View ValuationEtsy 将来の成長Future 基準チェック /26Etsy利益と収益がそれぞれ年間13.1%と3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に213.8% 14.5%なると予測されています。主要情報13.1%収益成長率14.45%EPS成長率Multiline Retail 収益成長4.3%収益成長率3.0%将来の株主資本利益率213.76%アナリストカバレッジGood最終更新日20 May 2026今後の成長に関する最新情報お知らせ • Feb 22Etsy, Inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2024Etsy, Inc. provided earnings guidance for the first quarter and fiscal year 2024. For the quarter, the company estimates take rate to be between 21% to 21.5%. This can be used to estimate revenue range for the quarter.For the year, company expected revenue growth to outpace GMS growth; full year take-rate in line or ahead of the first quarter.お知らせ • Nov 02Etsy, Inc. Provides Earnings Guidance for the Year 2023Etsy, Inc. provided earnings guidance for the year 2023. GMS for Fourth Quarter 2023 is currently estimated to decline in the low-single-digit range on a year-over-year basis. However, if trends worsen, that could become a mid-single-digit decline, and if trends improve GMS could be flat or even up slightly year-over-year. The company estimate Fourth Quarter 2023 take rate to be approximately 20.8%, down slightly on a sequential basis due to normal seasonality. This can be used to estimate revenue range for the quarter.お知らせ • May 05Etsy, Inc. Provides Consolidated Earnings Guidance for the Second Quarter of 2023Etsy, Inc. provided consolidated earnings guidance for the second quarter of 2023. For the quarter, the company expects Revenue of $590 million to $640 Million.すべての更新を表示Recent updatesお知らせ • Apr 21Etsy, Inc., Annual General Meeting, Jun 09, 2026Etsy, Inc., Annual General Meeting, Jun 09, 2026.お知らせ • Apr 16Etsy, Inc. to Report Q1, 2026 Results on Apr 29, 2026Etsy, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 29, 2026お知らせ • Feb 19eBay Inc. (NasdaqGS:EBAY) entered into a Sale and Purchase Agreement to acquire Depop Limited from Etsy, Inc. (NYSE:ETSY) for approximately $1.2 billion.eBay Inc. (NasdaqGS:EBAY) entered into a Sale and Purchase Agreement to acquire Depop Limited from Etsy, Inc. (NYSE:ETSY) for approximately $1.2 billion on February 15, 2026. As part of the acquisition, eBay Inc. will acquire all of the outstanding equity interests of Depop Limited. The consideration of $1.2 billion will be paid in cash and is subject to certain purchase price adjustments. The transaction will be financed through cash on hand. In case of termination of transaction, eBay Inc. will pay a termination fee of $90 million to Etsy, Inc. The Purchase Agreement also provides that, upon certain termination events, eBay Inc. will be required to pay Etsy, Inc an additional termination fee of $70 million. For the period ended December 31, 2025, Depop Limited reported revenue of $1 billion. The transaction is subject to the satisfaction of certain closing conditions and receipt of required regulatory approvals. The deal has been unanimously approved by the board of directors of eBay Inc. and Etsy, Inc. The transaction is currently expected to close in the second quarter of 2026. The proceeds from the sale will be utilized by Etsy, Inc. for general corporate purposes, continued share repurchases and investment in its core marketplace. Ken S. Myers and Bomi Lee of Fenwick & West LLP acted as legal advisor to Etsy, Inc. Ethan Klingsberg, Zheng (Jonathan) Zhou and Jeff Zhang of Freshfields US LLP acted as legal advisor to eBay Inc.お知らせ • Feb 06Etsy, Inc. to Report Q4, 2025 Results on Feb 19, 2026Etsy, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 19, 2026お知らせ • Dec 22Etsy, Inc. (NYSE:ETSY) announces an Equity Buyback for $750 million worth of its shares.Etsy, Inc. (NasdaqGS:ETSY) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock. The stock repurchase program has no expiration date.お知らせ • Dec 18Etsy, Inc. Appoints Fred Wilson as Lead Independent Director, Effective January 1, 2026The Board of Etsy, Inc. appointed the current Chair of the Board, Fred Wilson, as Lead Independent Director effective January 1, 2026. Fred Wilson is the Founder and Partner of Union Square Ventures and has served on Etsy's board since 2007. He provides significant experience in corporate governance, technology company strategy, and scaling businesses in growth. He is also a well-known thought leader on technology, venture capital, and management matters.お知らせ • Oct 29+ 1 more updateEtsy, Inc. Announces CEO ChangesEtsy, Inc. announced that its current President and Chief Growth Officer, Kruti Patel Goyal, will become Chief Executive Officer, effective January 1, 2026. This appointment comes as Josh Silverman has decided to step down as CEO, effective December 31, 2025. Kruti Patel Goyal is Etsy's President and Chief Growth Officer, responsible for bringing together all customer touch points to deliver a more compelling and inspiring experience for Etsy's millions of buyers and sellers. She oversees Product, Engineering, Marketing, Customer Support, Trust and Safety, and Strategy and Operations. Kruti was named CEO of Depop in September 2022. During her tenure, gross merchandise sales and buyer base nearly doubled as Depop focused on strengthening its core marketplace and differentiated value proposition in the growing secondhand market. Under her leadership, Depop became the fastest-growing online apparel resale marketplace in the United States and was named to TIME's list of the 100 Most Influential Companies 2024. Prior to joining Depop, Kruti worked at Etsy for over 10 years, serving in leadership roles through multiple phases of Etsy's growth. Her responsibilities included serving as Etsy's Chief Product Officer, overseeing Etsy's global Seller Services business, managing Corporate Development, leading the International Growth team and serving as the first head of Marketplace Integrity and Trust & Safety. Before joining Etsy, Kruti worked in strategy and business development at Viacom and at Product (RED). Kruti began her career in M&A at Morgan Stanley and at General Atlantic Partners in growth equity.お知らせ • Oct 16Etsy, Inc. to Report Q3, 2025 Results on Oct 29, 2025Etsy, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025お知らせ • Sep 04Etsy, Inc. Announces Executive ChangesEtsy, Inc. announced that Rafe Colburn, the company's current Chief Technology Officer, will expand his remit to Chief Product and Technology Officer, effective September 8, 2025. In this new role, Colburn will now oversee the product and engineering organizations for the Etsy marketplace. He will report to Kruti Patel Goyal, Etsy's President and Chief Growth Officer, and remain part of the company's executive team. This appointment follows the departure of Nick Daniel, who is leaving Etsy to pursue other opportunities. Daniel's last day as Chief Product Officer will be September 5, 2025, and he will remain with the company in an advisory capacity until October. Rafe Colburn is the Chief Technology Officer at Etsy. Previously, Rafe served as Chief Product and Technology and Officer at Depop, where he was responsible for driving the vision for Depop's end-to-end user experience while building a high performing product organization. Previous to Depop, Rafe served as Vice President of Engineering at Etsy, and was responsible for Etsy's Ads, Fulfilment, Seller Experience, Marketing Technology, and Landing Experience teams. During his tenure, he established Etsy's Data Engineering team, and was responsible for Payments and Checkout, Compliance, International, Member Services, and Trust & Safety engineering. Earlier in his career, Colburn was the Principal Engineer at IDology and worked as a consultant at a number of firms building custom applications. He has authored numerous articles, papers, and books on Web development.お知らせ • Jul 17Etsy, Inc. to Report Q2, 2025 Results on Jul 30, 2025Etsy, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025お知らせ • Jun 03Servco Pacific Inc. and Creator Partners LLC completed the acquisition of Reverb Holdings, Inc. from Etsy, Inc. (NasdaqGS:ETSY).Servco Pacific Inc. and Creator Partners LLC entered into an agreement to acquire Reverb Holdings, Inc. from Etsy, Inc. (NasdaqGS:ETSY) on April 21, 2025. Servco Pacific Inc. and Creator Partners LLC completed the acquisition of Reverb Holdings, Inc. from Etsy, Inc. (NasdaqGS:ETSY) on April 21, 2025.