Wayfair

Specialty Retail · Consumer Cyclical

Price

$101.52

-1.79 (-1.73%)

Market Cap

$13.90B

Winston Score

Winston is serious

Mixed quality — meaningful strengths and weaknesses.

Data as of Aug 23, 2026 · filings through Jun 30, 2026

How the score breaks down

Quality

Good

Growth

Good

Cash Flow

Weak

Stability

Weak

Valuation

Data not available

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Share count rising — dilution

+25.3% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 104.0M (2021) → 130.3M (2025)

Winston Score History

The full picture

Wayfair is an online store that sells furniture and home goods — things like sofas, beds, rugs, and kitchen items. It serves everyday consumers who want to shop for their homes without going to a physical store. Wayfair owns several brands under one roof, including Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold, each targeting a different style or budget.

Wayfair makes money by selling products directly to customers on its websites, keeping a portion of each sale as revenue after paying suppliers. It operates mainly in the United States, with a smaller presence in Canada, the United Kingdom, and Germany. The company has built a large logistics network and supplier base that is hard to replicate quickly, but it has struggled to turn consistent profits due to high shipping and operating costs. The key challenge ahead is proving it can grow sales while keeping costs low enough to sustain profitability.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+7.5% YoY

YoY Growth Rate

Slow revenue growth

EPS Growth

-108.3% YoY

YoY Growth Rate

Earnings declining

R&D Spend

$0/ year

↓ Declining (-100% vs prior year)

0.0% of revenue

Below sector average (4%)

R&D spend declining — could signal cost-cutting or efficiency

Insider Activity

23.7%ownership

↑ Rising

Insiders increasing their stake — aligned with shareholders

Cash Position

Cash flow positive

$1.1B cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth context

Wayfair is growing revenue at 8% year-over-year. The Winston Score measures business quality today — these growth metrics show what could matter tomorrow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale

Gross Margin

30.0%

Modest — 30.0% gross margin

Profit after running costs

Operating Margin

3.0%

Thin — 3.0% operating margin

Return on the money invested

ROCE

1155.6%

Exceptional — 1155.6% return on capital

ROIC above 25%. Every dollar invested in the business earns more than 25 cents back per year.

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Growth

Sales growth

Sales YoY

+7.5%

Steady sales growth (+7.5% YoY)

Profit growth

EPS YoY

N/A

Data not available

How steady the profit is

EPS Consistency

6/8 quarters

Earnings grew in most of the last 8 quarters

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Cash Flow

Profit that turns into cash

Cash Conversion

N/A

Data not available

Spare cash per sale

FCF Margin

3.8%

Thin free cash flow (3.8%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

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Stability

What it owes vs what it owns

Debt / Equity

N/A

—

Data not available

Covers its interest

Interest Cover

1.54x

Dangerous — barely covers interest (1.5x)

Interest coverage between 1 and 3. Profits cover interest, but with little room to spare.

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Valuation

Price vs profit

P/E Ratio (TTM)

N/M

Negative earnings — P/E not meaningful

Cheaper or dearer next year

P/E vs Forward

N/A

not available

Data not available

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Dividends

Not applicable for this business.

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