ETSY
Etsy, Inc.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 6
- Long / short
- 6 / 0
- Avg. return
- +73.1%
- Verdicts
- Worked 1 Partial 2 Inconclusive 3
Etsy is positioned to benefit from strong network effects and data feedback loops, which enhance its profitability as it grows. With a current valuation of around $25 billion and potential for $10 bil
Etsy is a two-sided marketplace that specializes in handmade products, benefiting from trends towards individualism and supporting small businesses. With a small market share in a large eCommerce mark
We project a higher growth in the number of buyers for Etsy, estimating a low-twenties CAGR compared to the market's mid-teens CAGR. Our valuation suggests a target price of $86 based on a forward EV/
Etsy's unique position as a leader in handmade e-commerce is underappreciated by the market. The company's commitment to its sellers and the introduction of Etsy Ads are expected to drive significant
Etsy has a very attractive, niche business that can grow many multiples of where it is today. The company's decision to raise its commission fee from 3% to 5% is expected to significantly increase rev
Scott Miller believes in the long-term potential of Etsy due to its unique marketplace for handmade and vintage items, which differentiates it from other e-commerce platforms.