# Wayfair share price today (Wayfair Inc., W) > Wayfair Inc.'s balance sheet is under water: its net worth is negative, so it owes more than it owns. This is a high-risk situation: shareholders can be wiped out by new shares or a restructuring before the business recovers. W · Consumer Discretionary · Internet Retail · data as of 3 November 2026. Page: https://www.sectoralpha.in/us/stocks/w Sector Alpha also publishes a daily newsletter that explains one Indian stock at a time: https://newsletter.sectoralpha.in/?utm_source=sectoralpha&utm_medium=ai_text&utm_campaign=llms ## Key numbers - Price: $111.32 (+7.5% in a year) - Revenue (Jun 2026): $3.5 B (+7.5% on a year ago) - Profit (Jun 2026): −$1.0 M (−106.7% on a year ago) - Operating margin: 3.0% (+2.2 points on a year ago) - ROE: 11%, FY25 - ROIC: 35.0%, against a 17.8% cost of capital: +17.2 points Biggest thing to watch: margins are the best this company has ever reported. Every ratio looks better at a record, so the story depends on margins staying high. ## What is the Wayfair share price today? Wayfair Inc.'s share price was $111.32 at the close on 3 November 2026. It has been rising for 14 weeks. That is 25.6% above its average price over the last 200 trading days. In the last 52 weeks it traded between $58 and $116, and at that close it sat 92% of the way up from that low. Over the past 13 weeks it has done better than the S&P 500, and it has stayed ahead for 6 weeks in a row. Over the last 10 years the share price moved +175% while the S&P 500 moved +255%, so it is behind the index over that whole period. The chart above shows the 13-week comparison for every week. This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row. ## What dividend does Wayfair pay? Wayfair Inc. pays no dividend. In the last 12 reported quarters it declared no dividend per share, so there is no payout history to chart and no yield to show. Companies like this usually keep their earnings in the business, so the cash-flow sections show where that cash goes. ## Which stock lists is Wayfair on? Wayfair is not in the Nasdaq 100, the S&P 500 or the Dow Jones 30, and is not on the US tech stocks list. ## Is Wayfair profitable? Wayfair Inc. posted a net loss of $1.0 M in the Jun 2026 quarter. The full FY25 year was a loss of $313 M. That loss is 0.0% of the quarter's revenue. The same quarter a year earlier earned $15.0 M. 11 of the last 12 reported quarters were loss-making. Jun 2026 profit was −$1.0 M, −106.7% on a year earlier. ## How much revenue does Wayfair make, and is it growing? Wayfair Inc. reported $3.5 B of revenue in the Jun 2026 quarter, +7.5% on the same quarter a year earlier. That is the 5th quarter in a row with growth on the year before. Over 4 years it has grown −2.4% a year on average. The last full year, FY25, came in at $12.5 B. The last four reported quarters add to $12.9 B. FY25 revenue was $12.5 B, +5.1% on the year before. Recent pace: the last four quarters grew +7.5% on average, against −2.4% a year over the longer run, so this year is growing faster than its own long-run rate. Is growth speeding up? Revenue over the last 12 months grew +7.5%, against +4.1% a year over the last 8 quarters (accelerating). ## How much of every $100 of sales does Wayfair keep? Wayfair Inc.'s operating margin was 3.0% in the Jun 2026 quarter, 2.2 percentage points higher than the same quarter a year ago. Its latest full-year margin is the highest it has ever reported. Across 5 years it has been between −10.8% and 0.7%. The latest quarter is above every full year in that period. Across 5 years it has been between −10.8% and 0.7%, and FY25's 0.7% is the highest of them. Why the margin moved: operating margin changed +2.2 percentage points on the year while gross margin changed −0.1 points. So the gain came mostly from costs below the gross margin, such as staff and overheads, measured against sales. When margins are at a record, every ratio built on profit looks better than usual, so watch whether they hold. ## Is Wayfair's profit turning into cash? Wayfair Inc.'s cash-flow history is too short to judge how much of its profit turns into cash. In FY25 it brought in $534 M of operating cash against −$313 M of profit. After $70.0 M of spending on assets, $464 M was left over as free cash. Cash-flow figures here are yearly, because quarterly cash statements are not published, so this section changes once a year. What to look at next: the