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Etsy, Inc.NYSE:ETSY Stock Report

Market Cap US$7.0b
Share Price
US$71.45
My Fair Value
US$66.27
7.8% overvalued intrinsic discount
1Y40.8%
7D-1.9%
Portfolio Value
​
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Etsy, Inc.

NYSE:ETSY Stock Report

Market Cap: US$7.0b

Etsy (ETSY) Stock Overview

Operates two-sided online marketplaces that connect buyers and sellers worldwide. More details

ETSY fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance0/6
Financial Health2/6
Dividends0/6

Rewards

Trading at 41.1% below our estimate of its fair value

Earnings are forecast to grow 24.87% per year

Risk Analysis

Negative shareholders equity

Has a high level of debt

Profit margins (5.8%) are lower than last year (10.4%)

Large one-off items impacting financial results

+ 1 more risk

ETSY Community Fair Values

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See what 73 others think this stock is worth. Follow their fair value or set your own to get alerts.

ETSY logo
Etsy

AI Personalization And App Engagement Will Boost E-commerce Appeal

Key Takeaways Investment in AI personalization and mobile app engagement is expected to drive higher buyer retention, increased loyalty, and improved revenue margins over time. Differentiation through unique, creator-driven products and social commerce aligns Etsy with shifting consumer preferences, enhancing long-term growth prospects and platform stickiness.
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US$66.27
FV
7.8% overvalued intrinsic discount
3.70%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
35users have followed this narrative
ETSY logo
Etsy

Etsy - The e-commerce platform for handmade items.

Business model Etsy is a US e-commerce website and online marketplace for buying and selling handmade products founded in 2005. Revenue comes mainly from services, subscriptions and fees.
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US$72.65
FV
1.7% undervalued intrinsic discount
2.74%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
ETSY logo
Etsy

Generative AI And Sustainable Trends Will Drive Global Marketplace Expansion

Key Takeaways AI-driven personalization and app improvements could significantly boost user engagement, conversion rates, and lifetime value, accelerating revenue and margin expansion. Unique brand positioning and integration with AI platforms position Etsy to capture robust demand from ethical shoppers and new buyer cohorts, sustaining long-term growth.
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US$81.55
FV
12.4% undervalued intrinsic discount
8.64%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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Etsy, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Etsy
Historical stock prices
Current Share PriceUS$71.45
52 Week HighUS$76.52
52 Week LowUS$40.05
Beta1.86
1 Month Change20.27%
3 Month Change19.80%
1 Year Change40.79%
3 Year Change-26.67%
5 Year Change-47.44%
Change since IPO138.17%

Recent News & Updates

Etsy, Inc.'s (NASDAQ:ETSY) P/E Is Still On The Mark Following 40% Share Price Bounce

Sep 30
Etsy, Inc.'s (NASDAQ:ETSY) P/E Is Still On The Mark Following 40% Share Price Bounce

Etsy, Inc.: Searching For Buyer Growth

Sep 22

Recent updates

Etsy, Inc.'s (NASDAQ:ETSY) P/E Is Still On The Mark Following 40% Share Price Bounce

Sep 30
Etsy, Inc.'s (NASDAQ:ETSY) P/E Is Still On The Mark Following 40% Share Price Bounce

Etsy, Inc.: Searching For Buyer Growth

Sep 22

When Should You Buy Etsy, Inc. (NASDAQ:ETSY)?

Jul 24
When Should You Buy Etsy, Inc. (NASDAQ:ETSY)?

Etsy, Inc.'s (NASDAQ:ETSY) P/E Is Still On The Mark Following 27% Share Price Bounce

May 31
Etsy, Inc.'s (NASDAQ:ETSY) P/E Is Still On The Mark Following 27% Share Price Bounce

Etsy's (NASDAQ:ETSY) Soft Earnings Are Actually Better Than They Appear

May 07
Etsy's (NASDAQ:ETSY) Soft Earnings Are Actually Better Than They Appear

Why The 22% Return On Capital At Etsy (NASDAQ:ETSY) Should Have Your Attention

May 01
Why The 22% Return On Capital At Etsy (NASDAQ:ETSY) Should Have Your Attention

Etsy: Back To Basics With Reverb Sale (Rating Upgrade)

Apr 24

Etsy Looks Like An Equity Value Juggernaut

Mar 26

Etsy: Abysmal Holiday Sales Signal Need For Improved Customer Acquisition

Feb 19

Etsy, Inc.'s (NASDAQ:ETSY) Popularity With Investors Is Clear

Feb 13
Etsy, Inc.'s (NASDAQ:ETSY) Popularity With Investors Is Clear

Is Now An Opportune Moment To Examine Etsy, Inc. (NASDAQ:ETSY)?

Jan 17
Is Now An Opportune Moment To Examine Etsy, Inc. (NASDAQ:ETSY)?

Etsy: Share Repurchases Won't Save The Stock

Jan 09

Investors Will Want Etsy's (NASDAQ:ETSY) Growth In ROCE To Persist

Nov 23
Investors Will Want Etsy's (NASDAQ:ETSY) Growth In ROCE To Persist

Etsy: I Agree With Elliott Management's Optimism

Nov 21

Etsy: A Beaten Down Stock With Hidden Value

Nov 12

Getting In Cheap On Etsy, Inc. (NASDAQ:ETSY) Is Unlikely

Oct 27
Getting In Cheap On Etsy, Inc. (NASDAQ:ETSY) Is Unlikely

Etsy: A Pandemic Growth Stock Ready For A Rebound In 2025

Oct 20

Etsy Is Not Trying To Be Temu Or Amazon

Sep 11
User avatar

Innovative Customer Experiences And AI Integration Set To Surge Revenue Growth

Etsy's focus on improving customer experience and introducing effective gifting strategies is expected to significantly increase buyer engagement and revenue.

Etsy: With Weak Growth Heading Into A Potential Recession, I'd Stay Away

Aug 14

Etsy Q2 Earnings Preview: The Stock Has Likely Found A Bottom (Rating Upgrade)

Jul 22

Etsy: Hand-Crafted, A Bullish Case Despite Debt

Jun 21

Etsy: Growth Dreams Are Fading (Rating Downgrade)

May 12

Etsy: Competition Concerns Already Priced In

Apr 18

Etsy: Covert Recessionary Hedge As People Look For Secondary Income (Rating Upgrade)

Apr 09

Etsy Earnings Preview: What Needs To Happen For It To Be A Buy

Feb 17

Etsy: Moat Remains Intact At A Reasonable Price

Feb 01

Shareholder Returns

ETSYUS Multiline RetailUS Market
7D-1.9%-5.7%-1.5%
1Y40.8%18.3%14.4%

Return vs Industry: ETSY exceeded the US Multiline Retail industry which returned 18.6% over the past year.

Return vs Market: ETSY exceeded the US Market which returned 15.1% over the past year.

Price Volatility

Is ETSY's price volatile compared to industry and market?
ETSY volatility
ETSY Average Weekly Movement9.3%
Multiline Retail Industry Average Movement6.3%
Market Average Movement6.5%
10% most volatile stocks in US Market17.6%
10% least volatile stocks in US Market3.0%

Stable Share Price: ETSY has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: ETSY's weekly volatility (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20052,400Josh Silvermanwww.etsy.com

Etsy, Inc., together with its subsidiaries, operates two-sided online marketplaces that connect buyers and sellers worldwide. The company operates through three segments: Etsy, Reverb, and Depop. It primarily operates Etsy marketplace that connects artisans and entrepreneurs with various consumers.

Etsy, Inc. Fundamentals Summary

How do Etsy's earnings and revenue compare to its market cap?
ETSY fundamental statistics
Market capUS$7.01b
Earnings (TTM)US$164.02m
Revenue (TTM)US$2.84b
43.2x
P/E Ratio
2.5x
P/S Ratio

Is ETSY overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ETSY income statement (TTM)
RevenueUS$2.84b
Cost of RevenueUS$788.94m
Gross ProfitUS$2.05b
Other ExpensesUS$1.89b
EarningsUS$164.02m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Oct 29, 2025

Earnings per share (EPS)1.65
Gross Margin72.20%
Net Profit Margin5.78%
Debt/Equity Ratio-264.9%

How did ETSY perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/16 11:52
End of Day Share Price 2025/10/16 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Etsy, Inc. is covered by 55 analysts. 29 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Richard KramerArete Research Services LLP
Oliver LesterArete Research Services LLP
Trevor YoungBarclays