Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Wayfair Inc.

W · NYSE · Consumer

Fundamental quality

DEMANDING

36

out of 100

Wayfair Inc. is going through a tough financial stretch: it hasn't been profitable over the last twelve months and its revenue is shrinking. On fundamental quality it scores 36 out of 100, profiling it as a company with demanding fundamentals. Its weakest area is its growth (revenue -1.7%/yr). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Wayfair is North America's online furniture and decor store: millions of sofas, lamps and rugs sold without stores or owned inventory, connecting suppliers with homes. A brilliant business in housing booms and a painful one when nobody moves.

What will shape its future

  • The housing cycle: furniture gets bought when moving, and moves depend on mortgages.
  • Its operating leverage: small sales changes swing profit hard.
  • Competition from Amazon, Temu and physical stores, the sector's eternal pressure.

Breakdown by area

I.Growth
25

Revenue growth: -1.7%

II.Profitability
34

Net margin: -2.5%

III.Financial health
49

Net debt/EBITDA: 3.6x · FCF: 4.4%

Source: SEC EDGAR · TTM through 30/06/2026

The score combines growth, profitability and financial strength. Here its financial strength weighs in its favor, while its growth drags it down the most.

Versus its sector

Percentile against the other 98 Consumer companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 7%
Growthbeats 5%
Cash generationbeats 39%
Less debtbeats 15%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Wayfair Inc. strengths

  • No clearly standout strengths by the system's thresholds.

Wayfair Inc. risks and weaknesses

  • No profits over the last twelve months (negative EPS).
  • Losses over the last twelve months (net margin of -2.5%).
  • It has slipped into losses after years of profit.
  • Declining revenue (-1.7% annualized).

Wayfair Inc. historical evolution

YearRevenueNet incomeFree cash flowNet debt
202014,1451851,231530
202113,708-1313091,346
202212,218-1,331-8602,087
202312,003-7382011,887
202411,851-4922441,802
202512,457-3134641,796

Between 2020 and 2025, revenue went from $14,145M to $12,457M (-12%) and net income went from $185M to -$313M (-269%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue+7.4%

What changed with the June 30, 2026 results

Compared with the previous close (March 31, 2026), this is what moved in its accounts:

  • Quality score3336
  • Net debt/EBITDA4.69×3.6×

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

This company doesn't pay a dividend: it reinvests all its earnings back into the business.

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Is Wayfair Inc. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Wayfair Inc. a good company to invest in?

In terms of business quality, Wayfair Inc. scores 36 out of 100 in our analysis, placing it as a company with demanding fundamentals. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Wayfair Inc. a profitable company?

Over the last twelve months, no: Wayfair Inc. posts a negative net margin (-2.5%).

Does Wayfair Inc. have a lot of debt?

Yes, its leverage is high: net debt is 3.6 times its EBITDA, and it has been rising.

Is Wayfair Inc. growing?

Its revenue has fallen 1.7% annualized in recent years.

Does Wayfair Inc. generate cash?

Yes. It converts about 4.4% of its revenue into free cash flow.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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