ETSY
Etsy, Inc.Consumer Cyclical · $6.9B market cap
Verdict
Share price
$72.77
close of Oct 3, 2026
Fair value
$43.53
Sticker Price
Payback Price
$17.41
buy price
ETSY is Overpriced: at $72.77 it trades 67% above its fair value of $43.53. Its buy price (Payback Price) is $17.41, 76% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 4% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
5 of 5 clear the 10% bar. What are the Big Five?
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4 of the investors we track hold ETSY. In Q2 2026, 1 opened a position. Who we track
Howard Marks
Oaktree Capital Management · as of Q2 2026
$61.2B
66,836,000 shares
Howard Marks
Oaktree Capital Management · as of Q2 2026
$6.9B
7,233,000 shares
Howard Marks
Oaktree Capital Management · as of Q2 2026
$13.9M
11,974,000 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$224K
2,968 shares
Moves in Q2 2026
New position: Polen Capital Management
Insider activity
Since Jun 15, 2026: no open-market purchases, 44 sales worth $39.1M and 47 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Silverman Josh
director · 2026-09-03
Sold
$140K
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-09-03
Sold
$40K
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-09-03
Sold
$109K
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-09-03
Sold
$89K
Silverman Josh
director · 2026-09-01
Sold
$619K
Show all 44 salesShow fewer
Silverman Josh
director · 2026-09-01
Sold
$338K
WILSON FREDERICK R
director · 2026-09-01
Sold
$1.3M
WILSON FREDERICK R
director · 2026-09-01
Sold
$366K
BALLARD CHARLES ANDREW
director · 2026-08-26
Sold
$368K
Blow Marla J
director · 2026-08-17
Sold
$1K
Blow Marla J
director · 2026-08-17
Sold
$5K
Blow Marla J
director · 2026-08-17
Sold
$17K
Buckley Merilee
CHIEF ACCOUNTING OFFICER · 2026-08-17
Sold
$81
Buckley Merilee
CHIEF ACCOUNTING OFFICER · 2026-08-17
Sold
$13K
Buckley Merilee
CHIEF ACCOUNTING OFFICER · 2026-08-17
Sold
$19K
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-08-10
Sold
$37K
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-08-10
Sold
$82K
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-08-10
Sold
$466K
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-08-10
Sold
$93K
Silverman Josh
director · 2026-08-04
Sold
$529K
Baker Charles
Chief Financial Officer · 2026-08-04
Sold
$30K
Baker Charles
Chief Financial Officer · 2026-08-04
Sold
$90K
Baker Charles
Chief Financial Officer · 2026-08-04
Sold
$14K
Silverman Josh
director · 2026-08-03
Sold
$748K
Silverman Josh
director · 2026-08-03
Sold
$2.7M
WILSON FREDERICK R
director · 2026-08-03
Sold
$1.3M
WILSON FREDERICK R
director · 2026-08-03
Sold
$326K
Silverman Josh
director · 2026-07-15
Sold
$1.9M
REIFF MELISSA
director · 2026-07-15
Sold
$328K
Silverman Josh
director · 2026-07-10
Sold
$3.1M
Buckley Merilee
CHIEF ACCOUNTING OFFICER · 2026-07-06
Sold
$154
Buckley Merilee
CHIEF ACCOUNTING OFFICER · 2026-07-06
Sold
$24K
Buckley Merilee
CHIEF ACCOUNTING OFFICER · 2026-07-06
Sold
$42K
Silverman Josh
director · 2026-07-01
Sold
$1.8M
Silverman Josh
director · 2026-07-01
Sold
$2.2M
Silverman Josh
director · 2026-07-01
Sold
$2.9M
WILSON FREDERICK R
director · 2026-07-01
Sold
$195K
WILSON FREDERICK R
director · 2026-07-01
Sold
$370K
WILSON FREDERICK R
director · 2026-07-01
Sold
$386K
WILSON FREDERICK R
director · 2026-07-01
Sold
$537K
Silverman Josh
director · 2026-06-24
Sold
$7.7M
REIFF MELISSA
director · 2026-06-17
Sold
$266K
Silverman Josh
director · 2026-06-16
Sold
$3.9M
Silverman Josh
director · 2026-06-15
Sold
$3.6M
Other filings
Silverman Josh
director · 2026-09-03
Option exercise
$18K
Silverman Josh
director · 2026-09-01
Option exercise
$124K
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-09-01
Tax withholding
$290K
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-09-01