お知らせ • Apr 24Servco Pacific Inc. and Creator Partners LLC entered into an agreement to acquire Reverb Holdings, Inc. from Etsy, Inc. (NasdaqGS:ETSY).Servco Pacific Inc. and Creator Partners LLC entered into an agreement to acquire Reverb Holdings, Inc. from Etsy, Inc. (NasdaqGS:ETSY) on April 21, 2025.お知らせ • Apr 19Etsy, Inc., Annual General Meeting, Jun 17, 2025Etsy, Inc., Annual General Meeting, Jun 17, 2025.お知らせ • Apr 17Etsy, Inc. to Report Q1, 2025 Results on Apr 30, 2025Etsy, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 30, 2025お知らせ • Mar 27Etsy Appoints Rafe Colburn as Chief Technology Officer Effective May 5, 2025Etsy, Inc. announced the appointment of Rafe Colburn as Chief Technology Officer (CTO), effective May 5, 2025. Colburn brings a wealth of technology leadership experience to the role. He currently serves as Chief Technology & Product Officer at Depop, where he has successfully scaled the technology team to support rapid growth and transformed the customer experience to one that is more app-based and discovery-centric. Prior to Depop, Colburn spent nearly 10 years at Etsy, where he led engineering teams during periods of significant growth and transformation across a wide range of critical areas, including ads, marketing technology, seller experience, trust & safety, localization and translation, and customer support. Colburn will be based out of Etsy's Brooklyn, NY headquarters. He will report to Etsy's CEO Josh Silverman and be part of Etsy's Executive Team. Rafe Colburn currently serves as Chief Technology & Product Officer at Depop. In this role, he is responsible for Depop's product & design function, driving the vision for Depop's end-to-end user experience while building a high-performing product organization. Prior to Depop, Colburn served as Vice President of Engineering at Etsy, and was responsible for Etsy's Ads, Fulfilment, Seller Experience, Marketing Technology, and Landing Experience teams. During his tenure, he established Etsy's Data Engineering team, and was responsible for Payments and Checkout, Compliance, International, Member Services, and Trust & Safety engineering. Earlier in his career, Colburn was the Principal Engineer at IDology and worked as a consultant at a number of firms building custom applications. He has authored numerous articles, papers, and books on Web development.お知らせ • Feb 06Etsy, Inc. to Report Q4, 2024 Results on Feb 19, 2025Etsy, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 19, 2025Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Marc Steinberg was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 05Etsy, Inc. Appoints Lanny Baker as Chief Financial Officer, Effective First Week of January 2025Etsy, Inc. announced that Lanny Baker, currently Chief Operating Officer and previously Chief Financial Officer of Eventbrite, will join Etsy as Chief Financial Officer. Baker will succeed Rachel Glaser, who announced her decision to retire in July. As previously announced, Glaser will remain with Etsy as an advisor through June 30, 2025 to ensure a smooth transition. Baker will assume all of Glaser's prior responsibilities, including oversight of Strategic Finance, Analytics, Accounting, Internal Audit, Investor Relations, Tax, Treasury, Strategic Sourcing, and Corporate Development. Baker served as Chief Financial Officer of Eventbrite from September 2019 until November 2024. In August 2024, he added the role of Chief Operating Officer to his responsibilities. Prior to Eventbrite Baker was CFO at Yelp, where he led corporate finance, investor relations and workplace functions during a period of significant growth for the business. Baker has also served as the CEO and CFO at Zip Realty and CFO at Monster Worldwide. Baker began his career as a highly respected equity research analyst in the internet and ecommerce sectors at Salomon Brothers (subsequently Salomon Smith Barney, then Citigroup). Baker has served as a member of the Board of Directors of multiple internet companies, including Leaf Group, XO Group, and HomeAway. The change is effective the first week of January 2025.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.50 (vs US$0.72 in 3Q 2023)Third quarter 2024 results: EPS: US$0.50 (down from US$0.72 in 3Q 2023). Revenue: US$662.4m (up 4.1% from 3Q 2023). Net income: US$57.4m (down 35% from 3Q 2023). Profit margin: 8.7% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 31Etsy, Inc. (NasdaqGS:ETSY) announces an Equity Buyback for $1,000 million worth of its shares.Etsy, Inc. (NasdaqGS:ETSY) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock. The stock repurchase program has no expiration date.お知らせ • Oct 17Etsy, Inc. to Report Q3, 2024 Results on Oct 30, 2024Etsy, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024お知らせ • Sep 23+ 1 more updateEtsy, Inc.(NasdaqGS:ETSY) dropped from S&P 500 ValueEtsy, Inc.(NasdaqGS:ETSY) dropped from S&P 500 ValueReported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.46 (vs US$0.50 in 2Q 2023)Second quarter 2024 results: EPS: US$0.46 (down from US$0.50 in 2Q 2023). Revenue: US$647.8m (up 3.0% from 2Q 2023). Net income: US$53.0m (down 14% from 2Q 2023). Profit margin: 8.2% (down from 9.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 28% per year.お知らせ • Aug 01Etsy, Inc. Announces Planned Retirement of CFO Rachel GlaserEtsy, Inc. announced that Rachel Glaser, Etsy's Chief Financial Officer, has decided to retire after a nearly 40-year career in strategic finance roles, including over seven years in her current role. Etsy has retained an executive recruiting firm to assist in the search for her successor. Ms. Glaser is expected to remain in her current role until a successor is appointed, and to remain with Etsy in an advisory capacity through June 30, 2025 to support continuity and a smooth transition. Since joining Etsy in 2017, Rachel has led Etsy's strategic finance, corporate development, accounting, SEC reporting, investor relations, and other core functions. She has played a key role in scaling Etsy's core marketplace and expanding Etsy into a House of Brands. Rachel Glaser Bio: Rachel has been responsible for overseeing Etsy's global financial operations since 2017. Prior to that, she served as Chief Financial Officer of the Leaf Group and Move, Inc. Rachel also held roles at Yahoo! Inc. as Senior Vice President, Operations Finance and at The Walt Disney Company, where she spent nearly 20 years in positions of increasing responsibility in finance and operations teams. Rachel has served as a member of the Board of Directors of The New York Times Company since 2018.お知らせ • Jul 18Etsy, Inc. to Report Q2, 2024 Results on Jul 31, 2024Etsy, Inc. announced that they will report Q2, 2024 results After-Market on Jul 31, 2024Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$0.53 (vs US$0.60 in 1Q 2023)First quarter 2024 results: EPS: US$0.53 (down from US$0.60 in 1Q 2023). Revenue: US$646.0m (flat on 1Q 2023). Net income: US$63.0m (down 16% from 1Q 2023). Profit margin: 9.8% (down from 12% in 1Q 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Apr 23Etsy, Inc., Annual General Meeting, Jun 13, 2024Etsy, Inc., Annual General Meeting, Jun 13, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider and approve election of Director; to consider and approve ratification of PricewaterhouseCoopers LLP as independent accounting firm; and to consider and approve any other matters.お知らせ • Apr 19Etsy, Inc. to Report Q1, 2024 Results on May 01, 2024Etsy, Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024New Risk • Feb 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$544m). Minor Risks Large one-off items impacting financial results.お知らせ • Feb 22Etsy, Inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2024Etsy, Inc. provided earnings guidance for the first quarter and fiscal year 2024. For the quarter, the company estimates take rate to be between 21% to 21.5%. This can be used to estimate revenue range for the quarter.For the year, company expected revenue growth to outpace GMS growth; full year take-rate in line or ahead of the first quarter.Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$2.51 (vs US$5.48 loss in FY 2022)Full year 2023 results: EPS: US$2.51 (up from US$5.48 loss in FY 2022). Revenue: US$2.75b (up 7.1% from FY 2022). Net income: US$307.6m (up US$1.00b from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Feb 08Etsy, Inc. to Report Q4, 2023 Results on Feb 21, 2024Etsy, Inc. announced that they will report Q4, 2023 results After-Market on Feb 21, 2024お知らせ • Dec 14Etsy Inc. Announces Executive ChangesEtsy Inc. announced the departure of Ryan Scott, Chief Marketing Officer, effective December 31, 2023. To assist in the transition, Mr. Scott has agreed to continue in an advisory role, which may extend through June 30, 2024.Raina Moskowitz, formerly Chief Operating Officer, will assume the title of Chief Operating and Marketing Officer, responsible for driving global growth by expanding brand consideration and deepening customer trust and loyalty. Under her expanded role, Ms. Moskowitz will lead Etsy's marketing, international markets, trust &safety, member support, strategy & operations, and impact teams. Ms. Moskowitz has extensive marketing experience from her time with American Express, where she successfully grew share of wallet with the existing customer base, including significantly increasing customer billings and loan growth, while also strategically attracting new customers through marketing channel expansion, improved board of directors of Sprout Social, a leading provider of cloud based social media management software. Also in connection with the Restructuring Plan, Etsy will move its Payments and Fulfillment functions from Ms. Moskowitz's organization to the Product organization, under the leadership of Chief Product Officer Nick Daniel. In connection with the Restructuring Plan, Etsy also announced the departure of Kimaria Seymour, Etsy's Chief Human Resources Officer, effective December 31, 2023. Ms. Seymour is expected to remain at Etsy in an advisory role through June 30, 2024 to assist in the transition. Effective January 1, 2024, Toni Thompson, Etsy's VP, People & Talent Strategy since 2020, will assume the role of Chief Human Resources Officer.Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €74.89, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 43% over the past three years.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €66.27, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 45% over the past three years.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$0.72 (vs US$7.62 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.72 (up from US$7.62 loss in 3Q 2022). Revenue: US$636.3m (up 7.0% from 3Q 2022). Net income: US$87.9m (up US$1.05b from 3Q 2022). Profit margin: 14% (up from net loss in 3Q 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.お知らせ • Nov 02Etsy, Inc. Provides Earnings Guidance for the Year 2023Etsy, Inc. provided earnings guidance for the year 2023. GMS for Fourth Quarter 2023 is currently estimated to decline in the low-single-digit range on a year-over-year basis. However, if trends worsen, that could become a mid-single-digit decline, and if trends improve GMS could be flat or even up slightly year-over-year. The company estimate Fourth Quarter 2023 take rate to be approximately 20.8%, down slightly on a sequential basis due to normal seasonality. This can be used to estimate revenue range for the quarter.お知らせ • Oct 19Etsy, Inc. to Report Q3, 2023 Results on Nov 01, 2023Etsy, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023お知らせ • Aug 11Enjoei S.A. (BOVESPA:ENJU3) completed the acquisition of Elo7 Serviços de Informática S.A. from Etsy, Inc. (NasdaqGS:ETSY).Enjoei S.A. (BOVESPA:ENJU3) entered into an agreement to acquire Elo7 Serviços de Informática S.A. from Etsy, Inc. (NasdaqGS:ETSY) on July 17 2023. Transaction is expected to close in the third quarter of 2023.Enjoei S.A. (BOVESPA:ENJU3) completed the acquisition of Elo7 Serviços de Informática S.A. from Etsy, Inc. (NasdaqGS:ETSY) on August 10, 2023.New Risk • Aug 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$464m). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change).Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.50 (vs US$0.57 in 2Q 2022)Second quarter 2023 results: EPS: US$0.50 (down from US$0.57 in 2Q 2022). Revenue: US$628.9m (up 7.5% from 2Q 2022). Net income: US$61.9m (down 15% from 2Q 2022). Profit margin: 9.8% (down from 13% in 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.お知らせ • Aug 03+ 1 more updateEtsy, Inc. Reports Asset Impairment Charges for the Second Quarter Ended June 30, 2023Etsy, Inc. reported Asset impairment charges for the second quarter ended June 30, 2023. For the second quarter ended June 30, 2023, the company reported impairment charge of the property and equipment and intangible assets of Elo7 for $68.1 million.お知らせ • Jul 21Etsy, Inc. to Report Q2, 2023 Results on Aug 02, 2023Etsy, Inc. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023お知らせ • May 05Etsy, Inc. Provides Consolidated Earnings Guidance for the Second Quarter of 2023Etsy, Inc. provided consolidated earnings guidance for the second quarter of 2023. For the quarter, the company expects Revenue of $590 million to $640 Million.Reported Earnings • May 04First quarter 2023 earnings released: EPS: US$0.60 (vs US$0.68 in 1Q 2022)First quarter 2023 results: EPS: US$0.60 (down from US$0.68 in 1Q 2022). Revenue: US$640.9m (up 11% from 1Q 2022). Net income: US$74.5m (down 13% from 1Q 2022). Profit margin: 12% (down from 15% in 1Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Mar 03Chief Technology Officer recently sold €188k worth of stockOn the 28th of February, Rachana Kumar sold around 2k shares on-market at roughly €115 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.Reported Earnings • Feb 24Full year 2022 earnings released: US$5.48 loss per share (vs US$3.88 profit in FY 2021)Full year 2022 results: US$5.48 loss per share (down from US$3.88 profit in FY 2021). Revenue: US$2.57b (up 10% from FY 2021). Net loss: US$694.3m (down 241% from profit in FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.お知らせ • Feb 09Etsy, Inc. to Report Q4, 2022 Results on Feb 22, 2023Etsy, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2023お知らせ • Feb 03Etsy, Inc. Appoints Colin Stretch as Chief Legal Officer and Corporate Secretary, Effective February 14, 2023Etsy, Inc. announced that Colin Stretch will join the company as Chief Legal Officer and Corporate Secretary, effective on February 14, 2023. Colin comes to Etsy with 25 years of experience, including as former General Counsel of Facebook (now Meta) from 2013-2019, where he led the company's legal and compliance functions and corporate legal affairs. After Facebook, Colin spent two years as Leader-in-Residence at Columbia University Law School's Reuben Mark Initiative for Organizational Character & Leadership and, most recently, he was Of Counsel at Latham & Watkins. Earlier in his career, Colin clerked for Justice Stephen G. Breyer on the United States Supreme Court and Judge Laurence H. Silberman on the United States Court of Appeals for the D.C. Circuit. He was also a member of the Honors Program in the Antitrust Division of the United States Department of Justice. Colin will be based out of Etsy's Brooklyn headquarters, report directly to Josh Silverman, and join Etsy's executive team.Recent Insider Transactions • Nov 17Chief Operating Officer recently sold €714k worth of stockOn the 11th of November, Raina Moskowitz sold around 7k shares on-market at roughly €102 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.7m. This was Raina's only on-market trade for the last 12 months.Recent Insider Transactions • Nov 10Independent Chairman recently sold €1.7m worth of stockOn the 7th of November, Frederick Wilson sold around 18k shares on-market at roughly €98.45 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Frederick's only on-market trade for the last 12 months.Reported Earnings • Nov 03Third quarter 2022 earnings released: US$7.62 loss per share (vs US$0.71 profit in 3Q 2021)Third quarter 2022 results: US$7.62 loss per share (down from US$0.71 profit in 3Q 2021). Revenue: US$594.5m (up 12% from 3Q 2021). Net loss: US$963.1m (down US$1.05b from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.57 (vs US$0.77 in 2Q 2021)Second quarter 2022 results: EPS: US$0.57 (down from US$0.77 in 2Q 2021). Revenue: US$585.1m (up 11% from 2Q 2021). Net income: US$73.1m (down 26% from 2Q 2021). Profit margin: 13% (down from 19% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 19% share price gain to €94.50, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 49% over the past three years.