Arko Corp. vs Wayfair Inc — how do they compare? Arko Corp. trades at $8.07 (market cap $905.34M), while Wayfair Inc trades at $89.25 (market cap $11.78B). The key difference: Wayfair Inc is far larger — about 13× Arko Corp.'s market cap, and Arko Corp. pays a 1.49% dividend while Wayfair Inc pays none. Which is the better fit depends on your goals.
| ARKO | W | |
|---|---|---|
Market Cap | $905.34M | $11.78B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $8.64 | $119.05 |
52-Week Low | $3.82 | $53.37 |
Enterprise Value | $3.08B | $14.35B |
Dividend Yield | 1.49% | — |
Signals from Pluang's Aura AI — not financial advice
ARKO trades at $8.07, up 1.25% today, with a bullish technical signal from moving averages. The company reported Q1 2026 earnings that beat expectations, though revenue has declined from $9.4B in 2023 to $7.6B in 2025. Valuation metrics show a high P/E of 40.35 but a low P/S of 0.12, and the firm maintains positive operating cash flow of $193M in 2025. A recent dividend of $0.03 per share was declared for May 2026.
ARKO presents a mixed outlook; low valuation multiples and defensive positioning amid inflation offer value, but declining revenue and thin net margins near 0.38% pose profitability risks. Analyst consensus is entirely Hold, reflecting caution. Key risks include competitive pressures in fuel distribution and sensitivity to economic cycles, requiring careful monitoring of cash flow sustainability for dividend coverage.
Wayfair (W) trades at $89.23, down 1.18% on the day, with a bullish technical outlook supported by moving averages and a consensus price target of $92.64. The company shows revenue growth to $12.46 billion in 2025 but remains unprofitable with a net loss of $313 million. Recent earnings beat expectations in Q3 and Q4 2025, while Q1 2026 matched estimates. Wayfair is expanding into brick-and-mortar stores and leveraging AI, as highlighted in recent Bloomberg coverage.
The stock presents a mixed outlook: analyst sentiment is positive with 52% buy ratings, but profitability challenges and high debt-to-asset ratio of 95% pose risks. Near-term catalysts include Q2 2026 earnings on August 4, 2026, and store expansion initiatives. Investors should weigh growth potential against persistent losses and competitive pressures in the retail sector.
Trailing returns across standard periods
ARKO Corp operates as a holding company. The company, through its subsidiaries, owns and operates convenience stores in the United States. Some of its regional store brands include Stop, Admiral, Apple Market, BreadBox, E-Z Mart, fas mart, Li'l Cricket, and Next Door Store. Its retail store offers hot food service, beverages, cigarettes & other tobacco products, candy, salty snacks, grocery, beer, and general merchandise. ARKO operates in three segments: Retail, Wholesale, and GPM Petroleum. The company derives the majority of its revenue from retail and wholesale distribution of fuel.
Read more on ARKO →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 →