Fundamental Analysis of Etsy
On the latest Fundamental Analysis Show we discussed Etsy (ETSY), the internet’s antique store. Highlights from the Show: Profitable, high OCF margins 30%+ sales growth Recently acquired Reverb Seeing gross margin compression Listen to the full show: Spotify Apple Podcasts Google Podcasts https://open.spotify.com/episode/5NY0wGBXwzdFu0B3b5EuSt #Etsy #Stocks #Investing #Podcast #FundamentalAnalysis #Finance
Time to Buy the Dip on Etsy?
The latest stock I’ve been reading about is Etsy. One, because we just recorded a podcast about it, and two, because of the post-earnings dip. They released the third-quarter report on October 30th and saw their stock drop viciously, likely because of gross-margin compression. Here are some highlights from the report: $198 million in revenue, up 31.6% YoY (28% discluding acquisition of Reverb) 2.59 million active sellers, up 27% YoY 44.8 million active buyers, up 20.7% YoY Gr
Etsy Crushes Again
Shares of Etsy, the “global marketplace for unique and creative goods,” were up as much as 10% in after-hours trading after another solid earnings report. The small-cap has killed the market over the last 12 months, up almost 200% vs. the S&P’s 1.2%. Etsy’s one year price chart. Crazy growth. I’ve had this stock on my radar for a while and, disappointingly, haven’t been able to pull the trigger yet. They are essentially the only e-commerce business that is Amazon proof, and I