GLBE (Global-E Online Ltd) vs S&P 500 Comparison

GLBE

S&P 500

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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GLBE

S&P 500

Difference

1Y 3Y 5Y 10Y 15Y 20Y

GLBE

S&P 500

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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S&P 500

GLBE

AMZN

BABA

PDD

3690

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1Y 3Y 5Y 10Y 15Y 20Y

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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Global-E Online Ltd
Glance View

Market Cap

8.9B USD

Industry

Retail

In the bustling arena of cross-border e-commerce, Global-E Online Ltd. emerges as a pivotal player, bridging the gap between ambitious retailers and international customers. Founded in Israel, Global-E distinguishes itself through a comprehensive platform that enables retailers to effortlessly expand their reach beyond domestic borders. The company offers end-to-end localized solutions that tackle the often-complex logistics of shipping, customs duties calculations, and language barriers—nuances many businesses stumble over when going global. By integrating seamlessly with retailers' existing storefronts, Global-E eliminates the daunting barriers of international selling, transforming the intricate web of global commerce into a fluid and manageable experience. The monetization model of Global-E is as strategic as its operational framework. The company primarily earns its revenue through a combination of service fees and transaction-based pricing. Retailers pay Global-E a percentage of each transaction, aligning incentives as both parties benefit from increased sales volume. This model not only incentivizes Global-E to optimize their services continuously but also ensures that retailers see tangible value from their investment in cross-border capabilities. By leveraging its deep expertise in logistics, compliance, and local consumer preferences, Global-E allows retailers to focus on product and brand development, all while confidently navigating the complexities of international markets. Such a symbiotic relationship underscores Global-E's vital role in the evolving landscape of global e-commerce.

View GLBE Analysis

GLBE Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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GLBE

vs

S&P 500

Stocks Performance
GLBE vs S&P 500

Performance Gap
GLBE vs S&P 500

Performance By Year
GLBE vs S&P 500

Competitors Performance
Global-E Online Ltd vs Peers

Global-E Online Ltd
Glance View

Company

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GLBE vs S&P 500

Stocks Performance GLBE vs S&P 500

Performance Gap GLBE vs S&P 500

Performance By Year GLBE vs S&P 500

Competitors Performance Global-E Online Ltd vs Peers

Global-E Online Ltd Glance View

Company

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Stocks

GLBE

vs

S&P 500

Stocks Performance
GLBE vs S&P 500

Performance Gap
GLBE vs S&P 500

Performance By Year
GLBE vs S&P 500

Competitors Performance
Global-E Online Ltd vs Peers

Global-E Online Ltd
Glance View