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Polibeli Group Ltd (PLBL) stock

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NASDAQ: PLBL Nasdaq Household Appliances

E Fundamentals grade

Polibeli Group Ltd is a US-listed company in the household appliances industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: cash-flow, stock-pay or share-count figures missing or out of date.

Price vs value

Under review: cash-flow, stock-pay or share-count figures missing or out of date. We'll show the comparison once resolved.

Polibeli Group Ltd valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Funds2 adding, 2 cuttingOf 1 active managers that changed their stake, 0 added; quarter to June 30, 2026Fund buyers and sellers

The Fundamentalytics view

Polibeli Group Ltd's trailing-twelve-month revenue fell 12.6% year on year, with a free-cash-flow margin of -24.6%. Where it stands out: long-term debt as % of assets of 0.1% ranks 20 of 317 consumer discretionary companies we cover. Where it lags: change in growth rate of -45.2pp ranks 436 of 452 consumer discretionary companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow fell 14.9% while net income grew 45.6%: a 61pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Margins widening. Operating margin is up 3.1 points on a year ago.

Things to watch

  • Revenue shrinking. Revenue fell 12.6% over the last 12 months.
  • Growth slowing. The growth rate is 45.2 points lower than a quarter earlier.
  • Loss-making. Operating margin is -28.6%: costs exceed revenue.
  • Burning cash. Free cash flow was -24.6% of revenue over the last 12 months.
  • Volatile shares. Over the past year the shares showed annualised volatility of 95% and a beta of 0.6 against the S&P 500.
  • Below peers: gross margin. Gross margin of 7.3% ranks 339 of 355 consumer discretionary companies we cover (median 37.1%).

Price chart

  • 1 day+2.8%
  • 1 week+0.4%
  • 1 month-2.3%
  • This year-49.6%
  • 1 year-21.0%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$26.4M
Operating margin
-28.6%
Net margin
-22.6%
EPS (TTM, diluted)
$-0.02

Growth

Revenue growth
−12.6%
Change in growth rate
−45.2 pts
Share count change
+0.7%

Cash

Free cash flow (TTM)
-$6.5M
FCF margin
-24.6%

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

No recent updates are available for PLBL from the sources we follow. See filings →

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Polibeli Group Ltd valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: cash-flow, stock-pay or share-count figures missing or out of date.

Valuation multiples over time Market data may be delayed

At fiscal year end 2025
Share price$10.96
Market value$4.0bn
+ Net debt (− = net cash)−$2m
Enterprise value$4.0bn
Multiples
Price / sales 150.4x
Price / earnings —
Price / free cash flow —
EV / EBITDA —

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

No analyst estimates are published for Polibeli Group Ltd: too few analysts cover it.

Positioning

Short interest
4.6%
of tradable shares
Days to cover
1.64
at average volume
Short interest, 1 month
+10%
to October 15, 2026
Held by institutions
1%
of shares
Held by insiders
98.0%
of shares
Employees
91
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Calendar year 2026 to date
Return
PLBL−50%
Industry peers (median)+44%
S&P 500+11%
Months that ended higher
PLBL46%
S&P 50046%
Largest fall from a high during the year
PLBL−54%
S&P 500−9%

Worst fall since August 8, 2025: 57% from November 25, 2025 to July 30, 2026. Getting back needed a 130% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$5.11 – $11.75
From 52-week high
−53.0%
vs 50-day average
−1.3%
vs 200-day average
−23.7%
Volatility (1 year)
95%
Beta vs S&P 500
0.62

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Polibeli Group Ltd in five measures

Fundamentals grade E
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 20-F. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025
Income
Revenue 23 30 26
Gross profit 1 1 2
EBITDA −6 −9 −7
Operating income −6 −10 −8
Net income −7 −11 −6
Diluted EPS −$0.02 −$0.03 −$0.02
Growth (year on year)
Revenue — +32.6% −12.6%
Margins
Gross margin 4.5% 3.8% 7.3%
EBITDA margin −27.2% −30.9% −27.9%
Operating margin −27.7% −31.7% −28.6%
Net margin −29.5% −36.3% −22.6%
Free-cash-flow margin −29.4% −18.7% −24.6%
Cash flow
Cash from operations −5 −6 −6
Capital spending 2 0 0
Free cash flow −7 −6 −7
Balance sheet
Cash 3 3 2
Total debt 0 1 —
Net debt (negative = net cash) −3 −2 −2
Diluted shares 360m 360m 363m

