Etsy Inc vs PubMatic Inc — how do they compare? Etsy Inc trades at $74.75 (market cap $6.90B), while PubMatic Inc trades at $18.56 (market cap $850.88M). The key difference: Etsy Inc is far larger — about 8.1× PubMatic Inc's market cap, and PubMatic Inc is trading nearer its 52-week high, Etsy Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Etsy Inc for 67 Days and PubMatic Inc for 40 Days on average.
| ETSY | PUBM | |
|---|---|---|
Market Cap | $6.90B | $850.88M |
Volume | 2,923,867 | 997,698 |
Sector | Consumer Cyclical | Technology |
52-Week High | $87.03 | $19.18 |
52-Week Low | $44.05 | $6.28 |
Typical Hold Time | 67 Days | 40 Days |
Enterprise Value | $8.85B | $754.01M |
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 shows strong gross margins of 71.4% but faces profitability challenges with negative ROE of -1,224.5%. Recent news highlights AI integration initiatives and payment partnership renewals, while analyst consensus remains bullish with a $85.94 price target representing 20% upside potential.
ETSY presents a mixed investment case with solid revenue growth and strong analyst support offset by weak profitability metrics and technical headwinds. The stock's 20% discount to consensus target offers potential upside, but investors must weigh competitive pressures in e-commerce against the company's unique marketplace positioning and AI-driven growth initiatives.
PubMatic trades at $18.57, up 1.2% with a bullish technical signal. The stock shows strong analyst support with 11 buy ratings and a $19.89 consensus target. Recent Q2 2026 earnings beat expectations with $0.12 EPS versus $0.03 estimate, while revenue grew 10.5% year-over-year. The company maintains robust operating cash flow of $81M in 2025 and has strengthened its leadership with new executive appointments.
Despite negative net margins, PubMatic demonstrates operational strength through consistent cash generation and revenue growth. The primary investment opportunity lies in AI-driven ad tech expansion and market share gains, while risks include competitive pressures and profitability challenges. The stock appears fairly valued with potential upside 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 →PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →