Company Analysis

Global-E Online Ltd. (GLBE)

Nasdaq: GLBE · Services-Prepackaged Software · Petah, IL · filing with the SEC since 2020
Grade5.7
◀ Past 5.8● Present 5.9▶ Future 5.3
1 est.

The grade of Global-E Online Ltd.

Nine metrics read from its own filings, by tense
Headline grade
5.7/10
◀ Past5.825% of the headline
● Present5.935% of the headline
▶ Future5.340% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.8/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.3/10

Has it survived what it has been through?

No warning events in its filings since 2020.

weight 22% of this tense · 73rd percentile among 230 sector filers · read for itself

From the record

Global-E Online Ltd.'s filings since 2020 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.3/10

What has it actually done, year after year?

+56.3% a year over 7 filed years; profitable in 2 of 7.

weight 45% of this tense · 73rd percentile among 213 sector filers · read for its customers

From the record

Global-E Online Ltd.'s 7 filed years say what it did: revenue went from $66 million in fiscal 2019 to $962 million in fiscal 2025, up 56.3% a year; it rose in 6 of 6 years; it never fell from a peak; net income was positive in 2 of 7 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span56.3%top 10% of its family
  • the share of years revenue rosetop 27% of its family
  • the share of filed years with a profittop 46% of its family
  • the deepest fall from a revenue peak0.0%top 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
3.0/10

How has it treated the people who own it?

Share count grew 3.7% a year. 0% of cash flow returned. Insiders: 106 sales, 0 purchases.

weight 33% of this tense · 29th percentile among 152 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Global-E Online Ltd.'s diluted share count grew about 3.7% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 106 sales (105 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-06 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 45% of its family
  • cash returned against operating cash flowbottom 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.9/1035% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
5.3/10

Is it financially healthy right now?

ROE 7%: 7¢ of profit per shareholder dollar. Leverage 36%: owes 36¢ per asset dollar.

weight 45% of this tense · 53rd percentile among 217 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Global-E Online Ltd. earned about 7 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 30 cents per dollar of everything the company owns. Leverage: it owed about 36 cents per dollar of assets, and net share issuance: its share count grew 5.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 36% of its family
  • return on equitytop 35% of its family
  • gross profit against assetsbottom 42% of its family
  • the share count against the year beforebottom 40% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.5/10

How strong is its position in its industry?

top 26% of 218 in its family; net margin 7.1%.

weight 33% of this tense · 74th percentile among 218 sector filers · read for its customers

From the record

Global-E Online Ltd.'s standing among 218 graded names in its industry family: revenue of $962 million in fiscal 2025 ranks in the top 32% by size; a net margin of 7.1% ranks in the top 34%; revenue growth of 33% a year over the last 3 filed years ranks in the top 10% (its annual reports).

What it rests on

  • revenue against the family$962Mtop 32% of its family
  • net margin7.1%top 34% of its family
  • three-year revenue growth33.0%top 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
4.8/10

What are the people in charge doing?

SI estimate 4.8/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 157 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-16 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 157 members with one.
What the record cannot read
It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-16 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
family median, 157 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Global-E Online Ltd.'s leadership is put at 4.8 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-16 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 157 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.3/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.0/10

How much room does it have to grow?

top 50% of 216 in its family for room to expand.

weight 22% of this tense · 50th percentile among 216 sector filers · read for itself

From the record

Global-E Online Ltd.'s room to grow, from the newest filed statements (fiscal 2025): cash of $375 million against no long-term debt tagged leaves 25.6% of its assets as net cash, top 27% of its family; cash from operations less capital spending is 29.2% of revenue (top 16%); a gross margin of 45.3% (bottom 20%); research spending of 12.8% of revenue (bottom 24%) (its annual report).

What it rests on

  • cash less debt against assets25.6%top 27% of its family
  • cash from operations less capital spending against revenue29.2%top 16% of its family
  • gross margin45.3%bottom 20% of its family
  • research spending against revenue12.8%bottom 24% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.6/10

What could actually drive growth from here?

bottom 46% of 213 in its family for growth drivers.

weight 45% of this tense · 46th percentile among 213 sector filers · read for its customers

From the record

Global-E Online Ltd.'s growth drivers, from the filed years to fiscal 2025: revenue grew 33% a year over the last three filed years against 56.3% over all 7, slowing (bottom 13% of its family); the newest year grew 27.8% (top 19%); research spending grew 14.8% a year (top 28%); capital spending grew -28.1% a year (bottom 18%) (its annual reports). Global-E Online Ltd. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-23.4 points a yearbottom 13% of its family
  • the newest year's revenue growth27.8%top 19% of its family
  • three-year growth of research spending14.8%top 28% of its family
  • three-year growth of capital spending-28.1%bottom 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.5/10

Did its newest year beat what its own record pointed to?

top 35% of 194 in its family for expectations against reality.

weight 33% of this tense · 65th percentile among 194 sector filers · read for its shareholders

From the record

Global-E Online Ltd.'s newest year against its own record: revenue of $962 million in fiscal 2025 came in 5.8% below the $1.0 billion its prior three years' pace pointed to (bottom 28% of its family); net income of $68 million against a prior three-year average of $135 million (top 14%); a net margin of 7.1% against -27.1% before (top 19%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-5.8%bottom 28% of its family
  • net income against the prior three years' average+151%top 14% of its family
  • net margin against its prior average+34.2 pointstop 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton GLBE · research, not advice