Why Global-e Stock Jumped 11% in November

GLBE +0.51%

Key Points

• Global-e reported strong growth despite a tricky operating environment.

• It has become profitable earlier than expected.

• It has a long pipeline of new customers that creates a long growth runway.

• 10 stocks we like better than Global-E Online ›

Shares of e-commerce company Global-e Online (NASDAQ: GLBE) jumped 11% in November, according to data provided by S&P Global Market Intelligence. The company reported excellent third-quarter operating results and provided well-received updates about its business.

The e-commerce company you don't know about

Global-e has a niche e-commerce business in cross-border solutions. It works with many top brands, providing a platform that easily integrates into an e-commerce website and offers a variety of services such as instant customs calculations and multiple delivery options. It supports about 100 currencies and 200 countries, opening up the world to the e-commerce retailer.

It reported spectacular third-quarter results that came in above expectations. Revenue increased 25% year over year to $220.8 million, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) increased 33% to $41.3 million. Net income was $13.2 million, up from a $22.6 million loss last year, and it generated $73.6 million in free cash flow, up from $29.9 million last year.

The company continues to add new, high-profile brands to the platform, including Everlane and Aritzia in North America and Tapestry's Coach in the U.K. and Europe in the third quarter. It's constantly expanding existing partnerships, and it added many new geographies to current partners, like Burberry and Pair Eyewear into Mexico and Bang & Olufsen into new European markets. It also has a partnership with Shopify that gives it access to Shopify's millions of global merchants through its white-label Managed Markets product.

E-commerce, especially cross-border e-commerce, has been a complex and changing industry since President Trump introduced new tariffs. Global-e has been managing the changes deftly, offering new services that help its clients navigate the environment. Its duty drawback offering allows clients to reclaim certain duties in some markets, and it recently rolled out the service for U.S. customers.

Global-e stock could supercharge your portfolio

Global-e has a steady pipeline of new business that's boosting revenue and offers robust long-term opportunities. It has become profitable earlier than expected, and it's using its strong cash flow to buy back shares at a lower stock price; the stock is down 24% year to date.

At the current price, Global-e stock trades at a forward, 1-year P/E ratio of 34, which could be an attractive entry point for new investors. Global-e is demonstrating excellent management under pressure and strong innovation that adds value for its clients. It offers years of growth for the patient, long-term investor.

Should you buy stock in Global-E Online right now?

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Jennifer Saibil has positions in Global-E Online. The Motley Fool has positions in and recommends Global-E Online and Shopify. The Motley Fool recommends Tapestry. The Motley Fool has a disclosure policy.

Why Global-e Stock Jumped 11% in November was originally published by The Motley Fool