GLBE
Global-e Online Ltd.
GLBE has the edge over RIVN overall, supported by stronger fundamentals and stronger modeled upside.
RIVN
Rivian Automotive, Inc.
RIVN's outlook is improving, though it still trails on the overall score.
GLBE Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
GLBE's revenue, profitability, cash flow and balance sheet are all currently healthy.
RIVN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
RIVN's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
GLBE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 28x | $41.05 | — |
| Current | 47x | $41.05 | — |
| Cheap | 58x | $50.06 | +22% |
| Fair | 81x | $69.45 | +69% |
| Expensive | 1,044x | $898 | +2088% |
Historical ranges are pointers, not guarantees.
GLBE's PE is in its cheap range at 47x. If earnings grow as analysts expect, today's price would be 28x next year's earnings.
RIVN PE Valuation
RIVN has no meaningful PE right now: it lost money over the past year.
GLBE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for GLBE, with profitability improving.
RIVN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect RIVN's losses to shrink, with revenue growing. However, they disagree widely on these estimates.
GLBE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.48 | +72% |
| Q2 2026 | $0.86 | +$1.03 |
| Q1 2026 | $0.66 | +$1.02 |
| Q4 2025 | $0.38 | +$0.82 |
| Q3 2025 | $0.04 | +$0.62 |
| Q2 2025 | -$0.17 | +$0.48 |
| Q1 2025 | -$0.36 | +$0.38 |
| Q4 2024 | -$0.44 | +$0.37 |
| Q3 2024 | -$0.58 | +$0.28 |
GLBE has the edge over RIVN on earnings quality, reporting a profit while its opponent remains loss making.
RIVN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.25 | +$0.83 |
| Q2 2026 | -$2.58 | +$0.62 |
| Q1 2026 | -$2.92 | +$0.77 |
| Q4 2025 | -$3.07 | +$1.62 |
| Q3 2025 | -$3.08 | +$2.52 |
| Q2 2025 | -$3.20 | +$2.76 |
| Q1 2025 | -$3.69 | +$2.08 |
| Q4 2024 | -$4.69 | +$1.05 |
RIVN is still losing money, but far less than before: $2.25 per share over the past year, against $7.40 at its worst in late 2022.
GLBE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $299M | +39% |
| Q1 2026 | $252.1M | +33% |
| Q4 2025 | $336.7M | +28% |
| Q3 2025 | $220.8M | +25% |
| Q2 2025 | $214.9M | +28% |
| Q1 2025 | $189.9M | +30% |
| Q4 2024 | $262.9M | +42% |
| Q3 2024 | $176M | +32% |
GLBE has the edge over RIVN on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 15% | +10 points |
| Q1 2026 | 13% | +23 points |
| Q4 2025 | 19% | +17 points |
| Q3 2025 | 7.7% | +20 points |
| Q2 2025 | 4.9% | +19 points |
| Q1 2025 | -10% | +10 points |
| Q4 2024 | 2% | +14 points |
| Q3 2024 | -12% | +15 points |
GLBE has the edge over RIVN on profitability, with a higher operating margin.
RIVN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.2B | +38% |
| Q2 2026 | $1.7B | +27% |
| Q1 2026 | $1.4B | +11% |
| Q4 2025 | $1.3B | -26% |
| Q3 2025 | $1.6B | +78% |
| Q2 2025 | $1.3B | +13% |
| Q1 2025 | $1.2B | +3% |
| Q4 2024 | $1.7B | +32% |
RIVN's revenue is growing: $2.2B last quarter, up 38% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -41% | +22 points |
| Q2 2026 | -50% | +35 points |
| Q1 2026 | -64% | -11 points |
| Q4 2025 | -65% | -27 points |
| Q3 2025 | -63% | +71 points |
| Q2 2025 | -86% | +33 points |
| Q1 2025 | -53% | +70 points |
| Q4 2024 | -38% | +82 points |
RIVN's operating margin was −41% last quarter, up 22 points from the same quarter a year ago, near the top of its range since 2021.
