Wayfair (BSP:W2YF34) Cyclically Adjusted PB Ratio: (As of Aug. 10, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

BSP:W2YF34 Wayfair Inc BSP:W2YF34
45 GF Score
Price R$15.84
GF Value R$8.60
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Wayfair Cyclically Adjusted PB Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


Wayfair  (BSP:W2YF34) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Wayfair Cyclically Adjusted PB Ratio Related Terms


Wayfair Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Wayfair's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Wayfair Cyclically Adjusted PB Ratio Chart

Wayfair Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

Wayfair Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

BSP:W2YF34 vs CART, CHWY, ETSY: Cyclically Adjusted PB Ratio Comparison

For the Internet Retail subindustry, Wayfair's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Wayfair Cyclically Adjusted PB Ratio vs Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, Wayfair's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Wayfair's Cyclically Adjusted PB Ratio falls into.


BSP:W2YF34
45GF Score
Wayfair Inc BSP:W2YF34
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Wayfair Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Wayfair's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, Wayfair's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=-2.991/333.9520*333.9520
=-2.991

Current CPI (Jun. 2026) = 333.9520.

Wayfair Quarterly Data

Book Value per Share CPI Adj_Book
201609 0.120 241.428 0.166
201612 0.089 241.432 0.123
201703 0.038 243.801 0.052
201706 0.013 244.955 0.018
201709 0.003 246.819 0.004
201712 -0.052 246.524 -0.070
201803 -0.134 249.554 -0.179
201806 -0.235 251.989 -0.311
201809 -0.407 252.439 -0.538
201812 -0.404 251.233 -0.537
201903 -0.575 254.202 -0.755
201906 -0.724 256.143 -0.944
201909 -0.865 256.759 -1.125
201912 -1.183 256.974 -1.537
202003 -1.733 258.115 -2.242
202006 -1.228 257.797 -1.591
202009 -2.356 260.280 -3.023
202012 -1.760 260.474 -2.256
202103 -2.280 264.877 -2.875
202106 -2.139 271.696 -2.629
202109 -2.214 274.310 -2.695
202112 -2.495 278.802 -2.989
202203 -2.580 287.504 -2.997
202206 -2.931 296.311 -3.303
202209 -3.346 296.808 -3.765
202212 -3.519 296.797 -3.960
202303 -3.672 301.836 -4.063
202306 -3.322 305.109 -3.636
202309 -3.289 307.789 -3.569
202312 -3.207 306.746 -3.491
202403 -3.337 312.332 -3.568
202406 -3.480 314.175 -3.699
202409 -3.499 315.301 -3.706
202412 -3.829 315.605 -4.052
202503 -3.640 319.799 -3.801
202506 -3.356 322.561 -3.475
202509 -3.270 324.800 -3.362
202512 -3.327 324.054 -3.429
202603 -3.226 330.213 -3.263
202606 -2.991 333.952 -2.991

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

Is Wayfair (BSP:W2YF34) Overvalued in 2026?

Based on GuruFocus' analysis, Wayfair stock appears to be overvalued. The current stock price of R$15.84 is trading 84.2% above its estimated GF Value™ of R$8.60. GuruFocus considers Wayfair to be Significantly Overvalued.

Key valuation signals for BSP:W2YF34:

  • Cyclically Adjusted PB Ratio:
  • GF Value™: R$8.60 vs. price of R$15.84 (84.2% above fair value)
  • GF Score™: 45/100 with 8 warning signs

No single metric tells the full story. See the BSP:W2YF34 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Wayfair Business Description

Address 4 Copley Place, Boston, MA, USA, 02116
Wayfair engages in e-commerce in the United States (88% of 2025 sales), Canada, the United Kingdom, and Ireland. It's also embarked on expansion into the brick-and-mortar landscape, with 13 stores (excluding outlets) between the AllModern, Birch Lane, Joss & Main, and Wayfair banners. At the end of 2025, the firm offered more than 40 million products from more than 20,000 suppliers under the brands Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold. Its offerings include furniture, everyday and seasonal decor, decorative accents, housewares, as well as advertising and logistics services. Wayfair was founded in 2002 and began trading publicly in 2014.
45GF Score

Get the complete analysis for BSP:W2YF34

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$15.84
Price
R$8.60
GF Value