Etsy Inc vs FTAI Aviation Ltd — how do they compare? Etsy Inc trades at $84.4 (market cap $8.14B), while FTAI Aviation Ltd trades at $203.85 (market cap $21.93B). The key difference: FTAI Aviation Ltd is far larger — about 2.7× Etsy Inc's market cap, and FTAI Aviation Ltd pays a 0.7% dividend while Etsy Inc pays none. Which is the better fit depends on your goals.
| ETSY | FTAI | |
|---|---|---|
Market Cap | $8.14B | $21.93B |
Sector | Consumer Cyclical | Industrials |
52-Week High | $85.74 | $310.04 |
52-Week Low | $44.05 | $109.92 |
Enterprise Value | $9.79B | $24.97B |
Dividend Yield | — | 0.7% |
Signals from Pluang's Aura AI — not financial advice
Etsy stock trades at $83.06, up 3.14% recently and showing strong technical momentum with bullish moving average signals. The company has beaten earnings expectations for three consecutive quarters, with Q1 2026 EPS of $0.89 surpassing the $0.62 estimate. However, valuation metrics appear elevated with a P/E of 32.85 and P/B of 52.12, while the company maintains strong gross margins of 71.55% and positive operating cash flow of $693.41M in 2025.
The outlook is mixed with improving buyer momentum and AI-driven engagement tools supporting growth, but active buyer declines and high debt levels present risks. Analyst sentiment leans positive with 22 buy ratings versus 3 sells, though the consensus price target of $72.38 suggests 13% downside from current levels. The Depop divestiture to eBay removes a distraction, allowing focus on core marketplace improvements.
FTAI Aviation trades at $205.71, down 0.25% with a bearish technical outlook despite unanimous analyst buy ratings. The company reported strong revenue growth to $2.51 billion in 2025 with 19% net margins, though recent quarters show earnings misses. Positive developments include a strategic Boeing 737-800 freighter collaboration and expansion into data center power solutions, while negative operating cash flow raises execution concerns.
The stock presents growth potential from aerospace servicing and new power segment opportunities, but faces risks from consistent earnings misses and high valuations (P/E 42.6). Institutional sentiment remains strongly positive with 100% buy ratings, though technical indicators suggest near-term pressure with support at $195.
Trailing returns across standard periods
Latest headlines on both assets
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 →