Compare Impinj Inc (PI) vs Wayfair Inc (W) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Impinj Inc vs Wayfair Inc — how do they compare? Impinj Inc trades at $135.06 (market cap $4.14B), while Wayfair Inc trades at $85.77 (market cap $11.19B). The key difference: Wayfair Inc is far larger — about 2.7× Impinj Inc's market cap, and Wayfair Inc is trading nearer its 52-week high, Impinj Inc nearer its low. Which is the better fit depends on your goals.
| PI | W | |
|---|---|---|
Market Cap | $4.14B | $11.19B |
Sector | Technology | Consumer Cyclical |
52-Week High | $241.91 | $119.05 |
52-Week Low | $91.34 | $57.40 |
Enterprise Value | $4.28B | $13.77B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Impinj (PI) trades at $137.72, down 0.33% on the day, with technical indicators showing bearish momentum despite recent earnings beats. The company reported mixed Q1 2026 results with $0.14 EPS beating expectations but faces profitability challenges with negative net income margins. Analyst sentiment remains strongly positive with 73% buy ratings and a $167.50 consensus price target, representing 22% upside potential from current levels.
While analyst optimism and RFID market positioning provide upside potential, significant risks include persistent negative profitability, high valuation multiples, and recent insider selling. The stock's technical weakness near key support levels at $136-$135 suggests near-term caution despite long-term growth prospects in the expanding RFID market.
Wayfair (W) trades at $87.76, down 1.74% today, showing mixed technical signals with a neutral overall rating. The company continues to face profitability challenges with negative net income margins (-2.41%) despite strong revenue growth to $12.46 billion in 2025. Recent earnings performance has been inconsistent, with a Q2 2026 miss after previous beats. Analyst sentiment remains positive with 52% buy ratings and a $93.58 consensus target, while the company expands into physical retail and leverages AI capabilities.
The stock presents a growth story with improving operational cash flow and market share gains in e-commerce, but faces significant execution risks from high debt levels (95% debt-to-asset ratio) and persistent unprofitability. Current valuation at 0.89 P/S appears reasonable for the sector, though the elevated EV/EBITDA of 110.6 signals premium pricing expectations. Near-term catalysts include the July Black Friday sale and brick-and-mortar expansion, but macroeconomic pressures on housing remain a headwind.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About Impinj Inc
Impinj, Inc. is a leading provider of RAIN RFID (radio-frequency identification) solutions. The company's platform includes endpoints (tag chips), connectivity devices (readers and gateways), and software, enabling businesses to wirelessly identify, locate, and authenticate everyday items. Impinj's technology is crucial for applications in retail, supply chain management, healthcare, and logistics, helping businesses to automate inventory, track assets, and improve operational efficiency.
Read more on PI →About Wayfair Inc
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 →
