View Financial HealthEtsy 配当と自社株買い配当金 基準チェック /06Etsy配当金を支払った記録がありません。主要情報n/a配当利回り13.5%バイバック利回り総株主利回り13.5%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新お知らせ • 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.すべての更新を表示Recent updatesNew Risk • May 07New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €462k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$1.1b). Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Significant insider selling over the past 3 months (€462k sold).Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$1.09 (vs US$0.33 loss in 1Q 2025)First quarter 2026 results: EPS: US$1.09 (up from US$0.33 loss in 1Q 2025). Revenue: US$631.3m (up 3.1% from 1Q 2025). Net income: US$104.7m (up US$139.7m from 1Q 2025). Profit margin: 17% (up from net loss in 1Q 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe.お知らせ • Apr 21Etsy, Inc., Annual General Meeting, Jun 09, 2026Etsy, Inc., Annual General Meeting, Jun 09, 2026.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €53.32, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total returns to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €99.72 per share.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, 2026Recent Insider Transactions • Feb 27Chief Product & Technology Officer recently sold €110k worth of stockOn the 23rd of February, Rafe Colburn sold around 3k shares on-market at roughly €44.00 per share. This transaction amounted to 30% 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 €1.4m more than they bought in the last 12 months.Reported Earnings • Feb 20Full year 2025 earnings released: EPS: US$1.59 (vs US$2.64 in FY 2024)Full year 2025 results: EPS: US$1.59 (down from US$2.64 in FY 2024). Revenue: US$2.88b (up 2.7% from FY 2024). Net income: US$163.0m (down 46% from FY 2024). Profit margin: 5.7% (down from 11% in FY 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Multiline Retail industry in Europe.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.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €39.08, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Multiline Retail industry in Europe.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, 2026Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €46.18, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €90.72 per share.New Risk • Jan 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.8% average weekly change). Negative equity (-US$1.1b). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.4% net profit margin).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.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €45.86, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Multiline Retail industry in Europe.Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$0.76 (vs US$0.50 in 3Q 2024)Third quarter 2025 results: EPS: US$0.76 (up from US$0.50 in 3Q 2024). Revenue: US$678.0m (up 2.4% from 3Q 2024). Net income: US$75.5m (up 32% from 3Q 2024). Profit margin: 11% (up from 8.7% in 3Q 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe.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, 2025Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €63.81, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 17x in the Multiline Retail industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €109 per share.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €51.68, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Multiline Retail industry in Europe.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.Recent Insider Transactions • Aug 27Independent Director recently sold €415k worth of stockOn the 22nd of August, Martha Burns sold around 8k shares on-market at roughly €53.57 per share. This transaction amounted to 28% 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 €1.0m more than they bought in the last 12 months.New Risk • Aug 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). Negative equity (-US$1.1b). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.8% net profit margin). Significant insider selling over the past 3 months (€372k sold).New Risk • Aug 06New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €395k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$1.1b). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.8% net profit margin). Significant insider selling over the past 3 months (€395k sold).Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: US$0.28 (vs US$0.46 in 2Q 2024)Second quarter 2025 results: EPS: US$0.28 (down from US$0.46 in 2Q 2024). Revenue: US$672.7m (up 3.8% from 2Q 2024). Net income: US$28.8m (down 46% from 2Q 2024). Profit margin: 4.3% (down from 8.2% in 2Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe.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, 2025New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian 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$910m). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.7% net profit margin).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.Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €51.42, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Multiline Retail industry in Europe.Reported Earnings • May 02First quarter 2025 earnings released: US$0.49 loss per share (vs US$0.53 profit in 1Q 2024)First quarter 2025 results: US$0.49 loss per share (down from US$0.53 profit in 1Q 2024). Revenue: US$651.2m (flat on 1Q 2024). Net loss: US$52.1m (down 183% from profit in 1Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe.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, 2025Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €37.11, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Multiline Retail industry in Europe.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.Board Change • Mar 18Insufficient 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.決済の安定と成長配当データの取得安定した配当: 1ETSYの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 1ETSYの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Etsy 配当利回り対市場1ETSY 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (1ETSY)n/a市場下位25% (IT)1.6%市場トップ25% (IT)4.5%業界平均 (Multiline Retail)1.4%アナリスト予想 (1ETSY) (最長3年)0%注目すべき配当: 1ETSYは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 1ETSYは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 1ETSYの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: 1ETSYが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YIT 市場の強力な配当支払い企業。View Management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2026/05/25 18:51終値2026/05/25 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 • 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.
