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ETSY ETSY INC

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Technology

Scale

Market cap
$7.5bn
Revenue TTM
$2.9bn
Net income TTM
$209m
Free cash flow
$649m
Composite score
58.5
Sector rank
#856

Valuation

P / E
35.7
EV / EBITDA
17.4
EV / sales
3.3
FCF yield
8.70%
Earnings yield vs 10-yr
-1.93pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
7.3%
EBITDA margin
18.8%
ROE
-15.0%
ROIC
97.7%
Revenue growth
0.7%

Insider activity, last 90 days

Net open-market
$-46.79m
Buyers
0
Sellers
8

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The Company generates revenue primarily from marketplace activities, including transaction fees (inclusive of offsite advertising), payments processing fees, and listing fees, as well as from optional seller services, which include on-site advertising and shipping labels. The major classes of assets and liabilities sold consisted of the following (in thousands): Note 4—Revenue Contract balances Deferred revenues The amount of revenue recognized in the six months ended June 30, 2026 that was included in the deferred balance at January 1, 2026 was $ 22.3 million . Etsy, Inc. …ETSY INC, 10-Q, period ended 2026-06-30, filed 2026-08-05

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