Wayfair Inc (W)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
$99.43+2.53%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
QuarterlyIQ Insights · W
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $99 W trades at 43× p/e — 2.8× the 15× p/e peer median. The market is re-rating it beyond its own range; our $101 fair value is low-confidence here. Analysts target $78–$135. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $118.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $113.68 | — | — | Analyst | high |
| dcf fcff | 12M | $121.75 | — | — | Analyst | high |
| Peer EV/EBITDA | 12M | $42.09 | 10.4 | 3.27 | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$78.00 – $135.00 (median $118.00) · 13 analysts · as of 2026-08-14
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $59.60 |
| 16.1 |
| 3.70 |
| TTM |
| high |
| Peer P/E | 12M | $54.18 | 15.3 | 3.55 | ntm analyst | high |
| Peer P/S | 12M | $80.25 | 0.8 | 97.76 | TTM | high |
| PEG | 12M | $59.77 | 25.8 | 2.32 | TTM | high |
| triangulated | 12M | $38.67 | 15.1 | 2.56 | Triangulated | high |
| Peer P/E | 3Y | $63.90 | 15.3 | 4.19 | Analyst | medium |
| Peer P/S | 3Y | $103.41 | 0.8 | 125.97 | Analyst | medium |
| PEG | 3Y | $90.91 | 25.8 | 3.53 | Analyst | medium |
| Peer P/E | 5Y | $75.37 | 15.3 | 4.94 | Analyst | medium |
| Peer P/S | 5Y | $121.96 | 0.8 | 148.56 | Analyst | medium |
| PEG | 5Y | $120.22 | 25.8 | 4.67 | Analyst | medium |