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W

Wayfair Inc.

Consumer Cyclical · $13.7B market cap

Verdict

We can't put a fair value on W right now. It has lost money in each of its last 3 years, and our valuation needs recent profits to project from.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth—?
Equity per share growth-67.8% a year✗
Sales growth22.6% a year✓
Free cash flow growth5.7% a year✗
Return on invested capital-27.4%✗

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Superinvestors

3 of the investors we track hold W. In Q2 2026, 1 trimmed. Who we track

First Pacific Advisors

First Pacific Advisors · as of Q2 2026

$4.9B

4,934,000 shares

Steven Check

Check Capital Management · as of Q2 2026

$15.6M

169,025 shares

Polen Capital Management

Polen Capital Management · as of Q2 2026

$222K

2,402 shares

Moves in Q2 2026

Trimmed: Polen Capital Management

Insider activity

Since Sep 8, 2026: no open-market purchases and 1 sale worth $698K. Why purchases matter

Sales

Blotner Jon

Pres., Commercial & Operations · 2026-09-08

Sold

$698K

About Wayfair Inc.

Wayfair Inc. operates as a leading e-commerce enterprise, conducting its retail activities both across the United States and internationally. The company boasts an extensive catalog featuring approximately 33 million distinct products for the home sector, distributed under a variety of proprietary brands. Through its dedicated online platforms, which include Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold…

Specialty Retail

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works