Consumer Cyclical
Etsy, Inc.(ETSY)
Live Price
Offline$73.95
+1.54% today
1Y Change
+39.40%
Window
Jun 25, 2025 → Jun 18, 2026
- Market Cap
- $5.97B
- Revenue Growth
- +2.7%
- EPS Growth
- -36.4%
- Dividend Yield
- 0.0%
Coverage: 247 bars · Jun 25, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Etsy, Inc. (ETSY) is a Consumer Cyclical stock with a market cap of $5.97B and listed on NYSE. The stock last traded around $73.95 and up 39.4% across the available one-year price window (Jun 25, 2025 → Jun 18, 2026). Baseline metrics include revenue growth of +2.7%, EPS growth of -36.4%, a dividend yield of 0.0%. What stands out right now is revenue +2.7%, EPS -36.4%, free cash flow -9.9% with operating margin 14.3% and ROIC 15.3%. Valuation is more restrained than many high-expectation growth names at P/E 21.3 and price/sales 2.1. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines ETSY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+2.7% vs +7.5% peer median
Operating Margin
Above sector median
+14.3% vs +8.4% peer median
P/E
Above sector median
21.3 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 29, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +2.7% and EPS is at -36.4%, with operating margin around 14.3%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.1% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Δ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 29, 2026 | — | -7.6% | -6.7% | -4.1% |
2026 Feb 19, 2026 | +4.5% | +8.4% | +14.6% | +13.8% |
2025 Oct 29, 2025 | +21.1% | -5.0% | -7.6% | -16.9% |
Benchmark Edge
ETSY vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
ETSY
—
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
ETSY Max Drawdown
-41.70%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for ETSY and SPY.
Company Overview
Etsy, Inc.
New York Stock Exchange
Etsy, Inc. operates online marketplaces that match third‑party sellers with buyers globally, with its main platform focused on unique and creative goods and its Depop brand focused on fashion resale. The company generates revenue primarily from marketplace fees (including listing, transaction, and payment processing fees), advertising services, and optional seller tools such as shipping labels. It also administers programs related to search placement, order protection on qualifying transactions, and fee incentives tied to seller‑driven traffic. Etsy was founded in 2005, incorporated as Indieco, Inc. in 2006, renamed Etsy, Inc. in June 2006, and is headquartered in Brooklyn, New York.
- Leadership
- Joshua G. Silverman
- IPO Date
- Apr 16, 2015
- Employees
- 2.4k
- Street Address
- 117 Adams Street
- Mailing
- New York City, NY, 11201
- Region
- New York City, NY, US
- Reporting Currency
- USD
- Investor Line
- 718 880 3660
- Last Updated
- Apr 28, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 21.3
- EV/EBITDA
- 10.7
- Price/Sales
- 2.1
- Price/Book
- —
Growth
- Revenue
- +2.7%
- EPS
- -36.4%
- Free Cash Flow
- -9.9%
Profitability
- Gross Margin
- 72.0%
- Operating Margin
- 14.3%
- Net Margin
- 9.9%
- ROE
- -25.5%
- ROIC
- 15.3%
Balance Sheet
- Debt/Equity
- —
- Current Ratio
- 1.69
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.