Nama Insights

Etsy (ETSY)

Consumer Cyclical · Internet Retail · NYSE

Etsy (ETSY) is a Consumer Cyclical company in the Internet Retail industry. It has a market capitalization of $7.75B, a trailing price-to-earnings ratio of 10.6 and a free-cash-flow yield of 5.7%. Over the most recent reported fiscal year, revenue grew 2.7% and free cash flow per share fell 4.4%. Nama's AI scorecard rates it Buy, 6.9 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 6.9/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +25.9% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-70.8%
How far the last close sits under the highest price of the past five years.
Market cap$7.75B
Trailing P/E10.6
Price / book—
Price / sales2.6
FCF yield5.7%
Dividend yield—
Gross margin72.6%
Operating margin16.9%
Net margin34.4%
Revenue growth (YoY)+2.7%
Revenue growth (3-yr annual)+4.0%
EPS growth (YoY)-49.0%
FCF/share growth (YoY)-4.4%
Beta1.9
ExchangeNYSE
SectorConsumer Cyclical
IndustryInternet Retail

ETSY earnings

Next report: Feb 25, 2027 (Q4 2026, EPS estimate $1.51). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 28, 2026 $7.31 $1.02 +616.7% $692.47M
Q2 2026 Aug 5, 2026 -$0.36 $0.73 -149.3% $668.31M
Q1 2026 Apr 29, 2026 $0.60 $0.62 -3.2% $631.28M
Q4 2025 Feb 19, 2026 $0.92 $0.85 +8.2% $881.64M

ETSY analyst price target

Median target $100.00 from 27 analysts, ranging $78.00 – $115.00.

Internet Retail peers

TickerCompanyMarket capP/E
AMZN Amazon.com $2.80T 21.0
BABA Alibaba Group $272.28B 35.3
PDD PDD Holdings $118.18B 8.2
DASH DoorDash $78.33B 57.2
MELI MercadoLibre $76.55B 40.5
EBAY eBay $53.54B 19.7
SE Sea $46.38B 23.8
JD JD.com $39.31B 12.3
Explore live ETSY data on Nama Insights →

ETSY FAQ

Is ETSY a buy?
Nama's AI scorecard currently rates Etsy Buy (6.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ETSY's P/E ratio?
Etsy trades at a trailing price-to-earnings ratio of 10.6.
When does ETSY report earnings?
Etsy's next scheduled report is on Feb 25, 2027. Analysts expect EPS of $1.51.
What is the ETSY price target?
The median analyst price target from 27 analysts is $100.00, with a range of $78.00 – $115.00.
Is ETSY Shariah compliant?
Nama's AAOIFI-style screen reads Etsy as Not Shariah Compliant. At least one of the three ratios or the industry test failed.