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EBAY vs ETSY
EBAY vs ETSY Stock Comparison: Earnings Recap + Depop Deal Reshapes E-commerce Landscape
Key Takeaways
- eBay reported Q4 2025 revenue of $3.0 billion, up 15% year-over-year, with GMV at $21.2 billion, up 10%, and non-GAAP EPS of $1.41.
- Etsy delivered Q4 2025 revenue of $882 million, up 6.6%, consolidated GMS of $3.6 billion, up 2.4%, and EPS of $0.92, beating estimates despite revenue miss.
- eBay announced acquisition of Depop from Etsy for $1.2 billion, expected to close Q2 2026, bolstering eBay's fashion and Gen Z presence.
- eBay guides Q1 2026 revenue at $3.0-$3.05 billion (13-15% FX-neutral growth); Etsy projects Q1 GMS at $2.38-$2.43 billion for continuing operations.
- eBay's scale ($37B market cap, FY revenue $11.1B) contrasts Etsy's niche focus ($4.5B market cap), with eBay showing stronger growth momentum.
Earnings Context and Why This Comparison Matters
eBay and Etsy operate in the competitive e-commerce space, with eBay emphasizing broad marketplaces including C2C and collectibles, while Etsy targets unique, handmade goods. Recent Q4 2025 earnings highlight divergent paths: eBay's robust growth in GMV and revenue underscores strategic wins in focus categories and advertising, amplified by the Depop acquisition. Etsy's results show core marketplace stabilization but reliance on divestitures like Depop for strategic refocus. This comparison matters as the Depop deal intertwines their futures, potentially accelerating eBay's recommerce while sharpening Etsy's core operations.
Etsy Focus
Etsy released Q4 and full-year 2025 results on February 19, 2026, reporting consolidated revenue of $881.6 million, up 6.6% year-over-year excluding prior Reverb impacts. Consolidated GMS reached $3.59 billion, up 2.4% (currency-neutral 1.3%), with Etsy marketplace GMS at $3.29 billion, up 0.1%. Depop shone with $299.7 million GMS, up 37.2% currency-neutral, driven by 60.2% U.S. buyer growth. Net income was $110.7 million; diluted EPS $0.92 beat consensus. Adjusted EBITDA hit $222.5 million (25.2% margin). For Q1 2026 continuing operations (ex-Depop), guidance includes GMS $2.38-$2.43 billion, take rate ~25.5%, adjusted EBITDA margin 28-30%. The Depop sale enables focus on Etsy marketplace growth via AI and mobile enhancements.
eBay Context
eBay announced Q4 and FY 2025 results on February 18, 2026, posting revenue of $3.0 billion, up 15% as-reported (13% FX-neutral), beating expectations. GMV grew to $21.2 billion, up 10% as-reported (8% FX-neutral), fueled by focus categories, C2C, and recommerce exceeding 40% of GMV. Non-GAAP EPS rose 13% to $1.41 from continuing operations; GAAP EPS $1.14. Advertising revenue hit $544 million (2.6% of GMV). FY revenue was $11.1 billion (+8%), GMV $79.6 billion (+7%). eBay returned $756 million to shareholders in Q4. Q1 2026 guidance: revenue $3.0-$3.05 billion (13-15% FX-neutral growth), GMV $21.5-$21.9 billion (10-12%), non-GAAP EPS $1.53-$1.59. The Depop acquisition adds $1 billion annual GMV, targeting younger demographics.
Head-to-Head Earnings and Market Comparison
eBay outperformed on scale and growth, with Q4 revenue nearly 3.4x Etsy's and double-digit GMV expansion versus Etsy's modest gains. eBay's non-GAAP EPS ($1.41) reflects superior margins and efficiency; Etsy's ($0.92) benefited from take rate expansion to 24.5%. Growth drivers differ: eBay leverages advertising (up 19%) and categories like fashion/collectibles; Etsy relies on marketplace stabilization and Depop (now divested). Risks include eBay's integration of Depop and macroeconomic pressures on discretionary spending for both. eBay's $37 billion market cap dwarfs Etsy's $4.5 billion, with lower P/E (~18x vs. ~30x), signaling stability. Sentiment favors eBay's momentum and capital returns ($3 billion FY25).
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Tickeron AI Verdict
Tickeron AI favors eBay based on superior earnings quality (double-digit growth, beats), stability (larger scale, dividends/buybacks), trend strength (accelerating GMV), and positioning enhanced by Depop acquisition—positioning it for sustained outperformance versus Etsy's niche recovery trajectory (65% probability over next 12 months).
