Etsy Inc vs Wayfair Inc — how do they compare? Etsy Inc trades at $74.69 (market cap $6.56B), while Wayfair Inc trades at $105.75 (market cap $14.31B). The key difference: Wayfair Inc is far larger — about 2.2× Etsy Inc's market cap, and Etsy Inc is more actively traded (2,349,079 versus 1,595,934). Which is the better fit depends on your goals — on Pluang, investors hold Etsy Inc for 67 Days and Wayfair Inc for 8 Days on average.
| ETSY | W | |
|---|---|---|
Market Cap | $6.56B | $14.31B |
Volume | 2,349,079 | 1,595,934 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $87.03 | $119.05 |
52-Week Low | $44.05 | $57.40 |
Typical Hold Time | 67 Days | 8 Days |
Enterprise Value | $8.51B | $16.64B |
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.
Wayfair (W) trades at $104.47, down 0.93% with a bullish technical outlook. The company shows mixed fundamentals with $12.46B revenue but negative net margins, while analysts maintain a buy consensus with a $114.06 price target. Recent developments include store expansion and upcoming Q3 earnings.
The stock presents upside potential from analyst targets and operational cash flow growth, but faces risks from persistent losses and high debt. Key catalysts include Q3 earnings on November 4, 2026, and execution of the new brand platform amid competitive retail pressures.
Trailing returns across standard periods
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 →Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →