Etsy (ETSY)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-14
$74.46+2.34%
Close 2026-09-14 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-09-14
Research Workspace
Put ETSY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on earnings delivery, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskETSY's growth depends on strong marketplace fundamentals and cash flow. Recent earnings showed revenue growth of 9% year over year and a beat. It trades at 21× P/E versus a peer median of 14×. This suggests the price reflects less growth than expected. A risk is the 20% chance of a miss next quarter. Peer multiples imply a price roughly in line with where it trades. Our read is provisional.
Trailing returns as of 2026-09-14. ETSY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 32 analysts currently covering ETSY (as of Sep 2026).
Based on 14 Wall Street analysts offering 12-month price targets for ETSY in the last 4 months.
Continue this research
Compare ETSY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ETSY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Broadline Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put ETSY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive sustainable long-term growth for Etsy marketplace
AI search and app engagement boost marketplace growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $74.46
The last 12 months of price, then the range of analyst 12-month targets from today’s $74.46.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive sustainable long-term growth for Etsy marketplace
AI search and app engagement boost marketplace growth.
Advances: Drive sustainable long-term growth for Etsy marketplace
AI search and app engagement boost marketplace growth.
Advances: Drive sustainable long-term growth for Etsy marketplace
Upgrade indicates positive market sentiment and growth.
Threatens: Drive sustainable long-term growth for Etsy marketplace
Etsy cutting staff may hinder growth objectives.
Upgrade indicates confidence in Etsy's growth potential.
Threatens: Restructure organization to improve speed and focus
Workforce reduction may hinder organizational restructuring efforts.
Threatens: Improve operating income and profitability
Workforce reduction may hinder profitability improvement efforts.