main use of cash is spending on assets. The next section checks what that spending is building. ## Where does Wayfair's cash go? Wayfair Inc. does not report the customer, stock and supplier day counts a cash cycle needs, so this section looks at its spending on assets instead. It spent $291 M on assets over the last 3 years. Averaged over those years that is 0.8% of FY25 revenue a year. Nothing is estimated in place of the missing day counts, so no cash-cycle chart is drawn. Spending on assets: $291 M over the last 3 years. In short: most of the cash goes on covering the loss, not on new assets; spending on assets is small next to it. ## What is Wayfair's P/E ratio, and how does it compare with its own history? Wayfair Inc. has no P/E right now, because its earnings are negative. The revenue and margin sections are where a turn would show first. Measured against sales instead, the market values Wayfair Inc. at 1.2× its FY25 revenue of $12.5 B. The P/E comes back here once profit turns positive. ## Is the Wayfair business getting better or worse? Wayfair Inc.'s business trend cannot be read yet. There are fewer than eight usable quarters of growth figures, so there is not enough history to read the trend. This is based on 12 quarters of 1 measure, with some gaps. Why it matters: with too little history, we say so rather than guess a direction. The return-on-capital line is not shown: net worth is negative, so a return on capital means nothing. The balance sheet is in distress, and this reading uses the growth lines alone. One or more growth lines have an extreme jump caused by comparing with a near-zero or loss-making quarter. Those jumps are capped before reading and drawn at the edge of the chart, so one odd quarter does not decide the result. There are fewer than eight usable quarters, so this page does not guess a direction from so little history. ## How much does Wayfair earn on its capital? Wayfair Inc. earned a ROE of 11% in FY25. That is up from a low of 8% in FY21. Its return on capital used (ROIC) is 17.2 percentage points above its cost of capital, so growth here adds value, not just size. It comes from a −2.5% net margin and 3.62× asset turnover (sales divided by assets). Why the return is what it is (FY25): a −2.5% net margin × 3.62× asset turnover × −1.24× leverage (assets divided by equity) ≈ 11.2% on equity. The margin does its share; borrowing plays a small part, so this return is earned, not borrowed. The key test, return on capital used minus the cost of capital: 35.0% − 17.8% = +17.2 percentage points. The 17.8% is an estimate of this company's own cost of capital. Read the sign and size of the gap, not the decimals. A gap this wide means each dollar put back into the business creates more than a dollar of value. The 35.0% ROIC above is the latest reading, as reported. The yearly chart below shows FY25 at 7.5%, and the quarterly chart works out each 12-month window from the quarterly figures, so the readings differ by date, not by method. ## Does Wayfair have too much debt? Wayfair Inc.'s net worth is negative: it owes more than it owns, so a debt-to-equity ratio means nothing here. Year by year, that ratio went from −2.50 in FY21 to −1.54 in FY25. So the returns on this page come from the business, not from borrowed money. ## What is the Wayfair shareholding pattern? 9.3% of Wayfair Inc.'s tradable shares are in short positions, which are bets that the price will fall, so some traders are betting against it. At normal trading volumes, closing those positions would take about 4.6 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead. It is a single reading at one point in time; we do not have its history. Why it is at this level: the figure does not say who holds the short positions or why, so we show the level without guessing the story. ## How far is Wayfair from balance-sheet trouble? For Wayfair Inc., the Z-score is 3.21. A Z-score above about 3 is safe and below about 1.8 signals danger, so this is well clear of danger. It estimates how far the balance sheet is from trouble; it is not a forecast of failure. Why it matters: a Z-score of 3.21 is well clear of the danger zone, so the balance sheet is not the risk here. ## How does Wayfair rank in its industry? 64.1 out of 100, rank 3 of 16 in Internet Retail, with 64% of the evidence available. Wayfair Inc. scores 64.1 out of 100 against the 16 companies it is compared with in Internet Retail, ranking 3. The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. The four parts add up to the total exactly: 20.6 + 15.1 + 11.5 + 16.9 = 64.1. This is the same number shown on the industry page; it is worked out once for the whole group and read here. What would change it: The score would fall if profit growth turns negative or margins stop improving while the share price lags its sector. ## Which companies is Wayfair compared with? Wayfair ranks 3 of 16 Internet Retail companies on the 4-Factor Sector Score, with 64.1 out of 100. 1. [Maplebear Inc.](https://www.sectoralpha.in/us/stocks/cart) CART · turning · Most evidence points up · 81% evidence 68.1 out of 100 Growth Capital Valuation Relative How the score adds up Growth & earnings 17.6/35 · Revenue 12.6% · Profit -1.7% · Operating margin change 0.6 points · 83% evidence Capital efficiency 18.6/25 · ROCE 23.1% · Operating margin 14.1% · 76% evidence Valuation 12.5/20 · P/E 23.6× · PEG 1.16 · 65% evidence Relative strength 19.4/20 · Lead over its industry 43.7% · Lead over S&P 500 27.9% · 1 year 58.7% · 100% evidence · 8 of 12 weeks ahead Exact sum: 17.6 + 18.6 + 12.5 + 19.4 = 68.1 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. 2. [Etsy, Inc.](https://www.sectoralpha.in/us/stocks/etsy) ETSY · turning · Most evidence points up · 81% evidence 67.7 out of 100 Growth Capital Valuation Relative How the score adds up Growth & earnings 22.1/35 · Revenue 3.8% · Profit 28.1% · Operating margin change 3.7 points · 83% evidence Capital efficiency 20.3/25 · ROCE 39.1% · Operating margin 18.7% · 76% evidence Valuation 6.3/20 · P/E 16.9× · PEG 3.68 · 65% evidence Relative strength 19.0/20 · Lead over its industry 44.9% · Lead over S&P 500 29.9% · 1 year 52.1% · 100% evidence · 5 of 12 weeks ahead Exact sum: 22.1 + 20.3 + 6.3 + 19 = 67.7 · What this means: A strong business with a high valuation: it would need rising earnings, or a lower multiple, to score better on value. 3. Wayfair Inc. this page W · breaking out · Evidence leans up · 64% evidence 64.1 out of 100 Growth Capital Valuation Relative How the score adds up Growth & earnings 20.6/35 · Revenue 7.5% · Profit n/a · Operating margin change 2.2 points · 62% evidence Capital efficiency 15.1/25 · ROCE 32.3% · Operating margin 3% · 76% evidence Valuation 11.5/20 · P/E -21.9× · PEG n/a · 15% evidence Relative strength 16.9/20 · Lead over its industry 31.4% · Lead over S&P 500 15.8% · 1 year 4.2% · 100% evidence · 10 of 12 weeks ahead Exact sum: 20.6 + 15.1 + 11.5 + 16.9 = 64.1 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. 4. [Global-E Online Ltd.](https://www.sectoralpha.in/us/stocks/glbe) GLBE · turning · Evidence leans up · 64% evidence 61.9 out of 100 Growth Capital Valuation Relative How the score adds up Growth & earnings 24.6/35 · Revenue 31.4% · Profit n/a · Operating margin change 10 points · 62% evidence Capital efficiency 13.2/25 · ROCE 17.1% · Operating margin 14.9% · 76% evidence Valuation 9.2/20 · P/E 38× · PEG n/a · 15% evidence Relative strength 14.9/20 · Lead over its industry 23.3% · Lead over S&P 500 9% · 1 year 14.1% · 100% evidence · 6 of 12 weeks ahead Exact sum: 24.6 + 13.2 + 9.2 + 14.9 = 61.9 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. 5. [Liquidity Services, Inc.](https://www.sectoralpha.in/us/stocks/lqdt) LQDT · leader · Evidence leans up · 81% evidence 60.7 out of 100 Growth Capital Valuation Relative How the score adds up Growth & earnings 19.1/35 · Revenue 5.4% · Profit 26.9% · Operating margin change 1.8 points · 83% evidence Capital efficiency 16.1/25 · ROCE 17.7% · Operating margin 10.8% · 76% evidence Valuation 9.5/20 · P/E 36.7× · PEG 1.6 · 65% evidence Relative strength 16.0/20 · Lead over its industry 32.3% · Lead over S&P 500 18.6% · 1 year 95.8% · 100% evidence · 12 of 12 weeks ahead Exact sum: 19.1 + 16.1 + 9.5 + 16 = 60.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. 6. [eBay Inc.](https://www.sectoralpha.in/us/stocks/ebay) EBAY · turning · Evidence leans up · 81% evidence 60.6 out of 100 Growth Capital Valuation Relative How the score adds up Growth & earnings 18.5/35 · Revenue 14.7% · Profit 2.1% · Operating margin change 2 points · 83% evidence Capital efficiency 19.0/25 · ROCE 21.6% · Operating margin 21.6% · 76% evidence Valuation 6.3/20 · P/E 22.3× · PEG 3.14 · 65% evidence Relative strength 16.8/20 · Lead over its industry 25.6% · Lead over S&P 500 12.4% · 1 year 41.6% · 100% evidence · 3 of 12 weeks ahead Exact sum: 18.5 + 19 + 6.3 + 16.8 = 60.6 · What this means: A strong business with a high valuation: it would need rising earnings, or a lower multiple, to score better on value. 