Etsy (ETSY *) 주식 개요는 자회사와 함께 전 세계 구매자와 판매자를 연결하는 양방향 온라인 마켓플레이스를 운영하고 있습니다. 자세히 보기ETSY * 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장3/6과거 실적4/6재무 건전성2/6배당0/6강점공정 가치 추정치보다 낮은 36.5% 에서 거래수익은 매년 13.06% 증가할 것으로 예상됩니다.지난 1년간 수익이 47.5% 증가했습니다.위험 분석마이너스 주주 지분주식은 유동성이 매우 낮습니다부채비율이 높네요지난 3개월 동안 상당한 내부자 매도가 있었습니다.모든 위험 점검 보기ETSY * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$1.04k43.0% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-706m3b2016201920222025202620282031Revenue US$3.4bEarnings US$351.0mAdvancedSet Fair ValueView all narrativesEtsy, Inc. 경쟁사El Puerto de Liverpool. deSymbol: BMV:LIVEPOL C-1Market cap: Mex$139.4bGrupo Palacio de Hierro. deSymbol: BMV:GPH 1Market cap: Mex$15.9bGrupo Gigante S. A. B. de C. VSymbol: BMV:GIGANTE *Market cap: Mex$32.1bPepco GroupSymbol: WSE:PCOMarket cap: zł18.2b가격 이력 및 성과Etsy 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가US$1,040.0052주 최고가US$1,403.0052주 최저가US$764.00베타1.91개월 변동-9.29%3개월 변동15.56%1년 변동14.04%3년 변동-31.22%5년 변동-68.33%IPO 이후 변동-37.75%최근 뉴스 및 업데이트Recent Insider Transactions • May 13Chief Product & Technology Officer recently sold Mex$5.4m worth of stockOn the 4th of May, Rafe Colburn sold around 5k shares on-market at roughly Mex$1,138 per share. This transaction amounted to 42% 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 Mex$38m more than they bought in the last 12 months.Recent Insider Transactions • May 07Chief Product & Technology Officer recently sold Mex$5.4m worth of stockOn the 4th of May, Rafe Colburn sold around 5k shares on-market at roughly Mex$1,138 per share. This transaction amounted to 42% 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 Mex$38m more than they bought in the last 12 months.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 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공시 • 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 15%After last week's 15% share price gain to Mex$1,107, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Multiline Retail industry globally. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,602 per share.공시 • 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, 2026더 많은 업데이트 보기Recent updatesRecent Insider Transactions • May 13Chief Product & Technology Officer recently sold Mex$5.4m worth of stockOn the 4th of May, Rafe Colburn sold around 5k shares on-market at roughly Mex$1,138 per share. This transaction amounted to 42% 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 Mex$38m more than they bought in the last 12 months.Recent Insider Transactions • May 07Chief Product & Technology Officer recently sold Mex$5.4m worth of stockOn the 4th of May, Rafe Colburn sold around 5k shares on-market at roughly Mex$1,138 per share. This transaction amounted to 42% 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 Mex$38m more than they bought in the last 12 months.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 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공시 • 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 15%After last week's 15% share price gain to Mex$1,107, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Multiline Retail industry globally. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,602 per share.공시 • 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 • Mar 07Independent Director recently sold Mex$1.8m worth of stockOn the 4th of March, C. Andrew Ballard sold around 2k shares on-market at roughly Mex$979 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 Mex$2.2m. Insiders have been net sellers, collectively disposing of Mex$33m more than they bought in the last 12 months.Recent Insider Transactions • Feb 26Chief Product & Technology Officer recently sold Mex$2.2m worth of stockOn the 23rd of February, Rafe Colburn sold around 3k shares on-market at roughly Mex$893 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 Mex$31m 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 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.공시 • 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.공시 • 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 • Feb 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$930, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,528 per share.공시 • 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.공시 • 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 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to Mex$953, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Multiline Retail industry globally. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,669 per share.Recent Insider Transactions • Nov 08Chief Product & Technology Officer recently sold Mex$3.4m worth of stockOn the 4th of November, Rafe Colburn sold around 3k shares on-market at roughly Mex$1,075 per share. This transaction amounted to 42% 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 Mex$9.0m. Insiders have been net sellers, collectively disposing of Mex$29m more than they bought in the last 12 months.Reported Earnings • Oct 31Third 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 9.9% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공시 • 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.공시 • 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 19%After last week's 19% share price gain to Mex$1,400, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 18x in the Multiline Retail industry globally. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,902 per share.Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$1,178, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 18x in the Multiline Retail industry globally. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,958 per share.공시 • 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 Mex$9.0m worth of stockOn the 22nd of August, Martha Burns sold around 8k shares on-market at roughly Mex$1,168 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 Mex$22m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$1,050, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the Multiline Retail industry globally. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,988 per share.Recent Insider Transactions • Aug 15Chief Technology Officer recently sold Mex$1.6m worth of stockOn the 12th of August, Rafe Colburn sold around 1k shares on-market at roughly Mex$1,179 per share. This transaction amounted to 36% 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 Mex$6.4m. Insiders have been net sellers, collectively disposing of Mex$12m more than they bought in the last 12 months.Recent Insider Transactions • Aug 09VP & Chief Accounting Officer recently sold Mex$6.4m worth of stockOn the 4th of August, Merilee Buckley sold around 6k shares on-market at roughly Mex$1,109 per share. This transaction amounted to 100% 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 Mex$11m more than they bought in the last 12 months.Reported Earnings • Jul 31Second 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 9.2% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.공시 • 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, 2025Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$1,025, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,049 per share.공시 • 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 27%After last week's 27% share price gain to Mex$1,127, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Multiline Retail industry globally. Total loss to shareholders of 29% over the past three years.Recent Insider Transactions • May 19Chief Technology Officer recently sold Mex$2.2m worth of stockOn the 16th of May, Rafe Colburn sold around 2k shares on-market at roughly Mex$920 per share. This transaction amounted to 45% 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 Mex$6.5m more than they bought in the last 12 months.Recent Insider Transactions • May 18Chief Technology Officer recently sold Mex$2.2m worth of stockOn the 16th of May, Rafe Colburn sold around 2k shares on-market at roughly Mex$920 per share. This transaction amounted to 45% 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 Mex$6.5m more than they bought in the last 12 months.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 8.8% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.공시 • 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.공시 • Apr 19Etsy, Inc., Annual General Meeting, Jun 17, 2025Etsy, Inc., Annual General Meeting, Jun 17, 2025.공시 • 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, 2025공시 • 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.Reported Earnings • Feb 19Full year 2024 earnings released: EPS: US$2.64 (vs US$2.51 in FY 2023)Full year 2024 results: EPS: US$2.64. Revenue: US$2.81b (up 2.2% from FY 2023). Net income: US$303.3m (down 1.4% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Global Multiline Retail industry.공시 • 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 • Feb 05Insufficient 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.공시 • 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.Board Change • Dec 01Insufficient 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.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 4.1% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Global Multiline Retail industry. 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.공시 • 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.공시 • 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, 2024공시 • Sep 23+ 1 more updateEtsy, Inc.(NasdaqGS:ETSY) dropped from S&P 500 ValueEtsy, Inc.(NasdaqGS:ETSY) dropped from S&P 500 ValueRecent Insider Transactions • Aug 18Independent Director recently sold Mex$495k worth of stockOn the 15th of August, Marla Blow sold around 500 shares on-market at roughly Mex$990 per share. This transaction amounted to 7.4% 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 Mex$2.0m. Insiders have been net sellers, collectively disposing of Mex$3.2m more than they bought in the last 12 months.Reported Earnings • Aug 01Second 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 Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.공시 • 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.공시 • 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, 2024Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$1,152, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Multiline Retail industry globally. Total loss to shareholders of 71% over the past three years.Recent Insider Transactions • May 24Independent Director recently sold Mex$2.0m worth of stockOn the 22nd of May, C. Andrew Ballard sold around 2k shares on-market at roughly Mex$1,064 per share. This transaction amounted to 51% 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 Mex$2.7m more than they bought in the last 12 months.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 10% growth forecast for the Global Multiline Retail industry. 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 28% per year, which means it has not declined as severely as earnings.공시 • 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.공시 • 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 Risks Share price has been highly volatile over the past 3 months (7.9% average weekly change). Negative equity (-US$544m). Minor Risks Large one-off items impacting financial results.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 10% growth forecast for the Global Multiline Retail industry. 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 33% per year, which means it has not declined as severely as earnings.