Added to YB: 2025-03-26
Pitch date: 2025-02-05
ETSY [bullish]
Etsy, Inc.
-13.28%
current return
Author Info
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Company Info
Etsy, Inc., together with its subsidiaries, operates two-sided online marketplaces that connect buyers and sellers worldwide.
Market Cap
$4.3B
Pitch Price
$55.51
Price Target
95.50 (+98%)
Dividend
N/A
EV/EBITDA
12.35
P/E
31.69
EV/Sales
N/A
Sector
Broadline Retail
Category
growth
Show full summary:
Etsy, Inc. - $ETSY
ETSY: Temporary GMV decline due to COVID overhang & category weakness. Long-term growth potential from e-commerce & intl markets. Take rate & cost structure opportunities mitigate downside. 100% FCF to buybacks. Crowded short. 6% unlevered FCF yield ex-subs. MSD%+ long-term GMV growth potential. 20% IRR over 3 years possible.
Read full article (6 min)