CoverageForm 410-K10-Q8-K13D13G13F

W · Wayfair Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · W

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$12.46B$11.85B$12.00B$12.22B$13.71B$14.15B
Cost of Revenue$8.69B$8.28B$8.34B$8.80B$9.81B$10.03B
Gross Profit$3.77B$3.57B$3.67B$3.42B$3.90B$4.11B
R&D------
SG&A------
Total Operating Expenses$3.75B$4.04B$4.48B$4.80B$3.99B$3.75B
D&A$305.00M$387.00M$417.00M$371.00M$322.00M$285.71M
Operating Income$17.00M($461.00M)($813.00M)($1.38B)($94.00M)$360.35M
Interest Expense$83.00M-----
Income Tax$9.00M$10.00M$9.00M$12.00M$1.00M$20.32M
Net Income($313.00M)($492.00M)($738.00M)($1.33B)($131.00M)$185.00M
EPS - Basic($2.44)($4.01)($6.47)($12.54)($1.26)$1.93
EPS - Diluted($2.44)($4.01)($6.47)($12.54)($1.26)$1.86

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$1.48B$1.32B$1.32B$1.05B$1.71B$2.13B
Accounts Receivable$132.00M$155.00M$140.00M$272.00M$226.00M$110.30M
Inventory$71.00M$76.00M$75.00M$90.00M$69.00M$52.15M
Accounts Payable$1.20B$1.25B$1.23B$1.20B$1.17B$1.16B
Current Assets$2.00B$1.88B$1.85B$1.93B$3.01B$3.05B
Total Assets$3.44B$3.46B$3.47B$3.58B$4.57B$4.57B
Current Liabilities$2.13B$2.37B$2.18B$2.07B$2.22B$2.17B
Long-term Debt$3.23B$2.88B$3.09B$3.14B$3.05B$2.66B
Total Liabilities$6.22B$6.21B$6.18B$6.13B$6.19B$5.76B
Stockholders' Equity($2.78B)($2.75B)($2.71B)($2.55B)($1.62B)($1.19B)
Retained Earnings($4.82B)($4.51B)($4.02B)($3.28B)($1.95B)($1.89B)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$534.00M$317.00M$349.00M($674.00M)$410.00M$1.42B
Investing Cash Flow($219.00M)($262.00M)($152.00M)$1.00M($515.00M)($236.07M)
Financing Cash Flow($129.00M)($69.00M)$77.00M$16.00M($303.00M)$352.59M
CapEx$70.00M$73.00M$148.00M$186.00M$101.00M$186.04M
Free Cash Flow$464.00M$244.00M$201.00M($860.00M)$309.00M$1.23B

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin30.2%30.2%30.6%28.0%28.4%29.1%
Operating margin0.1%-3.9%-6.8%-11.3%-0.7%2.5%
EBITDA margin2.6%-0.6%-3.3%-8.3%1.7%4.6%
Net margin-2.5%-4.2%-6.1%-10.9%-1.0%1.3%
Free cash flow margin3.7%2.1%1.7%-7.0%2.3%8.7%
FCF / Net income-1.48-0.50-0.270.65-2.366.65
R&D / Revenue------
SG&A / Revenue------
Effective tax rate-----9.9%
Return on assets-9.1%-14.2%-21.2%-37.2%-2.9%4.0%
Return on equity11.3%17.9%27.3%52.2%8.1%-15.5%
Return on invested capital3.0%-286.8%-166.8%-186.3%-5.2%22.1%
Liquidity
Current ratio0.940.790.850.931.361.41
Quick ratio0.910.760.820.891.331.38
Cash ratio0.690.560.610.510.770.98
Leverage
Debt / Equity-1.16-1.05-1.14-1.23-1.89-2.23
Debt / Assets0.940.830.890.880.670.58
Debt / EBITDA10.04---13.394.12
Interest coverage0.2x-----
Equity multiplier-1.24-1.26-1.28-1.40-2.82-3.83
Liabilities / Assets1.811.801.781.711.351.26
Efficiency
Asset turnover3.623.433.463.413.003.10
Inventory turnover122.42108.91111.1597.80142.22192.38
Days sales outstanding4d5d4d8d6d3d
Days inventory outstanding3d3d3d4d3d2d
Days payable outstanding50d55d54d50d43d42d
Cash conversion cycle-44d-47d-46d-38d-35d-37d
Valuation
P / E-----121.4x
P / B------
P / S1.0x0.5x0.6x0.3x1.4x1.6x
EV / EBITDA45.4x---92.6x35.5x
Growth
Revenue growth (YoY)5.1%-1.3%-1.8%-10.9%-3.1%55.0%
Revenue CAGR (3y)0.6%-4.7%-5.3%10.2%59.5%44.2%
Revenue CAGR (5y)-2.5%5.4%28.8%20.9%32.3%44.4%
Gross profit growth (YoY)5.3%-2.5%7.3%-12.3%-5.3%91.5%
Operating income growth (YoY)-43.3%41.3%-1372.3%--
Net income growth (YoY)36.4%33.3%44.6%-916.0%--
EPS growth (YoY)39.2%38.0%48.4%-895.2%--
EPS CAGR (3y)------
EPS CAGR (5y)------
FCF growth (YoY)90.2%21.4%---74.9%-
FCF CAGR (5y)-17.7%----68.5%
Book value growth (YoY)-1.0%-1.8%-6.2%-57.5%-35.8%-26.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$12.46B total
USSegment$10.97B · 88.1%
International Segment$1.48B · 11.9%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

2.23
Grey zone

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

6/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Retail-Catalog & Mail-Order Houses

CompanyRevenue (last FY)Net marginROE
CDW$22.42B4.8%40.9%
AMZN$716.92B10.8%18.9%
TDUP$310.81M-6.5%-34.1%
HNST$371.32M-4.2%-9.2%
NSIT$8.25B1.9%9.5%

Comparing Wayfair Inc. against the 5 most active filers in the same SIC group.