NYSE · Consumer Cyclical · Internet Retail · USA
Etsy Inc is a mid cap company (market value between $2 billion and $10 billion) in the Internet Retail industry.
Etsy operates two-sided online marketplaces connecting independent sellers with buyers worldwide. The Etsy marketplace offers unique and creative goods, while the company also operates Depop, a fashion resale platform. Revenue comes from transaction fees, payments processing, listing fees, and optional services like advertising and shipping labels.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Etsy Inc stock.
Overvalued: intrinsic value $28.57 per share, market price $85.26, margin of safety -198.5% (as of 2026-10-19).
Discounting its cash flows at 10.8% (average of 3 methods) values the shares at $28.57; the price of $85.26 is 198% above that value, and 70% of that value comes from beyond year five.
Leak Score: 60/100 on 10 of 12 signals (Faint Leak).
17 more funds hold it; the full list is part of the paid plan.
10 more in this industry show a wider margin of safety.
ETSY is overvalued (as of the 2026-10-19 close). Discounting its cash flows at 10.8% (average of 3 methods) values the shares at $28.57; the price of $85.26 is 198% above that value, and 70% of that value comes from beyond year five.
$28.57 per share (as of the 2026-10-19 close), against a market price of $85.26. That is a margin of safety of -198.5%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
60 out of 100, which we rate "Faint Leak", on 10 of 12 value investing signals.