Added to YB: 2026-03-09
Pitch date: 2026-03-05
WIX [neutral]
Wix.com Ltd.
-5.02%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. 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
$4.6B
Pitch Price
$91.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
59.43
P/E
95.20
EV/Sales
2.27
Sector
IT Services
Category
growth
Wix (WIX): Q4 2025 Earnings Review
WIX (earnings): Q4 rev $524M (+14% YoY) vs $527M est, bookings +15%; EPS $1.81 vs $1.42 est. FY25 rev $2B, FCF $605M (30% margin). Base44 hit $100M ARR in <9mo post-acquisition, one of fastest SaaS growths ever. New Harmony platform shows early traction w/ higher ARPU. 2026 guide: mid-teens rev growth, low-mid-20% FCF margin. New $2B buyback (~40% market cap) signals conviction. Trading 8-9x FCF for mid-teens grower w/ AI upside in Base44 & Harmony. Margin pressure from Base44 S&M/AI costs offset by 30%+ core FCF margins.
Read full article (13 min)