Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WRBY
HOLDWarby Parker Inc. · Healthcare · United States · $3.0B · Avg Vol: $83M/d
COMPANY DESCRIPTION
Warby Parker Inc. is a vertically integrated, omni-channel eyewear brand that designs and sells prescription glasses, sunglasses, and contact lenses, while also providing eye exams. The company's competitive moat is built on its direct-to-consumer model, which bypasses traditional optical licensing giants to offer premium products at accessible price points. It operates as a disruptive consumer brand leveraging a highly productive physical retail expansion strategy.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 598.1M | 669.8M | 771.3M | 871.9M | 13.4% | 890.6M | 979.8M | 1.1B | 14.3% |
| EPS | -0.96 | -0.54 | -0.17 | 0.01 | — | 0.01 | — | — | — |
| Shares | 115.3M | 118.2M | 120.8M | 122.4M | +6.2% | 107.1M | — | — | — |
| Debt | 173.4M | 174.5M | 225.4M | 233.1M | 10.4% | 237.6M | — | — | — |
| Equity | 286.6M | 301.8M | 340.1M | 367.7M | 8.7% | — | — | — | — |
| Op CF | 10.4M | 61.0M | 98.7M | 110.8M | 120.2% | 105.9M | — | — | — |
| Inv CF | -60.2M | -54.7M | -66.0M | -67.0M | — | — | — | — | — |
| Fin CF | 3.3M | 2.9M | 5.0M | -12.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of WRBY are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WRBY | Warby Parker Inc.(you) | $3.0B | 41 | HOLD |
| MMED | MiniMed Group, Inc. | $4.7B | 37 | HOLD |
| ATRC | AtriCure, Inc. | $1.8B | 48 | HOLD |
| RGEN | Repligen Corporation | $7.4B | 40 | HOLD |
| AZTA | Azenta, Inc. | $1.3B | 44 | HOLD |
| PLSE | Pulse Biosciences, Inc. | $2.1B | 22 | SELL |
| BLFS | BioLife Solutions, Inc. | $1.5B | 56 | HOLD |
| STAA | STAAR Surgical Company | $1.2B | 56 | HOLD |
| XRAY | DENTSPLY SIRONA Inc. | $2.6B | 73 | BUY |
| KMTS | Kestra Medical Technologies, Ltd. | $1.2B | 21 | SELL |
Peer medians: ROE -25.6% · P/E 27.6x · Gross margin 50.5%