Price movement over the last 24 hours
Affirm Holdings Inc vs Wayfair Inc — how do they compare? Affirm Holdings Inc trades at $80.33 (market cap $28.00B), while Wayfair Inc trades at $85.51 (market cap $12.31B). The key difference: Affirm Holdings Inc is far larger — about 2.3× Wayfair Inc's market cap, and Affirm Holdings Inc is trading nearer its 52-week high, Wayfair Inc nearer its low. Which is the better fit depends on your goals.
| AFRM | W | |
|---|---|---|
Market Cap | $28.00B | $12.31B |
Sector | Financials | Consumer Cyclical |
52-Week High | $92.18 | $119.05 |
52-Week Low | $42.53 | $53.37 |
Enterprise Value | $34.61B | $14.88B |
Signals from Pluang's Aura AI — not financial advice
AFRM trades at $83.62, down 1.14% on the day, with a bullish technical outlook supported by moving averages and a golden cross pattern. The company reported strong revenue growth, reaching $3.22 billion in 2025, and has consistently beaten earnings expectations in recent quarters. Recent partnerships with Bed Bath & Beyond and Backcountry expand its merchant network, driving transaction volume growth.
The outlook remains positive with analyst consensus favoring a buy rating and a $89 price target, though high valuation multiples and overbought RSI levels pose near-term risks. Earnings growth and BNPL market expansion are key catalysts, while credit losses and competition represent ongoing challenges for shareholders.
Wayfair (W) trades at $93.18, down 1.4% today, with a bullish technical outlook supported by moving averages and positive momentum indicators. The company shows mixed fundamentals with strong revenue growth to $12.46B in 2025 but negative net income margins of -2.41%. Recent analyst upgrades to Strong Buy highlight optimism around earnings potential, though high debt levels and competitive pressures remain concerns.
Investment outlook balances strong analyst support (52% buy ratings) against fundamental challenges including negative profitability and elevated debt. The stock offers momentum potential with upcoming Q2 earnings on August 4, 2026 as a key catalyst, but requires careful monitoring of margin improvement and debt management for sustained growth.
Trailing returns across standard periods
Latest headlines on both assets
Affirm Holdings Inc offers a platform for digital and mobile first commerce. It comprises a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The firm generates its revenue from merchant networks, and through virtual card networks among others. Geographically, it generates a major share of its revenue from the United States.
Read more on AFRM →Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →