Etsy Beheer
Beheer criteriumcontroles 4/4
De CEO Etsy is Kruti Patel Goyal, benoemd in Jan2025, heeft een ambtstermijn van 1.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 9.79M, bestaande uit 5.5% salaris en 94.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.12% van de aandelen van het bedrijf, ter waarde $ 7.12M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.3 jaar en 8.1 jaar.
Belangrijke informatie
Kruti Patel Goyal
Algemeen directeur
US$9.8m
Totale compensatie
| Percentage CEO-salaris | 5.52% |
| Dienstverband CEO | 1.3yrs |
| Eigendom CEO | 0.1% |
| Management gemiddelde ambtstermijn | 2.3yrs |
| Gemiddelde ambtstermijn bestuur | 8.1yrs |
Recente managementupdates
Recent updates
Narratiefupdate • May 19
ETSY: Depop Sale And Buybacks Will Refocus Capital On Core Marketplace
Analysts have lifted their average Etsy price target by about $4, pointing to slightly higher projected revenue growth, modestly stronger profit margins, and a higher assumed future P/E multiple, even as the discount rate in the model edges up. Analyst Commentary Recent research shows a mixed but generally constructive reset on Etsy, with several firms lifting price targets by anywhere from $1 to $20, while others trim targets but stay engaged with the story after Q4 results and the Depop sale announcement.Narratiefupdate • May 04
ETSY: Depop Sale And Buybacks Will Support Core Marketplace Focus
Etsy's analyst price target has been raised from $61.96 to $71.72 as analysts factor in updated assumptions around revenue growth, profit margins and a slightly lower discount rate. This change is supported by recent research that highlights progress in core marketplace initiatives and the planned Depop divestiture.Seeking Alpha • Apr 30
Etsy: A Simplified Business Sees A Strong Start To 2026
Summary Etsy has streamlined operations by divesting Depop and Reverb, focusing on its core platform with improving fundamentals. Q1 revenue from continuing operations rose 7% to $631 million, with adjusted EBITDA margins exceeding 29% and GMS up over 5%. Forward guidance calls for low-single-digit GMS growth, stable take rates, and 28–30% EBITDA margins, supporting potential earnings near $4 per share. Recent share buybacks and a 30% rally reflect renewed confidence, yet valuation remains reasonable given solid earnings power and capital allocation discipline. Read the full article on Seeking Alpha
Narratiefupdate • Apr 20
ETSY: Depop Exit And AI Initiatives Will Support Stronger Marketplace Engagement
Etsy's analyst price targets have shifted in a wide range, with some moving up by a few dollars and others cut by $10 to $20, as analysts balance improving marketplace trends, Depop's $1.2b sale, and product and marketing initiatives against concerns about slower Gross Merchandise Sales momentum and sector-wide valuation resets. Analyst Commentary Recent research paints a mixed but generally constructive picture around Etsy, with many price targets adjusted and opinions split between enthusiasm about execution and caution around Gross Merchandise Sales trends and sector valuations.Narratiefupdate • Apr 05
ETSY: Depop Sale And AI Discovery Work Will Shape Core Marketplace Future
Analyst fair value for Etsy edges up by about $0.23 to roughly $61.96 as analysts weigh slightly slower revenue growth and profit margin expectations against the benefits from the $1.2b Depop sale, ongoing product and marketing initiatives, and mixed but generally constructive updates to Street price targets. Analyst Commentary Recent research on Etsy highlights a split view, with some analysts seeing improving execution around core growth and others focusing on lingering risks to Gross Merchandise Sales, or GMS, and profitability.Narratiefupdate • Mar 22
ETSY: Depop Sale And AI Marketplace Focus Will Drive Stronger Engagement
Narrative Update: Etsy The updated analyst price target for Etsy shifts slightly to about $78.59. This reflects mixed revisions across the Street as analysts weigh solid Q4 delivery, the planned $1.2b Depop sale, and ongoing efforts in AI driven search, personalization and core marketplace growth.Narratiefupdate • Mar 07
ETSY: AI Initiatives And Depop Exit Will Shape Core Marketplace Path
The analyst price target for Etsy edges slightly lower as analysts weigh steady Q4 results, Q1 guidance calling for modest GMS growth, and the value impact of the proposed $1.2b Depop sale against ongoing questions about the pace of core marketplace reacceleration and sector-wide multiple compression. Analyst Commentary Wall Street is split on Etsy, with price targets moving both higher and lower as analysts balance Q4 execution, Q1 guidance, and the proposed US$1.2b Depop sale against questions about how quickly core marketplace growth can build.Narratiefupdate • Feb 21
ETSY: AI Initiatives And Depop Sale Will Support Core Marketplace Renewal
