ETSY — Stock Film
STOCK FILMSCENE 1/11ETSY · $84.10
Stock Expert AI presents
ETSY
Etsy, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Etsy, Inc. A quick introduction.

On the stock market since 2015, it operates in the world of consumer spending. It has 2,375 employees. Now — the numbers.

on the stock market since 2015
2,375 employees
$8B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $6 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 6%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
70%Marketplace Revenue
Marketplace Revenue 70%Services Revenue 30%
70% of all revenue comes from a single line: Marketplace Revenue.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing — but slowly for a company this size.

Average growth of 5% a year over the last 4 years. Red columns mark years that ended in a loss.

$2.3B
2021
$2.6B
2022
$2.7B
2023
$2.8B
2024
$2.9B
2025
INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
87
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
69
strong

A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.

VALUATION
43
weak

Clearly below the class average.

GROWTH
80
very strong

This grade is a blend: the profit side is strong, the sales tempo slow.

PRICE MOMENTUM
88
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 3 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Fat profit per sale, but shrinking10/10
Few are betting against it10/10
WEAK SPOTS
Executives aren’t buying3/10
WORTH WATCHING

Executive Buying: The trades send no strong signal of confidence.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 72% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

THE BRIGHT SIDE

Nothing in the current numbers stands out as a strong positive. That, by itself, is worth knowing.

1
THE RISKS · 1/2
A rich price tag

The company’s market value is 49 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/2
The price sits above analysts’ target

The stock trades 14% above the average analyst price target.

FINALE · THE GRADE
A
0 / 100 · MoonshotScore

On our five-subject report card, ETSY sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: ETSY is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film