What is Wayfair Inc. (W)'s fair-value range?

EvidInvest reads Wayfair Inc. (W)'s market price back into the assumptions behind it — the implied P/E, growth rate and cash yield — using its latest filed financials, then lets you set your own. See the full DCF, Graham number, EPV and multiple-based methods at https://evidinvest.com/valuation/W.

How is Wayfair Inc. (W)'s fair value calculated?

Wayfair Inc. (W)'s fair value is computed with several independent methods — a discounted cash flow (DCF) model, the Graham number, earnings power value (EPV), and valuation multiples (PE, EV/EBITDA, P/S, P/B) benchmarked against its industry — using data from SEC filings.

What is Wayfair Inc. (W)'s PE ratio versus its industry?

EvidInvest shows Wayfair Inc. (W)'s current and historical PE ratio alongside its sector and industry averages, so you can see whether the stock trades at a premium or discount to peers. Full breakdown at https://evidinvest.com/valuation/W.

Fair value · Wayfair Inc. (W) · updated 2026-10-02 · from 10-K FY2025

Wayfair trades at $101.25. That price implies 97.5× EV/EBITDA and a 3.5% free-cash-flow yield.

Cboe · delayed 15 min · as of 22:23 ET

Are those assumptions reasonable? Use W’s filed growth history and the AI chat to decide, then set your own inputs below — the range you build is yours.

What the price implies

EV/EBITDA: 97.5×
FCF yield: 3.5%

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings. This price: Cboe · delayed 15 min · as of 22:23 ET.

Set your own assumptions ↓See how each method got its number Check another stock

The filing behind these numbers

Wayfair Inc.

Revenue: $12.5B
Diluted EPS: $-2.44
Free cash flow: $464.0M; operating cash flow − capital expenditure
Diluted shares: 128.0M; weighted average

10-K FY2025 · fiscal year ended 2025-12-31 · filed 2026-02-19 · accession 0001616707-26-000027

Trailing-twelve-month EPS also uses the quarterly 10-Qs through Q2 FY2026 (filed 2026-08-04).

Open this filing on sec.gov

Valuation tool: build your own W range

Fair Value Summary

Daily Price — W

$101.37 +17.3% (1Y)

Range implied by today’s price2 of 7 methods

$101 – $101

Price $101.25

Bear $101Base $101Bull $101

Range with preset inputs

$64 – $64

Price $101.25

Bear $64Base $64Bull $64

Every method that could be solved backwards opens on the assumption today’s price makes, so the top range sits on the price — that is arithmetic, not a view. Change any input and it becomes yours.

We don’t tell you what W is worth. Every tab OPENS on what today’s price implies for that method’s key assumption; you decide whether that assumption is reasonable — the growth matrix has W’s filed history and the AI chat will reason it through with you — and the range you build is yours. Our presets are filed history and reference settings, never a recommendation.

Discounted cash flow

N/A

Insufficient cash flow data

Your stage-1 FCF growth (5.0%) is above the -28.9% the price implies.

Preset inputs — revenue-driven DCF from the latest filing

Two-stage FCF model at the same filed inputs: $815.30 — move any slider below and that model takes over.

• WACC is at or below the terminal growth rate; the terminal value is not defined.

Implied by today’s price

At $101.25 the market implies a stage-1 FCF growth of -28.9%. (two-stage FCF model solved for stage-1 growth at 3% WACC)

The price implies stage-1 FCF growth of -28.9%, outside the range this slider covers. Showing preset inputs.

Implied discount rate (holding growth): 5.9% · the WACC that makes the same model print the price

That is the assumption the market is making — not ours, and not a recommendation. Decide whether it is reasonable: the growth matrix shows what W has actually filed, and the AI chat will reason it through with you.

Your inputs

Free cash flow grows at your stage-1 rate, then your stage-2 rate, then a terminal rate; everything is discounted at your WACC.

Stage-1 growth5.0%

Yearly free-cash-flow growth for the first stage. Starts below zero so a shrinking-cash-flow case — and the rate today’s price implies — can be set.

-20.0%69.0%

Stage-1 years5 yrs

How long stage-1 growth lasts.

1 yrs10 yrs

Stage-2 growth2.5%

Slower growth after stage 1, before the terminal phase.

-20.0%30.0%

Stage-2 years5 yrs

0 yrs10 yrs

Terminal growth2.5%

Growth forever after the two stages. Above ~3% is rarely justified.

0.0%5.0%

Discount rate (WACC)3.00%

The return you require. Default is the WACC EvidInvest computed for this company. Higher discount rate, lower value.

3.00%15.00%

Net debt ($M)Debt minus cash, from the balance sheet. Subtracted from enterprise value.

Starting FCF ($M)Latest free cash flow from the filing (operating cash flow minus capex).

Shares (M)Diluted shares, from the filing.

Year by year (two-stage model, $M)

PV explicit $4,976M · PV terminal $102,203M · EV $107,179M · equity $104,358M

Year	Stage	FCF	Present value
1	Stage 1	$487M	$473M
2	Stage 1	$512M	$482M
3	Stage 1	$537M	$492M
4	Stage 1	$564M	$501M
5	Stage 1	$592M	$511M
6	Stage 2	$607M	$508M
7	Stage 2	$622M	$506M
8	Stage 2	$638M	$503M
9	Stage 2	$654M	$501M
10	Stage 2	$670M	$499M

Inputs from the filing

Free cash flow: $562.0M; sum of the last four quarters
EBIT: $17.0M; latest annual
Shares: 132.0M
Total debt: $4.3B
Cash: $1.5B
Net debt: $2.8B; debt − cash

10-K FY2025 · period ended 2025-12-31 · filed 2026-02-19 · accession 0001616707-26-000027 · sec.gov

Prefer a blank slate with reverse DCF? Open the standalone DCF / reverse DCF for W

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Download the full W valuation report (PDF) — free

DCF fair value, Graham number, EPV, key multiples and growth rates in one clean PDF.

Options positioning

Full options view: walls, IV term structure, smile →

1.29

Put/Call (OI)

put-heavy

2.86

Put/Call (volume)

69%

ATM IV ~30d

$105

Call wall

11k OI

$100

Put wall

12k OI

As of previous close (2026-10-01) · OPRA historical data · walls = largest open-interest strikes above/below spot · market-wide positioning

Wayfair trades at $101.25. That price implies 97.5× EV/EBITDA and a 3.5% free-cash-flow yield.

The filing behind these numbers

Valuation tool: build your own W range

Daily Price — W

Range implied by today’s price2 of 7 methods

Range with preset inputs

Your inputs

Year by year (two-stage model, $M)

Options positioning

More on W

Compare with peers

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Valuation tool: build your own W range

Daily Price — W

Range implied by today’s price2 of 7 methods

Range with preset inputs

Your inputs

Year by year (two-stage model, $M)

Options positioning

More on W

Compare with peers

Explore