The analyst price target for Etsy in our model has moved lower to $62.08 from $68.59. This reflects a blend of Street views that highlight steady core marketplace progress, the Depop sale, and ongoing questions around the pace of Gross Merchandise Sales growth and the impact of AI driven product and marketing initiatives.Narratiefupdate • Feb 07
ETSY: AI Efficiencies And Share Buybacks Will Support Stronger Marketplace Engagement
Narrative Update Analysts have trimmed their price targets on Etsy by about $3 to $9 in recent research, citing lingering macro concerns. At the same time, they point to a potentially more supportive setup for internet names into 2026, with improving revenue growth expectations and sentiment around AI driven efficiencies.Narratiefupdate • Jan 24
ETSY: AI Search And Recommendations Will Support Stronger Marketplace Engagement
Analysts now keep the Etsy fair value estimate steady at $80, while refining their model inputs slightly. This reflects mixed shifts in Street price targets that balance enthusiasm around AI driven GMS and search improvements with more cautious views on margins, tariff headwinds, and leadership changes.Narratiefupdate • Jan 09
ETSY: AI And Search Improvements Will Support Stronger Marketplace Engagement
We are trimming our Etsy fair value estimate slightly to US$80 from US$81, reflecting analysts' mixed price target moves as they weigh stronger GMS momentum and AI driven product improvements against margin pressure, tariff headwinds, and leadership changes. Analyst Commentary Recent Street research on Etsy reflects a mixed but generally constructive tone, with several bullish analysts lifting price targets following Q3 results and updated guidance.Narratiefupdate • Dec 24
ETSY AI Investments Will Drive Stronger Marketplace Engagement And Earnings Power
We trim our Etsy fair value estimate slightly to $81 from about $81.55 per share, as analysts see moderating top line growth and a lower future P/E, partly offset by improving profitability supported by AI driven product enhancements and steadier GMS trends. Analyst Commentary Recent Street research reflects a generally constructive tone on Etsy, with multiple bullish analysts lifting price targets following the latest Q3 results and outlook.Narratiefupdate • Dec 10
ETSY: AI Search And Recommendations Will Drive Renewed Marketplace Demand
We are modestly lifting our Etsy price target by a mid single digit percentage to reflect analysts' higher Street targets, grounded in evidence that AI driven search, recommendations and marketing improvements are beginning to stabilize GMS trends, despite lingering margin and governance uncertainties. Analyst Commentary Street commentary around Etsy following Q3 results and the updated outlook reflects a mix of cautious optimism and lingering concern, with modestly higher price targets clustered in the mid 60s to low 80s range.Narratiefupdate • Nov 26
ETSY: AI-Driven Buyer Engagement Will Drive Renewed Demand Across The Marketplace
Etsy's analyst price target has been raised slightly, with the consensus now at about $68.59. Analysts cite improving gross merchandise sales growth as well as ongoing benefits from AI-driven strategies and product enhancements.Narratiefupdate • Nov 11
ETSY: AI Integration Will Drive Renewed User Engagement And Platform Momentum
Etsy's analyst fair value target has been raised slightly to $69.23 per share from $68.19. Analysts point to improving growth trends driven by AI integration, positive gross merchandise sales momentum, and ongoing business strategy execution.Narratiefupdate • Oct 28
AI Integration And User Experience Will Drive E-Commerce Momentum Ahead
Etsy's analyst price target has increased modestly from approximately $66.27 to $68.19. This reflects analysts' growing confidence in the company's incremental growth initiatives and improved marketplace performance.Narratiefupdate • Oct 13
AI Personalization And App Engagement Will Boost E-commerce Appeal
Etsy's fair value estimate has been raised slightly from $65.12 to $66.27. Analysts cite stronger-than-expected marketplace revenue trends and an improved margin outlook as the reasons for the adjustment.Analyseartikel • Sep 30
Etsy, Inc.'s (NASDAQ:ETSY) P/E Is Still On The Mark Following 40% Share Price Bounce
Etsy, Inc. ( NASDAQ:ETSY ) shareholders have had their patience rewarded with a 40% share price jump in the last month...Narratiefupdate • Aug 07
AI Personalization And App Engagement Will Boost E-commerce Appeal
With no change in revenue growth forecasts or future P/E, analysts have maintained their fair value estimate for Etsy at $63.96. What's in the News Completed share buyback of 10,067,260 shares (9.47% of shares outstanding) for $523.36 million.Analyseartikel • Jul 24
When Should You Buy Etsy, Inc. (NASDAQ:ETSY)?
Etsy, Inc. ( NASDAQ:ETSY ), might not be a large cap stock, but it saw a significant share price rise of 48% in the...Analyseartikel • May 31
Etsy, Inc.'s (NASDAQ:ETSY) P/E Is Still On The Mark Following 27% Share Price Bounce
Etsy, Inc. ( NASDAQ:ETSY ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...Seeking Alpha • Apr 24
Etsy: Back To Basics With Reverb Sale (Rating Upgrade)
Summary Etsy's sale of Reverb aims to reduce debt and refocus on core business, potentially aiding its return to growth despite recent stock declines. The company’s low exposure to tariffs and unique product offerings position it well against big-box retailers amid rising import costs. Etsy is moving in the right direction, prompting my upgrade to a neutral rating. Etsy's valuation has improved to ~8x forward-adjusted EBITDA, but it still faces challenges with declining consumer spending and needs to demonstrate a return to customer/revenue growth. Read the full article on Seeking AlphaSeeking Alpha • Mar 26
Etsy Looks Like An Equity Value Juggernaut
Summary Etsy shares continue to fall as Gross Merchandise Sales volumes have hit a sustained rough patch. I'm not surprised by the post-pandemic business weakness. I'm just surprised that it didn't begin sooner. By no means do short-term GMS declines mean the business is in trouble. Etsy management has been conducting large stock buybacks that are progressively retiring more and more shares as the market price has declined. Modeling for Etsy suggests that even in very negative scenarios Etsy's future potential stock downside may be limited. I don't have a specific target price, but I think there's potential for large gains for patient investors. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Etsy: Abysmal Holiday Sales Signal Need For Improved Customer Acquisition
Summary Etsy reported a GAAP EPS of $1.03, beating expectations by $0.09, but sales missed at $852M, falling short by $9.2M. Gross merchandise sales declined 6.8% YoY to $3.7B, with Etsy-specific GMS down 8.6% YoY. Etsy's profit margins increased as it earned more fee revenue on its sellers, yet it saw a sharp decline in sellers, buyers, and sales per customer. In my view, Etsy has become too focused on extracting income from sellers instead of creating a rich ecosystem of buyers and sellers, exposing it to competition from Amazon Handmade. The current economic trend has promoted greater price sensitivity from customers, which does not bode well, given Etsy charges relatively high fees that increase product prices. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Etsy: Share Repurchases Won't Save The Stock
Summary Etsy's $1.2 billion net debt constrains its ability to deliver meaningful shareholder value. Share repurchases are unlikely to sustain the stock price without stronger growth fundamentals. Revenue growth rates are flatlining, reducing the platform's long-term appeal. Paying 8x free cash flow for a business with limited upside feels unjustifiable. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Etsy: I Agree With Elliott Management's Optimism
Summary Elliott Management increased its stake in Etsy, Inc. to 5M shares, as per its 13F filing, signaling confidence in Etsy's long-term potential amidst current investor pessimism. Although Etsy sees a decline in GMS and Active Buyers on the platform, it is investing in strategic initiatives like an app revamp, improved search, and loyalty program to boost purchase frequency. Meanwhile, its Gifting GMS is a bright spot as it grows above expectation, representing a higher share of Total GMS. With holiday season in the corner, gifting GMS should continue to rise steadily. Although the management has yet to translate its initiatives into tangible results, I believe the favorable FY25 comps environment should be favorable, driving sizable upside for the stock. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Etsy: A Beaten Down Stock With Hidden Value
Summary Etsy's stock has declined over 22% in the past year due to changing consumer behavior and increased competition from Amazon and Shopify. Despite challenges, Etsy's focus on specialized platforms like Depop and Reverb shows potential for growth in sustainable and niche markets. Financials reveal mixed performance, but Q3 2024 results indicate stability with a slight revenue increase and strong cost control. A DCF analysis suggests a potential 25% upside, valuing Etsy shares at around $66.47, supporting a buy rating amidst cautious optimism. Read the full article on Seeking AlphaSeeking Alpha • Oct 20
