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Stocks/Consumer Discretionary/Broadline Retail

EtsyETSY

Broadline Retail
High quality
$88.96−2.87%After hours: $88.00 (−1.08%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 36.4% over 1 year
Etsy over 1 yearDaily close, $, to 30 Oct 2026
$60$80Nov2026MarMayJulSep$88.96$60$80NovMarJul$88.96
Source: Nasdaq daily closes
Market value$7.67B
Price to earnings22.8x
Forward P/E20.3x
Dividend yield–
Year to date+60.5%
One year+36.4%
Next earningsNot scheduled
SectorConsumer Discretionary
52-week range (closes)
$44.05$92.35

Quality and valuation

How Etsy compares with other consumer discretionary stocks. A description, not a recommendation.

Etsy and 3 broadline retail peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: stronger than mostValuation: in line with its sector

A stronger business than most consumer discretionary companies, priced about in line with them.

Etsy trades at 20.3 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +10.8% vs +8.1%
  • Keeps more of each sale (gross margin): 71.3% vs 40.5%
  • More profitable (operating margin): 14.0% vs 13.8%
  • Turns more of its sales into cash: 19.7% vs 10.1%
ETSY trades at 20.3x forward earnings, above the sector medianForward p/e, Broadline Retail peers
JD6.9xPDD6.9xBABA12.3xEBAY19.2xETSY20.3xAMZN25.7xMELI37.8xSE47.3xSector median 19.5xJD6.9xPDD6.9xBABA12.3xEBAY19.2xETSY20.3xAMZN25.7xMELI37.8xSE47.3xSector median 19.5x
Source: CNBC quotes; Mostly Markets
At 10.7x earnings, ETSY is cheaper than its average since Oct 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
20x40x60xAverage 37.3x2025202610.7x20x40x60xAverage 37.3x2025202610.7x
Source: Nasdaq prices; SEC filings

Financials

From Etsy's SEC filings, through the quarter ending 30 Sep 2026. Hover or tap a bar for its value.

Revenue grew 10.9% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0.0bn$0.5bn$1.0bnQ4 ’24Q2 ’25Q4 ’25$0.7bnQ3 ’26$0.0bn$0.5bn$1.0bnQ4 ’24Q2 ’25Q4 ’25$0.7bnQ3 ’26
Source: SEC filings
Growth sped up to +10.9% last quarterRevenue growth, year on year, %
0%10%Q4 ’24Q2 ’25Q4 ’2510.9%Q3 ’260%10%Q4 ’24Q2 ’25Q4 ’2510.9%Q3 ’26
Source: SEC filings
Operating margin was 16.1% last quarterOperating income as a share of revenue, %
0%5%10%15%Q4 ’24Q2 ’25Q4 ’2516.1%Q3 ’260%10%Q4 ’24Q2 ’25Q4 ’2516.1%Q3 ’26
Source: SEC filings
Free cash flow was $592 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$100m$200m$300mQ4 ’24Q2 ’25Q4 ’25$158mQ3 ’26$0m$200mQ4 ’24Q2 ’25Q4 ’25$158mQ3 ’26
Source: SEC filings
Last 12 monthsETSYSector median
Revenue growth+10.8%+8.1%
Gross margin71.3%40.5%
Operating margin14.0%13.8%
Free cash flow margin19.7%10.1%
Price to earnings22.8x21.0x

Stories on Etsy

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