공시 • 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.공시 • 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, 2024공시 • Feb 01Etsy, Inc. Appoints Marc Steinberg as Class I Director and to the Audit Committee, Effective February 5, 2024On January 31, 2024, the Board of Directors (the “Board”) of Etsy, Inc. ("Etsy"), upon the recommendation of the Nominating and Corporate Governance Committee of the Board, appointed Marc Steinberg to the Board to serve as a Class I director (for a term expiring at the 2025 annual meeting of stockholders), effective February 5, 2024. In connection with Mr. Steinberg’s appointment, the Board increased its size to ten directors, effective February 5, 2024, and upon Mr. Steinberg joining the Board. He was also appointed to the Board’s Audit Committee, effective February 5, 2024.공시 • 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 • Nov 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,262, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Multiline Retail industry globally. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,435 per share.Reported Earnings • Nov 03Third 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 8.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.공시 • 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.공시 • 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, 2023Recent Insider Transactions • Aug 30Independent Director recently sold Mex$735k worth of stockOn the 25th of August, Marla Blow sold around 600 shares on-market at roughly Mex$1,226 per share. This transaction amounted to 15% 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 Mex$61m more than they bought in the last 12 months.공시 • 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.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 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.공시 • 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.공시 • 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, 2023Recent Insider Transactions • May 29Independent Director recently sold Mex$618k worth of stockOn the 24th of May, C. Andrew Ballard sold around 393 shares on-market at roughly Mex$1,571 per share. This transaction amounted to 84% 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 Mex$60m more than they bought in the last 12 months.공시 • 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 12% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Multiline Retail industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.Buying Opportunity • Mar 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be Mex$2,509, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company became loss making.Recent Insider Transactions • Mar 03Chief Technology Officer recently sold Mex$3.7m worth of stockOn the 28th of February, Rachana Kumar sold around 2k shares on-market at roughly Mex$2,232 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 Mex$59m 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 12% growth forecast for the Global Online Retail industry.공시 • 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, 2023공시 • 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.Buying Opportunity • Dec 29Now 21% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be Mex$3,042, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years, while earnings per share has been flat.Recent Insider Transactions • Nov 16Independent Chairman recently sold Mex$34m worth of stockOn the 7th of November, Frederick Wilson sold around 18k shares on-market at roughly Mex$1,915 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.Recent Insider Transactions • Nov 10Independent Chairman recently sold Mex$34m worth of stockOn the 7th of November, Frederick Wilson sold around 18k shares on-market at roughly Mex$1,915 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 04Third 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 14% growth forecast for the Online Retail industry in South America.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$1,914, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 18x in the Online Retail industry globally. Total loss to shareholders of 63% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,132 per share.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$2,253, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 48% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,800 per share.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 10.0%, compared to a 29% growth forecast for the industry in Mexico.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to Mex$1,793, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 54% over the past year.Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to Mex$1,495, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Online Retail industry globally. Total loss to shareholders of 55% over the past year.Reported Earnings • May 05First 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 21%, compared to a 45% growth forecast for the industry in Mexico.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$2,224, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 19x in the Online Retail industry globally. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,258 per share.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 19% share price gain to Mex$3,015, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 35% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,231 per share.Reported Earnings • Feb 26Full 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 66% growth forecast for the retail industry in Mexico.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$2,490, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 43% over the past year.Valuation Update With 7 Day Price Move • Jan 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$3,855, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 21x in the Online Retail industry globally. