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WayfairW +0.84%59 Earnings Yield (Joel Greenblatt) % is -1.31% as of Mar. 2026. GuruFocus rates W with a GF Score™ of 59/100 and a GF Value™ of $53.88 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 1,129 Retail - Cyclical companies, Wayfair ranks worse than 80.87% on this metric.
Wayfair's Enterprise Value for the quarter that ended in Mar. 2026 was $12,472 Mil.
Wayfair's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 was $-163 Mil. Wayfair's Earnings Yield (Joel Greenblatt) for the quarter that ended in Mar. 2026 was -1.31%.
The historical rank and industry rank for Wayfair's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:
W'
s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: -23.75 Med: -4.31 Max: 1.93
Current: -1.13
During the past 13 years, the highest Earnings Yield (Joel Greenblatt) of Wayfair was 1.93%. The lowest was -23.75%. And the median was -4.31%.
W's Earnings Yield (Joel Greenblatt) % is ranked worse than 80.87% of 1129
companies
in the Retail - Cyclical industry
Industry Median: 5.42
vs W: -1.13
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. Wayfair's Forward Rate of Return (Yacktman) % for the quarter that ended in Mar. 2026 was 0.00%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.
Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.
Be Aware
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
Wayfair Earnings Yield (Joel Greenblatt) % Related Terms
Wayfair Earnings Yield (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for Wayfair's Earnings Yield (Joel Greenblatt) % 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.
W vs CART, CHWY, ETSY: Earnings Yield (Joel Greenblatt) % Comparison
For the Internet Retail subindustry, Wayfair's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % 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 Earnings Yield (Joel Greenblatt) % vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, Wayfair's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Wayfair's Earnings Yield (Joel Greenblatt) % falls into.
In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.
Wayfairs Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Dec. 2025 is calculated as
Wayfair's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $-163 Mil.
What does a Earnings Yield (Joel Greenblatt) % of -1.31% mean?
Wayfair (W) has a Earnings Yield (Joel Greenblatt) % of -1.31% as of Mar. 2026. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Wayfair and its competitors. According to the industry distribution chart, Wayfair ranks #913 out of 1129 companies in the Retail - Cyclical industry, placing it in the top 80.9%.
Is Wayfair's Earnings Yield (Joel Greenblatt) % too high?
Wayfair's current Earnings Yield (Joel Greenblatt) % is -1.31%. Based on the distribution chart, Wayfair ranks #913 out of 1129 companies in the Retail - Cyclical industry, which is in the bottom quartile relative to peers. Overall, Wayfair has a GF Score™ of 59/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Wayfair's Earnings Yield (Joel Greenblatt) % compare to CART and CHWY?
According to the Retail - Cyclical industry distribution chart, Wayfair ranks #913 out of 1129 companies for Earnings Yield (Joel Greenblatt) %. This places Wayfair in the lower half of its industry. The industry median Earnings Yield (Joel Greenblatt) % is 5.42. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Earnings Yield (Joel Greenblatt) % for a Retail - Cyclical company?
The median Earnings Yield (Joel Greenblatt) % among Retail - Cyclical companies is 5.42, based on 1,129 companies in the industry. Companies in the top quartile (top 25%) have a Earnings Yield (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Wayfair and its competitors. For the Retail - Cyclical industry, the median Earnings Yield (Joel Greenblatt) % is 5.42 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wayfair's current Earnings Yield (Joel Greenblatt) % is -1.31%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wayfair stock overvalued right now?
Based on GuruFocus' analysis, Wayfair (W) is currently considered Significantly Overvalued. The stock's GF Value™ is $53.88, compared to a current price of $89.78 — trading 66.6% above its estimated fair value. The current Earnings Yield (Joel Greenblatt) % is -1.31%. Wayfair's overall GF Score™ is 59/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For Wayfair (W), the current Earnings Yield (Joel Greenblatt) % is -1.31% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Wayfair (W) Overvalued in 2026?
Based on GuruFocus' analysis, Wayfair stock appears to be overvalued.
The current stock price of $89.78 is trading 66.6% above its estimated GF Value™ of $53.88.
GuruFocus considers Wayfair to be Significantly Overvalued.
Key valuation signals for W:
Earnings Yield (Joel Greenblatt) %: -1.31%
GF Value™: $53.88 vs. price of $89.78 (66.6% above fair value)
No single metric tells the full story. See the W stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
59GF Score
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Earnings Yield (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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