ETSY — Stock Film
STOCK FILMSCENE 1/11ETSY · $72.76
Stock Expert AI presents
ETSY
Etsy, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Etsy, Inc. What it actually does.

Operates an online marketplace connecting buyers and sellers globally. Focuses on unique and creative goods, including handmade and vintage items. Now — the numbers.

on the stock market since 2015
2,375 employees
$6.9B market value
WHERE DOES THE MONEY COME FROM?
70%Marketplace Revenue
Marketplace RevenueServices 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.

Revenue last year:
$2.9B
The net profit left over:
$163M
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.

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
2022
2023
2024
$2.9B
2025
What executives did with their own stock over the last 12 months:
87 buy260 sell

Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.

INSIDE THE REPORT CARD

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

A score of 50 means class average.

BUSINESS QUALITY
88
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
58
average

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

VALUATION
48
weak

Clearly below the class average.

GROWTH
78
strong

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

PRICE MOMENTUM
85
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 FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 75% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

THE BRIGHT SIDE

Our checks did not surface a specific strength to highlight here.

1
THE RISKS · 1/3
A rich price tag

The company’s market value is 42 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 48/100.

3
THE RISKS · 3/3
Executives aren’t buying

No clear buy-side message is coming from the executive floor.

FINALE · THE GRADE
A
79 / 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.

Analysts’ average target sits above today’s price, yet the valuation grade (48/100) says the stock isn’t cheap.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film