Etsy Financial Analysis 2026

How Much Is Etsy Worth?Complete Market Valuation Guide

Whether you're an investor evaluating ETSY stock or a seller understanding the platform's financial health, knowing Etsy's true worth matters. Here's the complete breakdown of Etsy's market cap, stock performance, and company valuation.

$6.13B Market Cap$61.58 Stock Price$2.85B Annual Revenue$12.5B GMS (2024)86.6M Active Buyers$296.91 All-Time High

💰Quick Answer: How Much Is Etsy Worth?

Etsy's current valuation (January 2026):

  • Market Cap: $6.13 billion USD
  • Stock Price: ~$61.58 per share
  • Annual Revenue: $2.85 billion (TTM)
  • Gross Merchandise Sales: $12.5 billion (2024)
  • All-Time High: $296.91 (November 2021)
  • Active Buyers: 86.6 million

Etsy is classified as a mid-cap company, ranking as the 2785th most valuable company globally. The stock has declined approximately 60% from its pandemic peak but remains profitable with $303 million in annual net income.

Current Market Capitalization

Understanding Etsy's valuation today

Etsy's Market Cap Today

As of January 2026, Etsy has a market capitalization of $6.13 billion USD. This places Etsy in the mid-cap category (companies valued between $2 billion and $10 billion).

Recent Market Cap Movement:

  • • 30-day change: +4.51%
  • • 12-month change: +11.62%
  • • Since IPO (2015): +63.53% total growth
  • • Compound annual growth rate: 4.72%

How Market Cap Is Calculated

Market cap = Stock price × Outstanding shares

For Etsy: $61.58 × 98.71 million shares = ~$6.08 billion

This represents the total value investors place on all outstanding Etsy shares. It fluctuates daily with the stock price.

Stock Price History

From IPO to present day

IPO Price (2015)

$16 per share on April 16, 2015

All-Time Low

$6.36 in February 2016 (-60% from IPO)

Pre-Pandemic

~$40 in March 2020

All-Time High

$296.91 in November 2021

The Pandemic Boom and Correction

2020-2021 Rally:

  • • Stock at ~$40 before pandemic surge
  • • Mask mandates drove massive seller/buyer growth
  • • November 2021: Peak at $296.91 (7x increase)

52-Week Trading Range:

  • • 52-week high: $76.52
  • • 52-week low: $40.05
  • • Current: $61.58

Revenue and Financial Metrics

Annual performance and key ratios

Annual Revenue Growth

YearRevenueYoY Growth
2019$818M+36%
2020$1.73B+111%
2021$2.33B+35%
2022$2.57B+10%
2023$2.75B+7%
2024$2.81B+2.1%
2025 (TTM)$2.85B+1.98%

Key Financial Ratios

MetricValue
P/E Ratio (TTM)37.08
Forward P/E22.16
EPS (TTM)$1.43
Net Income (2024)$303 million
Take Rate24.9%
Profit Margin~10.8%

Note: Revenue growth has slowed significantly post-pandemic but remains positive, reaching new highs each year.

Gross Merchandise Sales (GMS)

Total dollar value of items sold on all Etsy marketplaces

YearGMSChange
2019$4.97B+26%
2020$10.28B+107%
2021$13.49B+31% (Peak)
2022$13.32B-1.3%
2023$13.16B-1.2%
2024$12.50B-5.0%

2024 GMS Breakdown:

  • • Etsy.com: ~$10.8 billion
  • • Reverb: $910 million
  • • Depop: $788 million

Q3 2025: Consolidated GMS was $2.72 billion (-11% YoY)

How Etsy Compares to Competitors

E-commerce marketplace comparison

CompanyMarket CapGMV/GMS
Amazon$2.08T$725B+
eBay$27.9B$74.7B
Etsy$6.13B$12.5B
PoshmarkAcquired$1.8B
Mercari$1.5B$10B+

Etsy's Strengths

  • • Dominates handmade/craft niche
  • • Strong brand recognition
  • • High seller loyalty
  • • Premium buyer demographics

Challenges

  • • Amazon Handmade competition
  • • Slower growth post-pandemic
  • • GMS decline for 3 consecutive years
  • • Rising fees impact seller margins

What Affects Etsy's Valuation

Factors driving stock price and market cap

Positive Factors

  1. 1. Profitable Operations: $303 million net income (2024)
  2. 2. Increasing Take Rate: 24.9% (up from 22.7% YoY)
  3. 3. Unique Market Position: Leader in handmade/vintage
  4. 4. Brand Acquisitions: Depop and Reverb diversification
  5. 5. Active Buyer Base: 86.6 million active buyers

Challenges Facing Etsy

  1. 1. Declining GMS: Third consecutive year of decrease
  2. 2. Buyer Count Decline: -5% active buyers YoY
  3. 3. Competition: Amazon Handmade, independent Shopify stores
  4. 4. Seller Saturation: More sellers competing for same buyers
  5. 5. Economic Sensitivity: Discretionary spending pullback

Leadership Transition: New CEO Patel Goyal replaces Josh Silverman in January 2026. Silverman shifts to Executive Chair through 2026. Leadership change adds uncertainty but also potential for new strategies.

