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 $13.4B against $6.4B — 2.1× the size. Wayfair Inc. has negative trailing earnings, so its P/E is not meaningful; Etsy, Inc. trades at 32.3×. 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
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
Health
Dividend
Size
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