How do Groupon, Inc. and Wayfair Inc. compare by revenue?

Groupon, Inc. reported revenue of $132.7M in Q4 2025, while Wayfair Inc. reported $3.3B in Q4 2025. Wayfair Inc. is 25.1× larger by last-quarter revenue.

Which is growing revenue faster, Groupon, Inc. or Wayfair Inc.?

Groupon, Inc.'s latest revenue grew 1.8% year-over-year, versus 6.9% for Wayfair Inc.. Wayfair Inc. is growing faster on a YoY basis.

Which has a higher gross margin, Groupon, Inc. or Wayfair Inc.?

Groupon, Inc.'s gross margin is 90.4% vs Wayfair Inc.'s 30.3%. Groupon, Inc. converts more of each revenue dollar into gross profit.

Which has a higher net margin, Groupon, Inc. or Wayfair Inc.?

Groupon, Inc.'s net margin is 6.0% vs Wayfair Inc.'s -3.5%. Groupon, Inc. has the higher bottom-line margin.

Which generates more free cash flow, Groupon, Inc. or Wayfair Inc.?

Groupon, Inc. generated $53.0M of free cash flow last quarter, versus $177.0M for Wayfair Inc.. Free cash flow is operating cash flow minus capital expenditure — what's actually left for dividends, buybacks and debt repayment.

What is the 2-year revenue CAGR for Groupon, Inc. vs Wayfair Inc.?

Over the trailing 8 quarters, Groupon, Inc. compounded revenue at roughly 3.8% per year, versus 10.6% for Wayfair Inc.. Wayfair Inc. has the faster medium-term growth trajectory.

Where does this GRPN vs W data come from?

All figures are parsed directly from SEC EDGAR 10-Q / 10-K / 20-F / 6-K filings (for US-listed issuers) or EDINET filings (for Japanese issuers), then normalised into a common schema. Numbers update automatically as new filings are released.

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Side-by-side financial comparison of Groupon, Inc. (GRPN) and Wayfair Inc. (W), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.

Wayfair Inc. is the larger business by last-quarter revenue ($3.3B vs $132.7M, roughly 25.1× Groupon, Inc.). Groupon, Inc. runs the higher net margin — 6.0% vs -3.5%, a 9.5% gap on every dollar of revenue. On growth, Wayfair Inc. posted the faster year-over-year revenue change (6.9% vs 1.8%). Wayfair Inc. produced more free cash flow last quarter ($177.0M vs $53.0M). Over the past eight quarters, Wayfair Inc.'s revenue compounded faster (10.6% CAGR vs 3.8%).

Groupon, Inc.GRPNEarnings & Financial Report

Nasdaq · e-commerce

Groupon, Inc. is an American e-commerce marketplace that connects subscribers with local merchants by offering activities, travel, goods, and services in 13 countries.

Wayfair Inc.WEarnings & Financial Report

NYSE · e-commerce

Wayfair Inc. is an American e-commerce company based in Boston, Massachusetts that sells furniture and home goods online. Formerly known as CSN Stores, it was founded in 2002, and currently offers 14 million items from more than 11,000 global suppliers. The company maintains international operations, including locations in North America and in Canada, Germany, Ireland, China and the United Kingdom.

GRPN vs W — Head-to-Head

Bigger by revenue

25.1× larger

$3.3B

$132.7M

Growing faster (revenue YoY)

+5.1% gap

6.9%

1.8%

Higher net margin

GRPN

9.5% more per $

6.0%

-3.5%

More free cash flow

$124.0M more FCF

$177.0M

$53.0M

Faster 2-yr revenue CAGR

Annualised

10.6%

3.8%

Income Statement — Q4 2025 vs Q4 2025

Metric	GRPN	W
Revenue	$132.7M	$3.3B
Net Profit	$7.9M	$-116.0M
Gross Margin	90.4%	30.3%
Operating Margin	4.9%	2.5%
Net Margin	6.0%	-3.5%
Revenue YoY	1.8%	6.9%
Net Profit YoY	115.8%	9.4%
EPS (diluted)	$0.21	$-0.90

Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.

Revenue

GRPN

Q4 25	$132.7M	$3.3B
Q3 25	$122.8M	$3.1B
Q2 25	$125.7M	$3.3B
Q1 25	$117.2M	$2.7B
Q4 24	$130.4M	$3.1B
Q3 24	$114.5M	$2.9B
Q2 24	$124.6M	$3.1B
Q1 24	$123.1M	$2.7B

Net Profit

GRPN

Q4 25	$7.9M	$-116.0M
Q3 25	$-118.4M	$-99.0M
Q2 25	$20.3M	$15.0M
Q1 25	$7.2M	$-113.0M
Q4 24	$-50.1M	$-128.0M
Q3 24	$13.9M	$-74.0M
Q2 24	$-10.0M	$-42.0M
Q1 24	$-12.3M	$-248.0M

Gross Margin

GRPN

Q4 25	90.4%	30.3%
Q3 25	91.1%	30.0%
Q2 25	91.0%	30.1%
Q1 25	90.7%	30.7%
Q4 24	90.6%	30.2%
Q3 24	89.9%	30.3%
Q2 24	90.4%	30.2%
Q1 24	89.8%	30.0%

Operating Margin

GRPN

Q4 25	4.9%	2.5%
Q3 25	1.8%	1.2%
Q2 25	10.4%	0.5%
Q1 25	1.6%	-4.5%
Q4 24	2.0%	-3.7%
Q3 24	-4.9%	-2.6%
Q2 24	3.5%	-1.1%
Q1 24	6.0%	-8.6%

