Etsy ETSY
Marketplace Consumer Internet Retail & Goods Marketplace E-Commerce Solutions Internet

Etsy trades at 3.4x EV/NTM revenue on a $9.54B enterprise value. Revenue grew -0.6% year over year to $668.3M in the quarter ending June 2026, an annual run rate of $2.67B. Etsy reports a 72.4% gross margin and 10.1-month CAC payback.

ARR ($M)
Net Dollar Retention
--
ARR Growth
--
EV / NTM Revenue
3.4x
Payback Period
10.1
EV / Run Rate
3.6x
Price & Key Metrics
Price Performance
Company Details
Share Price: 83.59
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2005
IPO Year: 2015
% of 52 wk High: 96%
Description
Etsy is an e-commerce website focused on handmade or vintage items and craft supplies. These items fall under a wide range of categories, including jewellery, bags, clothing, home décor and furniture, toys, art, as well as craft supplies and tools.
Categories
Marketplace Consumer Internet Retail & Goods Marketplace E-Commerce Solutions Internet
Valuation
Market Cap: 7,672.036
Enterprise Value: 9,535.253
EV / Revenue Run Rate: 3.6x
EV / NTM Revenue: 3.4x
EV / 2026 Revenue Estimates: 3.4x
EV / 2027 Revenue Estimates: 3.3x
EV / 2028 Revenue Estimates: 3.2x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: --
ARR Growth %: --
ARR/Customer ($K): --
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 2,673
ARR: --
2026 Revenue Estimates: 2,774
2027 Revenue Estimates: 2,886
2028 Revenue Estimates: 2,989
LTM Revenue: 2,859
Last Year Run Rate: 2,690
Growth
Revenue Growth: -1%
ARR Growth: --
Growth Persistence: --
2026 Revenue Growth Estimates: -4%
2027 Revenue Growth Estimates: 4%
2028 Revenue Growth Estimates: 4%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Etsy growing?

Etsy grew revenue -0.6% year over year, reaching $668.3M in the quarter ending June 2026.

What multiple does Etsy trade at?

Etsy trades at 3.4x EV/NTM revenue and 3.6x EV/run-rate, on an enterprise value of $9.54B.

Is Etsy profitable?

For Etsy, operating income was $125.3M last quarter and LTM free cash flow margin is 21.5%.

How long does it take Etsy to pay back CAC?

Etsy recovers customer acquisition cost in about 10.1 months.

What sector is Etsy in?

Public Comps classifies Etsy under Marketplace, Consumer Internet, Retail & Goods Marketplace, E-Commerce Solutions, and Internet.

Where does Public Comps get Etsy's data?

Figures come from Etsy's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.