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to €82.00, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 17x in the Online Retail industry in Europe. Total returns to shareholders of 37% over the past three years.Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €73.16, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Online Retail industry in Europe. Total returns to shareholders of 29% over the past three years.Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$0.68 (vs US$1.14 in 1Q 2021)First quarter 2022 results: EPS: US$0.68 (down from US$1.14 in 1Q 2021). Revenue: US$579.3m (up 5.2% from 1Q 2021). Net income: US$86.1m (down 40% from 1Q 2021). Profit margin: 15% (down from 26% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 16%, compared to a 31% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €107, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 28x in the Online Retail industry in Germany. Total returns to shareholders of 80% over the past three years.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €112, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 15x in the Online Retail industry in Europe. Total returns to shareholders of 83% over the past three years.Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$3.88 (up from US$2.88 in FY 2020). Revenue: US$2.33b (up 35% from FY 2020). Net income: US$493.5m (up 41% from FY 2020). Profit margin: 21% (in line with FY 2020). Revenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 19%, compared to a 44% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to €128, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 18x in the Online Retail industry in Europe. Total returns to shareholders of 171% over the past three years.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €222, the stock trades at a forward P/E ratio of 74x. Average forward P/E is 19x in the Online Retail industry in Europe. Total returns to shareholders of 348% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €264 per share.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €256, the stock trades at a forward P/E ratio of 85x. Average forward P/E is 24x in the Online Retail industry in Germany. Total returns to shareholders of 564% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €267 per share.Recent Insider Transactions • Nov 10Insider recently sold €1.5m worth of stockOn the 5th of November, Jill Simeone sold around 7k shares on-market at roughly €227 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.2m more than they bought in the last 12 months.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.71 (vs US$0.75 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$532.4m (up 18% from 3Q 2020). Net income: US$89.9m (down 2.0% from 3Q 2020). Profit margin: 17% (down from 20% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 69% per year whereas the company’s share price has increased by 73% per year.Board Change • Nov 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Director Andy Ballard was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS US$0.77 (vs US$0.81 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: US$528.9m (up 23% from 2Q 2020). Net income: US$98.3m (up 1.9% from 2Q 2020). Profit margin: 19% (down from 23% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year whereas the company’s share price has increased by 67% per year.Reported Earnings • May 07First quarter 2021 earnings released: EPS US$1.14 (vs US$0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$550.6m (up 142% from 1Q 2020). Net income: US$143.8m (up US$131.2m from 1Q 2020). Profit margin: 26% (up from 5.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to US$158, the stock is trading at a trailing P/E ratio of 69.5x, down from the previous P/E ratio of 89.2x. This compares to an average P/E of 84x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 613%.Recent Insider Transactions • Mar 04Independent Chairman recently sold €4.6m worth of stockOn the 1st of March, Frederick Wilson sold around 23k shares on-market at roughly €203 per share. This was the largest sale by an insider in the last 3 months. This was Frederick's only on-market trade for the last 12 months.Is New 90 Day High Low • Mar 02New 90-day high: €203The company is up 61% from its price of €126 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €190 per share.Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$2.88 (vs US$0.80 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$1.73b (up 111% from FY 2019). Net income: US$349.2m (up 264% from FY 2019). Profit margin: 20% (up from 12% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 108% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectationsRevenue exceeded analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 26%, compared to a 56% growth forecast for the Online Retail industry in Germany.Is New 90 Day High Low • Feb 05New 90-day high: €186The company is up 53% from its price of €121 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €108 per share.Is New 90 Day High Low • Jan 13New 90-day high: €172The company is up 35% from its price of €127 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €100 per share.Is New 90 Day High Low • Nov 28New 90-day high: €132The company is up 32% from its price of €100 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €94.44 per share.Recent Insider Transactions • Nov 05Independent Director recently sold €840k worth of stockOn the 2nd of November, Margaret Smyth sold around 8k shares on-market at roughly €105 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.7m more than they bought in the last 12 months.お知らせ • Oct 08Etsy, Inc. to Report Q3, 2020 Results on Oct 28, 2020Etsy, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Oct 28, 2020お知らせ • Sep 21+ 2 more updatesEtsy, Inc.(NasdaqGS:ETSY) dropped from S&P 1000Etsy, Inc.(NasdaqGS:ETSY) dropped from S&P 1000業績と収益の成長予測DB:3E2 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20283,0064877927851612/31/20272,8834497147522712/31/20262,781416686712273/31/20262,903303673725N/A12/31/20252,884163639693N/A9/30/20252,815199637691N/A6/30/20252,799181636690N/A3/31/20252,775205687733N/A12/31/20242,808303709752N/A9/30/20242,798257687733N/A6/30/20242,772287690734N/A3/31/20242,753296678719N/A12/31/20232,748308666706N/A9/30/20232,713334669702N/A6/30/20232,671-717654690N/A3/31/20232,628-706644680N/A12/31/20222,566-694646684N/A9/30/20222,476-642640682N/A6/30/20222,414411528567N/A3/31/20222,358436527563N/A12/31/20212,329494621652N/A9/30/20212,229480582605N/A6/30/20212,148482684699N/A3/31/20212,048480788798N/A12/31/20201,726349671679N/A9/30/20201,378232507514N/A6/30/20201,125155365376N/A3/31/202087777190205N/A12/31/201981896N/A207N/A9/30/2019748106N/A230N/A6/30/2019701111N/A213N/A3/31/201965296N/A204N/A12/31/201860477N/A199N/A9/30/201854081N/A134N/A6/30/201849687N/A120N/A3/31/201846595N/A92N/A12/31/201744182N/A69N/A9/30/201741516N/A52N/A6/30/2017396-13N/A46N/A3/31/2017380-32N/A50N/A12/31/2016365-30N/A48N/A9/30/2016343-13N/A40N/A6/30/2016321-17N/A35N/A3/31/2016297-16N/A23N/A12/31/2015273-54N/A33N/A9/30/2015251-55N/A19N/A6/30/2015232-55N/A19N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3E2の予測収益成長率 (年間13.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 3E2の収益 ( 13.1% ) German市場 ( 16.9% ) よりも低い成長が予測されています。高成長収益: 3E2の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 3E2の収益 ( 3% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 3E2の収益 ( 3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3E2の 自己資本利益率 は、3年後には非常に高くなると予測されています ( 213.8 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 23:28終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Etsy, Inc. 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。51 アナリスト機関Richard KramerArete Research Services LLPOliver LesterArete Research Services LLPTrevor YoungBarclays48 その他のアナリストを表示
お知らせ • Feb 22Etsy, Inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2024Etsy, Inc. provided earnings guidance for the first quarter and fiscal year 2024. For the quarter, the company estimates take rate to be between 21% to 21.5%. This can be used to estimate revenue range for the quarter.For the year, company expected revenue growth to outpace GMS growth; full year take-rate in line or ahead of the first quarter.
