1stdibs.Com 대차대조표 건전성
재무 건전성 기준 점검 5/6
1stdibs.Com 의 총 주주 지분은 $84.0M 이고 총 부채는 $0.0, 이는 부채 대 자기자본 비율을 0% 로 가져옵니다. 총자산과 총부채는 각각 $121.8M 및 $37.9M 입니다.
핵심 정보
0%
부채/자본 비율
US$0
부채
| 이자보상배율 | n/a |
| 현금 | US$85.28m |
| 자본 | US$83.95m |
| 총부채 | US$37.89m |
| 총자산 | US$121.85m |
최근 재무 건전성 업데이트
분석 기사 • Mar 05
We Think 1stdibs.Com (NASDAQ:DIBS) Can Easily Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...분석 기사 • Jun 18
Here's Why We're Not Too Worried About 1stdibs.Com's (NASDAQ:DIBS) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...분석 기사 • Mar 03
We Think 1stdibs.Com (NASDAQ:DIBS) Can Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, although...Recent updates
Seeking Alpha • 2h
1stdibs Model Transition Is Not Yet Complete But Advances, Yet The Stock Remains High
Summary 1stdibs is improving operationally, cutting marketing expenses, and achieving positive adjusted EBITDA for the second consecutive quarter. GMV and active buyers declined, but revenue held up due to higher take rates; operating losses were halved year-over-year. Key risks remain: the full impact of marketing cuts on buyer and seller engagement is unclear, and GAAP profitability is still distant. I maintain a Hold rating as valuation is not compelling given ongoing business transition risks and lack of true profitability. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 21
DIBS: First EBITDA Profit Quarter Will Signal Post Selloff Inflection Point
Analysts have reaffirmed their $7 price target for 1stdibs.com, pointing to the first adjusted EBITDA profitable quarter since the IPO, as well as growing confidence that recent internal efforts could mark an inflection point for the business. Analyst Commentary Bullish Takeaways Bullish analysts view the first adjusted EBITDA profitable quarter since the 2021 IPO as a key proof point that the cost base and business model can support profitability at the current scale, which supports their $7 price target.내러티브 업데이트 • Apr 07
DIBS: First Adjusted EBITDA Profit Quarter Will Anchor Post Selloff Inflection Point
Narrative Update Analysts have reaffirmed a $7.00 price target on 1stdibs.com, noting the company's first adjusted EBITDA profitable quarter since its 2021 IPO. They indicate that this result may represent a potential inflection point in the company’s narrative, with internal efforts aimed at supporting a return to growth.내러티브 업데이트 • Mar 23
DIBS: First Adjusted EBITDA Profit Quarter Will Mark Post Selloff Inflection Point
Analysts have reaffirmed their $7 price target on 1stdibs.com, citing the company's first quarter of positive adjusted EBITDA since its 2021 IPO and increased confidence that internal efforts can support a return to growth. Analyst Commentary Recent research points to a shift in sentiment around 1stdibs.com, with bullish analysts highlighting the first quarter of positive adjusted EBITDA since the 2021 IPO and reaffirmed valuation targets at US$7.내러티브 업데이트 • Mar 09
DIBS: First Adjusted EBITDA Profitability Will Support Upside Repricing
Analysts have reaffirmed their $7 price target on 1stdibs.Com, citing the company's first adjusted EBITDA profitable quarter since its IPO and noting that recent results and the current outlook could represent a potential turning point for the business. Analyst Commentary Recent research points to a more constructive stance on 1stdibs.Com, with the reaffirmed US$7 price target framed around the first adjusted EBITDA profitable quarter since the IPO and the view that recent results could mark a key shift in the story.내러티브 업데이트 • Feb 22
DIBS: Higher Future P/E Assumptions Will Support Upside Repricing
Analysts have nudged their price target on 1stdibs.com higher to $44.48 from $43.93, citing only modest tweaks to the discount rate, profit margin and future P/E assumptions, while keeping fair value and revenue growth views essentially unchanged. Valuation Changes Fair Value: Held steady at about $7.00, indicating no material change in the underlying valuation output.내러티브 업데이트 • Feb 08
DIBS: Stable Assumptions And Modest Margin Uplift Will Support Future Repricing
Analysts have slightly adjusted their price target on 1stdibs.com, reflecting small tweaks to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions that together fine tune rather than overhaul their view of the stock. Valuation Changes Fair Value: Held steady at 7.0, indicating no change in the core valuation estimate.내러티브 업데이트 • Jan 24
DIBS: Ongoing Buybacks And Steady Outlook Will Support Future Repricing
