تحليلات المنتج الاختيارية
بإذنك، نستخدم تحليلات محدودة تراعي الخصوصية لفهم مسارات البحث الفعالة. لا نستخدم أدوات تتبع إعلانية أو تسجيل الجلسات. يمكنك تغيير هذا الخيار في التفضيلات. اقرأ سياسة الخصوصية.
Etsy Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $7.6B | |
|---|---|---|
| P/E (forward) | 14.9x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $2.33B | $2.57B | $2.75B | $2.81B | $2.88B | +5.5% |
| Gross profit | $1.67B | $1.82B | $1.92B | $2.03B | $2.07B | +5.4% |
| Operating income | $465.7M | $-658.6M | $279.8M | $380.2M | $266.2M | -13.0% |
| Net income | $493.5M | $-694.3M | $307.6M | $303.3M | $163.0M | -24.2% |
| EPS (diluted) | $3.40 | $-5.48 | $2.24 | $2.35 | $1.39 | -20.0% |
| EBITDA | $555.8M | $-551.1M | $398.2M | $532.7M | $367.0M | -9.9% |
| R&D | $271.5M | $412.4M | $469.3M | $443.1M | $450.2M | +13.5% |
| SG&A | $282.5M | $312.3M | $343.2M | $353.9M | $332.8M | +4.2% |
Recent company headlines from major financial publishers.
The base case represents our modal expected trajectory, yielding a Fair value of $51.06. Consensus projects FY2026 revenue to contract by -1.18% to $2,849.49M before recovering to 4.72% growth in FY2027 ($2,983.86M). Operating margins expand gradually from FY2025's 9.23% to 13.0% in FY2026 and 14.0% in FY2027 as restructuring benefits materialize, supporting diluted EPS of $3.45 in FY2026 and $4.55 in FY2027.
In the bull case, generative AI search personalization drives significant conversion rate improvements, international buyer GMS accelerates above historical averages, and operating margins expand toward 16.0%. Combined with ongoing share repurchases under the $2.0B authorization, intrinsic value reaches the high end of our valuation range at $68.93.
| Ke ↓ / g → | 1.0% | 1.5% | 2.0% | 2.5% | 3.0% |
|---|---|---|---|---|---|
| 10.5% | $52.6 | $53.6 | $54.6 | $55.9 | $57.3 |
| 11.0% | $51.0 | $51.8 | $52.7 | $53.8 | $55.0 |
| 11.5% | $49.6 | $50.3 | $51.1 | $52.0 | $53.0 |
| 12.0% | $48.2 | $48.8 | $49.5 | $50.3 | $51.2 |
| 12.5% | $47.0 | $47.5 | $48.1 | $48.8 | $49.6 |
Upcoming earnings date and setup when available.
التصنيف الذي حملته نسخة البحث المنشورة في كل شهر. يقارن التصنيف السعر في تاريخ التحليل بالقيمة العادلة، وليس سجلاً لمدى صحة التقدير.
| السنة | يناير | فبراير | مارس | أبريل | مايو | يونيو | يوليو | أغسطس | سبتمبر | أكتوبر | نوفمبر | ديسمبر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |