We feel now is a pretty good time to analyse Global-E Online Ltd.'s (NASDAQ:GLBE) business as it appears the company may be on the cusp of a considerable accomplishment. Global-E Online Ltd., together with its subsidiaries, provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce in Israel, the United Kingdom, the United States, and internationally. The US$5.9b market-cap company announced a latest loss of US$134m on 31 December 2023 for its most recent financial year result. As path to profitability is the topic on Global-E Online's investors mind, we've decided to gauge market sentiment. We've put together a brief outline of industry analyst expectations for the company, its year of breakeven and its implied growth rate.

According to the 14 industry analysts covering Global-E Online, the consensus is that breakeven is near. They anticipate the company to incur a final loss in 2025, before generating positive profits of US$148m in 2026. The company is therefore projected to breakeven around 2 years from today. In order to meet this breakeven date, we calculated the rate at which the company must grow year-on-year. It turns out an average annual growth rate of 85% is expected, which is extremely buoyant. Should the business grow at a slower rate, it will become profitable at a later date than expected.

Given this is a high-level overview, we won't go into details of Global-E Online's upcoming projects, but, keep in mind that by and large a high forecast growth rate is not unusual for a company that is currently undergoing an investment period.

Before we wrap up, there's one aspect worth mentioning. Global-E Online currently has no debt on its balance sheet, which is rare for a loss-making growth company, which usually has a high level of debt relative to its equity. This means that the company has been operating purely on its equity investment and has no debt burden. This aspect reduces the risk around investing in the loss-making company.

Next Steps:

There are too many aspects of Global-E Online to cover in one brief article, but the key fundamentals for the company can all be found in one place – Global-E Online's company page on Simply Wall St. We've also compiled a list of pertinent aspects you should further research:

1. Valuation: What is Global-E Online worth today? Has the future growth potential already been factored into the price? The intrinsic value infographic in our free research report helps visualize whether Global-E Online is currently mispriced by the market.
2. Management Team: An experienced management team on the helm increases our confidence in the business – take a look at who sits on Global-E Online's board and the CEO's background.
3. Other High-Performing Stocks: Are there other stocks that provide better prospects with proven track records? Explore our free list of these great stocks here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.