Etsy Inc vs Global Payments Inc — how do they compare? Etsy Inc trades at $75.5 (market cap $6.90B), while Global Payments Inc trades at $82.03 (market cap $21.46B). The key difference: Global Payments Inc is far larger — about 3.1× Etsy Inc's market cap, and Global Payments Inc pays a 1.23% dividend while Etsy Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Etsy Inc for 67 Days and Global Payments Inc for 50 Days on average.
| ETSY | GPN | |
|---|---|---|
Market Cap | $6.90B | $21.46B |
Volume | 2,923,867 | 1,482,600 |
Sector | Consumer Cyclical | Financials |
52-Week High | $87.03 | $94.83 |
52-Week Low | $44.05 | $62.47 |
Typical Hold Time | 67 Days | 50 Days |
Enterprise Value | $8.85B | $39.60B |
Dividend Yield | — | 1.23% |
Signals from Pluang's Aura AI — not financial advice
ETSY trades at $74.90, up 4.77% today, showing strong momentum after recent earnings beats. The stock is in a bullish technical trend with support at $73 and resistance at $76. Revenue reached $2.88B in 2025, with a net income margin of 5.65%. Recent news highlights AI integration and payment partnerships as growth catalysts, while analyst consensus remains positive with a $85.94 price target.
The outlook for ETSY is cautiously optimistic, supported by consistent earnings outperformance and strategic initiatives. Key risks include high debt levels and competitive e-commerce pressures. Upside potential exists if AI-driven personalization boosts user engagement, but investors should monitor margin sustainability and macroeconomic impacts on consumer spending.
Global Payments (GPN) trades at $82.20, up 1.38% on the day, with a neutral technical signal and bullish moving averages. The stock has beaten EPS estimates for three consecutive quarters, though Q3 2026 results are pending. Revenue declined to $7.71B in 2025, but net income margin improved to 18.16%. Analyst consensus is bullish with a $102.75 price target, representing significant upside. Recent news highlights growth initiatives like the Genius platform and Worldpay integration.
GPN offers potential upside based on strong analyst sentiment and strategic initiatives, but faces risks from rising costs, high debt levels, and competitive pressures. The negative net income margin projection for 2026 underscores execution challenges. Investors should weigh the company's digital payment growth against macroeconomic and operational headwinds.
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 →Global Payments is a leading provider of payment processing and software solutions and focuses on serving small and midsize merchants. The company operates in 30 countries and generates about one fourth of its revenue from outside North America, primarily in Europe and Asia. In 2019, Global Payments merged with Total System Services in an all-stock deal that gave Total System Services shareholders 48% of the combined company's shares.
Read more on GPN →