Analysts have trimmed their price target for 1stdibs.Com by a small amount, reflecting slightly adjusted assumptions around the discount rate, long term profit margin and future P/E that keep their overall fair value view essentially unchanged. What's in the News 1stdibs.Com issued earnings guidance for the fourth quarter of 2025, with expected net revenue between US$22.3 million and US$23.5 million, which the company describes as a range from a 2% decline to 3% growth, and indicated an assumption of low single digit revenue growth for full year 2026 (Corporate guidance).내러티브 업데이트 • Jan 09
DIBS: New Buyback Plan Will Support Improved Future Market Perception
Analysts have raised their fair value estimate for 1stDibs.com from US$6.00 to US$7.00, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. What's in the News 1stDibs.com issued earnings guidance for the fourth quarter of 2025, projecting net revenue between US$22.3 million and US$23.5 million.분석 기사 • Nov 08
Subdued Growth No Barrier To 1stdibs.Com, Inc. (NASDAQ:DIBS) With Shares Advancing 53%
The 1stdibs.Com, Inc. ( NASDAQ:DIBS ) share price has done very well over the last month, posting an excellent gain of...분석 기사 • Aug 09
1stdibs.Com, Inc. (NASDAQ:DIBS) Just Released Its Second-Quarter Earnings: Here's What Analysts Think
NasdaqGM:DIBS 1 Year Share Price vs Fair Value Explore 1stdibs.Com's Fair Values from the Community and select yours...
새 내러티브 • Apr 05
Machine Learning Pricing Models And AI Investments Will Transform Efficiency
Focusing on AI and machine learning in pricing and operations may improve margins and boost revenue.분석 기사 • Mar 16
Risks Still Elevated At These Prices As 1stdibs.Com, Inc. (NASDAQ:DIBS) Shares Dive 27%
1stdibs.Com, Inc. ( NASDAQ:DIBS ) shareholders won't be pleased to see that the share price has had a very rough month...분석 기사 • Mar 05
We Think 1stdibs.Com (NASDAQ:DIBS) Can Easily Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...분석 기사 • Jun 18
Here's Why We're Not Too Worried About 1stdibs.Com's (NASDAQ:DIBS) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...분석 기사 • May 11
US$8.00 - That's What Analysts Think 1stdibs.Com, Inc. (NASDAQ:DIBS) Is Worth After These Results
As you might know, 1stdibs.Com, Inc. ( NASDAQ:DIBS ) just kicked off its latest first-quarter results with some very...분석 기사 • Mar 14
1stdibs.Com, Inc.'s (NASDAQ:DIBS) 25% Share Price Surge Not Quite Adding Up
Despite an already strong run, 1stdibs.Com, Inc. ( NASDAQ:DIBS ) shares have been powering on, with a gain of 25% in...분석 기사 • Mar 03
We Think 1stdibs.Com (NASDAQ:DIBS) Can Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, although...Seeking Alpha • Feb 09
1stdibs.Com Faces Uphill Revenue Growth Battle
Summary 1stdibs.Com, Inc. went public in June 2021 but has seen a decline in revenue since the end of the pandemic. The company's results appear to be tied to the luxury home sales market, which has low volumes currently. The company is focusing on improving mobile web conversion and targeting higher net-worth individuals, but it has been a difficult task in a softer demand environment. My near-term outlook on 1stdibs.Com is Bearish. Read the full article on Seeking Alpha분석 기사 • Nov 11
Revenues Not Telling The Story For 1stdibs.Com, Inc. (NASDAQ:DIBS) After Shares Rise 30%
1stdibs.Com, Inc. ( NASDAQ:DIBS ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Aug 10
1stdibs.com GAAP EPS of -$0.01 beats by $0.23, revenue of $24.6M misses by $0.25M
1stdibs.com press release (NASDAQ:DIBS): Q2 GAAP EPS of -$0.01 beats by $0.23. Revenue of $24.6M (-0.4% Y/Y) misses by $0.25M.Seeking Alpha • Jul 28
1stDibs Faces Tough 2022 As User Conversion Falters
1stDibs went public in June 2021, raising $115 million in a U.S. IPO. The company runs online marketplaces for premium quality furnishings, home decor, fashion and other accessories. DIBS has been negatively affected by changes in consumer buying preferences toward travel and hospitality and now an economic recession. Until management can restart revenue growth and reduce high operating losses, I'm on Hold for DIBS. A Quick Take On 1stDibs 1stDibs.com (DIBS) went public in June 2021, raising approximately $115 million in gross proceeds from an IPO that priced at $20.00 per share. The firm operates a website and marketplace that enables makers and sellers of premium home decor, art, jewelry and fashion items to sell to consumers. DIBS faces revenue decline conditions along with significant operating cost structures likely resulting in more losses ahead. Until management can reignite topline growth and reduce operating losses to make serious progress toward operating breakeven, I’m on Hold for DIBS. 1stDibs Overview New York, NY-based 1stDibs was founded to create a platform of vetted sellers of art, jewelry, furnishings and