
-5.7%
成長鈍化
4四半期純利益CAGR
106.0%
収益性の大幅な改善
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2月18日
|
EPS:$0.30
|
売上高:$327.94M
財務レポート
財務データ
全年度

  • Form 20-F - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月27日|
    売上高: $752.76M+32.1%
    |
    EPS: $-0.45+44.4%
    予想を下回る

  • Form 20-F - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年3月28日|
    売上高: $569.95M+39.3%
    |
    EPS: $-0.81+34.7%
    予想を上回る

  • Form 20-F - FY 2022

    会計期末: 2022年12月31日|提出日: 2023年3月31日|
    売上高: $409.05M+66.8%
    |
    EPS: $-1.24-67.6%
    予想を上回る

  • Form 20-F - FY 2021

    会計期末: 2021年12月31日|提出日: 2022年3月28日|
    売上高: $245.27M+79.9%
    |
    EPS: $-0.74-11846.0%
    予想を下回る