7. [Amazon.com, Inc.](https://www.sectoralpha.in/us/stocks/amzn) AMZN · quiet · Evidence leans up · 85% evidence 60.3 out of 100 Growth Capital Valuation Relative How the score adds up Growth & earnings 22.3/35 · Revenue 15.3% · Profit 76.2% · Operating margin change 2.8 points · 95% evidence Capital efficiency 11.8/25 · ROCE 10.3% · Operating margin 13.9% · 76% evidence Valuation 16.0/20 · P/E 19.9× · PEG 0.68 · 65% evidence Relative strength 10.2/20 · Lead over its industry 11.7% · Lead over S&P 500 -0.7% · 1 year 2.6% · 100% evidence · 0 of 12 weeks ahead Exact sum: 22.3 + 11.8 + 16 + 10.2 = 60.3 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. 8. [Chewy, Inc.](https://www.sectoralpha.in/us/stocks/chwy) CHWY · basing · Evidence leans up · 85% evidence 55.4 out of 100 Growth Capital Valuation Relative How the score adds up Growth & earnings 21.8/35 · Revenue 5.9% · Profit 81.5% · Operating margin change 0.3 points · 95% evidence Capital efficiency 15.5/25 · ROCE 20.7% · Operating margin 2.5% · 76% evidence Valuation 9.3/20 · P/E 33.8× · PEG 1.65 · 65% evidence Relative strength 8.8/20 · Lead over its industry -4.1% · Lead over S&P 500 -16.8% · 1 year -34.6% · 100% evidence · 3 of 12 weeks ahead Exact sum: 21.8 + 15.5 + 9.3 + 8.8 = 55.4 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. 9. [Revolve Group, Inc.](https://www.sectoralpha.in/us/stocks/rvlv) RVLV · basing · Evidence leans up · 81% evidence 53.5 out of 100 Growth Capital Valuation Relative How the score adds up Growth & earnings 20.2/35 · Revenue 10.7% · Profit 62.2% · Operating margin change 0.2 points · 83% evidence Capital efficiency 13.3/25 · ROCE 14.6% · Operating margin 6.4% · 76% evidence Valuation 14.4/20 · P/E 22.5× · PEG 0.94 · 65% evidence Relative strength 5.6/20 · Lead over its industry -2.7% · Lead over S&P 500 -14.8% · 1 year 0.6% · 100% evidence · 3 of 12 weeks ahead Exact sum: 20.2 + 13.3 + 14.4 + 5.6 = 53.5 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. 10. [MercadoLibre, Inc.](https://www.sectoralpha.in/us/stocks/meli) MELI · quiet · Evidence leans down · 81% evidence 48.1 out of 100 Growth Capital Valuation Relative How the score adds up Growth & earnings 12.4/35 · Revenue 46% · Profit -9.3% · Operating margin change -5.5 points · 83% evidence Capital efficiency 16.0/25 · ROCE 19.4% · Operating margin 6.7% · 76% evidence Valuation 10.2/20 · P/E 46.2× · PEG 1.28 · 65% evidence Relative strength 9.5/20 · Lead over its industry -2.4% · Lead over S&P 500 -14.2% · 1 year -21.2% · 100% evidence · 5 of 12 weeks ahead Exact sum: 12.4 + 16 + 10.2 + 9.5 = 48.1 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer. 11. [Sea Limited](https://www.sectoralpha.in/us/stocks/se) SE · quiet · Evidence leans down · 81% evidence 47.0 out of 100 Growth Capital Valuation Relative 12. [DoorDash, Inc.](https://www.sectoralpha.in/us/stocks/dash) DASH · quiet · Evidence leans down · 71% evidence 40.6 out of 100 Growth Capital Valuation Relative 13. [ThredUp Inc.](https://www.sectoralpha.in/us/stocks/tdup) TDUP · basing · Most evidence points down · 61% evidence 34.9 out of 100 Growth Capital Valuation Relative 14. [Jumia Technologies AG](https://www.sectoralpha.in/us/stocks/jmia) JMIA · quiet · Most evidence points down · 61% evidence 34.5 out of 100 Growth Capital Valuation Relative 15. [Newegg Commerce, Inc.](https://www.sectoralpha.in/us/stocks/negg) NEGG · quiet · Most evidence points down · 64% evidence 33.6 out of 100 Growth Capital Valuation Relative 16. [Coupang, Inc.](https://www.sectoralpha.in/us/stocks/cpng) CPNG · basing · Most evidence points down · 71% evidence 28.9 out of 100 Growth Capital Valuation Relative Missing figures are not scored as bad. They lower the confidence and pull the final score toward the middle. Relative strength counts only when the company has a reading for this week; with no reading, that factor is left out and its 20 points are shared across the other three in proportion. