Análisis Argos
GLBE
GLBECara
Global-e Online Ltd. · Consumer Cyclical
US$ 36.85
precio al 2026-07-04
Valor justo Argos*
US$ 19–20
vs. su valor justo
80% por encima
Score Argos
50/100
LA RESPUESTA
El mercado le pide crezca 31.9% al año — más de lo que ha demostrado (11.3%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO6/6PASADO4/6SALUD5/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO4/6SALUD5/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos50de 100Cara
Ingresos28%
US$ 1 B
Margen operativo182%
7.4%
Flujo de caja libre65%
US$ 0.3 B
Deuda neta
US$ -0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 6.2B
P/E91.5x
EV/EBITDA65x
FCF yield4.5%
ROIC9.8%
Margen operativo7.4%
Crecim. ingresos+27.8%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 1 jul
Global-e Closes on Acquisition of Passport, a US-based e-Commerce Logistics and Solutions Company
Acquisition of Passport's standard logistics capabilities expected to expand Global-e's shipping offerings and improve the post-purchase experience for merchants and shoppers Acquisition of Passport's standard logistics capabilities expected to expand Global-e's shipping offerings and improve the post-purchase experience for merchants and shoppers
fool.com · 29 jun
What This $1 Million Global-E Insider Sale Might Mean After a Strong Start to 2026
Global-E, a cross-border e-commerce platform, reported a notable insider sale amid ongoing portfolio adjustments by company leadership.
seekingalpha.com · 25 jun
Global-E Online: Growth Runway Just Got A Lot Better
Global-E Online is reiterated as a buy due to robust merchant demand and expanding cross-border capabilities. GLBE's growth is increasingly driven by existing merchants expanding geographies and features, reducing reliance on new customer wins. The Passport acquisition enhances GLBE's logistics control, broadens its addressable market, and strengthens merchant retention.
seekingalpha.com · 9 jun
Global-E Online Ltd. (GLBE) Presents at Morgan Stanley US Financials Conference 2026 Transcript
Global-E Online Ltd. (GLBE) Presents at Morgan Stanley US Financials Conference 2026 Transcript
globenewswire.com · 8 jun
Global-e to Participate in Morgan Stanley US Financials Conference
PETAH-TIKVA, Israel, June 08, 2026 (GLOBE NEWSWIRE) -- Global-e Online Ltd. (NASDAQ: GLBE) (“Global-e” or the “Company”), the platform powering global direct-to-consumer e-commerce, today announced that it will participate in the Morgan Stanley US Financials Conference on Tuesday, June 9, 2026. Amir Schlachet, Co-Founder and CEO, Ofer Koren, CFO and Alan Katz, Investor Relations, will participate in 1x1 meetings and a fireside chat at 3:15 PM EST. The fireside chat and replay of the event will be available on the “News & Events” section of the company's IR website at https://investors.global-e.com/.
globenewswire.com · 4 jun
Global-e Announces Board Authorization of $500 Million Share Repurchase Program
PETAH-TIKVA, Israel, June 04, 2026 (GLOBE NEWSWIRE) -- Global-e Online Ltd. (Nasdaq: GLBE), the platform powering global direct-to-consumer e-commerce, today announced that its Board of Directors (the "Board") has approved a “distribution”, as defined in the Israeli Companies Law, 5759-1999 (the “Companies Law”) by way of a share repurchase program, pursuant to which the Company may repurchase an aggregate amount of up to $500 million of its ordinary shares (the “Distribution”), subject to the completion of required Israeli regulatory procedures.
zacks.com · 3 jun
Bet on 5 Top-Ranked Stocks With Rising P/E for a Strong Portfolio
Tap five stocks with increasing P/E ratios to try out an out-of-the-box approach. These stocks include Adobe, H&R Block, Global-E Online, Autodesk and Intuit.
zacks.com · 2 jun
Wall Street Analysts See a 33.78% Upside in Globale Online (GLBE): Can the Stock Really Move This High?
The average of price targets set by Wall Street analysts indicates a potential upside of 33.8% in Globale Online (GLBE). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.