お知らせ • Nov 02Etsy, Inc. Provides Earnings Guidance for the Year 2023Etsy, Inc. provided earnings guidance for the year 2023. GMS for Fourth Quarter 2023 is currently estimated to decline in the low-single-digit range on a year-over-year basis. However, if trends worsen, that could become a mid-single-digit decline, and if trends improve GMS could be flat or even up slightly year-over-year. The company estimate Fourth Quarter 2023 take rate to be approximately 20.8%, down slightly on a sequential basis due to normal seasonality. This can be used to estimate revenue range for the quarter.
お知らせ • May 05Etsy, Inc. Provides Consolidated Earnings Guidance for the Second Quarter of 2023Etsy, Inc. provided consolidated earnings guidance for the second quarter of 2023. For the quarter, the company expects Revenue of $590 million to $640 Million.
お知らせ • Apr 21Etsy, Inc., Annual General Meeting, Jun 09, 2026Etsy, Inc., Annual General Meeting, Jun 09, 2026.
お知らせ • Apr 16Etsy, Inc. to Report Q1, 2026 Results on Apr 29, 2026Etsy, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 29, 2026
お知らせ • Feb 19eBay Inc. (NasdaqGS:EBAY) entered into a Sale and Purchase Agreement to acquire Depop Limited from Etsy, Inc. (NYSE:ETSY) for approximately $1.2 billion.eBay Inc. (NasdaqGS:EBAY) entered into a Sale and Purchase Agreement to acquire Depop Limited from Etsy, Inc. (NYSE:ETSY) for approximately $1.2 billion on February 15, 2026. As part of the acquisition, eBay Inc. will acquire all of the outstanding equity interests of Depop Limited. The consideration of $1.2 billion will be paid in cash and is subject to certain purchase price adjustments. The transaction will be financed through cash on hand. In case of termination of transaction, eBay Inc. will pay a termination fee of $90 million to Etsy, Inc. The Purchase Agreement also provides that, upon certain termination events, eBay Inc. will be required to pay Etsy, Inc an additional termination fee of $70 million. For the period ended December 31, 2025, Depop Limited reported revenue of $1 billion. The transaction is subject to the satisfaction of certain closing conditions and receipt of required regulatory approvals. The deal has been unanimously approved by the board of directors of eBay Inc. and Etsy, Inc. The transaction is currently expected to close in the second quarter of 2026. The proceeds from the sale will be utilized by Etsy, Inc. for general corporate purposes, continued share repurchases and investment in its core marketplace. Ken S. Myers and Bomi Lee of Fenwick & West LLP acted as legal advisor to Etsy, Inc. Ethan Klingsberg, Zheng (Jonathan) Zhou and Jeff Zhang of Freshfields US LLP acted as legal advisor to eBay Inc.
お知らせ • Feb 06Etsy, Inc. to Report Q4, 2025 Results on Feb 19, 2026Etsy, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 19, 2026
お知らせ • Dec 22Etsy, Inc. (NYSE:ETSY) announces an Equity Buyback for $750 million worth of its shares.Etsy, Inc. (NasdaqGS:ETSY) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its common stock. The stock repurchase program has no expiration date.
お知らせ • Dec 18Etsy, Inc. Appoints Fred Wilson as Lead Independent Director, Effective January 1, 2026The Board of Etsy, Inc. appointed the current Chair of the Board, Fred Wilson, as Lead Independent Director effective January 1, 2026. Fred Wilson is the Founder and Partner of Union Square Ventures and has served on Etsy's board since 2007. He provides significant experience in corporate governance, technology company strategy, and scaling businesses in growth. He is also a well-known thought leader on technology, venture capital, and management matters.
お知らせ • Oct 29+ 1 more updateEtsy, Inc. Announces CEO ChangesEtsy, Inc. announced that its current President and Chief Growth Officer, Kruti Patel Goyal, will become Chief Executive Officer, effective January 1, 2026. This appointment comes as Josh Silverman has decided to step down as CEO, effective December 31, 2025. Kruti Patel Goyal is Etsy's President and Chief Growth Officer, responsible for bringing together all customer touch points to deliver a more compelling and inspiring experience for Etsy's millions of buyers and sellers. She oversees Product, Engineering, Marketing, Customer Support, Trust and Safety, and Strategy and Operations. Kruti was named CEO of Depop in September 2022. During her tenure, gross merchandise sales and buyer base nearly doubled as Depop focused on strengthening its core marketplace and differentiated value proposition in the growing secondhand market. Under her leadership, Depop became the fastest-growing online apparel resale marketplace in the United States and was named to TIME's list of the 100 Most Influential Companies 2024. Prior to joining Depop, Kruti worked at Etsy for over 10 years, serving in leadership roles through multiple phases of Etsy's growth. Her responsibilities included serving as Etsy's Chief Product Officer, overseeing Etsy's global Seller Services business, managing Corporate Development, leading the International Growth team and serving as the first head of Marketplace Integrity and Trust & Safety. Before joining Etsy, Kruti worked in strategy and business development at Viacom and at Product (RED). Kruti began her career in M&A at Morgan Stanley and at General Atlantic Partners in growth equity.
お知らせ • Oct 16Etsy, Inc. to Report Q3, 2025 Results on Oct 29, 2025Etsy, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025
お知らせ • Sep 04Etsy, Inc. Announces Executive ChangesEtsy, Inc. announced that Rafe Colburn, the company's current Chief Technology Officer, will expand his remit to Chief Product and Technology Officer, effective September 8, 2025. In this new role, Colburn will now oversee the product and engineering organizations for the Etsy marketplace. He will report to Kruti Patel Goyal, Etsy's President and Chief Growth Officer, and remain part of the company's executive team. This appointment follows the departure of Nick Daniel, who is leaving Etsy to pursue other opportunities. Daniel's last day as Chief Product Officer will be September 5, 2025, and he will remain with the company in an advisory capacity until October. Rafe Colburn is the Chief Technology Officer at Etsy. Previously, Rafe served as Chief Product and Technology and Officer at Depop, where he was responsible for driving the vision for Depop's end-to-end user experience while building a high performing product organization. Previous to Depop, Rafe served as Vice President of Engineering at Etsy, and was responsible for Etsy's Ads, Fulfilment, Seller Experience, Marketing Technology, and Landing Experience teams. During his tenure, he established Etsy's Data Engineering team, and was responsible for Payments and Checkout, Compliance, International, Member Services, and Trust & Safety engineering. Earlier in his career, Colburn was the Principal Engineer at IDology and worked as a consultant at a number of firms building custom applications. He has authored numerous articles, papers, and books on Web development.
お知らせ • Jul 17Etsy, Inc. to Report Q2, 2025 Results on Jul 30, 2025Etsy, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025
お知らせ • Jun 03Servco Pacific Inc. and Creator Partners LLC completed the acquisition of Reverb Holdings, Inc. from Etsy, Inc. (NasdaqGS:ETSY).Servco Pacific Inc. and Creator Partners LLC entered into an agreement to acquire Reverb Holdings, Inc. from Etsy, Inc. (NasdaqGS:ETSY) on April 21, 2025. Servco Pacific Inc. and Creator Partners LLC completed the acquisition of Reverb Holdings, Inc. from Etsy, Inc. (NasdaqGS:ETSY) on April 21, 2025.
お知らせ • Apr 24Servco Pacific Inc. and Creator Partners LLC entered into an agreement to acquire Reverb Holdings, Inc. from Etsy, Inc. (NasdaqGS:ETSY).Servco Pacific Inc. and Creator Partners LLC entered into an agreement to acquire Reverb Holdings, Inc. from Etsy, Inc. (NasdaqGS:ETSY) on April 21, 2025.
お知らせ • Apr 19Etsy, Inc., Annual General Meeting, Jun 17, 2025Etsy, Inc., Annual General Meeting, Jun 17, 2025.
お知らせ • Apr 17Etsy, Inc. to Report Q1, 2025 Results on Apr 30, 2025Etsy, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 30, 2025
お知らせ • Mar 27Etsy Appoints Rafe Colburn as Chief Technology Officer Effective May 5, 2025Etsy, Inc. announced the appointment of Rafe Colburn as Chief Technology Officer (CTO), effective May 5, 2025. Colburn brings a wealth of technology leadership experience to the role. He currently serves as Chief Technology & Product Officer at Depop, where he has successfully scaled the technology team to support rapid growth and transformed the customer experience to one that is more app-based and discovery-centric. Prior to Depop, Colburn spent nearly 10 years at Etsy, where he led engineering teams during periods of significant growth and transformation across a wide range of critical areas, including ads, marketing technology, seller experience, trust & safety, localization and translation, and customer support. Colburn will be based out of Etsy's Brooklyn, NY headquarters. He will report to Etsy's CEO Josh Silverman and be part of Etsy's Executive Team. Rafe Colburn currently serves as Chief Technology & Product Officer at Depop. In this role, he is responsible for Depop's product & design function, driving the vision for Depop's end-to-end user experience while building a high-performing product organization. Prior to Depop, Colburn served as Vice President of Engineering at Etsy, and was responsible for Etsy's Ads, Fulfilment, Seller Experience, Marketing Technology, and Landing Experience teams. During his tenure, he established Etsy's Data Engineering team, and was responsible for Payments and Checkout, Compliance, International, Member Services, and Trust & Safety engineering. Earlier in his career, Colburn was the Principal Engineer at IDology and worked as a consultant at a number of firms building custom applications. He has authored numerous articles, papers, and books on Web development.
お知らせ • Feb 06Etsy, Inc. to Report Q4, 2024 Results on Feb 19, 2025Etsy, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 19, 2025
Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 6 highly experienced directors. Independent Director Marc Steinberg was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 05Etsy, Inc. Appoints Lanny Baker as Chief Financial Officer, Effective First Week of January 2025Etsy, Inc. announced that Lanny Baker, currently Chief Operating Officer and previously Chief Financial Officer of Eventbrite, will join Etsy as Chief Financial Officer. Baker will succeed Rachel Glaser, who announced her decision to retire in July. As previously announced, Glaser will remain with Etsy as an advisor through June 30, 2025 to ensure a smooth transition. Baker will assume all of Glaser's prior responsibilities, including oversight of Strategic Finance, Analytics, Accounting, Internal Audit, Investor Relations, Tax, Treasury, Strategic Sourcing, and Corporate Development. Baker served as Chief Financial Officer of Eventbrite from September 2019 until November 2024. In August 2024, he added the role of Chief Operating Officer to his responsibilities. Prior to Eventbrite Baker was CFO at Yelp, where he led corporate finance, investor relations and workplace functions during a period of significant growth for the business. Baker has also served as the CEO and CFO at Zip Realty and CFO at Monster Worldwide. Baker began his career as a highly respected equity research analyst in the internet and ecommerce sectors at Salomon Brothers (subsequently Salomon Smith Barney, then Citigroup). Baker has served as a member of the Board of Directors of multiple internet companies, including Leaf Group, XO Group, and HomeAway. The change is effective the first week of January 2025.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.50 (vs US$0.72 in 3Q 2023)Third quarter 2024 results: EPS: US$0.50 (down from US$0.72 in 3Q 2023). Revenue: US$662.4m (up 4.1% from 3Q 2023). Net income: US$57.4m (down 35% from 3Q 2023). Profit margin: 8.7% (down from 14% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 31Etsy, Inc. (NasdaqGS:ETSY) announces an Equity Buyback for $1,000 million worth of its shares.Etsy, Inc. (NasdaqGS:ETSY) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its common stock. The stock repurchase program has no expiration date.
お知らせ • Oct 17Etsy, Inc. to Report Q3, 2024 Results on Oct 30, 2024Etsy, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
お知らせ • Sep 23+ 1 more updateEtsy, Inc.(NasdaqGS:ETSY) dropped from S&P 500 ValueEtsy, Inc.(NasdaqGS:ETSY) dropped from S&P 500 Value
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.46 (vs US$0.50 in 2Q 2023)Second quarter 2024 results: EPS: US$0.46 (down from US$0.50 in 2Q 2023). Revenue: US$647.8m (up 3.0% from 2Q 2023). Net income: US$53.0m (down 14% from 2Q 2023). Profit margin: 8.2% (down from 9.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 28% per year.
お知らせ • Aug 01Etsy, Inc. Announces Planned Retirement of CFO Rachel GlaserEtsy, Inc. announced that Rachel Glaser, Etsy's Chief Financial Officer, has decided to retire after a nearly 40-year career in strategic finance roles, including over seven years in her current role. Etsy has retained an executive recruiting firm to assist in the search for her successor. Ms. Glaser is expected to remain in her current role until a successor is appointed, and to remain with Etsy in an advisory capacity through June 30, 2025 to support continuity and a smooth transition. Since joining Etsy in 2017, Rachel has led Etsy's strategic finance, corporate development, accounting, SEC reporting, investor relations, and other core functions. She has played a key role in scaling Etsy's core marketplace and expanding Etsy into a House of Brands. Rachel Glaser Bio: Rachel has been responsible for overseeing Etsy's global financial operations since 2017. Prior to that, she served as Chief Financial Officer of the Leaf Group and Move, Inc. Rachel also held roles at Yahoo! Inc. as Senior Vice President, Operations Finance and at The Walt Disney Company, where she spent nearly 20 years in positions of increasing responsibility in finance and operations teams. Rachel has served as a member of the Board of Directors of The New York Times Company since 2018.
お知らせ • Jul 18Etsy, Inc. to Report Q2, 2024 Results on Jul 31, 2024Etsy, Inc. announced that they will report Q2, 2024 results After-Market on Jul 31, 2024
Reported Earnings • May 02First quarter 2024 earnings released: EPS: US$0.53 (vs US$0.60 in 1Q 2023)First quarter 2024 results: EPS: US$0.53 (down from US$0.60 in 1Q 2023). Revenue: US$646.0m (flat on 1Q 2023). Net income: US$63.0m (down 16% from 1Q 2023). Profit margin: 9.8% (down from 12% in 1Q 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 23Etsy, Inc., Annual General Meeting, Jun 13, 2024Etsy, Inc., Annual General Meeting, Jun 13, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider and approve election of Director; to consider and approve ratification of PricewaterhouseCoopers LLP as independent accounting firm; and to consider and approve any other matters.
お知らせ • Apr 19Etsy, Inc. to Report Q1, 2024 Results on May 01, 2024Etsy, Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024
New Risk • Feb 23New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$544m). Minor Risks Large one-off items impacting financial results.
お知らせ • Feb 22Etsy, Inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2024Etsy, Inc. provided earnings guidance for the first quarter and fiscal year 2024. For the quarter, the company estimates take rate to be between 21% to 21.5%. This can be used to estimate revenue range for the quarter.For the year, company expected revenue growth to outpace GMS growth; full year take-rate in line or ahead of the first quarter.
Reported Earnings • Feb 22Full year 2023 earnings released: EPS: US$2.51 (vs US$5.48 loss in FY 2022)Full year 2023 results: EPS: US$2.51 (up from US$5.48 loss in FY 2022). Revenue: US$2.75b (up 7.1% from FY 2022). Net income: US$307.6m (up US$1.00b from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 08Etsy, Inc. to Report Q4, 2023 Results on Feb 21, 2024Etsy, Inc. announced that they will report Q4, 2023 results After-Market on Feb 21, 2024
お知らせ • Dec 14Etsy Inc. Announces Executive ChangesEtsy Inc. announced the departure of Ryan Scott, Chief Marketing Officer, effective December 31, 2023. To assist in the transition, Mr. Scott has agreed to continue in an advisory role, which may extend through June 30, 2024.Raina Moskowitz, formerly Chief Operating Officer, will assume the title of Chief Operating and Marketing Officer, responsible for driving global growth by expanding brand consideration and deepening customer trust and loyalty. Under her expanded role, Ms. Moskowitz will lead Etsy's marketing, international markets, trust &safety, member support, strategy & operations, and impact teams. Ms. Moskowitz has extensive marketing experience from her time with American Express, where she successfully grew share of wallet with the existing customer base, including significantly increasing customer billings and loan growth, while also strategically attracting new customers through marketing channel expansion, improved board of directors of Sprout Social, a leading provider of cloud based social media management software. Also in connection with the Restructuring Plan, Etsy will move its Payments and Fulfillment functions from Ms. Moskowitz's organization to the Product organization, under the leadership of Chief Product Officer Nick Daniel. In connection with the Restructuring Plan, Etsy also announced the departure of Kimaria Seymour, Etsy's Chief Human Resources Officer, effective December 31, 2023. Ms. Seymour is expected to remain at Etsy in an advisory role through June 30, 2024 to assist in the transition. Effective January 1, 2024, Toni Thompson, Etsy's VP, People & Talent Strategy since 2020, will assume the role of Chief Human Resources Officer.
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €74.89, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 43% over the past three years.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €66.27, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Multiline Retail industry in Europe. Total loss to shareholders of 45% over the past three years.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$0.72 (vs US$7.62 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.72 (up from US$7.62 loss in 3Q 2022). Revenue: US$636.3m (up 7.0% from 3Q 2022). Net income: US$87.9m (up US$1.05b from 3Q 2022). Profit margin: 14% (up from net loss in 3Q 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 02Etsy, Inc. Provides Earnings Guidance for the Year 2023Etsy, Inc. provided earnings guidance for the year 2023. GMS for Fourth Quarter 2023 is currently estimated to decline in the low-single-digit range on a year-over-year basis. However, if trends worsen, that could become a mid-single-digit decline, and if trends improve GMS could be flat or even up slightly year-over-year. The company estimate Fourth Quarter 2023 take rate to be approximately 20.8%, down slightly on a sequential basis due to normal seasonality. This can be used to estimate revenue range for the quarter.
お知らせ • Oct 19Etsy, Inc. to Report Q3, 2023 Results on Nov 01, 2023Etsy, Inc. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023
お知らせ • Aug 11Enjoei S.A. (BOVESPA:ENJU3) completed the acquisition of Elo7 Serviços de Informática S.A. from Etsy, Inc. (NasdaqGS:ETSY).Enjoei S.A. (BOVESPA:ENJU3) entered into an agreement to acquire Elo7 Serviços de Informática S.A. from Etsy, Inc. (NasdaqGS:ETSY) on July 17 2023. Transaction is expected to close in the third quarter of 2023.Enjoei S.A. (BOVESPA:ENJU3) completed the acquisition of Elo7 Serviços de Informática S.A. from Etsy, Inc. (NasdaqGS:ETSY) on August 10, 2023.
New Risk • Aug 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$464m). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change).
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.50 (vs US$0.57 in 2Q 2022)Second quarter 2023 results: EPS: US$0.50 (down from US$0.57 in 2Q 2022). Revenue: US$628.9m (up 7.5% from 2Q 2022). Net income: US$61.9m (down 15% from 2Q 2022). Profit margin: 9.8% (down from 13% in 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 03+ 1 more updateEtsy, Inc. Reports Asset Impairment Charges for the Second Quarter Ended June 30, 2023Etsy, Inc. reported Asset impairment charges for the second quarter ended June 30, 2023. For the second quarter ended June 30, 2023, the company reported impairment charge of the property and equipment and intangible assets of Elo7 for $68.1 million.
お知らせ • Jul 21Etsy, Inc. to Report Q2, 2023 Results on Aug 02, 2023Etsy, Inc. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023
お知らせ • May 05Etsy, Inc. Provides Consolidated Earnings Guidance for the Second Quarter of 2023Etsy, Inc. provided consolidated earnings guidance for the second quarter of 2023. For the quarter, the company expects Revenue of $590 million to $640 Million.
Reported Earnings • May 04First quarter 2023 earnings released: EPS: US$0.60 (vs US$0.68 in 1Q 2022)First quarter 2023 results: EPS: US$0.60 (down from US$0.68 in 1Q 2022). Revenue: US$640.9m (up 11% from 1Q 2022). Net income: US$74.5m (down 13% from 1Q 2022). Profit margin: 12% (down from 15% in 1Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Mar 03Chief Technology Officer recently sold €188k worth of stockOn the 28th of February, Rachana Kumar sold around 2k shares on-market at roughly €115 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.0m more than they bought in the last 12 months.
