Global E Online Ltd
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Global E Online Ltd AI Insights
Informational only. Not investment advice.Snapshot
- FCF of 193M TTM (22% margin) vs capex of only 3M - asset-light model converts 98% of operating cash to free cash[Free Cash Flow TTM]
- Goodwill of 375M is 40% of equity - acquisition-driven growth creates impairment risk if cross-border e-commerce slows[Goodwill]
- Revenue 5Y CAGR 46% vs industry median 10% - 4.6x faster growth but P/S of 7.8x vs median 1.4x prices in perfection[Total Revenue 5 Year Growth]
Watch Triggers
- Total Revenue 1 Year Growth: Falls below 20% — 990x P/E requires sustained hyper-growth; deceleration triggers multiple compression
- Operating Margin TTM: Rises above 5% — Confirms operating leverage thesis and path to sustainable profitability
- Goodwill: Increases >50% of equity — Signals continued M&A dependency; raises impairment risk in downturn
Bull Case
Asset-light FCF machine: 193M FCF TTM on 3M capex with 251M cash and near-zero debt enables reinvestment or M&A without dilution
Hyper-growth at scale: 25% 1Y and 46% 5Y revenue CAGR in cross-border e-commerce with 45% gross margins - rare combination
Bear Case
P/E of 990x and P/S of 7.8x (5.7x industry median) prices in years of flawless execution - any growth deceleration crushes multiple
Net margin 0.8% TTM despite 45% gross margin - 386M opex (43% of revenue) must scale or profitability thesis fails
Bull vs Bear Balance
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Forward Thesis
Operating leverage to drive margin expansion as R&D (13% of revenue) scales against 25%+ revenue growth
- R&D of 118M TTM is platform investment phase
- Gross margin 45% stable while revenue scales
- Operating margin 1.5% has 10x expansion runway
Valuation Context
Caveats
Public Strategies Rankings
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GLBE Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$5.74B | — | ||
$5.51B | — | ||
815 | — | ||
$888.45M | +31.6% | — | |
$0.04 | — | ||
1.53% | +15.8% | — | |
0.82% | +15.5% | — | |
$193.31M | +47.8% | — | |
0.01 | +12.0% | — | |
Beta 5Y (Monthly) | unknown | — |
GLBE Dividend History
GLBE Stock Splits
GLBE SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
11/19/25 | 09/30/25 | 6-K | |
08/13/25 | 06/30/25 | 6-K | |
05/14/25 | 03/31/25 | 6-K | |
03/27/25 | 12/31/24 | Unknown | |
11/20/24 | 09/30/24 | 6-K | |
08/14/24 | 06/30/24 | 6-K | |
05/20/24 | 03/31/24 | 6-K | |
03/27/25 | 12/31/23 | 20-F | |
03/28/24 | 12/31/23 | 20-F | |
11/15/23 | 09/30/23 | 6-K | |
08/08/23 | 06/30/23 | 6-K | |
05/22/23 | 03/31/23 | 6-K | |
03/31/23 | 12/31/22 | 20-F | |
11/17/22 | 09/30/22 | 6-K | |
08/16/22 | 06/30/22 | 6-K | |
05/16/22 | 03/31/22 | 6-K | |
03/28/22 | 12/31/21 | 20-F | |
11/09/21 | 09/30/21 | 6-K | |
08/16/21 | 06/30/21 | 6-K | |
06/03/21 | 03/31/21 | 6-K | |
05/13/21 | 12/31/20 | 424B4 | |
11/09/21 | 09/30/20 | 6-K | |
08/16/21 | 06/30/20 | 6-K | |
06/03/21 | 03/31/20 | 6-K |