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EBAY is a Hold and ETSY is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
EBAY’s FA Score shows that 3 FA rating(s) are green whileETSY’s FA Score has 1 green FA rating(s).
- EBAY’s FA Score: 3 green, 2 red.
- ETSY’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
EBAY’s TA Score shows that 3 TA indicator(s) are bullish while ETSY’s TA Score has 5 bullish TA indicator(s).
- EBAY’s TA Score: 3 bullish, 4 bearish.
- ETSY’s TA Score: 5 bullish, 4 bearish.
Price Growth
EBAY (@Internet Retail) experienced а -2.21% price change this week, while ETSY (@Internet Retail) price change was +2.51% for the same time period.
The average weekly price growth across all stocks in the @Internet Retail industry was -1.49%. For the same industry, the average monthly price growth was -3.54%, and the average quarterly price growth was -23.75%.
Reported Earning Dates
EBAY is expected to report earnings on Aug 05, 2026.
ETSY is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Internet Retail (-1.49% weekly)The internet retail industry includes companies that sell products and services through the Internet. With more and more consumers using online retailers, the companies have seen a big increase in the use of their services. Some of the companies in the group are focused on selling business-to-business products and services. Others sell business-to-consumer products and services. Internet retailers offer a wide variety of products like books, apparel, and electronics. Some companies even specialize in only one or two categories. One potentially critical factor for players to thrive in this space is the quality and speed of product delivery. This requires an investment in efficient distribution networks. Things like logistics are important factors in the success in the extremely competitive industry. For a company to stay relevant in the industry it must have effective pricing strategies and upgraded websites. The websites must be easy to navigate and engaging for customers. In addition to the revenues generated from straight sales, internet retailers can generate revenue from subscription fees and advertising. Amazon.com, Inc., Alibaba Group, and JD.com are some of the global leaders.
| EBAY | ETSY | EBAY / ETSY | |
| Capitalization | 48.7B | 6.59B | 739% |
| EBITDA | 2.99B | 387M | 773% |
| Gain YTD | 22.918 | 23.972 | 96% |
| P/E Ratio | 25.31 | 26.61 | 95% |
| Revenue | 11.6B | 2.9B | 400% |
| Total Cash | 3.86B | 1.43B | 271% |
| Total Debt | 7.2B | 3.08B | 234% |
EBAY | ETSY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 87 | 20 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 36 | 100 | |
SMR RATING 1..100 | 22 | 100 | |
PRICE GROWTH RATING 1..100 | 19 | 16 | |
P/E GROWTH RATING 1..100 | 25 | 89 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ETSY's Valuation (84) in the Miscellaneous Commercial Services industry is in the same range as EBAY (87) in the Other Consumer Services industry. This means that ETSY’s stock grew similarly to EBAY’s over the last 12 months.
EBAY's Profit vs Risk Rating (36) in the Other Consumer Services industry is somewhat better than the same rating for ETSY (100) in the Miscellaneous Commercial Services industry. This means that EBAY’s stock grew somewhat faster than ETSY’s over the last 12 months.
EBAY's SMR Rating (22) in the Other Consumer Services industry is significantly better than the same rating for ETSY (100) in the Miscellaneous Commercial Services industry. This means that EBAY’s stock grew significantly faster than ETSY’s over the last 12 months.
ETSY's Price Growth Rating (16) in the Miscellaneous Commercial Services industry is in the same range as EBAY (19) in the Other Consumer Services industry. This means that ETSY’s stock grew similarly to EBAY’s over the last 12 months.
EBAY's P/E Growth Rating (25) in the Other Consumer Services industry is somewhat better than the same rating for ETSY (89) in the Miscellaneous Commercial Services industry. This means that EBAY’s stock grew somewhat faster than ETSY’s over the last 12 months.
| EBAY | ETSY | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 80% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 78% | 2 days ago 83% |
| Momentum ODDS (%) | 2 days ago 55% | 2 days ago 81% |
| MACD ODDS (%) | 2 days ago 56% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 57% | 2 days ago 78% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 76% |
| Advances ODDS (%) | 7 days ago 68% | 10 days ago 76% |
| Declines ODDS (%) | 9 days ago 58% | 2 days ago 82% |
| BollingerBands ODDS (%) | N/A | 2 days ago 88% |
| Aroon ODDS (%) | 2 days ago 56% | 2 days ago 82% |
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