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Etsy, Inc. (ETSY) vs Vipshop Holdings Limited (VIPS)

Etsy, Inc. and Vipshop Holdings Limited are both Internet Retail companies. Etsy, Inc. is the larger, with a market value of $7.9B against $5.6B — 1.4× the size. Vipshop Holdings Limited trades at the lower P/E: 4.5× against 8.5×. Etsy, Inc. grew revenue faster over the last twelve months: 7.50% against 5.97%. Etsy, Inc. has the higher net margin (32.8% vs 9.82%) and the higher return on invested capital (290.4% vs 34.2%). Across the 21 metrics below, Vipshop Holdings Limited leads on 11 and Etsy, Inc. on 10.

Valuation

Metric ETSY VIPS Internet Retail median
P/E 8.53 4.52 23.90
P/S 2.77 0.44 0.71
P/B n/m 1.06 1.80
Price to free cash flow 15.07 1.71 15.07
EV/EBITDA 17.34 1.56 17.34
EV/Sales 3.02 0.12 0.77
Earnings yield 11.73% 22.14% 0.46%
Free cash flow yield 6.64% 58.50% (0.39%)

Profitability

Metric ETSY VIPS Internet Retail median
Gross margin 71.28% 23.40% 44.04%
Operating margin 14.00% 7.77% 0.08%
Net margin 32.80% 9.82% 1.15%
Free cash flow margin 18.59% 0.00% 0.00%
Return on equity (110.28%) 0.00% 0.00%
Return on assets 33.92% 13.21% 0.00%
Return on invested capital 290.35% 34.20% 0.00%

Growth

Metric ETSY VIPS Internet Retail median
Revenue growth (TTM) 7.50% 5.97% 10.82%
EPS growth (last fiscal year) (40.85%) 2.54% 19.82%
Revenue growth, 5-year CAGR 10.81% (0.60%) 10.81%
Net income growth, 5-year CAGR (14.14%) 2.73% 0.00%

Health

Metric ETSY VIPS Internet Retail median
Debt to equity (4.54) 0.00 0.12
Current ratio 1.36 1.28 1.52
Net debt to EBITDA 3.96 (3.01) (0.66)

Dividend

Metric ETSY VIPS Internet Retail median
Dividend yield — 4.43% 1.66%
Payout ratio — 0.21 0.27

Size

Metric ETSY VIPS Internet Retail median
Market cap 7.89b 5.56b 566.40m

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