Etsy (ETSY) vs Wayfair (W)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Wayfair (W) has outperformed Etsy (ETSY) over the past year, gaining 25.4% versus a gain of 0.8%. Over five years, W leads with a -56.5% price change compared with -67.4% for ETSY. Wayfair is the larger company by market cap ($14.31 billion vs $6.56 billion), about 2.2 times the size.
On valuation, Etsy trades at a lower forward P/E (10.4x vs 26.9x for Wayfair). Etsy converts more of its revenue into profit, with a net margin of 5.7% versus -2.5%.
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 | W |
|---|---|---|
| Share price | $71.49 | $104.47 |
| Market cap | $6.56B | $14.31B |
| 1-day change | +0.14% | -0.93% |
| YTD return | +29.92% | +3.84% |
| 1-year return | +0.83% | +25.44% |
| 5-year return | -67.42% | -56.51% |
| P/E ratio (TTM) | 20.90 | — |
| Forward P/E | 10.37 | 26.90 |
| EPS (TTM) | $3.42 | $-2.47 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $2.88B | $12.46B |
| Revenue growth (YoY) | +2.68% | +5.11% |
| Net income (latest FY) | $162.98M | $-313.00M |
| Gross margin | 71.64% | 30.22% |
| Operating margin | 9.23% | 0.14% |
| Net margin | 5.65% | -2.51% |
| 52-week high | $87.97 | $119.98 |
| 52-week low | $44.00 | $55.60 |
| Distance from 52-week high | -18.74% | -12.93% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +23.56% | +18.40% |
| Average volume | 3.03M | 2.91M |
| Shares outstanding | 91.78M | 115.99M |
| Employees | 2,375 | 11,800 |
| Sector | Consumer Cyclical | Consumer Cyclical |
| Industry | Internet Retail | Internet Retail |
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
- Wayfair is about 2.2 times larger than Etsy by market value ($14.31B vs $6.56B).
- W has outperformed ETSY by 24.6 percentage points over the past year.
- Etsy is more profitable, keeping 5.7 cents of every revenue dollar as net income versus -2.5 cents for Wayfair.
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 Wayfair
W stock →Wayfair Inc. engages in the e-commerce business in the United States and internationally.
Consumer Cyclical · Internet Retail · 11,800 employees
ETSY vs W FAQ
Which is bigger, Etsy or Wayfair?
Wayfair (W) is larger, with a market capitalization of $14.31B compared with $6.56B for Etsy (ETSY).
Which stock has performed better over the past year, ETSY or W?
W returned +25.44% over the past 12 months, compared with +0.83% for ETSY (price return, excluding dividends). Past performance does not predict future results.
Are Etsy and Wayfair in the same industry?
Yes. Both are classified in the Internet Retail industry within the Consumer Cyclical sector.