Reported Earnings • Feb 24Full year 2022 earnings released: US$5.48 loss per share (vs US$3.88 profit in FY 2021)Full year 2022 results: US$5.48 loss per share (down from US$3.88 profit in FY 2021). Revenue: US$2.57b (up 10% from FY 2021). Net loss: US$694.3m (down 241% from profit in FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
お知らせ • Feb 09Etsy, Inc. to Report Q4, 2022 Results on Feb 22, 2023Etsy, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2023
お知らせ • Feb 03Etsy, Inc. Appoints Colin Stretch as Chief Legal Officer and Corporate Secretary, Effective February 14, 2023Etsy, Inc. announced that Colin Stretch will join the company as Chief Legal Officer and Corporate Secretary, effective on February 14, 2023. Colin comes to Etsy with 25 years of experience, including as former General Counsel of Facebook (now Meta) from 2013-2019, where he led the company's legal and compliance functions and corporate legal affairs. After Facebook, Colin spent two years as Leader-in-Residence at Columbia University Law School's Reuben Mark Initiative for Organizational Character & Leadership and, most recently, he was Of Counsel at Latham & Watkins. Earlier in his career, Colin clerked for Justice Stephen G. Breyer on the United States Supreme Court and Judge Laurence H. Silberman on the United States Court of Appeals for the D.C. Circuit. He was also a member of the Honors Program in the Antitrust Division of the United States Department of Justice. Colin will be based out of Etsy's Brooklyn headquarters, report directly to Josh Silverman, and join Etsy's executive team.
Recent Insider Transactions • Nov 17Chief Operating Officer recently sold €714k worth of stockOn the 11th of November, Raina Moskowitz sold around 7k shares on-market at roughly €102 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.7m. This was Raina's only on-market trade for the last 12 months.
Recent Insider Transactions • Nov 10Independent Chairman recently sold €1.7m worth of stockOn the 7th of November, Frederick Wilson sold around 18k shares on-market at roughly €98.45 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Frederick's only on-market trade for the last 12 months.
Reported Earnings • Nov 03Third quarter 2022 earnings released: US$7.62 loss per share (vs US$0.71 profit in 3Q 2021)Third quarter 2022 results: US$7.62 loss per share (down from US$0.71 profit in 3Q 2021). Revenue: US$594.5m (up 12% from 3Q 2021). Net loss: US$963.1m (down US$1.05b from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.57 (vs US$0.77 in 2Q 2021)Second quarter 2022 results: EPS: US$0.57 (down from US$0.77 in 2Q 2021). Revenue: US$585.1m (up 11% from 2Q 2021). Net income: US$73.1m (down 26% from 2Q 2021). Profit margin: 13% (down from 19% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 19% share price gain to €94.50, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 16x in the Online Retail industry in Europe. Total returns to shareholders of 49% over the past three years.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to €82.00, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 17x in the Online Retail industry in Europe. Total returns to shareholders of 37% over the past three years.
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €73.16, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Online Retail industry in Europe. Total returns to shareholders of 29% over the past three years.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$0.68 (vs US$1.14 in 1Q 2021)First quarter 2022 results: EPS: US$0.68 (down from US$1.14 in 1Q 2021). Revenue: US$579.3m (up 5.2% from 1Q 2021). Net income: US$86.1m (down 40% from 1Q 2021). Profit margin: 15% (down from 26% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 16%, compared to a 31% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €107, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 28x in the Online Retail industry in Germany. Total returns to shareholders of 80% over the past three years.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €112, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 15x in the Online Retail industry in Europe. Total returns to shareholders of 83% over the past three years.
Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$3.88 (up from US$2.88 in FY 2020). Revenue: US$2.33b (up 35% from FY 2020). Net income: US$493.5m (up 41% from FY 2020). Profit margin: 21% (in line with FY 2020). Revenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 19%, compared to a 44% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 15% share price gain to €128, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 18x in the Online Retail industry in Europe. Total returns to shareholders of 171% over the past three years.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €222, the stock trades at a forward P/E ratio of 74x. Average forward P/E is 19x in the Online Retail industry in Europe. Total returns to shareholders of 348% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €264 per share.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €256, the stock trades at a forward P/E ratio of 85x. Average forward P/E is 24x in the Online Retail industry in Germany. Total returns to shareholders of 564% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €267 per share.
Recent Insider Transactions • Nov 10Insider recently sold €1.5m worth of stockOn the 5th of November, Jill Simeone sold around 7k shares on-market at roughly €227 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.2m more than they bought in the last 12 months.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.71 (vs US$0.75 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$532.4m (up 18% from 3Q 2020). Net income: US$89.9m (down 2.0% from 3Q 2020). Profit margin: 17% (down from 20% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 69% per year whereas the company’s share price has increased by 73% per year.
Board Change • Nov 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Director Andy Ballard was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS US$0.77 (vs US$0.81 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: US$528.9m (up 23% from 2Q 2020). Net income: US$98.3m (up 1.9% from 2Q 2020). Profit margin: 19% (down from 23% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year whereas the company’s share price has increased by 67% per year.
Reported Earnings • May 07First quarter 2021 earnings released: EPS US$1.14 (vs US$0.11 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$550.6m (up 142% from 1Q 2020). Net income: US$143.8m (up US$131.2m from 1Q 2020). Profit margin: 26% (up from 5.5% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to US$158, the stock is trading at a trailing P/E ratio of 69.5x, down from the previous P/E ratio of 89.2x. This compares to an average P/E of 84x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 613%.
Recent Insider Transactions • Mar 04Independent Chairman recently sold €4.6m worth of stockOn the 1st of March, Frederick Wilson sold around 23k shares on-market at roughly €203 per share. This was the largest sale by an insider in the last 3 months. This was Frederick's only on-market trade for the last 12 months.
Is New 90 Day High Low • Mar 02New 90-day high: €203The company is up 61% from its price of €126 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €190 per share.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$2.88 (vs US$0.80 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$1.73b (up 111% from FY 2019). Net income: US$349.2m (up 264% from FY 2019). Profit margin: 20% (up from 12% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 108% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue beats expectationsRevenue exceeded analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 26%, compared to a 56% growth forecast for the Online Retail industry in Germany.
Is New 90 Day High Low • Feb 05New 90-day high: €186The company is up 53% from its price of €121 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €108 per share.
Is New 90 Day High Low • Jan 13New 90-day high: €172The company is up 35% from its price of €127 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €100 per share.
Is New 90 Day High Low • Nov 28New 90-day high: €132The company is up 32% from its price of €100 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €94.44 per share.
Recent Insider Transactions • Nov 05Independent Director recently sold €840k worth of stockOn the 2nd of November, Margaret Smyth sold around 8k shares on-market at roughly €105 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.7m more than they bought in the last 12 months.
お知らせ • Oct 08Etsy, Inc. to Report Q3, 2020 Results on Oct 28, 2020Etsy, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Oct 28, 2020
お知らせ • Sep 21+ 2 more updatesEtsy, Inc.(NasdaqGS:ETSY) dropped from S&P 1000Etsy, Inc.(NasdaqGS:ETSY) dropped from S&P 1000