Wayfair Inc.(W)— Stock Profile, AI Score & Financials

Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

Wayfair Inc. (W) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores W at 43.8/100 on a 32-signal composite quality model, placing it at rank #1,951 of 2,960 stocks — the bottom half of the AI-ranked universe. W scores in the top quartile across revenue scale (88.7). Areas of concern include institutional flow (2.6) and balance sheet strength (17.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 34.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Wayfair Inc. reports quarterly revenue of $3.5B, net income of $-1.0M, an operating margin of 3.0%. Top institutional holders of W by reported 13-F value include FMR, Capital World Investors, BlackRock, based on the most recent SEC filings. W trades on the NYSE exchange and files with the SEC under CIK 1616707. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate W daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Wayfair Inc. directly from SEC EDGAR.

AI Quality Score

43.8/100

AI Rank

#1,951

Revenue

$3.5B

Net Income

$-1.0M

Free Cash Flow

$334.0M

Operating Margin

3.0%

W key financials by period

Wayfair Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202510-K$12.5B$-313.0M0.1%
FY 202410-K$11.9B$-492.0M-3.9%
FY 202310-K$12.0B$-738.0M-6.8%
FY 202210-K$12.2B$-1.3B-11.3%
FY 202110-K$13.7B$-131.0M-0.7%
FY 202010-Q$14.1B$185.0M2.5%

Institutions holding W

Institutional investors reporting a position in Wayfair Inc. on SEC Form 13F.
InstitutionSharesValueReported
FMR16,277,047$1.5B2026-06-30
Capital World Investors11,177,483$1.0B2026-06-30
BlackRock5,035,150$465.3M2026-06-30
VANGUARD CAPITAL MANAGEMENT4,776,475$441.4M2026-06-30
RENAISSANCE TECHNOLOGIES4,514,426$417.2M2026-06-30
Jupiter Topco4,469,109$413.0M2026-06-30
JANE STREET GROUP4,248,900$392.7M2026-06-30
VANGUARD PORTFOLIO MANAGEMENT4,198,629$388.0M2026-06-30
AQR CAPITAL MANAGEMENT3,101,936$284.9M2026-06-30
SPRUCE HOUSE INVESTMENT MANAGEMENT2,909,700$268.9M2026-06-30
W

Wayfair Inc.

W
NYSELarge CapConsumer Discretionary

13F Pro Quality Score

43.8/100

Rank #1,951 of 2,960 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

38.3/100

Profitability

29.8/100

Balance Sheet

17.0/100

Earnings Quality

68.8/100

Free Cash Flow

39.7/100

Institutional Flow

2.6/100

Revenue Scale

88.7/100

Dilution Risk

34.8/100

Price Chart

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Key Metrics

Revenue

Q2 2026
EDGAR

$3.52B

Net Income

Q2 2026
EDGAR

$-1.00M

EPS (Diluted)

Q2 2026
EDGAR

$-0.01

Operating Margin

Q2 2026
EDGAR

3.0%

Free Cash Flow

Q2 2026
EDGAR

$334.00M

Top Institutional Holders

as of Q2 2026
$13.61B total

Financial Trends

Revenue & Net Income

Earnings Per Share

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