| 前收盘价格 | 53.92 |
| 收盘价格 | 54.40 |
| 成交量 | 4,590,784 |
| 平均成交量 (3个月) | 5,414,719 |
| 市值 | 5,565,530,112 |
| 市盈率 (P/E TTM) | 38.67 |
| 预期市盈率 (P/E Forward) | 16.61 |
| 价格/销量 (P/S) | 2.41 |
| 52周波幅 | |
| 利润日期 | 29 Jul 2025 - 4 Aug 2025 |
| 营业毛利率 | 6.69% |
| 营业利益率 (TTM) | 12.19% |
| 稀释每股收益 (EPS TTM) | 1.38 |
| 季度收入增长率 (YOY) | 0.80% |
| 季度盈利增长率 (YOY) | 56.00% |
| 流动比率 (MRQ) | 2.14 |
| 营业现金流 (OCF TTM) | 732.62 M |
| 杠杆自由现金流 (LFCF TTM) | 643.41 M |
| 资产报酬率 (ROA TTM) | 10.60% |
市场趋势
| 短期 | 中期 | ||
| 行业 | Internet Retail (US) | 混合的 | 看涨 |
| Internet Retail (全球的) | 混合的 | 看涨 | |
| 股票 | Etsy, Inc. | 看跌 | 看跌 |
AIStockmoo 评分
-2.1
| 分析师共识 | -3.5 |
| 内部交易活动 | -3.0 |
| 价格波动 | -2.0 |
| 技术平均移动指标 | 1.0 |
| 技术振荡指标 | -3.0 |
| 平均 | -2.10 |
|
Etsy operates a top-10 e-commerce marketplace in the US and the UK, with sizable operations in Germany, France, Australia, and Canada. The firm dominates an interesting niche, connecting buyers and sellers through its online market to exchange vintage and craft goods. With $12.5 billion in 2024 consolidated gross merchandise volume, Etsy has cemented itself as one of the largest players in a quickly growing space, generating revenue from listing fees, commissions on sold items, advertising services, payment processing, and shipping labels. As of the end of 2024, the firm connected more than 95 million buyers and 8 million sellers on its marketplace properties: Etsy, Reverb (musical equipment), and Depop (clothing resale). |
|
| 部门 | Consumer Cyclical |
| 行业 | Internet Retail |
| 投资方式 | Small Core |
| 内部持股比例 | 1.08% |
| 机构持股比例 | 123.15% |
所有权
| 姓名 | 日期 | 持有股份 |
|---|---|---|
| Impactive Capital Lp | 31 Mar 2025 | 4,982,663 |
| 52周波幅 | ||
| 目标价格波幅 | ||
| 高 | 62.00 (Canaccord Genuity, 16.17%) | 购买 |
| 中 | 48.00 (-10.06%) | |
| 低 | 31.00 (Goldman Sachs, -41.92%) | 卖出 |
| 平均值 | 48.07 (-9.93%) | |
| 总计 | 5 购买, 6 保留, 4 卖出 | |
| 平均价格@调整类型 | 45.60 | |
| 公司 | 日期 | 目标价格 | 调整类型 | 价格@调整类型 |
|---|---|---|---|---|
| Wells Fargo | 30 Jun 2025 | 41.00 (-23.18%) | 卖出 | 50.16 |
| 01 May 2025 | 40.00 (-25.05%) | 卖出 | 42.51 | |
| Truist Securities | 17 Jun 2025 | 60.00 (12.42%) | 购买 | 54.53 |
| JP Morgan | 04 Jun 2025 | 50.00 (-6.31%) | 保留 | 61.55 |
| B. Riley Securities | 01 May 2025 | 55.00 (3.05%) | 购买 | 42.51 |
| Canaccord Genuity | 01 May 2025 | 62.00 (16.17%) | 购买 | 42.51 |
| 28 Apr 2025 | 72.00 (34.91%) | 购买 | 45.88 | |
| Cantor Fitzgerald | 01 May 2025 | 47.00 (-11.94%) | 保留 | 42.51 |
| Evercore ISI Group | 01 May 2025 | 54.00 (1.18%) | 购买 | 42.51 |
| Goldman Sachs | 01 May 2025 | 31.00 (-41.91%) | 卖出 | 42.51 |
| 22 Apr 2025 | 35.00 (-34.42%) | 卖出 | 45.93 | |
| Loop Capital | 01 May 2025 | 37.00 (-30.67%) | 卖出 | 42.51 |
| Morgan Stanley | 01 May 2025 | 38.00 (-28.80%) | 卖出 | 42.51 |
| 17 Apr 2025 | 40.00 (-25.05%) | 卖出 | 44.15 | |
