Etsy Inc vs Illinois Tool Works Inc. — how do they compare? Etsy Inc trades at $79.32 (market cap $7.29B), while Illinois Tool Works Inc. trades at $292.45 (market cap $83.49B). The key difference: Illinois Tool Works Inc. is far larger — about 11.5× Etsy Inc's market cap, and Illinois Tool Works Inc. pays a 2.35% dividend while Etsy Inc pays none. Which is the better fit depends on your goals.
| ETSY | ITW | |
|---|---|---|
Market Cap | $7.29B | $83.49B |
Sector | Consumer Cyclical | Industrials |
52-Week High | $86.47 | $299.60 |
52-Week Low | $44.05 | $241.07 |
Enterprise Value | $9.25B | $92.34B |
Dividend Yield | — | 2.35% |
Signals from Pluang's Aura AI — not financial advice
ETSY trades at $80.40, down 6.02% on the day, with a bearish technical signal despite recent earnings beats. The company reported strong Q2 2026 results with EPS of $0.98 beating expectations of $0.747, while announcing a 12% workforce reduction and $2 billion share repurchase program. Revenue trends show modest growth from $2.6B in 2022 to $2.9B in 2025, though net income margins have compressed from 11.19% in 2023 to 5.65% in 2025.
The outlook remains mixed with analyst consensus at Buy (46.7%) versus Hold (46.7%) and an $85.71 price target offering 6.6% upside. Key risks include high debt levels ($2.29B long-term debt), competitive pressures, and execution of restructuring. Positive catalysts include AI integration progress and operational efficiency improvements driving GMS growth acceleration to 7.5% year-over-year.
ITW trades at $294.52, down 0.72% today, with bullish technical signals from moving averages and a consensus price target of $314.25 representing 6.7% upside. The company has beaten earnings estimates for three consecutive quarters, maintains strong profitability with 19.39% net margins, and recently announced a 7% dividend increase alongside a $6 billion share repurchase program. Revenue remains stable around $16 billion annually with consistent cash flow generation.
The outlook remains positive given strong operational execution and shareholder returns, though valuation multiples appear elevated with a P/E of 26.55. Key risks include potential margin pressure from economic cycles and high debt levels at 55.54% of assets. The stock offers quality exposure to industrial recovery with disciplined capital allocation.
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 →Illinois Tool Works is a diversified global manufacturer that produces specialized industrial equipment, consumables, and related services. The firm operates 87 global divisions through seven distinct operating segments: automotive OEM, construction products, food equipment, specialty products, test/measurement and electronics, polymers and fluids, and welding. About half of its revenue comes from its operations in North America, with the remainder originating from international markets. ITW takes a bottom-up and decentralized approach to portfolio management, with the exception that each segment must apply its 80/20 operating process modeled on the Pareto principle.
Read more on ITW →