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

0 of 2 checks passed · December 31, 2025
What it owns · $18m
Short-term assets $17mLonger-term assets $1m
What it owes, and who funded it · $63m
Short-term liabilities $19mLonger-term liabilities $44mShareholders' equity $-45m
  • Short-term assets cover short-term liabilities $17m of assets due within a year against $19m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $17m short-term assets against $44m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Polibeli Group Ltd's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+0.7%
year over year
Sales & admin spending
25.6%
of revenue
Days sales outstanding
110 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in household appliances
Last 12 months unless stated PLBL COOK HBB WHR Median
Revenue, last 12 months $26m $485m $610m $14.6bn $548m
Revenue growth, last 12 months −12.6% −16.3% −3.3% −6.4% −9.5%
Revenue growth, 3-year average — −4.5% −0.1% −8.9% −4.5%
Revenue growth, latest quarter — −17.4% 11.6% −8.8% −8.8%
Gross margin 7.3% 39.9% 33.1% 13.1% 23.1%
Operating margin −28.6% −20.2% 12.5% 2.9% −8.6%
Operating margin, 3-year average — −8.4% 8.9% 3.3% 3.3%
Net margin −22.6% −23.2% 9.4% −0.8% −11.7%
Cash from operations / revenue −24.1% 14.0% 16.2% 2.1% 8.1%
Free-cash-flow margin −24.6% 12.6% 15.9% −0.6% 6.0%
Free-cash-flow margin, 3-year average — 6.0% 8.7% 0.8% 6.0%
Stock pay / revenue — 2.3% 0.8% 0.7% 0.8%
Change in share count 0.7% 4.0% −1.5% 10.3% 2.4%

Median of all 4 companies we cover in household appliances. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

454 consumer discretionary companies
Measure Company Peer median Rank
Revenue growth Growth -12.6% 4.3% 412 of 452
Change in growth rate Growth -45.2pp -0.0pp 436 of 452
Gross margin Profitability 7.3% 37.1% 339 of 355
Operating margin Profitability -28.6% 4.1% 368 of 415
Net margin Profitability -22.6% 2.5% 402 of 454
Free-cash-flow margin Cash generation -24.6% 4.1% 411 of 449
Long-term debt as % of assets Balance sheet 0.1% 18.2% 20 of 317
Change in share count Balance sheet 0.7% 0.0% 251 of 408
Days sales outstanding Balance sheet 110 days 23 days 281 of 299

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$27.1M
Institutions reporting
3
Shares held vs prior quarter
▲ 0.8%
Positions opened / closed
1 / 2

Top buyers and sellers, Q2 2026: 2 institutions bought and 2 sold ; the biggest buyer was Jane Street Group, LLC (+47K shares) and the biggest seller Citadel Advisors LLC (−22K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Harraden Circle Investments, LLC $24.2M 2.9M 89.0% 0.0%
Geode Capital Management, LLC $2.6M 308K 9.5% ▲ 0.7%
Jane Street Group, LLC $394,809 47K 1.5% New

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Polibeli Group Ltd's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $0 net buying

No open-market insider trades reported in the last 12 months.

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Data status

When each part of this page on Polibeli Group Ltd was last updated.

DataLast updatedSource
Share priceExchange closing prices
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Polibeli Group Ltd in brief

What does Polibeli Group Ltd do?
Polibeli Group Ltd is a US-listed company in the household appliances industry. Its financial year ends in December.
What is Polibeli Group Ltd's stock ticker?
Polibeli Group Ltd trades under the ticker PLBL on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Polibeli Group Ltd's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Polibeli Group Ltd reported revenue of $26.4M, 12.6% lower than a year earlier, according to its SEC filings.
What is Polibeli Group Ltd's free cash flow?
Polibeli Group Ltd's free-cash-flow margin is -24.6% of revenue over the trailing twelve months, ranking 411 of the 449 consumer discretionary companies we cover.
Who are Polibeli Group Ltd's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Harraden Circle Investments, LLC, Geode Capital Management, LLC and Jane Street Group, LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Polibeli Group Ltd's market cap?
On December 31, 2025, Polibeli Group Ltd's market capitalisation was about $4B and net debt of -$1.8M. Market figures come from third-party market data and may be delayed.
Who are Polibeli Group Ltd's competitors?
In our Household Appliances peer group, the companies closest to Polibeli Group Ltd are Traeger, Inc., Hamilton Beach Brands Holding Co and Whirlpool Corp. The side-by-side comparison below sets their revenue, margins and growth against Polibeli Group Ltd's.