Wayfair Inc (W)

NYSE · Consumer Cyclical · Internet Retail · USA

Wayfair Inc is a large cap company (market value between $10 billion and $200 billion) in the Internet Retail industry.

Wayfair operates an e-commerce platform offering furniture, décor, housewares and home improvement products through branded sites including Wayfair, AllModern, Birch Lane, Joss & Main and Perigold. The company serves customers and businesses across the U.S., Canada, the United Kingdom and Ireland, operates physical retail stores, and manages its own logistics network to support delivery and customer service.

From its FY2025 annual report (Form 10-K)

Intrinsic value, DCF valuation, financial health and value investing analysis for the Wayfair Inc stock.

Our verdict on W

Overvalued: intrinsic value $12.23 per share, market price $113.56, margin of safety -828.3% (as of 2026-10-20).

Discounting its cash flows at 9.2% (average of 2 methods) values the shares at $12.23; the price of $113.56 is 828% above that value, and 74% of that value comes from beyond year five.

Leak Score: 39/100 on 8 of 12 signals (On Watch).

ETFs with the most weight in W

17 more funds hold it; the full list is part of the paid plan.

More on W

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Cheaper than W in Internet Retail

15 more in this industry show a wider margin of safety.

Is W undervalued or overvalued?

W is overvalued (as of the 2026-10-20 close). Discounting its cash flows at 9.2% (average of 2 methods) values the shares at $12.23; the price of $113.56 is 828% above that value, and 74% of that value comes from beyond year five.

What is the intrinsic value of W?

$12.23 per share (as of the 2026-10-20 close), against a market price of $113.56. That is a margin of safety of -828.3%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.

What is Wayfair Inc's Leak Score?

39 out of 100, which we rate "On Watch", on 8 of 12 value investing signals.