WRBYWarby Parker Inc.

$25.50

Is the business good?

How good a business is WRBY?

Warby Parker Inc. earns −5.5% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

−5.5%

Return on invested capital · cost of capital 9.0% · 15 points below what the capital costs: growth destroys value

Operating margin
−0.69%

Operating margin · Medical Instruments & Supplies median 5.8% · 12 months to Q1 2026

Share count, year on year
+0.74%

Share count, year on year · flat: no meaningful dilution

Gross margin
53%

Gross margin

Operating margin by fiscal year
YearOperating margin
FY2020−14%
FY2021−27%
FY2022−19%
FY2023−11%
FY2024−3.9%
FY2025−0.61%
Details
Gross margin12 months to Q1 2026
53%
Operating margin12 months to Q1 2026
−0.69%
Net margin12 months to Q1 2026
0.15%
Free cash flow margin
4.4%
Revenue, trailing twelve months
$891M
Free cash flow, trailing twelve months
$39M
Net income, trailing twelve months
$1.3M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
−5.5%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.