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,912 per share.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to Mex$4,890, the stock trades at a forward P/E ratio of 69x. Average forward P/E is 20x in the Online Retail industry globally. Total returns to shareholders of 59% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,549 per share.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to Mex$6,084, the stock trades at a forward P/E ratio of 86x. Average forward P/E is 22x in the Online Retail industry globally. Total returns to shareholders of 125% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,546 per share.주주 수익률ETSY *MX Multiline RetailMX 시장7D-7.6%1.1%0.2%1Y14.0%8.7%15.6%전체 주주 수익률 보기수익률 대 산업: ETSY *은 지난 1년 동안 8.7%의 수익을 기록한 MX Multiline Retail 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: ETSY *은 지난 1년 동안 15.6%를 기록한 MX 시장보다 저조한 성과를 냈습니다.주가 변동성Is ETSY *'s price volatile compared to industry and market?ETSY * volatilityETSY * Average Weekly Movementn/aMultiline Retail Industry Average Movement4.2%Market Average Movement4.1%10% most volatile stocks in MX Market6.1%10% least volatile stocks in MX Market2.6%안정적인 주가: ETSY *의 주가는 지난 3개월 동안 MX 시장보다 변동성이 컸습니다.시간에 따른 변동성: Insufficient data to determine ETSY *의 변동성 변화를 판단할 수 없습니다.회사 소개설립직원 수CEO웹사이트20052,375Kruti Patel Goyalwww.etsy.com는 자회사와 함께 전 세계 구매자와 판매자를 연결하는 양방향 온라인 마켓플레이스를 운영합니다. 이 회사는 세 가지 부문으로 운영됩니다: Etsy, Reverb, Depop입니다. 주로 장인 및 기업가와 다양한 소비자를 연결하는 Etsy 마켓플레이스를 운영합니다.더 보기Etsy, Inc. 기초 지표 요약Etsy의 순이익과 매출은 시가총액과 어떻게 비교됩니까?ETSY * 기초 통계시가총액Mex$99.70b순이익 (TTM)Mex$5.24b매출 (TTM)Mex$50.20b19.0x주가수익비율(P/E)2.0x주가매출비율(P/S)ETSY *는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표ETSY * 손익계산서 (TTM)매출US$2.90b매출원가US$825.68m총이익US$2.08b기타 비용US$1.77b순이익US$302.73m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)3.19총이익률71.55%순이익률10.43%부채/자본 비율-262.5%ETSY *의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 22:26종가2026/05/21 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Etsy, Inc.는 51명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Richard KramerArete Research Services LLPOliver LesterArete Research Services LLPTrevor YoungBarclays48명의 분석가 더 보기
Recent Insider Transactions • May 13Chief Product & Technology Officer recently sold Mex$5.4m worth of stockOn the 4th of May, Rafe Colburn sold around 5k shares on-market at roughly Mex$1,138 per share. This transaction amounted to 42% 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 Mex$38m more than they bought in the last 12 months.
Recent Insider Transactions • May 07Chief Product & Technology Officer recently sold Mex$5.4m worth of stockOn the 4th of May, Rafe Colburn sold around 5k shares on-market at roughly Mex$1,138 per share. This transaction amounted to 42% 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 Mex$38m more than they bought in the last 12 months.
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 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공시 • 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 15%After last week's 15% share price gain to Mex$1,107, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Multiline Retail industry globally. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,602 per share.
공시 • 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 • May 13Chief Product & Technology Officer recently sold Mex$5.4m worth of stockOn the 4th of May, Rafe Colburn sold around 5k shares on-market at roughly Mex$1,138 per share. This transaction amounted to 42% 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 Mex$38m more than they bought in the last 12 months.
Recent Insider Transactions • May 07Chief Product & Technology Officer recently sold Mex$5.4m worth of stockOn the 4th of May, Rafe Colburn sold around 5k shares on-market at roughly Mex$1,138 per share. This transaction amounted to 42% 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 Mex$38m more than they bought in the last 12 months.
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 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공시 • 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 15%After last week's 15% share price gain to Mex$1,107, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Multiline Retail industry globally. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,602 per share.
공시 • 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 • Mar 07Independent Director recently sold Mex$1.8m worth of stockOn the 4th of March, C. Andrew Ballard sold around 2k shares on-market at roughly Mex$979 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 Mex$2.2m. Insiders have been net sellers, collectively disposing of Mex$33m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 26Chief Product & Technology Officer recently sold Mex$2.2m worth of stockOn the 23rd of February, Rafe Colburn sold around 3k shares on-market at roughly Mex$893 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 Mex$31m 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 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
공시 • 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.
공시 • 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 • Feb 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$930, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,528 per share.
공시 • 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.
공시 • 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 20Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to Mex$953, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Multiline Retail industry globally. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,669 per share.
