Etsy Inc vs NetEase Inc — how do they compare? Etsy Inc trades at $75.27 (market cap $6.90B), while NetEase Inc trades at $125.01 (market cap $76.09B). The key difference: NetEase Inc is far larger — about 11× Etsy Inc's market cap, and NetEase Inc pays a 2.45% 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 NetEase Inc for 74 Days on average.
| ETSY | NTES | |
|---|---|---|
Market Cap | $6.90B | $76.09B |
Volume | 2,923,867 | 486,447 |
Sector | Consumer Cyclical | Technology |
52-Week High | $87.03 | $152.85 |
52-Week Low | $44.05 | $109.26 |
Typical Hold Time | 67 Days | 74 Days |
Enterprise Value | $8.85B | $51.81B |
Dividend Yield | — | 2.45% |
Signals from Pluang's Aura AI — not financial advice
ETSY trades at $71.49, up 0.14% with a bearish technical signal despite recent earnings beats. The company maintains strong gross margins at 71.4% but faces declining net income margins from 10.79% in 2024 to 5.65% in 2025. Recent positive developments include AI integration initiatives and payment partnership renewals, while technical indicators show resistance near $72-$74 levels.
Wall Street maintains a bullish consensus with 53% buy ratings and $85.94 price target, representing 20% upside potential. However, negative shareholder equity and high debt levels pose significant balance sheet risks. The stock's valuation appears reasonable at 23.78 P/E, but execution on AI initiatives and margin stabilization will be critical for sustained growth.
NetEase (NTES) trades at $120.61, up 1.29% with mixed technical signals showing neutral momentum. The company demonstrates strong fundamentals with $112.63B revenue and 27.88% net margin in 2025, though recent quarterly earnings show volatility with two misses in the last three quarters. Analyst consensus remains strongly bullish with 82% buy ratings and a $168 price target representing 39% upside potential.
The investment case balances strong profitability and cash generation against earnings volatility and competitive pressures. Key opportunities include consistent revenue growth and attractive valuation multiples, while risks center on gaming market competition and China regulatory environment. The stock presents value for long-term investors given the significant discount to analyst targets.
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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 →NetEase, which started on an internet portal service in 1997, is a leading online services provider in China. Its key services include online/mobile games, cloud music, media, advertising, email, live streaming, online education, and e-commerce. The company develops and operates some of the China's most popular PC client and mobile games, and it partners with global leading game developers, such as Blizzard Entertainment and Mojang (a Microsoft subsidiary).
Read more on NTES →