Etsy Inc vs State Street PDR S&P Retail ETF — how do they compare? Etsy Inc trades at $73.95 (market cap $6.56B), while State Street PDR S&P Retail ETF trades at $86.52 (market cap $402.57M). The key difference: Etsy Inc is far larger — about 16.3× State Street PDR S&P Retail ETF's market cap, and State Street PDR S&P Retail ETF is more actively traded (2,586,736 versus 2,349,079). Which is the better fit depends on your goals — on Pluang, investors hold Etsy Inc for 67 Days and State Street PDR S&P Retail ETF for 44 Days on average.
| ETSY | XRT | |
|---|---|---|
Market Cap | $6.56B | $402.57M |
Volume | 2,349,079 | 2,586,736 |
Sector | Consumer Cyclical | Broad Market / Factor |
52-Week High | $87.03 | $92.35 |
52-Week Low | $44.05 | $77.28 |
Typical Hold Time | 67 Days | 44 Days |
Enterprise Value | $8.51B | — |
Signals from Pluang's Aura AI — not financial advice
ETSY trades at $75.14, up 5.25% today, with a bearish technical signal but strong recent earnings beats. The company shows solid revenue near $2.9B and a gross margin of 71.4%, though net income margin has declined to 5.65% in 2025. Positive news includes AI initiatives and payment partnerships, while high debt and negative equity pose financial risks.
Outlook is mixed: analyst consensus is bullish with a $85.94 price target, but technicals and declining profitability warrant caution. Investment opportunity lies in AI-driven growth and market positioning, countered by execution risks and competitive pressures in e-commerce.
XRT, the SPDR S&P Retail ETF, trades at $82.91, down 0.05% on the day, with a bearish technical signal from moving averages. The ETF faces headwinds from higher interest rates and inflation pressuring consumer spending, as reflected in mixed retail sales data. Recent news highlights holiday sales projections exceeding $1 trillion but also notes analyst expectations of underperformance versus the S&P 500 into 2027.
The outlook for XRT is cautious due to macroeconomic pressures on retail, though potential Fed easing could offer relief. Risks include consumer sentiment volatility and competitive shifts. Analyst sentiment is neutral to bearish, with institutional interest shown via options activity but no strong bullish consensus for near-term outperformance.
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 →XRT is an equal-weighted ETF that tracks the U.S. retail sector. It provides diversified exposure to apparel, automotive, and online retailers, including well-known names like Amazon, Target, and Costco.
Read more on XRT →