Recent Insider Transactions • Nov 08Chief Product & Technology Officer recently sold Mex$3.4m worth of stockOn the 4th of November, Rafe Colburn sold around 3k shares on-market at roughly Mex$1,075 per share. This transaction amounted to 42% 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 Mex$9.0m. Insiders have been net sellers, collectively disposing of Mex$29m more than they bought in the last 12 months.
Reported Earnings • Oct 31Third 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 9.9% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공시 • 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.
공시 • 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 19%After last week's 19% share price gain to Mex$1,400, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 18x in the Multiline Retail industry globally. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,902 per share.
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$1,178, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 18x in the Multiline Retail industry globally. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,958 per share.
공시 • 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 Mex$9.0m worth of stockOn the 22nd of August, Martha Burns sold around 8k shares on-market at roughly Mex$1,168 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 Mex$22m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to Mex$1,050, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the Multiline Retail industry globally. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,988 per share.
Recent Insider Transactions • Aug 15Chief Technology Officer recently sold Mex$1.6m worth of stockOn the 12th of August, Rafe Colburn sold around 1k shares on-market at roughly Mex$1,179 per share. This transaction amounted to 36% 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 Mex$6.4m. Insiders have been net sellers, collectively disposing of Mex$12m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 09VP & Chief Accounting Officer recently sold Mex$6.4m worth of stockOn the 4th of August, Merilee Buckley sold around 6k shares on-market at roughly Mex$1,109 per share. This transaction amounted to 100% 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 Mex$11m more than they bought in the last 12 months.
Reported Earnings • Jul 31Second 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 9.2% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
공시 • 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
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to Mex$1,025, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Multiline Retail industry globally. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,049 per share.
공시 • 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 27%After last week's 27% share price gain to Mex$1,127, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Multiline Retail industry globally. Total loss to shareholders of 29% over the past three years.
Recent Insider Transactions • May 19Chief Technology Officer recently sold Mex$2.2m worth of stockOn the 16th of May, Rafe Colburn sold around 2k shares on-market at roughly Mex$920 per share. This transaction amounted to 45% 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 Mex$6.5m more than they bought in the last 12 months.
Recent Insider Transactions • May 18Chief Technology Officer recently sold Mex$2.2m worth of stockOn the 16th of May, Rafe Colburn sold around 2k shares on-market at roughly Mex$920 per share. This transaction amounted to 45% 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 Mex$6.5m more than they bought in the last 12 months.
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 8.8% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
공시 • 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.
공시 • Apr 19Etsy, Inc., Annual General Meeting, Jun 17, 2025Etsy, Inc., Annual General Meeting, Jun 17, 2025.
공시 • 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
공시 • 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.
Reported Earnings • Feb 19Full year 2024 earnings released: EPS: US$2.64 (vs US$2.51 in FY 2023)Full year 2024 results: EPS: US$2.64. Revenue: US$2.81b (up 2.2% from FY 2023). Net income: US$303.3m (down 1.4% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Global Multiline Retail industry.
공시 • 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 • Feb 05Insufficient 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.
공시 • 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.
Board Change • Dec 01Insufficient 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.
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 4.1% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Global Multiline Retail industry. 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.
공시 • 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.
공시 • 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
공시 • Sep 23+ 1 more updateEtsy, Inc.(NasdaqGS:ETSY) dropped from S&P 500 ValueEtsy, Inc.(NasdaqGS:ETSY) dropped from S&P 500 Value
Recent Insider Transactions • Aug 18Independent Director recently sold Mex$495k worth of stockOn the 15th of August, Marla Blow sold around 500 shares on-market at roughly Mex$990 per share. This transaction amounted to 7.4% 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 Mex$2.0m. Insiders have been net sellers, collectively disposing of Mex$3.2m more than they bought in the last 12 months.
Reported Earnings • Aug 01Second 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 Global Multiline Retail industry. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
공시 • 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.
공시 • 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
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$1,152, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Multiline Retail industry globally. Total loss to shareholders of 71% over the past three years.
Recent Insider Transactions • May 24Independent Director recently sold Mex$2.0m worth of stockOn the 22nd of May, C. Andrew Ballard sold around 2k shares on-market at roughly Mex$1,064 per share. This transaction amounted to 51% 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 Mex$2.7m more than they bought in the last 12 months.
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 10% growth forecast for the Global Multiline Retail industry. 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 28% per year, which means it has not declined as severely as earnings.
