Etsy, Inc. (ETSY) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 10YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 10Y.
- Score
- 27/100
- 10Y CAGR
- 26.6%
- Median YoY
- 18.2%
- YoY volatility
- σ 28.6pp· choppy
- Quarters ≥ 20%
- 18 of 40
- Negative quarters
- 2
- Valuation vs own 10Y history
- Latest historical P/S 2.4x · 10Y median 5.7x · 10th percentile · as of Oct 2, 2026
How this score is computed
- Quarters at or above 20%: 18 of 40 → 18 of 40 pts
- Steadiness (typical swing 28.6pp) → 4.6 of 25 pts
- Pace (median 18.2% YoY) → 4.3 of 20 pts
- Latest quarter (-0.6% YoY) → 0 of 15 pts
- Score: 27 of 100
Annualized revenue (TTM) · by quarter, last 40
Quarterly YoY revenue growth vs the 20% line
P/S multiple vs its 10Y median
Across metrics · 10Y
| Metric | 10Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 26.6% | 18.2% | 28.6pp | 18 of 40 | 2 |
| EPSEPS | — | -11.3% | 62.6pp | 8 of 40 | 23 |
| Op cash flowOperating cash flow | 35.5% | 14.1% | 52.2pp | 18 of 40 | 11 |
| EBITDAEBITDA | 39.6% | 8% | 58.1pp | 16 of 40 | 17 |
| FCFFree cash flow | 48.4% | 8.7% | 55.0pp | 14 of 40 | 10 |
Reported figures over 10Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: ETSY on the compounders surface · All compounders, ranked