Nama Insights

Wayfair (W)

Consumer Cyclical · Internet Retail · NYSE

Wayfair (W) is a Consumer Cyclical company in the Internet Retail industry. It has a market capitalization of $15.29B, a trailing price-to-earnings ratio of 37.4 and a free-cash-flow yield of 2.3%. Over the most recent reported fiscal year, revenue grew 5.1% and free cash flow per share grew 280.9%. Nama's AI scorecard rates it Sell, 3.9 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Sell · 3.9/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Momentum
Middle · +5.8% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-62.5%
How far the last close sits under the highest price of the past five years.
Market cap$15.29B
Trailing P/E37.4
Price / book—
Price / sales1.2
FCF yield2.3%
Dividend yield—
Gross margin30.1%
Operating margin1.8%
Net margin-2.5%
Revenue growth (YoY)+5.1%
Revenue growth (3-yr annual)+0.7%
EPS growth (YoY)+2000.0%
FCF/share growth (YoY)+280.9%
Beta3.0
ExchangeNYSE
SectorConsumer Cyclical
IndustryInternet Retail

W earnings

Next report: Feb 18, 2027 (Q4 2026, EPS estimate $0.98). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 4, 2026 $0.93 $0.81 +14.8% $3.42B
Q2 2026 Aug 4, 2026 $0.95 $0.92 +3.3% $3.52B
Q1 2026 Apr 30, 2026 $0.26 $0.28 -7.1% $2.93B
Q4 2025 Feb 19, 2026 $0.85 $0.69 +23.2% $3.34B

W analyst price target

Median target $132.00 from 29 analysts, ranging $83.00 – $160.00.

Internet Retail peers

TickerCompanyMarket capP/E
AMZN Amazon.com $2.80T 21.0
BABA Alibaba Group $272.28B 35.3
PDD PDD Holdings $118.18B 8.2
DASH DoorDash $78.33B 57.2
MELI MercadoLibre $76.55B 40.5
EBAY eBay $53.54B 19.7
SE Sea $46.38B 23.8
JD JD.com $39.31B 12.3
Explore live W data on Nama Insights →

Recent Congressional trades

Wayfair trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Gilbert Cisneros House Buy $1,001 - $15,000 Jun 8, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jun 8, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 May 8, 2026
Jonathan Jackson House Sell $15,001 - $50,000 Feb 15, 2024
Jonathan Jackson House Buy $1,001 - $15,000 Jan 12, 2024
Jonathan Jackson House Buy $15,001 - $50,000 Jan 12, 2024
Pat Roberts Senate Buy $15,001 - $50,000 —
Pat Roberts Senate Buy $15,001 - $50,000 —
Ron L Wyden Senate Sell $50,001 - $100,000 —
Ron L Wyden Senate Buy $50,001 - $100,000 —

W FAQ

Is W a buy?
Nama's AI scorecard currently rates Wayfair Sell (3.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is W's P/E ratio?
Wayfair trades at a trailing price-to-earnings ratio of 37.4.
When does W report earnings?
Wayfair's next scheduled report is on Feb 18, 2027. Analysts expect EPS of $0.98.
What is the W price target?
The median analyst price target from 29 analysts is $132.00, with a range of $83.00 – $160.00.
Is W Shariah compliant?
Nama's AAOIFI-style screen reads Wayfair as Not Shariah Compliant. At least one of the three ratios or the industry test failed.