Etsy Inc vs FTAI Aviation Ltd — how do they compare? Etsy Inc trades at $79.94 (market cap $7.29B), while FTAI Aviation Ltd trades at $229.42 (market cap $23.17B). The key difference: FTAI Aviation Ltd is far larger — about 3.2× Etsy Inc's market cap, and FTAI Aviation Ltd pays a 0.89% dividend while Etsy Inc pays none. Which is the better fit depends on your goals.
| ETSY | FTAI | |
|---|---|---|
Market Cap | $7.29B | $23.17B |
Sector | Consumer Cyclical | Industrials |
52-Week High | $86.47 | $310.04 |
52-Week Low | $44.05 | $140.40 |
Enterprise Value | $9.25B | $26.29B |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
ETSY trades at $79.42, down 1.22% 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 raised its full-year outlook while announcing a 12% workforce reduction and a $2 billion share repurchase program. Revenue for 2025 was $2.88 billion with a net income margin of 5.65%, though equity remains negative at -$758.87 million due to retained earnings deficits.
The outlook is mixed: analyst consensus is a Buy with a $85.71 price target, reflecting optimism on operational efficiency and AI-driven growth, but risks include high debt, negative equity, and competitive pressures. The stock's valuation metrics like P/E of 25.15 and P/S of 3.54 suggest moderate pricing relative to peers, with cash flow stability from operations offering support amid restructuring.
FTAI Aviation trades at $229.92, up 6.94% today, with a neutral technical signal and bearish moving averages. Recent earnings missed expectations for three consecutive quarters, though revenue grew to $2.51B in 2025. The company announced a strategic investor relations transition and a significant $1.465B turbine order, signaling operational momentum. Valuation ratios remain elevated, with a P/E of 49.26 and P/B of 57.36, reflecting high growth expectations.
The outlook is mixed: strong analyst consensus (100% buy ratings, $341.67 target) and institutional accumulation support upside, but earnings misses and declining net margins pose risks. Key opportunities include power segment growth and data center demand, while execution on guidance and profitability trends are critical watchpoints for investors.
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 →