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Etsy, Inc. (ETSY) vs Wayfair Inc. (W)

Etsy, Inc. and Wayfair Inc. are both Internet Retail companies. Wayfair Inc. is the larger, with a market value of $15.3B against $8.2B — 1.9× the size. Wayfair Inc. has negative trailing earnings, so its P/E is not meaningful; Etsy, Inc. trades at 40.2×. Wayfair Inc. grew revenue faster over the last twelve months: 7.46% against 6.74%. Etsy, Inc. has the higher net margin (7.11% vs −2.49%) and the higher return on invested capital (47.1% vs 0.00%). Across the 20 metrics below, Etsy, Inc. leads on 14 and Wayfair Inc. on 6.

Valuation

Metric ETSY W Internet Retail median
P/E 40.16 n/m 24.35
P/S 2.73 1.10 0.69
P/B n/m n/m 1.66
Price to free cash flow 13.23 25.22 15.23
EV/EBITDA 19.14 31.65 19.14
EV/Sales 3.40 1.23 0.75
Earnings yield 2.49% (2.29%) (0.17%)
Free cash flow yield 7.56% 3.97% 0.00%

Profitability

Metric ETSY W Internet Retail median
Gross margin 71.40% 30.05% 43.51%
Operating margin 14.31% 1.67% 0.08%
Net margin 7.11% (2.49%) 0.56%
Free cash flow margin 20.86% 4.36% 0.00%
Return on equity (16.61%) 11.66% 0.00%
Return on assets 8.38% (10.26%) 0.00%
Return on invested capital 47.13% 0.00% 0.00%

Growth

Metric ETSY W Internet Retail median
Revenue growth (TTM) 6.74% 7.46% 10.80%
EPS growth (last fiscal year) (40.85%) 39.15% 14.02%
Revenue growth, 5-year CAGR 10.81% (2.51%) 10.81%
Net income growth, 5-year CAGR (14.14%) 0.00% 0.00%

Health

Metric ETSY W Internet Retail median
Debt to equity (2.20) (1.00) 0.10
Current ratio 1.48 0.74 1.48
Net debt to EBITDA 3.96 5.11 (0.25)

Dividend

Metric ETSY W Internet Retail median
Dividend yield — — 1.79%
Payout ratio — — 0.25

Size

Metric ETSY W Internet Retail median
Market cap 8.19b 15.33b 413.81m

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