EtsyETSY
Buy moreBuy more on a dip to our buy price, which is under today's $88.
- 5 good· Earnings beat
- 6 to watch· Profit falling
$88.34−0.01 (−0.01%)
Price at 3:03 PM ET
After hours · opens in 17h 23mNext open: Friday, Nov 13, 9:30 AM ETNYSE · Consumer Cyclical · Consumer Discretionary · Mid-size company
The price we'd buy ETSY at comes with a free account
It also has the whole brief, the scorecard and how the call has moved.A free account gets it on three stocks you pick, plus three long research reports a month.
What would change it
Sources
- From the 10-Q for the quarter to Sep 30, reported Oct 28
- Yahoo Finance daily closes to Nov 11
Any one could move it to Keep
Next report
below5%
sales growth
Compared with the S&P 500
12 points
worse in one day
27 points
worse in five trading days
+38.6% in a yearsince Nov 11, 2025
The news behind our call
written Sep 24, 10:29 AM ETSep 24, 10:29 AM ET · 5 articles · 4 sources
AI gateway fears challenge Etsy’s marketplace access
Etsy is growing profit far faster than comparable companies.
What changed
From Yahoo Finance, Etsy via Yahoo Finance, pcthematic.substack.com and 1 more
Overview
In plain numbers
- Revenue grew 10.8% from a year earlier, to $3.0B in the last twelve months.
- It keeps 15 cents of every revenue dollar as operating profit, down from 22 cents in FY 2021.
- It turned 19.7% of revenue into free cash flow: $592.5M in the last twelve months.
- It owes $3.1B and holds $2.3B in cash and investments, so net debt is $768.6M.
Key figures
- Revenue (TTM)
- $3.0B
- Revenue growth, 1 year
- +10.8%
- Net income
- $987M
- EPS (diluted)
- $10.36
- Gross margin
- 71.4%
- Operating margin
- 15.1%
- Return on capital
- 30.8%
- Current ratio
- 1.36
- Buyback yield
- 2.78%
Revenue by business
period ending Sep 30, 2026
- Marketplace$2.0B · 69%
- Services$904M · 31%
Key facts
- Company value
- $7.8B
- Price / last year's earnings
- 32.8×
- Today's range
- 87.5489.97
- Past year's range
- 44.0596.24
- Yesterday's close
- $88.35
- Swings vs the market
- 1.8×bigger