| Needham | 01 May 2025 | 55.00 (3.05%) | 购买 | 42.51 |
| 30 Apr 2025 | 60.00 (12.42%) | 购买 | 43.48 | |
| UBS | 01 May 2025 | 45.00 (-15.68%) | 保留 | 42.51 |
| Barclays | 30 Apr 2025 | 53.00 (-0.69%) | 保留 | 43.48 |
| Citigroup | 25 Apr 2025 | 48.00 (-10.06%) | 保留 | 45.86 |
| Stifel | 23 Apr 2025 | 45.00 (-15.68%) | 保留 | 45.79 |
| 显示更多 | ||||
| 名称 | 平均购买 ($) | 平均卖出 ($) | 总净额 | 总净值 ($) |
|---|---|---|---|---|
| BUCKLEY MERILEE | - | 51.36 | -499 | -25,629 |
| COLBURN RICHARD EDWARD III | - | 51.36 | -1,006 | -51,668 |
| DANIEL NICHOLAS | - | 51.36 | -6,737 | -346,012 |
| MINOR BRADLEY | - | 51.36 | -1,746 | -89,675 |
| NADAL TONI THOMPSON | - | 51.36 | -1,231 | -63,224 |
| PATEL GOYAL KRUTI | - | 51.36 | -6,184 | -317,610 |
| SILVERMAN JOSH | - | 51.36 | -33,038 | -1,696,832 |
| STRETCH COLIN | - | 51.36 | -6,288 | -322,952 |
| 累积净数量 | -56,729 | |||
| 累积净值 ($) | -2,913,601 | |||
| 累积平均购买 ($) | - | |||
| 累积平均卖出 ($) | 51.36 | |||
| 名称 | 持有人 | 日期 | 类型 | 数量 | 价格 | 价值 ($) |
|---|---|---|---|---|---|---|
| BUCKLEY MERILEE | 职员 | 01 Jul 2025 | 处理 (-) | 499 | 51.36 | 25,629 |
| BUCKLEY MERILEE | 职员 | 01 Jul 2025 | 执行期权 | 1,380 | - | - |
| SILVERMAN JOSH | 职员 | 01 Jul 2025 | 处理 (-) | 11,372 | 51.36 | 584,066 |
| SILVERMAN JOSH | 职员 | 01 Jul 2025 | 自动卖出 (-) | 21,666 | 51.36 | 1,112,766 |
| SILVERMAN JOSH | 职员 | 01 Jul 2025 | 执行期权 | 42,228 | - | - |
| DANIEL NICHOLAS | 职员 | 01 Jul 2025 | 处理 (-) | 5,237 | 51.36 | 268,972 |
| DANIEL NICHOLAS | 职员 | 01 Jul 2025 | 自动卖出 (-) | 1,500 | 51.36 | 77,040 |
| DANIEL NICHOLAS | 职员 | 01 Jul 2025 | 执行期权 | 9,598 | - | - |
| PATEL GOYAL KRUTI | 职员 | 01 Jul 2025 | 处理 (-) | 6,184 | 51.36 | 317,610 |
| PATEL GOYAL KRUTI | 职员 | 01 Jul 2025 | 执行期权 | 12,110 | - | - |
| STRETCH COLIN | 职员 | 01 Jul 2025 | 处理 (-) | 6,288 | 51.36 | 322,952 |
| STRETCH COLIN | 职员 | 01 Jul 2025 | 执行期权 | 10,183 | - | - |
| COLBURN RICHARD EDWARD III | 职员 | 01 Jul 2025 | 处理 (-) | 1,006 | 51.36 | 51,668 |
| COLBURN RICHARD EDWARD III | 职员 | 01 Jul 2025 | 执行期权 | 1,818 | - | - |
| MINOR BRADLEY | 职员 | 01 Jul 2025 | 处理 (-) | 1,746 | 51.36 | 89,675 |
| MINOR BRADLEY | 职员 | 01 Jul 2025 | 执行期权 | 4,841 | - | - |
| NADAL TONI THOMPSON | 职员 | 01 Jul 2025 | 处理 (-) | 1,231 | 51.36 | 63,224 |
| NADAL TONI THOMPSON | 职员 | 01 Jul 2025 | 执行期权 | 3,413 | - | - |
| 显示更多 | ||||||
| 日期 | 类型 | 细节 |
|---|---|---|
| 12 Jun 2025 | 公告 | Etsy Announces Pricing of $650 Million of Convertible Senior Notes Offering |
| 11 Jun 2025 | 公告 | Etsy Announces Proposed Private Offering of $650 Million of Convertible Senior Notes |
| 07 May 2025 | 公告 | Etsy to Participate in Upcoming Investor Conferences |
| 30 Apr 2025 | 公告 | Etsy, Inc. Reports First Quarter 2025 Results |
| 16 Apr 2025 | 公告 | Etsy to Announce First Quarter 2025 Financial Results on April 30, 2025 |
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