Etsy (ETSY) vs ExlService (EXLS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Etsy (ETSY) has outperformed ExlService (EXLS) over the past year, gaining 7.1% versus a loss of 13.2%. Over five years, EXLS leads with a +48.5% price change compared with -66.0% for ETSY. Etsy is the larger company by market cap ($6.90 billion vs $5.59 billion), about 1.2 times the size, while ExlService is growing revenue faster (+13.6% vs +2.7%).
On valuation, Etsy trades at a lower forward P/E (10.9x vs 14.2x for ExlService). ExlService converts more of its revenue into profit, with a net margin of 12.0% versus 5.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ETSY | EXLS |
|---|---|---|
| Share price | $75.14 | $36.87 |
| Market cap | $6.90B | $5.59B |
| 1-day change | +5.11% | +3.83% |
| YTD return | +35.53% | -13.12% |
| 1-year return | +7.13% | -13.17% |
| 5-year return | -66.01% | +48.49% |
| P/E ratio (TTM) | 21.97 | 23.34 |
| Forward P/E | 10.90 | 14.20 |
| EPS (TTM) | $3.42 | $1.58 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $2.88B | $2.09B |
| Revenue growth (YoY) | +2.68% | +13.56% |
| Net income (latest FY) | $162.98M | $251.02M |
| Gross margin | 71.64% | 38.37% |
| Operating margin | 9.23% | 15.03% |
| Net margin | 5.65% | 12.02% |
| 52-week high | $87.97 | $43.88 |
| 52-week low | $44.00 | $24.85 |
| Distance from 52-week high | -14.59% | -15.98% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +17.55% | +21.05% |
| Average volume | 3.04M | 2.22M |
| Shares outstanding | 91.78M | 151.61M |
| Employees | 2,375 | 65,000 |
| Sector | Consumer Discretionary | Technology |
| Industry | Business Services | Information Technology Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ETSY has outperformed EXLS by 20.3 percentage points over the past year.
- ExlService is more profitable, keeping 12.0 cents of every revenue dollar as net income versus 5.7 cents for Etsy.
- ExlService grew revenue faster in its latest fiscal year (+13.56% vs +2.68%).
- The two companies sit in different sectors: Etsy in Consumer Discretionary and ExlService in Technology.
About Etsy
ETSY stock →Etsy, Inc., together with its subsidiaries, operates two-sided online marketplaces that connect buyers and sellers in the United States, the United Kingdom, and internationally. It operates through Etsy and Depop segments.
Consumer Discretionary · Business Services · 2,375 employees
About ExlService
EXLS stock →ExlService Holdings, Inc., operates as a data and artificial intelligence (AI) company in the North America, the United Kingdom, Europe, and internationally. The company operates through Insurance; Healthcare and Life Sciences; Banking, Capital Markets, and Diversified Industries; and International Growth Markets.
Technology · Information Technology Services · 65,000 employees
ETSY vs EXLS FAQ
Which is bigger, Etsy or ExlService?
Etsy (ETSY) is larger, with a market capitalization of $6.90B compared with $5.59B for ExlService (EXLS).
Which stock has performed better over the past year, ETSY or EXLS?
ETSY returned +7.13% over the past 12 months, compared with -13.17% for EXLS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ETSY or EXLS?
ETSY has the lower trailing P/E at 22.0, versus 23.3 for EXLS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Etsy and ExlService in the same industry?
No. Etsy is in the Consumer Discretionary sector, while ExlService is in Technology.