Wycena firm — E-Commerce DTC

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Dla kogo jest ta wycena

Shopify and WooCommerce brand founders preparing for acquisition, aggregators (Thrasio-style) evaluating target brands, and operators growing a DTC portfolio who need rapid valuations.

Co napędza wartość w branży E-Commerce DTC

  • Revenue growth rate and net revenue retention by cohort
  • Contribution margin after COGS, fulfillment, and variable marketing
  • Customer acquisition cost and blended CAC payback period
  • Repeat purchase rate and subscription revenue attachment
  • SKU concentration - risk of a single hero product
  • Channel diversification (own site, Amazon, wholesale, retail)

Metody wycen, które stosujemy

DTC e-commerce brands are valued on EBITDA multiples (3–6×) for profitable operations and revenue multiples (1–3×) for growth-stage brands. Amazon FBA businesses are often valued on a trailing twelve months multiple by aggregators. This tool is informational only. Output is driven by your inputs and does not constitute a formal appraisal or certified valuation.

Zastrzeżenie: Value Alpha to narzędzie do estymacji oparte na AI. Wszystkie wyniki są wyłącznie informacyjne i w pełni wynikają z Twoich danych wejściowych. To nie jest formalna wycena, certyfikowany operat szacunkowy ani porada inwestycyjna. Dla formalnej wyceny skorzystaj z usług uprawnionego rzeczoznawcy.

Typowe metryki i dane wejściowe

Net revenue

Revenue after returns and discounts; the primary valuation base.

Contribution margin

Revenue minus COGS, fulfillment, and variable marketing; the truest measure of unit economics.

Blended CAC

Total marketing spend divided by new customers acquired; rising CAC is a red flag in DTC.

Repeat purchase rate

Percentage of buyers who make a second purchase within 12 months; >40% is strong for consumables.

LTV:CAC ratio

Customer lifetime value divided by acquisition cost; >3× indicates sustainable economics.

Przykładowe scenariusze

Consumable CPG brand on Shopify + Amazon

A supplement brand with $3 M revenue, 30% EBITDA margin, and 45% repeat purchase rate might be valued at 3–4× EBITDA or 1–1.5× revenue.

High-growth fashion DTC brand

A fashion DTC brand growing 80% with $5 M revenue but breakeven margins might trade at 1.5–2.5× revenue with an earn-out on future EBITDA.

Często zadawane pytania

What multiple does a DTC brand sell for?

Profitable DTC brands: 3–5× EBITDA or 1–2× revenue. Amazon FBA businesses: 2.5–4× SDE. High-growth brands may trade at 2–3× revenue.

Does Amazon dependency discount valuation?

Yes - over-reliance on Amazon (>70% revenue) is a concentration risk that typically discounts the multiple versus multi-channel brands.

How do aggregators value DTC brands?

Aggregators focus on trailing EBITDA or SDE multiples, defensibility of margins, and channel diversification. Most look for at least 18 months of track record.

Does a subscription offering increase DTC value?

Yes - subscription or auto-ship revenue reduces churn risk and improves LTV, typically supporting a premium of 0.5–1× EBITDA multiple.

Is this a certified appraisal?

No. This tool provides informational estimates. For formal DTC M&A, engage an e-commerce-focused advisor or broker.

Uruchom swoją wycenę — E-Commerce DTC

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