ETSYEtsy, Inc.

Consumer Cyclical

$76.71+18% 1Y

$76.71

$44.0552 weeks$87.04

Is the price fair?

Fair

Neither cheap nor expensive: modest expectations priced in, but rich vs its sector.

1 good, 1 to watch, 1 neutral

What the price assumes~−2% a year

Priced for a decline (~−2% a year). The price demands less than its three-year revenue growth of 2% a year, expectations look modest.

Vs its own P/E rangemid-range for this companyderived

In its normal range: P/E 42.9 vs a 52.1 median over 32 quarters (−18% vs median).

Vs sector (EV/EBIT)20.2×

Sector median 16.2× across 156 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jun 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)behind 82% of the market

FCF yieldbetter than 81% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What ETSY's price assumes

Etsy, Inc. trades at 42.9× earnings against 37.8× for the median Internet Retail name, more expensive than its own group.

42.9

Trailing P/E · Internet Retail median 37.8 · 1.13× the median: the market pays up for this one

Price / sales: 2.58
Price / sales · today's price, trailing year to Jun 30, 2026
Free cash flow yield: 8.8%
Free cash flow yield · Internet Retail median 6.3%
Growth the price implies: −1.9%
Growth the price implies · The price pays for −1.9% free cash flow growth a year for a decade; the business has delivered −1.6% a year over the last three.

Details›

EV / EBITtoday's price, trailing year to Jun 30, 2026: 20.2
EV / salestoday's price, trailing year to Jun 30, 2026: 3.23
Consumer Cyclical median P/E321 names: 17.8
Internet Retail median P/E22 names: 37.8
Free cash flow, trailing twelve months: $649M
Market capitalisation: $7.37B
3-year revenue growth: +2.3%
3-year free cash flow growth: −1.6%

What the market has paid for these earnings: 32 quarters of its own multiple × $1.79 of trailing earnings per share
Method	Per share
Its own P/E history, lower quartile	$59.94
Its own P/E history, median	$93.29
Its own P/E history, upper quartile	$120.37
52-week range	$44.05 – $87.04
Today	$76.71

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.

On our screens:Cheap stocks by free cash flow yield

Internet Retail

Ranks #6 of 14 by RyuScore

Vipshop Holdings Limited