LIVE
ETSY
Etsy, Inc. · Consumer Discretionary - E-Commerce Marketplace
$73.95
+28.36% this month
VERSUS
⟷
COMPARE
PINS
Pinterest, Inc. · Communication Services - Visual Discovery Platform
$20.27
+7.59% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
ETSY
2
PINS
2
Comparison scoreboard
MIXED SETUPAI Score
ETSY ✓50.4
PINS 24.6
1Y Return
ETSY ✓+33.73%
PINS -41.72%
Fwd P/E
ETSY 10.62
PINS ✓9.08
Target Up.
ETSY +4.20%
PINS ✓+36.89%
Op. Margin
ETSY 18.98%
PINS N/A
Metrics last refreshed: 6/20/2026
Quick take
ETSY vs PINS Stock Comparison: AI Score, Valuation, Performance and Upside
ETSY is a transactional marketplace where buyers and sellers complete purchases of unique goods, while PINS is a visual inspiration and discovery platform monetized primarily through advertising with growing shopping features. Both benefit from intent-driven consumer behavior around discovery, but with very different business models.
ETSY vs PINS compares a unique handmade goods marketplace against an advertising and commerce discovery platform, both sitting at the intersection of consumer discovery and purchase intent.
Live analysis · updated 6/20/2026
ETSY and PINS are closely matched — they split the tracked metrics evenly. ETSY has delivered stronger 1-year price return (+33.73% vs -41.72%), though PINS trades at the lower forward P/E (9.08x vs 10.62x). Analyst consensus implies meaningfully more upside for PINS (+36.89%) than for ETSY (+4.20%).
Normalized 1Y performance
ETSY
PINS
Recent returns
ETSY
PINS
Analyst price targets & sentiment
ETSY
Price target range
analyst mean$72.40
current price$73.95
+4.2% upside to analyst mean
PINS · 35 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.1/5.0)
Price target range
analyst low$21.00
analyst high$42.00
analyst mean$27.75
current price$20.27
+36.9% upside to analyst mean
Who should consider this stock?
ETSY may suit investors who:
- →Want exposure to the dominant marketplace for unique, handmade, and vintage consumer goods
- →Value Etsy's differentiated buyer experience and seller loyalty as competitive moats
- →Believe gifting and creative goods purchases are a durable, recession-resilient commerce category
PINS may suit investors who:
- →Want exposure to a visual discovery platform with high purchase intent and growing shopping capabilities
- →See significant monetization upside from improving international ARPU toward U.S. levels
- →Value Pinterest's positive, aspirational content environment as an advertiser-friendly alternative to other social platforms
Performance & AI score
| Metric | ETSY | PINS |
|---|---|---|
| AI score | 50.4 | 24.6 |
| AI rank | #446 | #3068 |
| Latest close | $73.95 | $20.27 |
| 1M return | +28.36% | +7.59% |
| 6M return | +39.90% | -21.68% |
| 1Y return | +33.73% | -41.72% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ETSY | PINS |
|---|---|---|
| 1Y ago | $13.37K (+33.7%) started 2025-06-18 | $5.83K (-41.7%) started 2025-06-18 |
| 5Y ago | $4.35K (-56.5%) started 2021-06-18 | $2.73K (-72.7%) started 2021-06-18 |
| 10Y ago | $73.95K (+639.5%) started 2016-06-20 | $8.31K (-16.9%) started 2019-04-18 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | ETSY | PINS |
|---|---|---|
| Market cap | $6.59B | $11.35B |
| Trailing P/E | 26.62 | 42.23 |
| Forward P/E | 10.62 | 9.08 |
| Price/Sales | N/A | 2.60 |
| EV/Revenue | 2.84 | 2.69 |
| Analyst target | $72.40 | $27.75 |
| Target upside | +4.20% | +36.89% |
Growth, profitability & risk
| Metric | ETSY | PINS |
|---|---|---|
| Revenue growth | 3.10% | 17.80% |
| Earnings growth | -7.10% | N/A |
| EPS growth | -7.10% | N/A |
| FCF margin | +5.71% | +24.70% |
| Operating margin | 18.98% | N/A |
| Profit margin | 9.81% | 7.64% |
| ROIC proxy | N/A | 8.87% |
| Return on equity | N/A | 8.87% |
| Dividend yield | N/A | 0.00% |
