Etsy Inc vs Toast Inc. Class A Common Stock — how do they compare? Etsy Inc trades at $83.4 (market cap $7.61B), while Toast Inc. Class A Common Stock trades at $30.02 (market cap $17.25B). The key difference: Toast Inc. Class A Common Stock is far larger — about 2.3× Etsy Inc's market cap, and Etsy Inc is trading nearer its 52-week high, Toast Inc. Class A Common Stock nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Etsy Inc for 67 Days and Toast Inc. Class A Common Stock for 0 Days on average.
| ETSY | TOST | |
|---|---|---|
Market Cap | $7.61B | $17.25B |
Volume | 3,831,386 | 10,274,535 |
Sector | Consumer Cyclical | Technology |
52-Week High | $87.03 | $39.02 |
52-Week Low | $44.05 | $22.33 |
Typical Hold Time | 67 Days | 0 Days |
Enterprise Value | $9.56B | $15.50B |
Signals from Pluang's Aura AI — not financial advice
ETSY trades at $79.28, up 3.05% today, with a bullish technical signal and strong recent earnings beats. The stock is near its 52-week high, supported by positive analyst sentiment and strategic AI initiatives. Revenue growth has been steady, though net income margin declined to 5.65% in 2025. Cash flow improved significantly in 2025 with net cash flow of $593.18M.
Outlook is positive with a consensus price target of $85.94, but risks include high debt levels and competitive pressures. The company's focus on AI personalization and renewed partnerships offers growth potential, yet investors should monitor margin trends and macroeconomic impacts on consumer spending.
Toast (TOST) trades at $30.89, down 1.37% on the day, with neutral technical indicators showing support at $30 and resistance at $32. The company demonstrates strong fundamental performance with 23% revenue growth in Q2 2026 to $1.91B and expanding profit margins, though valuation metrics remain elevated with a P/E of 39.1. Recent expansion into convenience stores with Toast Fuel and AI-driven product enhancements signal continued growth initiatives.
The outlook remains positive with 61.8% analyst buy ratings and a $38.22 consensus price target representing 24% upside potential. Key risks include execution challenges in new market segments and competitive pressures in the restaurant technology space, while strong earnings beats and institutional support provide confidence in the growth trajectory.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Toast Inc. provides a cloud-based technology platform for the restaurant industry, combining point-of-sale hardware and software with payment processing, online ordering, payroll, and supplier management tools. The platform serves restaurants ranging from single locations to multi-unit groups across US.
Read more on TOST →