2 models fit Wayfair Inc. Class A Common Stock and they disagree: 0 of 2 land within 15% of the average. The price is above every model.
Two or more of our models back this value.
Large premium(i)Bronze49
Valued as a mature, profitable company: Discounted cash flow and P/E comparison.
ACCE opinionWayfair Inc. Class A Common Stock (W)
Fair value (2 models)
$43.12
ACCE price target
$105
Rating
Overvalued
Horizon
12 months
Fair value published on 20 Oct 2026, 14:06 CEST; previously $40.34 since 15 Oct 2026, 00:00 CEST.
ACCE price target published on 10 Oct 2026, 00:00 CEST.
Rating published on 20 Oct 2026, 14:06 CEST.
Price used: $112 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
160.9% above
-61.7% to fair value
ACCE score
47
out of 100
Analysts
61% buy
33 covering
P/E
0.0x
forward 25.8x
1-year return
+35.3%
Dividend yield
0.00%
Wayfair Inc. Class A Common Stock in four questions
Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
Overview
ACCE thesis
Wayfair sells furniture, home goods and home décor online through its own sites (Wayfair, AllModern, Joss & Main, Birch Lane) and runs one of the largest home-category e-commerce catalogs in the US, with a logistics network built to ship bulky items direct. The structural case rests on that scale and on the catalog depth it supports, though a 3.0% operating margin against a 30.3% gross margin shows how much of the economics still goes to fulfillment and marketing. Revenue growth of 7.5% is the number to watch: it signals the top line is recovering from a weak housing and discretionary cycle, but the margin structure has to convert that growth into operating leverage before the stock earns a deeper look. The forward P/E of 27.7 prices in that improvement, and the trailing P/E is not meaningful because earnings are thin. With a 47/100 score and no index membership, the name screens as a turnaround candidate that needs evidence of sustained margin expansion before it merits a full model.