Etsy Inc vs FTAI Aviation Ltd — how do they compare? Etsy Inc trades at $79.85 (market cap $7.29B), while FTAI Aviation Ltd trades at $224.37 (market cap $23.28B). The key difference: FTAI Aviation Ltd is far larger — about 3.2× Etsy Inc's market cap, and FTAI Aviation Ltd pays a 0.88% dividend while Etsy Inc pays none. Which is the better fit depends on your goals.
| ETSY | FTAI | |
|---|---|---|
Market Cap | $7.29B | $23.28B |
Sector | Consumer Cyclical | Industrials |
52-Week High | $86.47 | $310.04 |
52-Week Low | $44.05 | $140.40 |
Enterprise Value | $9.25B | $26.40B |
Dividend Yield | — | 0.88% |
Signals from Pluang's Aura AI — not financial advice
ETSY trades at $79.53, down 1.08% on the day, with a bearish technical signal but strong recent earnings beats. The company reported Q2 2026 EPS of $0.98, beating expectations, and announced a $2 billion share buyback alongside a 12% workforce reduction to boost efficiency. Revenue trends show modest growth, with 2025 revenue at $2.88 billion, though net income margin declined to 5.65% from prior years.
Outlook is mixed: analyst consensus is a Buy with a $85.71 price target, citing GMS growth and cost initiatives, but risks include high debt, margin pressure, and competitive threats. The stock's current price near support at $78 offers potential upside if operational improvements sustain.
FTAI Aviation trades at $226.66, up 5.42% today, with a neutral technical signal and mixed earnings history. Recent quarters have seen EPS misses against expectations, though revenue grew to $2.51B in 2025. The company maintains strong profitability margins and a 100% buy rating from analysts, with a consensus price target of $341.67. Key developments include a strategic collaboration for Boeing 737-800 freighters and a $1.465B gas turbine order, highlighting growth initiatives in aviation services and power segments.
The outlook for FTAI is positive based on analyst consensus and strategic growth in aviation and power markets, but risks include earnings volatility, high valuation multiples, and execution challenges in new segments. The stock offers potential upside to price targets, supported by institutional interest and dividend increases, yet investors should weigh near-term earnings performance against long-term growth prospects.
Trailing returns across standard periods
Etsy operates a top-10 e-commerce marketplace operator in the U.S. and the U.K., 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 $13.5 billion in 2021 consolidated gross merchandise volume, the firm 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 2021, the firm connected more than 96 million buyers and more than 7.5 million sellers on its marketplace properties: Etsy, Reverb (musical equipment), Elo7 (crafts in Brazil), and Depop (clothing resale).
Read more on ETSY →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →