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Flags

Financial distress

ETSY

NYQ:ETSY · US29786A1060
Internet & Direct Marketing RetailLarge

360

56
EV / EBIT43
Price / Owner Earnings42
Owner Earnings Yield49
Dividend Yield1
Price/Sales45
EV / Gross Profit41
Price/Book100
Return on Capital90
Cash Return on Capital100
EBIT Margin82
Gross Profitability96
Cash Conversion60
Accruals91
Owner Earnings Margin72
Sales growth18
Profit Growth84
Long-Term EPS Growth65
Owner Earnings Growth89
Reinvestment17
Price momentum69
Debt load3
Refinancing66
Debt Payback25
Liquidity89
Analyst ratings13
Opinion Changes66
Price Target Upside33
Market mood11
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

ETSY generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryInternet & Direct Marketing Retail
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2006
Employees7,019
Websiteetsy.com
ISINUS29786A1060
Last UpdateApr 2, 2026
Index & Theme
Collaborative ConsumptionMarketing AutomationMachine LearningOnline PaymentsSoftware DevelopmentLifestyleVirtual GoodsAd ExchangeConsumer GoodsE-CommerceInternetRetailSales

Description

Etsy, Inc. (Etsy) operates two-sided online marketplaces that connect millions of creative entrepreneurs with buyers around the world. The Etsy marketplace is the global destination for unique, creative goods from independent sellers, connecting art…

Analysis

Quality compounder

Etsy, Inc. is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is fair. You pay 20.5× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 7% yearly growth; analysts expect 12%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is stretched. The company scores 16/20 on our value-creation score: strong value creator.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
64
2023202420252026

All-time high

90

Mar 2023

All-time low

28

Mar 2026

Average rank

56

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
45
54
34
25
Price/Earnings
62
51
46
41
Price/Book
100
100
1
6
Dividend Yield
1
1
1
1
Value (overall)
69
65
12
34

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →