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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 $15.5B against $7.9B — 2.0× the size. Wayfair Inc. has negative trailing earnings, so its P/E is not meaningful; Etsy, Inc. trades at 8.5×. Wayfair Inc. grew revenue faster over the last twelve months: 7.89% against 7.50%. Etsy, Inc. has the higher net margin (32.8% vs −1.21%) and the higher return on invested capital (290.4% 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 8.53 n/m 23.90
P/S 2.77 1.18 0.71
P/B n/m n/m 1.80
Price to free cash flow 15.07 25.87 15.07
EV/EBITDA 17.34 30.60 17.34
EV/Sales 3.02 1.29 0.77
Earnings yield 11.73% (1.10%) 0.46%
Free cash flow yield 6.64% 3.87% (0.39%)

Profitability

Metric ETSY W Internet Retail median
Gross margin 71.28% 29.95% 44.04%
Operating margin 14.00% 2.14% 0.08%
Net margin 32.80% (1.21%) 1.15%
Free cash flow margin 18.59% 4.56% 0.00%
Return on equity (110.28%) 5.74% 0.00%
Return on assets 33.92% (5.11%) 0.00%
Return on invested capital 290.35% 0.00% 0.00%

Growth

Metric ETSY W Internet Retail median
Revenue growth (TTM) 7.50% 7.89% 10.82%
EPS growth (last fiscal year) (40.85%) 39.15% 19.82%
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 (4.54) (0.92) 0.12
Current ratio 1.36 0.67 1.52
Net debt to EBITDA 3.96 5.11 (0.66)

Dividend

Metric ETSY W Internet Retail median
Dividend yield — — 1.66%
Payout ratio — — 0.27

Size

Metric ETSY W Internet Retail median
Market cap 7.89b 15.53b 566.40m

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