GLBE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $73.2M | +15% |
| Q1 2026 | -$72.9M | -$320K |
| Q4 2025 | $216.2M | +68% |
| Q3 2025 | $73.6M | +146% |
| Q2 2025 | $63.5M | 0% |
| Q1 2025 | -$72.6M | -$17.4M |
| Q4 2024 | $128.8M | +39% |
| Q3 2024 | $29.9M | +14% |
GLBE has the edge over RIVN on cash generation, producing positive trailing cash flow while its opponent burns cash.
RIVN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.1B | -$703M |
| Q2 2026 | -$849M | -$451M |
| Q1 2026 | -$1.1B | -$549M |
| Q4 2025 | -$1.1B | -234% |
| Q3 2025 | -$421M | +$732M |
| Q2 2025 | -$398M | +$639M |
| Q1 2025 | -$526M | +$997M |
| Q4 2024 | $856M | +$2.3B |
RIVN has burned cash in almost every quarter: −$4.2B over the past year, against −$489M the year before.
GLBE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.6% | +1.1M shares |
| 1 year | +3.1% | +5.3M shares |
| 3 years | +6.6% | +10.9M shares |
| 5 years | +101% | +87.8M shares |
| Available history | +43% | +53.1M shares |
GLBE has the edge over RIVN on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $68M |
| Q1 2026 | $58.9M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
GLBE spent $127M buying back its own shares over the past year, after none the year before.
RIVN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +9.1% | +121M shares |
| 1 year | +19% | +226M shares |
| 3 years | +52% | +494M shares |
RIVN has 1.4B diluted shares, up 19% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2021 | — |
| Q1 2021 | — |
| Q4 2020 | $6M |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
GLBE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -1.0x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
| Q4 2025 | -1.1x | Net Cash |
| Q3 2025 | -1.0x | Net Cash |
| Q2 2025 | -1.0x | Net Cash |
| Q1 2025 | -1.2x | Net Cash |
| Q4 2024 | -2.3x | Net Cash |
| Q1 2021 | -3.5x | Net Cash |
GLBE has more cash than debt.
RIVN Net Leverage
RIVN's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
GLBE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.6 | Neutral |
| Stochastic | 67.5 | Neutral |
GLBE's weekly RSI is 57 (neutral) and its Stochastic is 67 (neutral).
RIVN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 25.6 | Neutral |
RIVN's weekly RSI is 41 (neutral) and its Stochastic is 26 (neutral).
GLBE PE vs Consumer Cyclical Sector
| Metric | GLBE | Sector median | Relative |
|---|---|---|---|
| PE | 47x | 18x | 163% above |
| PE % | 2 | 53 | 51 pts below |
GLBE is trading at 47x earnings, a 163% premium to the Consumer Cyclical sector's median of 18x.
RIVN PE vs Consumer Cyclical Sector
RIVN has no meaningful PE right now: it lost money over the past year.
GLBE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $40.7 | 0.9% above |
| 20 week MA | $39.7 | 3.5% above |
| 50 week MA | $36.5 | 13% above |
| 100 week MA | $37.7 | 8.9% above |
| 200 week MA | $36.7 | 12% above |
GLBE has the edge over RIVN on trend strength, trading above more of its moving averages.
RIVN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.3 | 3.9% below |
| 20 week MA | $15.1 | 15% below |
| 50 week MA | $15.9 | 19% below |
| 100 week MA | $14.7 | 13% below |
| 200 week MA | $15.1 | 15% below |
RIVN is in a downtrend: it's below all five of its weekly moving averages, and 15% below its 200-week average.
GLBE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $26.8 | $60.9 | +127% |
| 2022 | $60.9 | $19.1 | -69% |
| 2023 | $19.1 | $39.6 | +108% |
| 2024 | $39.6 | $55.0 | +39% |
| 2025 | $55.0 | $39.6 | -28% |
| 2026 YTD | $39.6 | $41.1 | +3.7% |
GLBE has the edge over RIVN on returns for 2026, with the stronger performance.
RIVN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $130.0 | $96.8 | -25% |
| 2022 | $96.8 | $19.1 | -80% |
| 2023 | $19.1 | $23.5 | +23% |
| 2024 | $23.5 | $13.7 | -42% |
| 2025 | $13.7 | $20.9 | +53% |
| 2026 YTD | $20.9 | $12.8 | -39% |
RIVN has finished lower in three of the last five years. It's down 39% so far in 2026.