Etsy Inc ETSY

Morningstar Rating
$72.76 +1.17 (1.63%)
View Full Chart

Company Report

Price vs Fair Value

ETSY is trading at a LOCK|GS@@^>H premium.
Price
$72.76
Fair Value
!&D
Uncertainty
LOCK|!?!
1-Star Price
LOCK|#.m
5-Star Price
KlX
Economic Moat
LOCK|?Cn%T
Capital Allocation
LOCK|&vjLCy

Bulls Say, Bears Say

Bulls

The divestitures of Reverb and Depop could yield greater-than-anticipated cost savings, accelerating free cash flow generation and operating margin recovery above our estimates.

Bears

With roughly 85% of GMS concentrated in six categories and buyers purchasing only about three times per year, Etsy could remain a low-frequency destination, capping GMS per buyer.

News

Trading Information

Previous Close Price
$71.59
Day Range
$71.9373.52
52-Week Range
$44.0087.97
Bid/Ask
$72.63 / $73.15
Shares Outstanding
91.78M
Market Cap
$6.68B
Volume/Avg
3M / 3M

Key Statistics

Price/Earnings (Normalized)
21.77
Price/Sales
3.33
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Dividend Payment Schedule
Total Yield
9.70%

Company Profile

Founded in 2005, Etsy operates a leading global marketplace, connecting roughly 87 million active buyers and 6 million sellers of unique, handmade, and vintage goods. In fiscal 2025, the firm generated $2.9 billion in revenue and almost $12 billion in gross merchandise sales. The firm monetizes its marketplace primarily through transaction fees and advertising, with core categories spanning homeware, jewelry, apparel, and craft supplies. The US drives 74% of sales, though its core geographic reach extends to the UK, Germany, Canada, and Australia.
Sector
Consumer Cyclical
Industry
Internet Retail
Stock Style Box
Small Core
Total Number of Employees
2,375

Competitors

Valuation

Metric
ETSY
SHOP
AMZN
Price/Earnings (Normalized)
21.7780.5335.86
Price/Book Value
13.095.02
Price/Sales
3.3312.643.60
Price/Cash Flow
12.3666.4414.58
Price/Earnings
ETSY
SHOP
AMZN

Financial Strength

Metric
ETSY
SHOP
AMZN
Quick Ratio
1.045.200.87
Current Ratio
1.485.351.03
Interest Coverage
20.5452.28
Quick Ratio
ETSY
SHOP
AMZN

Profitability

Metric
ETSY
SHOP
AMZN
Return on Assets (Normalized)
26.07%16.77%10.39%
Return on Equity (Normalized)
19.45%20.90%
Return on Invested Capital (Normalized)
34.82%16.75%14.69%
Return on Assets
ETSY
SHOP
AMZN

Internet Retail Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Amazon.com Inc
AMZN
LOCK|s@^B<H?#LOCK|?h$3T
Alibaba Group Holding Ltd ADR
BABA
LOCK|$?^RH<LOCK|$g$273B
PDD Holdings Inc ADR
PDD
LOCK|>kT&S$LOCK|$y<?%$111B
MercadoLibre Inc
MELI
LOCK|@zW@&p%JLOCK|cQ$96B
DoorDash Inc Ordinary Shares - Class A
DASH
LOCK|$Ds<S@!LOCK|bTsP$88B
Sea Ltd ADR
SE
LOCK|H!!Xf#LOCK|!qmLF$65B
eBay Inc
EBAY
LOCK|p?C#pV>LOCK|^rqh$48B
JD.com Inc ADR
JD
LOCK|t%$&?sLOCK|sfX$$37B
Coupang Inc Ordinary Shares - Class A
CPNG
LOCK|cTSf$<<LOCK|!wR!s$27B
Wayfair Inc Class A
W
LOCK|&!Znx@@LOCK|Vj$14B

Sponsor Center