Consumer Cyclical
Wayfair Inc.(W)
Live Price
Offline$88.52
+8.49% today
1Y Change
+37.41%
Window
Jun 23, 2025 β Jun 8, 2026
- Market Cap
- $8.54B
- Revenue Growth
- +5.1%
- EPS Growth
- +39.5%
- Dividend Yield
- 0.0%
Coverage: 241 bars Β· Jun 23, 2025 β Jun 8, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Wayfair Inc. (W) is a Consumer Cyclical stock with a market cap of $8.54B and listed on NYSE. The stock last traded around $88.52 and up 37.4% across the available one-year price window (Jun 23, 2025 β Jun 8, 2026). Baseline metrics include revenue growth of +5.1%, EPS growth of +39.5%, a dividend yield of 0.0%. What stands out right now is revenue +5.1%, EPS +39.5%, free cash flow +459.0% with operating margin 1.1% and ROIC 16.8%. Valuation is more restrained than many high-expectation growth names at price/sales 0.7. Stock Foundry combines W price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+5.1% vs +7.5% peer median
Operating Margin
Below sector median
+1.1% vs +8.4% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 30, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +5.1% and EPS at +39.5%, with operating margin around 1.1%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -1.3% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 30, 2026 | β | +2.5% | +3.6% | +13.0% |
2026 Feb 19, 2026 | +32.8% | +2.3% | -0.8% | -4.1% |
2025 Oct 28, 2025 | +52.2% | -2.7% | -6.7% | +3.1% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
W
β
Normalized return
SPY
β
S&P 500
Excess Return
β
Relative to SPY
W Max Drawdown
-51.78%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for W and SPY.
Company Overview
Wayfair Inc.
New York Stock Exchange
Wayfair Inc. engages in the e-commerce business in the United States and internationally. The company provides approximately thirty-three million products for the home sector under various brands. It offers online selections of furniture, dΓ©cor, housewares, and home improvement products through its sites, including Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold brands. The company was founded in 2002 and is headquartered in Boston, Massachusetts.
- Leadership
- Niraj S. Shah
- IPO Date
- Oct 2, 2014
- Employees
- 12.1k
- Street Address
- 4 Copley Place
- Mailing
- Boston, MA, 02116
- Region
- Boston, MA, US
- Reporting Currency
- USD
- Investor Line
- 617 532 6100
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- β
- EV/EBITDA
- 54.2
- Price/Sales
- 0.7
- Price/Book
- β
Growth
- Revenue
- +5.1%
- EPS
- +39.5%
- Free Cash Flow
- +459.0%
Profitability
- Gross Margin
- 30.1%
- Operating Margin
- 1.1%
- Net Margin
- -2.4%
- ROE
- 11.0%
- ROIC
- 16.8%
Balance Sheet
- Debt/Equity
- β
- Current Ratio
- 0.76
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.