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step path the industry is placed on (basing, turning, breaking out, leader, fading, asleep), read from how many weeks running it has led S&P 500 and whether that lead is growing or shrinking. It describes where the share price stands, not the direction of earnings, and it is not a recommendation; it is left blank for a company whose weekly history is too short or too stale to read. The figures in this ranking come from the industry comparison: results through the Sep 2026 quarter, and the P/E at that quarter's end. The sections above use the latest weekly price, so a P/E or return there can differ a little from the one here. The stage words in this ranking (such as losing its lead or breaking out) describe the lead over the index, not the price phase in the price section. Related companies: [Internet Retail](https://www.sectoralpha.in/us/sectors/internet-retail), all 16 compared on one page. ## Which companies are close to Wayfair in size? Wayfair is the 10th largest of 24 Internet Retail companies on Sector Alpha by market value (scores of 3 November 2026). Just above it: Sea, JD.com, Inc. and Coupang, Inc. Just below it: Maplebear Inc., Chewy, Inc. and Etsy, Inc. ### Internet Retail companies close in size 1. [Sea Limited](https://www.sectoralpha.in/us/stocks/se) $47 billion 2. [JD.com, Inc.](https://www.sectoralpha.in/us/stocks/jd) $36.2 billion 3. [Coupang, Inc.](https://www.sectoralpha.in/us/stocks/cpng) $27.4 billion 4. Wayfair Inc. $15.2 billion 5. [Maplebear Inc.](https://www.sectoralpha.in/us/stocks/cart) $13.5 billion 6. [Chewy, Inc.](https://www.sectoralpha.in/us/stocks/chwy) $8.9 billion 7. [Etsy, Inc.](https://www.sectoralpha.in/us/stocks/etsy) $7.7 billion [All 24 Internet Retail companies, largest first](https://www.sectoralpha.in/us/sectors/internet-retail#all-companies) ### Companies close in size in other industries 1. [CEMEX, S.A.B. de C.V.](https://www.sectoralpha.in/us/stocks/cx) $15.6 billion · Building Materials 2. [Invitation Homes Inc.](https://www.sectoralpha.in/us/stocks/invh) $15.5 billion · REIT - Residential 3. Wayfair Inc. $15.5 billion 4. [Everest Group, Ltd.](https://www.sectoralpha.in/us/stocks/eg) $15.5 billion · Insurance - Reinsurance 5. [Lincoln Electric Holdings, Inc.](https://www.sectoralpha.in/us/stocks/leco) $15.5 billion · Tools & Accessories ## What else do people ask about Wayfair? ### What were Wayfair's latest quarterly results? Wayfair Inc. reported revenue of $3.5 B and a net loss of $1.0 M for the Jun 2026 quarter. Revenue rose 7.5% and profit fell 106.7% compared with a year earlier. Earnings per share were −$0.01. The operating margin was 3.0%, 2.2 percentage points higher than a year earlier (as of 3 November 2026). ### What is Wayfair's market cap? Wayfair Inc.'s market capitalisation is $15.2 B at a stock price of $111.32. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 3 November 2026). ### How is Wayfair performing? Wayfair Inc.'s share price has been rising for 14 weeks. In its latest quarter, revenue rose 7.5% and profit fell 106.7% compared with a year earlier. Over the past 13 weeks it has done better than the S&P 500, for 6 weeks running (as of 3 November 2026). ### Will Wayfair's stock price go up? This page does not forecast Wayfair Inc.'s stock price. What it shows instead: the stock price is $111.32, and it has been rising for 14 weeks. Nobody can reliably say which way a price will move, and this site does not try (as of 3 November 2026). ### Where is Wayfair in its business cycle? Wayfair Inc.'s FY25 operating margin was 0.7%, against a 5-year range of −10.8% to 0.7%: the top of its range, a record year. When profit is at a record, every ratio looks better than usual, and the story depends on margins staying high. The latest quarter was 3.0%. Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 3 November 2026). ### What could break the Wayfair story? Biggest thing to watch: margins are the best this company has ever reported. Every ratio looks better at a record, so the story depends on margins staying high. On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 3 November 2026). ### Is Wayfair a stock worth studying right now? What the numbers show: Wayfair Inc.'s balance sheet is under water: its net worth is negative, so it owes more than it owns. This is a high-risk situation: shareholders can be wiped out by new shares or a restructuring before the business recovers. The main open question: whether the business can earn its way back to positive net worth before new shares or a restructuring get there first. Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 3 November 2026). This is research, not advice. We’re not SEBI-registered.