The Tip Desk

Wayfair Inc.

Company Stats

Market Cap
$14.0B
as of Sep 30, 2026
Shares Outstanding
137.0M
Free Float
67.2%

Income Statement

Revenue
$12.5B
Operating Income
$17.0M
Net Income
-$313.0M
EBITDA
$322.0M
Non-cash Impairment
$19.0M
Revenue Growth, 3Y
0.6%
FCF Margin, 3Y Avg
2.5%
FCF Margin, Worst Year
1.7%

Cash Flow

Free Cash Flow
$464.0M
FCF Yield
3.3%
Owner FCF Yield
0.9%

Balance Sheet

Cash & Equivalents
$1.5B

Returns & Capital

SBC, 3Y Avg
$445.0M

Cash Flow by Year

YearRevenueFCFMargin
FY2025$12.5B$464.0M3.7%
FY2024$11.9B$244.0M2.1%
FY2023$12.0B$201.0M1.7%
FY2022$12.2B-$860.0M-7.0%
FY2021$13.7B$309.0M2.3%

Annual filing data through FY ended December 31, 2025; shares and float as of October 13, 2026. Yields and enterprise value use the calculated market cap above, at its as-of date. Ratios are our calculations from reported figures.

Earnings

Other Coverage