GROWTH
Top line stable.
+2.7% YoY versus +2.2% prior. 3y CAGR +4.0%.
+2.7%
Etsy, Inc. ETSY
Consumer Discretionary · Market Cap: $6.6B
Live price unavailable
Fundamentals as of 2025-12-31
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Consumer Discretionary · Market Cap: $6.6B
Live price unavailable
Fundamentals as of 2025-12-31
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
2 of 2 legendary models say HOLD ETSY.
What would legendary investors pay for ETSY?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
+2.7% YoY versus +2.2% prior. 3y CAGR +4.0%.
+2.7%Net margin 5.7% versus 10.8% prior (−5.1pp). Operating 9.2%.
5.7%P/E 27.4x — 26% below the 5y median of 36.9x. Forward 18.7x hints at EPS expansion next year.
27.4xEtsy, Inc.'s ROE and debt-to-equity are non-meaningful — large accumulated buybacks have driven stockholders' equity below zero, so the ratio denominators are uninterpretable. Operating margin and free cash flow are the better lenses here.
Financial story
Etsy, Inc.'s ROE and debt-to-equity are non-meaningful — large accumulated buybacks have driven stockholders' equity below zero, so the ratio denominators are uninterpretable. Operating margin and free cash flow are the better lenses here.
Bottom line: ETSY is rated BUY by 1 of 2 legendary models, with 1 holding and 0 flagging it overvalued, but earns a C sector grade (48/100) in Consumer Discretionary. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
ETSY's earnings calendar and history are tracked in the financials tab. Specific dates depend on company-published guidance.
ETSY is in the Consumer Discretionary sector. Sector ranking and peer comparison are in the sector tab.
0 of 2 legendary investor models rate ETSY a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
Average fair value across qualifying models: $87. See the per-investor fair-value table in the valuation tab.
ETSY trades at 37.2x earnings. Sector context and per-investor signals are in the valuation tab.
ETSY and AN differ on P/E, ROE, and revenue growth. See the full ETSY vs AN compare matrix
How does ETSY compare?
See exactly where ETSY ranks
Sign in to unlock the full sector ranking — free.
Sign in to see the rankingETSY sits at #76 in Consumer Discretionary with a C grade (48/100).