accessories for the home. Management is headed by Chairperson and CEO David Rosenblatt, who has been with the firm since November 2011 and was previously President, Global Display Advertising at Google. The firm focuses on creating relationships with high quality, vetted sellers which in turn attracts well-heeled buyers. According to a 2020 market research report by Bain & Company Luxury Goods Worldwide Market Study (Spring Update), the global market for luxury goods fell by an estimated 25% in Q1 2020. The report said 'there will be a recovery for the luxury market but the industry will be profoundly transformed...The coronavirus crisis will force the industry to think more creatively and innovate even faster to meet a host of new consumer demands and channel constraints.' Also, the report estimated that 'recovery to 2019 levels will not occur until 2022 or 2023,' with growth resuming only gradually and depending on the major 'luxury player's strategic responses to the current crisis and their ability to transform the industry on behalf of the customer.' Major competitive or other industry participants include: Mytheresa.com (MYTE) Farfetch (FTCH) Branded websites Other unique product marketplaces 1stDibs’s Recent Financial Performance Total revenue by quarter has risen moderately over the past 5 quarters: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has essentially plateaued: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have remained well into the 60’s: 5 Quarter Selling, G&A % Of Revenue (Seeking Alpha) Operating losses by quarter have remained elevated with no path to breakeven: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have remained negative with little serious progress toward profitability: 5 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, DIBS’ stock price has fallen 70.2 percent vs. the U.S. S&P 500 index’s fall of around 7.9 percent, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For 1stDibs Below is a table of relevant capitalization and valuation figures for the company: Measure Amount Enterprise Value $98,890,000 Market Capitalization $233,730,000 Enterprise Value / Sales [TTM] 0.95 Price / Sales [TTM] 1.93 Revenue Growth Rate [TTM] 15.97% Operating Cash Flow [TTM] -$16,770,000 Earnings Per Share (Fully Diluted) -$0.99 (Source - Seeking Alpha) Although the firm is not strictly a ‘software’ company, the Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. DIBS’ most recent GAAP Rule of 40 calculation was negative (9%) as of Q1 2022, so the firm needs significant improvement in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % 16% GAAP EBITDA % -25% Total -9% (Source - Seeking Alpha) Commentary On 1stDibs In its last earnings call, covering Q1 2022’s results, management highlighted the growth in its trade business but challenges in its consumer GMV (Gross Merchandise Volume) ‘due to lower new buyer conversion, a trend that’s continued into the second quarter.’ Management is seeing negative online consumer buying trends due to a shift back to in-person buying and substitution spending more on travel and restaurants. Also, the broad economic slowdown, which has now turned into a recession with two consecutive quarters of negative GDP growth in the U.S., is reducing discretionary spending by consumers. Notably, CEO Rosenblatt said that while new user registrations have remained strong, getting them to convert to buyers has been a challenge, likely due to the aforementioned trends, which he believes are ‘temporary.’ The company is focused on increasing supply growth, as ‘supply begets demand.’ It is testing new supplier subscription options and is seeking to commercialize an auctions functionality, which could appeal to more ‘price-sensitive consumers.’재무 상태 분석
단기부채: DIBS 의 단기 자산 ( $93.4M )이 단기 부채( $24.9M ).
장기 부채: DIBS의 단기 자산($93.4M)이 장기 부채($13.0M)를 초과합니다.
부채/자본 비율 추이 및 분석
부채 수준: DIBS 부채가 없습니다.
부채 감소: DIBS는 지난 5년 동안 부채가 전혀 없었습니다.
대차대조표
현금 보유 기간 분석
과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.
안정적인 현금 활주로: DIBS 현재 무료 현금 흐름을 기준으로 3년 이상 충분한 현금 활주로를 보유하고 있습니다.
예측 현금 활주로: DIBS 의 여유 현금 흐름이 역사적 비율에 따라 계속 증가하거나 감소하는 경우 충분한 현금 활주로가 있는지 판단하기에는 데이터가 부족합니다.
건전한 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 10:55 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
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| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 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.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
1stdibs.Com, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ross Sandler | Barclays |
| Trevor Young | Barclays |
| Curtis Nagle | BofA Global Research |