• Brett Schafer

Fundamental Analysis: Wix.com

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Listen on:

  1. Spotify

  2. Apple Podcasts

Screenshot summary:

  1. What is Wix? Wix is a platform that lets individuals and businesses easily build websites with multiple different functions/tools.

  2. Valuation: EV/sales ~14. EV/FCF of 100 (around break-even if you take out SBC).

  3. Latest Earnings: 26% sales growth, 70% gross margins, 16% FCF margin.

  4. Our Future Growth Opportunities: Wix Capital and the Facebook Ads integration.

  5. Are we more interested in this stock after the episode? We were both more interested after listening.

Disclosure: The author and podcast guests are not financial advisors. Brett Schafer and Ryan Henderson are portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this podcast.

#WIX #Wixcom

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