ETSY vs PINS Stock Comparison: AI Score, Valuation, Performance and Upside
ETSY is a transactional marketplace where buyers and sellers complete purchases of unique goods, while PINS is a visual inspiration and discovery platform monetized primarily through advertising with growing shopping features. Both benefit from intent-driven consumer behavior around discovery, but with very different business models.
ETSY vs PINS compares a unique handmade goods marketplace against an advertising and commerce discovery platform, both sitting at the intersection of consumer discovery and purchase intent.
ETSY holds the edge across 3 of 5 key metrics in this comparison. ETSY has delivered stronger 1-year price return (+11.95% vs -48.76%), though PINS has the better forward P/E setup (8.83x vs 12.13x for ETSY). On fundamentals, PINS is growing revenue faster (18.20%), while ETSY maintains the higher operating margin (18.74%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for PINS (+36.63%) than for ETSY (+4.13%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to the dominant marketplace for unique, handmade, and vintage consumer goods
- Value Etsy's differentiated buyer experience and seller loyalty as competitive moats
- Believe gifting and creative goods purchases are a durable, recession-resilient commerce category
- Want exposure to a visual discovery platform with high purchase intent and growing shopping capabilities
- See significant monetization upside from improving international ARPU toward U.S. levels
- Value Pinterest's positive, aspirational content environment as an advertiser-friendly alternative to other social platforms
| Metric | ETSY | PINS |
|---|---|---|
| AI scorei | 48.9 | 25.7 |
| AI ranki | #592 | #2728 |
| Latest closei | $72.60 | $18.60 |
| 1M returni | -9.77% | -20.48% |
| 6M returni | +32.58% | -0.32% |
| 1Y returni | +11.95% | -48.76% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ETSY | PINS |
|---|---|---|
| 1Y ago | $11.2K (+12.0%) started 2025-09-18 | $5.12K (-48.8%) started 2025-09-18 |
| 5Y ago | $3.34K (-66.6%) started 2021-09-20 | $3.54K (-64.6%) started 2021-09-20 |
| 10Y ago | $54.34K (+443.4%) started 2016-09-19 | $7.62K (-23.8%) started 2019-04-18 |
Hypothetical — past performance does not guarantee future results.
| Metric | ETSY | PINS |
|---|---|---|
| Market capi | $7.67B | $12.02B |
| Trailing P/Ei | 26.45 | 62.41 |
| Forward P/Ei | 12.13 | 8.83 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 3.27 | 2.62 |
| Analyst targeti | $87.04 | $28.99 |
| Target upsidei | +4.13% | +36.63% |
| Metric | ETSY | PINS |
|---|---|---|
| Revenue growthi | 6.20% | 18.20% |
| Earnings growthi | -7.10% | N/A |
| EPS growthi | -7.10% | N/A |
| FCF margini | +5.77% | +26.26% |
| Operating margini | 18.74% | -3.46% |
| Profit margini | 7.11% | 5.46% |
| ROIC proxyi | N/A | 6.46% |
| Return on equityi | N/A | 6.46% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.82 | 0.91 |
| Debt/equityi | N/A | 41.35 |
| Current ratioi | 1.48 | 3.81 |
| Quick ratioi | 0.89 | 3.62 |
Over the past year, ETSY and PINS have moved weakly in the same direction (correlation of 0.26), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | ETSY | PINS |
|---|---|---|---|
| 1Y | Growthi | +11.95% | -48.76% |
| CAGRi | +11.96% | -48.78% | |
| Volatilityi | 53.11% | 52.92% | |
| Sharpe ratioi | 0.40 | -1.08 | |
| Sortino ratioi | 0.56 | -1.32 | |
| Max drawdowni | 41.70% | 57.52% | |
| Current drawdowni | 16.58% | 48.76% | |
| Avg drawdowni | 16.67% | 35.27% | |
| Ulcer Indexi | 20.15% | 37.67% | |
| Max daily dropi | 12.80% | 21.76% | |
| Max wkly dropi | 22.08% | 22.99% | |
| 5Y | Growthi | -66.65% | -64.58% |
| CAGRi | -19.74% | -18.77% | |
| Volatilityi | 55.30% | 55.74% | |
| Sharpe ratioi | -0.20 | -0.17 | |
| Sortino ratioi | -0.29 | -0.25 | |
| Max drawdowni | 86.26% | 75.40% | |
| Current drawdowni | 75.55% | 70.33% | |
| Avg drawdowni | 69.83% | 52.98% | |
| Ulcer Indexi | 72.07% | 54.54% | |
| Max daily dropi | 16.83% | 23.64% | |
| Max wkly dropi | 28.83% | 27.63% | |
| 10Y | Growthi | +443.41% | -23.77% |
| CAGRi | +18.45% | -3.59% | |
| Volatilityi | 55.99% | 60.77% | |
| Sharpe ratioi | 0.50 | 0.17 | |
| Sortino ratioi | 0.75 | 0.25 | |
| Max drawdowni | 86.26% | 82.70% | |
| Current drawdowni | 75.55% | 79.14% | |
| Avg drawdowni | 41.90% | 53.17% | |
| Ulcer Indexi | 52.55% | 58.12% | |
| Max daily dropi | 17.15% | 23.64% | |
| Max wkly dropi | 35.34% | 29.73% |
| Category | ETSY | PINS |
|---|---|---|
| Company | Etsy, Inc. | Pinterest, Inc. |
| Sector | Consumer Cyclical | Communication Services |
| Industry | Internet Retail | Internet Content & Information |
| Core business | Etsy operates the Etsy marketplace for handmade, vintage, and craft supply goods, connecting independent sellers with buyers seeking unique, non-mass-produced items, along with Reverb (musical instruments) and Depop (fashion resale). | Pinterest is a visual discovery and planning platform where users collect and organize images and ideas ('pins') for products, fashion, home decor, recipes, and more, with an advertising business and growing direct shopping capabilities. |
| Investor focus | Investors track Etsy's gross merchandise sales (GMS), active buyer and seller counts, advertising revenue, and management's efforts to sustain marketplace growth and improve seller and buyer quality metrics. | Investors track Pinterest's monthly active user growth (particularly international), average revenue per user (ARPU) in U.S. versus international markets, and the progress of its shopping product connecting Pinterest inspiration to direct purchases. |
- Category-defining marketplace for unique, handmade, and vintage goods with no direct equivalent at scale
- Highly differentiated buyer experience from mass e-commerce, creating a destination for gift-giving and creative purchases
- Sellers are deeply loyal and integrated into Etsy's ecosystem as their primary sales channel
- Unique discovery-oriented social platform with high purchase intent — users actively plan future purchases
- International user growth provides a large future monetization opportunity as ARPU in international markets improves toward U.S. levels
- Shopping features connecting pin content to direct purchases are creating a more direct commerce revenue pathway
- Etsy's buyer frequency has not grown as quickly as initial COVID-era acquisition rates suggested it would
- Competition from mass market and resale alternatives for certain buyer segments
- International expansion remains a significant opportunity but execution in new markets takes time
- ARPU in international markets is significantly lower than U.S. ARPU, requiring substantial monetization improvement
- Competition for advertiser budgets from Meta, TikTok, and Google challenges Pinterest's ad revenue growth
- User engagement must remain strong to sustain advertiser value
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