Option exercise
6,464 shares
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-08-10
Option exercise
$35K
Show all 47 other filingsShow fewer
Silverman Josh
director · 2026-08-04
Option exercise
$67K
Silverman Josh
director · 2026-08-03
Option exercise
$437K
Baker Charles
Chief Financial Officer · 2026-08-01
Tax withholding
$281K
Baker Charles
Chief Financial Officer · 2026-08-01
Option exercise
6,225 shares
Silverman Josh
director · 2026-07-15
Option exercise
$243K
REIFF MELISSA
director · 2026-07-15
Option exercise
$236K
Silverman Josh
director · 2026-07-10
Option exercise
$416K
Buckley Merilee
CHIEF ACCOUNTING OFFICER · 2026-07-01
Tax withholding
$53K
Buckley Merilee
CHIEF ACCOUNTING OFFICER · 2026-07-01
Option exercise
2,014 shares
Buckley Merilee
CHIEF ACCOUNTING OFFICER · 2026-07-01
Option exercise
650 shares
Buckley Merilee
CHIEF ACCOUNTING OFFICER · 2026-07-01
Option exercise
730 shares
Buckley Merilee
CHIEF ACCOUNTING OFFICER · 2026-07-01
Option exercise
634 shares
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-07-01
Option exercise
752 shares
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-07-01
Option exercise
1,067 shares
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-07-01
Tax withholding
$359K
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-07-01
Option exercise
9,037 shares
Colburn Richard Edward III
Chief Product & Tech Officer · 2026-07-01
Option exercise
7,218 shares
PATEL GOYAL KRUTI
Chief Executive Officer · 2026-07-01
Option exercise
3,007 shares
PATEL GOYAL KRUTI
Chief Executive Officer · 2026-07-01
Option exercise
9,104 shares
PATEL GOYAL KRUTI
Chief Executive Officer · 2026-07-01
Tax withholding
$859K
PATEL GOYAL KRUTI
Chief Executive Officer · 2026-07-01
Option exercise
21,629 shares
PATEL GOYAL KRUTI
Chief Executive Officer · 2026-07-01
Option exercise
9,518 shares
Minor Bradley
Chief Marketing Officer · 2026-07-01
Option exercise
859 shares
Minor Bradley
Chief Marketing Officer · 2026-07-01
Tax withholding
$345K
Minor Bradley
Chief Marketing Officer · 2026-07-01
Option exercise
9,283 shares
Minor Bradley
Chief Marketing Officer · 2026-07-01
Option exercise
3,983 shares
Minor Bradley
Chief Marketing Officer · 2026-07-01
Option exercise
4,441 shares
Stretch Colin
CHIEF LEGAL OFFICER · 2026-07-01
Option exercise
4,210 shares
Stretch Colin
CHIEF LEGAL OFFICER · 2026-07-01
Option exercise
5,975 shares
Stretch Colin
CHIEF LEGAL OFFICER · 2026-07-01
Tax withholding
$758K
Stretch Colin
CHIEF LEGAL OFFICER · 2026-07-01
Option exercise
16,847 shares
Stretch Colin
CHIEF LEGAL OFFICER · 2026-07-01
Option exercise
6,662 shares
Silverman Josh
director · 2026-07-01
Option exercise
7,302 shares
Silverman Josh
director · 2026-07-01
Option exercise
13,260 shares
Silverman Josh
director · 2026-07-01
Tax withholding
$828K
Silverman Josh
director · 2026-07-01
Option exercise
20,562 shares
Silverman Josh
director · 2026-07-01
Option exercise
$981K
Baker Charles
Chief Financial Officer · 2026-07-01
Tax withholding
$291K
Baker Charles
Chief Financial Officer · 2026-07-01
Option exercise
7,218 shares
Silverman Josh
director · 2026-06-24
Option exercise
$1.0M
Silverman Josh
director · 2026-06-16
Option exercise
$557K
Silverman Josh
director · 2026-06-15
Option exercise
$531K
About Etsy, Inc.
Etsy, Inc. oversees online retail platforms designed to link independent merchants with a global customer base. Its primary marketplace is dedicated to unique and handcrafted items, while its Depop division focuses on the resale of apparel. The company's revenue streams largely originate from diverse marketplace fees, such as those for product listings, transactions, and payment processing, as well as from…
Specialty Retail
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works