Net Margin

GRPN

Q4 25	6.0%	-3.5%
Q3 25	-96.4%	-3.2%
Q2 25	16.2%	0.5%
Q1 25	6.1%	-4.1%
Q4 24	-38.4%	-4.1%
Q3 24	12.2%	-2.6%
Q2 24	-8.1%	-1.3%
Q1 24	-10.0%	-9.1%

EPS (diluted)

GRPN

Q4 25	$0.21	$-0.90
Q3 25	$-2.92	$-0.76
Q2 25	$0.46	$0.11
Q1 25	$0.17	$-0.89
Q4 24	$-1.26	$-1.01
Q3 24	$0.33	$-0.60
Q2 24	$-0.25	$-0.34
Q1 24	$-0.33	$-2.06

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.

Metric	GRPN	W
Cash + ST InvestmentsLiquidity on hand	$296.1M	$1.5B
Total DebtLower is stronger	$342.8M	$3.3B
Stockholders' EquityBook value	$-42.6M	$-2.8B
Total Assets	$670.4M	$3.4B
Debt / EquityLower = less leverage	—	—

8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.

Cash + ST Investments

GRPN

Q4 25	$296.1M	$1.5B
Q3 25	$238.5M	$1.2B
Q2 25	$262.6M	$1.4B
Q1 25	$226.8M	$1.4B
Q4 24	$228.8M	$1.4B
Q3 24	$159.7M	$1.3B
Q2 24	$178.1M	$1.3B
Q1 24	$158.7M	$1.2B

Total Debt

GRPN

Q4 25	$342.8M	$3.3B
Q3 25	—	$2.9B
Q2 25	—	$3.0B
Q1 25	—	$3.2B
Q4 24	$246.0M	$3.1B
Q3 24	—	$3.2B
Q2 24	—	$3.2B
Q1 24	—	$3.2B

Stockholders' Equity

GRPN

Q4 25	$-42.6M	$-2.8B
Q3 25	$-59.6M	$-2.8B
Q2 25	$51.2M	$-2.7B
Q1 25	$45.5M	$-2.8B
Q4 24	$40.8M	$-2.8B
Q3 24	$40.0M	$-2.7B
Q2 24	$40.2M	$-2.8B
Q1 24	$41.2M	$-2.8B

Total Assets

GRPN

Q4 25	$670.4M	$3.4B
Q3 25	$608.2M	$3.1B
Q2 25	$647.4M	$3.3B
Q1 25	$608.2M	$3.4B
Q4 24	$612.7M	$3.5B
Q3 24	$548.0M	$3.4B
Q2 24	$572.8M	$3.4B
Q1 24	$580.5M	$3.2B

Debt / Equity

GRPN

Q4 25	—	—
Q3 25	—	—
Q2 25	—	—
Q1 25	—	—
Q4 24	6.03×	—
Q3 24	—	—
Q2 24	—	—
Q1 24	—	—

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.

Metric	GRPN	W
Operating Cash FlowLast quarter	$56.6M	$202.0M
Free Cash FlowOCF − Capex	$53.0M	$177.0M
FCF MarginFCF / Revenue	40.0%	5.3%
Capex IntensityCapex / Revenue; lower = less reinvestment burden	2.7%	0.7%
Cash ConversionOCF / Net Profit; >1× = earnings back up with cash	7.13×	—
TTM Free Cash FlowTrailing 4 quarters	$49.9M	$464.0M

8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.

Operating Cash Flow

GRPN

Q4 25	$56.6M	$202.0M
Q3 25	$-20.5M	$155.0M
Q2 25	$28.4M	$273.0M
Q1 25	$-22.0K	$-96.0M
Q4 24	$67.0M	$162.0M
Q3 24	$-16.3M	$49.0M
Q2 24	$15.3M	$245.0M
Q1 24	$-10.1M	$-139.0M

Free Cash Flow

GRPN

Q4 25	$53.0M	$177.0M
Q3 25	$-24.6M	$128.0M
Q2 25	$25.2M	$260.0M
Q1 25	$-3.8M	$-101.0M
Q4 24	$63.2M	$142.0M
Q3 24	$-19.7M	$32.0M
Q2 24	$10.8M	$222.0M
Q1 24	$-13.8M	$-152.0M

FCF Margin

GRPN

Q4 25	40.0%	5.3%
Q3 25	-20.0%	4.1%
Q2 25	20.0%	7.9%
Q1 25	-3.2%	-3.7%
Q4 24	48.5%	4.5%
Q3 24	-17.2%	1.1%
Q2 24	8.7%	7.1%
Q1 24	-11.2%	-5.6%

Capex Intensity

GRPN

Q4 25	2.7%	0.7%
Q3 25	3.3%	0.9%
Q2 25	2.6%	0.4%
Q1 25	3.2%	0.2%
Q4 24	2.9%	0.6%
Q3 24	3.0%	0.6%
Q2 24	3.6%	0.7%
Q1 24	3.0%	0.5%

Cash Conversion

GRPN

Q4 25	7.13×	—
Q3 25	—	—
Q2 25	1.40×	18.20×
Q1 25	-0.00×	—
Q4 24	—	—
Q3 24	-1.17×	—
Q2 24	—	—
Q1 24	—	—

Financial Flow Comparison

Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.