Etsy: A Pandemic Growth Stock Ready For A Rebound In 2025
Summary Etsy thrived during the pandemic as consumers flocked to online shopping, but as economic conditions worsened, shares plummeted over 80% from their peak. Despite the stock's decline to 2018 levels, Etsy's revenues have increased 4.5x, margins have expanded, and earnings have quadrupled. Management is implementing strategies like a loyalty program and "Gift Mode" to increase customer engagement and drive gross merchandise sales. With shares trading at 11x earnings and a fortress balance sheet, the current valuation presents a strong buying opportunity for long-term investors. Read the full article on Seeking AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$303m |
| Dec 31 2025 | US$10m | US$540k | US$163m |
| Sep 30 2025 | n/a | n/a | US$199m |
| Jun 30 2025 | n/a | n/a | US$181m |
| Mar 31 2025 | n/a | n/a | US$205m |
| Dec 31 2024 | n/a | n/a | US$303m |
| Sep 30 2024 | n/a | n/a | US$257m |
| Jun 30 2024 | n/a | n/a | US$287m |
| Mar 31 2024 | n/a | n/a | US$296m |
| Dec 31 2023 | n/a | n/a | US$308m |
| Sep 30 2023 | n/a | n/a | US$334m |
| Jun 30 2023 | n/a | n/a | -US$717m |
| Mar 31 2023 | n/a | n/a | -US$706m |
| Dec 31 2022 | US$8m | US$427k | -US$694m |
| Sep 30 2022 | n/a | n/a | -US$642m |
| Jun 30 2022 | n/a | n/a | US$411m |
| Mar 31 2022 | n/a | n/a | US$436m |
| Dec 31 2021 | US$6m | US$395k | US$494m |
| Sep 30 2021 | n/a | n/a | US$480m |
| Jun 30 2021 | n/a | n/a | US$482m |
| Mar 31 2021 | n/a | n/a | US$480m |
| Dec 31 2020 | US$3m | US$374k | US$349m |
Compensatie versus markt: De totale vergoeding ($USD 9.79M ) Kruti } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.47M ).
Compensatie versus inkomsten: De vergoeding van Kruti is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Kruti Patel Goyal (49 yo)
1.3yrs
Tenure
US$9,789,037
Compensatie
Ms. Kruti Patel Goyal is Director of Depop Limited from September 12, 2022 and serves as its President since January 1, 2026. She was President & Chief Growth Officer since January 1, 2025 of Etsy, Inc. un...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Executive Chair | 9.5yrs | US$18.07m | 0.38% $ 21.8m | |
| CEO, President & Director | 1.3yrs | US$9.79m | 0.12% $ 7.1m | |
| Chief Financial Officer | 1.3yrs | US$8.98m | 0.0073% $ 420.7k | |
| Chief Product & Technology Officer | 1yr | US$10.89m | 0.0069% $ 395.8k | |
| Chief Legal Officer & Corporate Secretary | 3.3yrs | US$5.86m | 0.053% $ 3.0m | |
| Co-Founder | 21.3yrs | geen gegevens | geen gegevens | |
| Co-Founder | 21.3yrs | geen gegevens | geen gegevens | |
| VP & Chief Accounting Officer | 6.1yrs | geen gegevens | geen gegevens | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Vice President of Communications & Community | no data | geen gegevens | geen gegevens | |
| Chief Marketing Officer | 1.3yrs | geen gegevens | 0.016% $ 919.9k |
2.3yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van ETSY wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.3 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Executive Chair | 9.5yrs | US$18.07m | 0.38% $ 21.8m | |
| CEO, President & Director | less than a year | US$9.79m | 0.12% $ 7.1m | |
| Lead Independent Director | 18.9yrs | US$424.98k | 0.53% $ 30.5m | |
| Independent Director | 1.3yrs | US$335.63k | 0.0014% $ 79.2k | |
| Independent Director | 12.2yrs | US$258.09k | 0.021% $ 1.2m | |
| Independent Director | 4.6yrs | US$258.09k | 0.0042% $ 243.8k | |
| Independent Director | 8.1yrs | US$258.09k | 0.022% $ 1.2m | |
| Independent Director | 9.9yrs | US$263.09k | 0.062% $ 3.6m | |
| Independent Director | 11.1yrs | US$258.09k | 0.017% $ 1.0m | |
| Independent Director | 4.5yrs | US$258.09k | 0.0091% $ 522.9k | |
| Independent Director | 2.3yrs | US$263.09k | 0.0063% $ 363.5k |
8.1yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van ETSY wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.1 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/21 21:56 |
| Aandelenkoers aan het einde van de dag | 2026/05/21 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Etsy, Inc. wordt gevolgd door 51 analisten. 27 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Oliver Lester | Arete Research Services LLP |
| Trevor Young | Barclays |