Etsy Inc vs Vipshop Holdings Ltd - ADR — how do they compare? Etsy Inc trades at $75.27 (market cap $6.90B), while Vipshop Holdings Ltd - ADR trades at $12.98 (market cap $6.05B). The key difference: Etsy Inc and Vipshop Holdings Ltd - ADR are close in size by market cap, and Vipshop Holdings Ltd - ADR pays a 4.87% 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 Vipshop Holdings Ltd - ADR for 49 Days on average.
| ETSY | VIPS | |
|---|---|---|
Market Cap | $6.90B | $6.05B |
Volume | 2,923,867 | 3,719,230 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $87.03 | $20.29 |
52-Week Low | $44.05 | $12.09 |
Typical Hold Time | 67 Days | 49 Days |
Enterprise Value | $8.85B | $2.87B |
Dividend Yield | — | 4.87% |
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.
Vipshop Holdings trades at $12.77, showing modest daily gains of 0.16%. The stock presents compelling valuation metrics with a P/E of 4.1 and P/S of 0.4, trading below book value. Recent earnings show mixed performance with Q2 2026 missing expectations, though profitability remains strong with 9.82% net margins. Technical indicators show a bullish overall signal while oscillators remain neutral, with key support at $12.
The investment case centers on deep valuation discounts and strong profitability metrics, though revenue stagnation and consumer headwinds present challenges. Analyst consensus targets $16.17, offering 27% upside potential. Key risks include Chinese consumer sentiment weakness and competitive pressures in the off-price retail 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 →Vipshop Holdings Ltd is an online discount retailer for brands in China. The company offers branded products to consumers in China through flash sales on its vipshop.com, vip.com and lefeng.com websites. Flash sales represent an online retail format combining the advantages of e-commerce and discount sales through selling a finite quantity of discounted products or services online for a limited period of time. It deals in a wide range of products and services for consumers specializing in branded cosmetics, apparel, healthcare products, food and other consumer products. Its operating segment includes Vip.com and Shan Shan Outlets. The company generates maximum revenue from Vip.com segment.
Read more on VIPS →