Added to YB: 2026-02-17
Pitch date: 2026-02-14
WIX [bullish]
Wix.com Ltd.
-1.67%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. Sign up for the newsletter.
Company Info
Wix.com Ltd., together with its subsidiaries, operates a cloud-based web development platform for registered users and creators worldwide.
Market Cap
$3.8B
Pitch Price
$67.86
Price Target
380.00 (+470%)
Dividend
N/A
EV/EBITDA
20.12
P/E
29.35
EV/Sales
1.95
Sector
IT Services
Category
value
Wix: Deep Dive Analysis
WIX (strong buy): SaaS website platform at $71, down 65% from highs on AI disruption fears. Trading 2x sales, 6.5x FCF vs 14% growth + 30% FCF margin (Rule of 45). Generating $600M FCF with $2B buyback (42% of cap). DCF fair value $145 (100%+ upside). Bull case: AI products (Base44, Harmony) expand TAM, driving 20% growth & $300-380 price. Base case (60%): 10-15% growth, stable margins, $170-180 target. Risks: AI commoditization, competition, macro. Strong moat (6.5/10) from brand, ecosystem, switching costs. 65% prob outperform S&P. Hated despite solid fundamentals.
Read full article (28 min)