New Risk • May 07New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €462k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$1.1b). Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Significant insider selling over the past 3 months (€462k sold).
Reported Earnings • May 01First quarter 2026 earnings released: EPS: US$1.09 (vs US$0.33 loss in 1Q 2025)First quarter 2026 results: EPS: US$1.09 (up from US$0.33 loss in 1Q 2025). Revenue: US$631.3m (up 3.1% from 1Q 2025). Net income: US$104.7m (up US$139.7m from 1Q 2025). Profit margin: 17% (up from net loss in 1Q 2025). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe.
お知らせ • Apr 21Etsy, Inc., Annual General Meeting, Jun 09, 2026Etsy, Inc., Annual General Meeting, Jun 09, 2026.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €53.32, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Multiline Retail industry in Europe. Total returns to shareholders of 39% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €99.72 per share.
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
Recent Insider Transactions • Feb 27Chief Product & Technology Officer recently sold €110k worth of stockOn the 23rd of February, Rafe Colburn sold around 3k shares on-market at roughly €44.00 per share. This transaction amounted to 30% 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 €1.4m more than they bought in the last 12 months.
Reported Earnings • Feb 20Full year 2025 earnings released: EPS: US$1.59 (vs US$2.64 in FY 2024)Full year 2025 results: EPS: US$1.59 (down from US$2.64 in FY 2024). Revenue: US$2.88b (up 2.7% from FY 2024). Net income: US$163.0m (down 46% from FY 2024). Profit margin: 5.7% (down from 11% in FY 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Multiline Retail industry in Europe.
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.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €39.08, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Multiline Retail industry in Europe.
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
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €46.18, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €90.72 per share.
New Risk • Jan 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.8% average weekly change). Negative equity (-US$1.1b). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.4% net profit margin).
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.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €45.86, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Multiline Retail industry in Europe.
Reported Earnings • Oct 30Third quarter 2025 earnings released: EPS: US$0.76 (vs US$0.50 in 3Q 2024)Third quarter 2025 results: EPS: US$0.76 (up from US$0.50 in 3Q 2024). Revenue: US$678.0m (up 2.4% from 3Q 2024). Net income: US$75.5m (up 32% from 3Q 2024). Profit margin: 11% (up from 8.7% in 3Q 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe.
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
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €63.81, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 17x in the Multiline Retail industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €109 per share.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €51.68, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Multiline Retail industry in Europe.
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.
Recent Insider Transactions • Aug 27Independent Director recently sold €415k worth of stockOn the 22nd of August, Martha Burns sold around 8k shares on-market at roughly €53.57 per share. This transaction amounted to 28% 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 €1.0m more than they bought in the last 12 months.
New Risk • Aug 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.8% average weekly change). Negative equity (-US$1.1b). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.8% net profit margin). Significant insider selling over the past 3 months (€372k sold).
New Risk • Aug 06New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €395k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$1.1b). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.8% net profit margin). Significant insider selling over the past 3 months (€395k sold).
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: US$0.28 (vs US$0.46 in 2Q 2024)Second quarter 2025 results: EPS: US$0.28 (down from US$0.46 in 2Q 2024). Revenue: US$672.7m (up 3.8% from 2Q 2024). Net income: US$28.8m (down 46% from 2Q 2024). Profit margin: 4.3% (down from 8.2% in 2Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe.
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
New Risk • Jun 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian 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$910m). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.7% net profit margin).
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.
Valuation Update With 7 Day Price Move • Jun 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €51.42, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Multiline Retail industry in Europe.
Reported Earnings • May 02First quarter 2025 earnings released: US$0.49 loss per share (vs US$0.53 profit in 1Q 2024)First quarter 2025 results: US$0.49 loss per share (down from US$0.53 profit in 1Q 2024). Revenue: US$651.2m (flat on 1Q 2024). Net loss: US$52.1m (down 183% from profit in 1Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe.
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
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €37.11, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Multiline Retail industry in Europe.
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.
Board Change • Mar 18Insufficient 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.