ETSYEtsy, Inc.

$72.83

Price

$72.83+12%1Y
1M-12%1Y+12%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Top tier
9/10
Value50
Quality97
Momentum55
Growth33
Strongest Quality, weakest Growth · ranked vs Consumer Cyclical peers. The five questions below judge the company on its own terms.
What they do

The Etsy marketplace is the global destination for unique, creative goods from independent sellers, connecting artisans with thoughtful consumers seeking items that reflect their tastes and values. We also operate Depop Limited (“Depop”), a leading fashion resale marketplace acquired in 2021. Total consolidated Gross Merchandise Sales (“GMS”) in 2025 was $11,916.9 million. Of this, Etsy marketplace GMS was $10,460.7 million or 87.8% of the total and Depop generated $1,074.9 million (or 9.0% of the total) of GMS.

In the company’s own words · 10-K filed Feb 19, 2026 · SEC EDGAR

P/E (TTM)30.3
Market Cap$7.37B
1Y Return+12%
5Y Return-62%

Business segments

Jun 2026 · $668.3M

The company’s own SEC segment disclosure.

  • Marketplace$456.1M68%
  • Services$212.2M32%

Etsy, Inc. (ETSY) reported revenue of $631M in Q1 2026 (quarter ended Mar 31, 2026), up 3.1% from the same quarter a year earlier. That came with a gross margin of 72% and net income of $70M (11% of revenue). For the full year FY2025, revenue was $2.88B (+2.7% year on year) and net income $163M. Its largest product in Jun 2026 was Marketplace at $456M, 68% of the disclosed total, well ahead of Services at 32%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.