공시 • 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.
공시 • 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 Risks Share price has been highly volatile over the past 3 months (7.9% average weekly change). Negative equity (-US$544m). Minor Risks Large one-off items impacting financial results.
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 10% growth forecast for the Global Multiline Retail industry. 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 33% per year, which means it has not declined as severely as earnings.
공시 • 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.
공시 • 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
공시 • Feb 01Etsy, Inc. Appoints Marc Steinberg as Class I Director and to the Audit Committee, Effective February 5, 2024On January 31, 2024, the Board of Directors (the “Board”) of Etsy, Inc. ("Etsy"), upon the recommendation of the Nominating and Corporate Governance Committee of the Board, appointed Marc Steinberg to the Board to serve as a Class I director (for a term expiring at the 2025 annual meeting of stockholders), effective February 5, 2024. In connection with Mr. Steinberg’s appointment, the Board increased its size to ten directors, effective February 5, 2024, and upon Mr. Steinberg joining the Board. He was also appointed to the Board’s Audit Committee, effective February 5, 2024.
공시 • 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 • Nov 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$1,262, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Multiline Retail industry globally. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,435 per share.
Reported Earnings • Nov 03Third 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 8.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.
공시 • 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.
공시 • 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
Recent Insider Transactions • Aug 30Independent Director recently sold Mex$735k worth of stockOn the 25th of August, Marla Blow sold around 600 shares on-market at roughly Mex$1,226 per share. This transaction amounted to 15% 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 Mex$61m more than they bought in the last 12 months.
공시 • 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.
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 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
공시 • 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.
공시 • 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
Recent Insider Transactions • May 29Independent Director recently sold Mex$618k worth of stockOn the 24th of May, C. Andrew Ballard sold around 393 shares on-market at roughly Mex$1,571 per share. This transaction amounted to 84% 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 Mex$60m more than they bought in the last 12 months.
공시 • 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 12% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Multiline Retail industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
Buying Opportunity • Mar 09Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be Mex$2,509, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Meanwhile, the company became loss making.
Recent Insider Transactions • Mar 03Chief Technology Officer recently sold Mex$3.7m worth of stockOn the 28th of February, Rachana Kumar sold around 2k shares on-market at roughly Mex$2,232 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 Mex$59m 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 12% growth forecast for the Global Online Retail industry.
공시 • 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
공시 • 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.
Buying Opportunity • Dec 29Now 21% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be Mex$3,042, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years, while earnings per share has been flat.
Recent Insider Transactions • Nov 16Independent Chairman recently sold Mex$34m worth of stockOn the 7th of November, Frederick Wilson sold around 18k shares on-market at roughly Mex$1,915 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.
Recent Insider Transactions • Nov 10Independent Chairman recently sold Mex$34m worth of stockOn the 7th of November, Frederick Wilson sold around 18k shares on-market at roughly Mex$1,915 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 04Third 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 14% growth forecast for the Online Retail industry in South America.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$1,914, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 18x in the Online Retail industry globally. Total loss to shareholders of 63% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,132 per share.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$2,253, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 48% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,800 per share.
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 10.0%, compared to a 29% growth forecast for the industry in Mexico.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to Mex$1,793, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 54% over the past year.
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to Mex$1,495, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Online Retail industry globally. Total loss to shareholders of 55% over the past year.
Reported Earnings • May 05First 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 21%, compared to a 45% growth forecast for the industry in Mexico.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$2,224, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 19x in the Online Retail industry globally. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,258 per share.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 19% share price gain to Mex$3,015, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 35% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,231 per share.
Reported Earnings • Feb 26Full 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 66% growth forecast for the retail industry in Mexico.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$2,490, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 43% over the past year.
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to Mex$3,855, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 21x in the Online Retail industry globally. Total returns to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,912 per share.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to Mex$4,890, the stock trades at a forward P/E ratio of 69x. Average forward P/E is 20x in the Online Retail industry globally. Total returns to shareholders of 59% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,549 per share.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment improved over the past weekAfter last week's 18% share price gain to Mex$6,084, the stock trades at a forward P/E ratio of 86x. Average forward P/E is 22x in the Online Retail industry globally. Total returns to shareholders of 125% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,546 per share.
