Etsy Inc vs Shopify Inc. — how do they compare? Etsy Inc trades at $76.19 (market cap $6.90B), while Shopify Inc. trades at $169.31 (market cap $211.73B). The key difference: Shopify Inc. is far larger — about 30.7× Etsy Inc's market cap, and Shopify 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 Shopify Inc. for 78 Days on average.
| ETSY | SHOP | |
|---|---|---|
Market Cap | $6.90B | $211.73B |
Volume | 2,923,867 | 7,146,651 |
Sector | Consumer Cyclical | Technology |
52-Week High | $87.03 | $179.01 |
52-Week Low | $44.05 | $95.40 |
Typical Hold Time | 67 Days | 78 Days |
Enterprise Value | $8.85B | $206.96B |
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.
SHOP trades at $168.69, up 1.66% today, with strong technical momentum as moving averages signal bullish sentiment. The company shows robust revenue growth from $5.6B in 2022 to $11.56B in 2025, though recent Q4 2025 EPS missed expectations. Analyst consensus remains bullish with 67% buy ratings and a $168.63 price target, while Shopify's AI innovations like Canvas and open AI agent access position it competitively against Amazon.
Outlook: Shopify's expanding merchant solutions and AI-driven commerce tools support growth, but high valuation multiples (P/E 111.19) and overbought RSI levels pose near-term risks. Investors should weigh strong fundamentals against premium pricing and competitive pressures in the e-commerce sector.
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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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →