- Global-e is in hypergrowth mode, with 80% revenue growth in 2021, guidance to nearly 60% in 2022, and consensus estimates for 45% and 50% growth in 2023 and 2024, respectively.
- The company delivered positive free cash flow in 2019, 2020, and 2021, and the consensus estimate is for that to continue.
- The cross-border e-commerce software solution realm appears to be a winner-take-all industry, and recent industry moves signal that Global-e may be that winner.
For further details see:
Global-e Online: An Underappreciated, Cash Flow Positive Hyper-Growth Story