Etsy (ETSY) vs Global-E Online (GLBE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Global-E Online (GLBE) has outperformed Etsy (ETSY) over the past year, gaining 12.3% versus a gain of 0.1%. Over five years, GLBE leads with a -31.7% price change compared with -67.7% for ETSY. Etsy is the larger company by market cap ($6.56 billion vs $6.54 billion), about 1.0 times the size, while Global-E Online is growing revenue faster (+27.8% vs +2.7%).
On valuation, Etsy trades at a lower forward P/E (10.4x vs 19.5x for Global-E Online). Global-E Online converts more of its revenue into profit, with a net margin of 7.1% 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 | GLBE |
|---|---|---|
| Share price | $71.49 | $38.96 |
| Market cap | $6.56B | $6.54B |
| 1-day change | +0.14% | +0.67% |
| YTD return | +28.95% | -0.89% |
| 1-year return | +0.07% | +12.28% |
| 5-year return | -67.66% | -31.74% |
| P/E ratio (TTM) | 20.90 | 43.78 |
| Forward P/E | 10.37 | 19.46 |
| EPS (TTM) | $3.42 | $0.89 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $2.88B | $962.20M |
| Revenue growth (YoY) | +2.68% | +27.82% |
| Net income (latest FY) | $162.98M | $68.27M |
| Gross margin | 71.64% | 45.34% |
| Operating margin | 9.23% | 7.45% |
| Net margin | 5.65% | 7.10% |
| 52-week high | $87.97 | $43.99 |
| 52-week low | $44.00 | $26.85 |
| Distance from 52-week high | -18.74% | -11.43% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +23.56% | +30.31% |
| Average volume | 3.03M | 1.46M |
| Shares outstanding | 91.78M | 167.97M |
| Employees | 2,375 | 1,219 |
| Sector | Consumer Cyclical | Technology |
| Industry | Internet Retail | Computer Software: Prepackaged Software |
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
- GLBE has outperformed ETSY by 12.2 percentage points over the past year.
- Global-E Online trades at a higher earnings multiple (43.8x vs 20.9x trailing P/E).
- Global-E Online grew revenue faster in its latest fiscal year (+27.82% vs +2.68%).
- The two companies sit in different sectors: Etsy in Consumer Cyclical and Global-E Online 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 Cyclical · Internet Retail · 2,375 employees
About Global-E Online
GLBE stock →Global-E Online Ltd., together with its subsidiaries, provides direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online, and merchants to sell from and to worldwide.
Technology · Computer Software: Prepackaged Software · 1,219 employees
ETSY vs GLBE FAQ
Which is bigger, Etsy or Global-E Online?
Etsy (ETSY) is larger, with a market capitalization of $6.56B compared with $6.54B for Global-E Online (GLBE).
Which stock has performed better over the past year, ETSY or GLBE?
GLBE returned +12.28% over the past 12 months, compared with +0.07% for ETSY (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ETSY or GLBE?
ETSY has the lower trailing P/E at 20.9, versus 43.8 for GLBE. 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 Global-E Online in the same industry?
No. Etsy is in the Consumer Cyclical sector, while Global-E Online is in Technology.