Análisis opcionales del producto
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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 | |
|---|---|---|
| Revenue (ttm) | 3B | |
| Net income (ttm) | 987.3M | |
| EPS (ttm) | $7.75 | |
| Shares out | 91.8M | |
| P/E (trailing) | 11.9x | |
| P/E (forward) | 14.9x | |
| Volume | 6,671,545 | |
| Beta | 1.86 |
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.
La calificación que llevaba la edición de análisis publicada cada mes. Una calificación compara el precio en la fecha del análisis con el valor razonable; no es un registro de si la valoración acertó.
| Año | ene | feb | mar | abr | may | jun | jul | ago | sept | oct | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
