Etsy, Inc. operates online marketplaces that match third‑party sellers with buyers globally, with its main platform focused on unique and creative goods and its…
$89.93-1.75%
报价 2026-11-06
市值
$7.75B
EV
$8.77B
PE (TTM)
8.4x
预期 PE (FY2026)
21.6x
52 周区间距高点 -6.6%
$44.05$96.24
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.1x | 3.79 → 4.82（1.3x） | 18.6 |
| FY+32028-12 | 1.1x | 3.79 → 5.56（1.5x） | 16.2 |
毛利率 73% · TTM 收入 $2874M · 基数 EPS 3.79（调整后）
电话会信号
辅助标签Q3 20262026-10-28
需求加速AI 词频高上调指引
指引 上调
信心 5
分析师 4
“We have increased confidence that our business is now firmly in growth mode.”
原文引用（2）
- 需求加速：the contribution from our strategic initiatives is accelerating
- 上调指引：our full year adjusted EBITDA margin outlook moves up to roughly 30%
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
加载中…
事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| ETSYEtsy, Inc. | $7.75B | -1.7% | +0.1% | 72.7% | 8.4x | 14.9x | 13.7x | |
| MUSAMurphy USA Inc. | $9.45B | +1.4% | +26.8% | 11% | 17.2x | 11.5x | 19.4x | |
| GLBEGlobal-e Online Ltd. | $7.22B | -0.8% | – | 45.6% | 48.8x | 38.0x | – | |
| CAVACAVA Group, Inc. | $6.91B | -1.4% | +28.1% | 23.7% | 107.1x | 41.7x | 242.8x | |
| WINGWingstop Inc. | $4.42B | -1.5% | +6.9% | 43.8% | 38.1x | 24.1x | 37.9x | |
| MATMattel, Inc. | $4.39B | +2.5% | +4.6% | 54.8% | 8.8x | 7.3x | 6.9x | Cheap |
| BBWIBath & Body Works, Inc. | $4.31B | -3.3% | -1.3% | 45.7% | 5.7x | 5.6x | 4.2x | Cheap |
| BOOTBoot Barn Holdings, Inc. | $3.92B | -5.7% | +15.0% | 37.2% | 16.7x | 11.6x | 32.6x | GARP |
| MNSOMINISO Group Holding Limited | $3.24B | +6.0% | – | 45.3% | 16.3x | 24.6x | – | |
| 同行中位数 | – | – | +10.9% | 44.6% | 16.9x | 17.8x | 26.0x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $692.5M | $668.3M | $631.3M | $881.6M | $678M | $672.7M | $612.2M | $852.2M |
| Gross Margin | 72.7% | 72.4% | 72.2% | 73.1% | 71.3% | 71.2% | 72.6% | 74.5% |
| Operating Margin | 16.1% | 18.7% | 19% | 14.7% | 12.2% | 11.4% | 16% | 18.2% |
| Net Income | $853.5M | $-46.4M | $69.7M | $110.7M | $75.5M | $28.8M | $-52.1M | $129.9M |
| Diluted EPS | 7.31 | -0.36 | 0.6 | 0.96 | 0.63 | 0.25 | -0.49 | 1.01 |
| Operating Cash Flow | $159.7M | $40.6M | $80.7M | $317.1M | $219M | $108.1M | $49.2M | $315M |