MetaCap

Etsy (ETSY) vs Zillow Group (Z)

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 Zillow Group (Z) over the past year, gaining 7.1% versus a loss of 59.2%. Over five years, ETSY leads with a -66.0% price change compared with -69.3% for Z. Etsy is the larger company by market cap ($6.90 billion vs $6.56 billion), about 1.1 times the size, while Zillow Group is growing revenue faster (+15.5% vs +2.7%).

On valuation, Zillow Group trades at a lower forward P/E (10.5x vs 10.9x for Etsy). Etsy converts more of its revenue into profit, with a net margin of 5.7% versus 0.9%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ETSY+7.13%Z-59.18%
+28%-19%-66%
Oct 8, 20251 yearOct 8, 2026
ETSY-64.56%Z-67.96%
+45%-20%-85%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ETSY versus Z key metrics
MetricETSYZ
Share price$75.14$29.17
Market cap$6.90B$6.56B
1-day change+5.11%+6.93%
YTD return+35.53%-57.24%
1-year return+7.13%-59.18%
5-year return-66.01%-69.29%
P/E ratio (TTM)21.97126.83
Forward P/E10.9010.46
EPS (TTM)$3.42$0.23
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$2.88B$2.58B
Revenue growth (YoY)+2.68%+15.52%
Net income (latest FY)$162.98M$23.00M
Gross margin71.64%74.14%
Operating margin9.23%-1.32%
Net margin5.65%0.89%
52-week high$87.97$79.40
52-week low$44.00$26.67
Distance from 52-week high-14.59%-63.26%
Analyst consensusbuyhold
Avg. price target upside+17.55%+57.70%
Average volume3.04M3.82M
Shares outstanding91.78M177.26M
Employees2,3757,232
SectorConsumer DiscretionaryConsumer Discretionary
IndustryBusiness ServicesBusiness 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 Z by 66.3 percentage points over the past year.
  • Zillow Group trades at a higher earnings multiple (126.8x vs 22.0x trailing P/E).
  • Zillow Group grew revenue faster in its latest fiscal year (+15.52% vs +2.68%).

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 Zillow Group

Z stock →

Zillow Group, Inc. operates a real estate application and website that connects consumers with technology, agents and loan officers, and digital solutions in the United States.

Consumer Discretionary · Business Services · 7,232 employees

ETSY vs Z FAQ

Which is bigger, Etsy or Zillow Group?

Etsy (ETSY) is larger, with a market capitalization of $6.90B compared with $6.56B for Zillow Group (Z).

Which stock has performed better over the past year, ETSY or Z?

ETSY returned +7.13% over the past 12 months, compared with -59.18% for Z (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, ETSY or Z?

ETSY has the lower trailing P/E at 22.0, versus 126.8 for Z. 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 Zillow Group in the same industry?

Yes. Both are classified in the Business Services industry within the Consumer Discretionary sector.

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