Stock AnalizEtsy Inc. ETSY
Business Services · IPO 2025 · data as of November 13, 2026
Etsy Inc. (ETSY) is a consumer discretionary company listed in the US with a market value of about $7.7B. In the twelve months to September 30, 2026 it had revenue of $3.0B and net income of $987M, a net margin of 32.8%.
Its overall Stock Analiz score is 1.6 out of 5 (weak). The strongest part is value (3/5); the weakest is future growth (1/5).
Key numbers: a P/E of 23.7, a price to free cash flow of 12.9, 5-year revenue growth of 11% a year, a 5-year average ROIC of 4%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 4% above the current price.
Score: 1.6 / 5
Checks passed
- P/E below 25
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- Positive free cash flow
- Interest covered more than 5 times
- Share count down over 3 years (buybacks)
Checks not passed
- P/E below the industry median
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
- 5-year average ROIC above 12%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.0B | $2.9B | $2.8B | $2.7B | $2.6B | $2.3B | $1.7B | $818M | $604M | $441M | $365M |
| Net income | $987M | $163M | $303M | $308M | -$694M | $494M | $349M | $96M | $77M | $82M | -$30M |
| Free cash flow | $592M | $678M | $738M | $693M | $673M | $640M | $678M | $199M | $198M | $65M | $12M |
| EPS (diluted) | $8.47 | $1.39 | $2.35 | $2.24 | $-5.48 | $3.40 | $2.69 | $0.76 | $0.61 | $0.68 | $-0.26 |
| Net margin | 32.8% | 5.7% | 10.8% | 11.2% | -27.1% | 21.2% | 20.2% | 11.7% | 12.8% | 18.5% | -8.2% |
| ROIC | — | 9.1% | 17.8% | 12.4% | -29.3% | 12.5% | 22.2% | 5.8% | 8.7% | 2.4% | 4.0% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 27 analysts is $98.48, 11% above the current price; targets range from $78.00 to $115.00; the consensus rating is “Buy”; expected EPS is $4.17 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Etsy’s P/E ratio?
About 23.7, based on the last twelve months of diluted earnings per share (forward P/E about 17.9).
Is Etsy stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 4% above the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Etsy pay a dividend?
Not currently.
Is Etsy a good stock to buy?
We do not give buy or sell advice. Etsy scores 1.6 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Similar companies
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.