| Beta | 1.86 | 0.90 |
| Debt/equity | N/A | 42.27 |
| Current ratio | 1.69 | 4.23 |
| Quick ratio | 1.15 | 4.01 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
ETSY max drawdown41.70%
PINS max drawdown60.63%
ETSY max wkly drop22.08%
PINS max wkly drop22.99%
5Y risk snapshot
ETSY max drawdown86.26%
PINS max drawdown80.79%
ETSY max wkly drop28.83%
PINS max wkly drop27.63%
10Y risk snapshot
ETSY max drawdown86.26%
PINS max drawdown82.70%
ETSY max wkly drop35.34%
PINS max wkly drop29.73%
Performance metrics by period
| Period | Metric | ETSY | PINS |
|---|---|---|---|
| 1Y | Growth | +33.73% | -41.72% |
| CAGR | +33.75% | -41.74% | |
| Sharpe ratio | 0.72 | -0.92 | |
| Max drawdown | 41.70% | 60.63% | |
| Max daily drop | 12.80% | 21.76% | |
| Max wkly drop | 22.08% | 22.99% | |
| 5Y | Growth | -56.45% | -72.68% |
| CAGR | -15.32% | -22.86% | |
| Sharpe ratio | -0.11 | -0.27 | |
| Max drawdown | 86.26% | 80.79% | |
| Max daily drop | 16.83% | 23.64% | |
| Max wkly drop | 28.83% | 27.63% | |
| 10Y | Growth | +639.50% | -16.93% |
| CAGR | +22.17% | -2.55% | |
| Sharpe ratio | 0.56 | 0.19 | |
| Max drawdown | 86.26% | 82.70% | |
| Max daily drop | 17.15% | 23.64% | |
| Max wkly drop | 35.34% | 29.73% |
Business comparison
| Category | ETSY | PINS |
|---|---|---|
| Company | Etsy, Inc. | Pinterest, Inc. |
| Sector | Consumer Cyclical | Communication Services - Visual Discovery Platform |
| Industry | N/A | N/A |
| Core business | Etsy operates the Etsy marketplace for handmade, vintage, and craft supply goods, connecting independent sellers with buyers seeking unique, non-mass-produced items, along with Reverb (musical instruments) and Depop (fashion resale). | Pinterest is a visual discovery and planning platform where users collect and organize images and ideas ('pins') for products, fashion, home decor, recipes, and more, with an advertising business and growing direct shopping capabilities. |
| Investor focus | Investors track Etsy's gross merchandise sales (GMS), active buyer and seller counts, advertising revenue, and management's efforts to sustain marketplace growth and improve seller and buyer quality metrics. | Investors track Pinterest's monthly active user growth (particularly international), average revenue per user (ARPU) in U.S. versus international markets, and the progress of its shopping product connecting Pinterest inspiration to direct purchases. |
ETSY strengths
- →Category-defining marketplace for unique, handmade, and vintage goods with no direct equivalent at scale
- →Highly differentiated buyer experience from mass e-commerce, creating a destination for gift-giving and creative purchases
- →Sellers are deeply loyal and integrated into Etsy's ecosystem as their primary sales channel
PINS strengths
- →Unique discovery-oriented social platform with high purchase intent — users actively plan future purchases
- →International user growth provides a large future monetization opportunity as ARPU in international markets improves toward U.S. levels
- →Shopping features connecting pin content to direct purchases are creating a more direct commerce revenue pathway
Risks to watch — ETSY
- →Etsy's buyer frequency has not grown as quickly as initial COVID-era acquisition rates suggested it would
- →Competition from mass market and resale alternatives for certain buyer segments
- →International expansion remains a significant opportunity but execution in new markets takes time
Risks to watch — PINS
- →ARPU in international markets is significantly lower than U.S. ARPU, requiring substantial monetization improvement
- →Competition for advertiser budgets from Meta, TikTok, and Google challenges Pinterest's ad revenue growth
- →User engagement must remain strong to sustain advertiser value
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