Etsy By The Numbers

$6.13B
Market Cap
$61.58
Stock Price
$2.85B
Annual Revenue
86.6M
Active Buyers

What Etsy's Worth Means for Sellers

Platform stability and implications

Platform Stability

A $6B+ market cap means a financially stable platform with continued investment in features — not going anywhere soon.

Fee Trajectory

Etsy's increasing take rate (24.9%) impacts sellers — platform seeking more revenue per transaction. Factor into pricing.

Buyer Access

86.6 million active buyers represents massive built-in audience worth paying platform fees for access.

Competition for Attention

7.5 million sellers competing — SEO and marketing matter more than ever. Quality and differentiation critical.

Understanding Etsy's Value: Best Practices

Common Mistakes to Avoid

Don't Do This

  • Confuse market cap with cash — it's perceived value, not bank balance
  • Assume past growth continues — pandemic boom was exceptional
  • Ignore fee increases when projecting seller earnings
  • Dismiss competition from Amazon Handmade and Shopify
  • Make investment decisions based solely on this guide
  • Panic over short-term stock movements

Do This Instead

  • Look at multiple metrics not just stock price (GMS, revenue, buyers)
  • Consider the take rate trend when evaluating seller profitability
  • Factor in acquisitions (Depop, Reverb) in total platform assessment
  • Monitor buyer trends as leading indicator of platform health
  • Review quarterly earnings for most current data
  • Compare to competitors for relative valuation context

Frequently Asked Questions

Everything you need to know about Etsy's valuation and financial health.

Etsy has a market capitalization of approximately $6.13 billion USD as of January 2026. This makes it a mid-cap company and one of the largest online marketplaces focused on handmade and vintage goods.
Etsy's all-time high was $296.91 on November 24, 2021, during the pandemic e-commerce boom. The stock has since declined approximately 79% from that peak to around $61.58 in January 2026.
Yes, Etsy is profitable. In 2024, the company reported annual net income of $303 million on $2.81 billion in revenue. This represents a profit margin of approximately 10.8%.
Etsy generated $2.81 billion in revenue in 2024, with trailing twelve months revenue at $2.85 billion as of Q3 2025. Revenue has grown every year since IPO, though growth has slowed to ~2% annually post-pandemic.
Gross Merchandise Sales (GMS) is the total dollar value of items sold on Etsy marketplaces. In 2024, consolidated GMS was $12.5 billion, down from the peak of $13.5 billion in 2021. This includes sales from Etsy.com, Depop, and Reverb.
Etsy's revenue comes from: transaction fees (6.5%), listing fees ($0.20), payment processing fees (3% + $0.25), Etsy Ads, shipping labels, and Offsite Ads (12-15%). The company's "take rate" (revenue as percentage of GMS) is 24.9%.
This depends on your investment thesis. Bulls point to Etsy's unique market position, profitability, and beaten-down valuation. Bears cite declining GMS, buyer count decreases, and competitive pressures. Consult a financial advisor for personalized guidance.
Etsy has approximately 86.6 million active buyers and 7.5 million active sellers as of late 2025. While seller count remains stable, buyer count has declined 5% year-over-year.
Etsy is a publicly traded company (NASDAQ: ETSY). Major institutional shareholders include investment firms like Vanguard, BlackRock, and various mutual funds. Josh Silverman served as CEO since 2017, with Patel Goyal taking over as CEO in January 2026.
Etsy's stock fell from $297 (November 2021) to ~$62 (January 2026) due to: pandemic shopping normalization, declining GMS, buyer count decreases, rising interest rates impacting growth stock valuations, and broader tech/e-commerce sector corrections.

Financial data in this guide is sourced from public filings, Yahoo Finance, MarketWatch, and financial news outlets. Stock prices and market caps fluctuate continuously. This guide is for informational purposes only and does not constitute investment advice. Consult a qualified financial advisor before making investment decisions. Past performance does not guarantee future results.

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