Global-e Online (NASDAQ:GLBE – Get Free Report) and Etsy (NASDAQ:ETSY – Get Free Report) are both mid-cap retail/wholesale companies, but which is the better investment? We will contrast the two companies based on the strength of their valuation, dividends, institutional ownership, risk, earnings, profitability and analyst recommendations.
Volatility and Risk
Global-e Online has a beta of 1.25, meaning that its stock price is 25% more volatile than the S&P 500. Comparatively, Etsy has a beta of 1.85, meaning that its stock price is 85% more volatile than the S&P 500.
Institutional & Insider Ownership
94.6% of Global-e Online shares are owned by institutional investors. Comparatively, 99.5% of Etsy shares are owned by institutional investors. 11.6% of Global-e Online shares are owned by insiders. Comparatively, 2.8% of Etsy shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.
Earnings & Valuation
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Global-e Online | $752.76 million | 7.86 | -$75.55 million | ($0.17) | -205.00 |
| Etsy | $2.81 billion | 2.49 | $303.28 million | $1.24 | 56.85 |
Etsy has higher revenue and earnings than Global-e Online. Global-e Online is trading at a lower price-to-earnings ratio than Etsy, indicating that it is currently the more affordable of the two stocks.
Profitability
This table compares Global-e Online and Etsy’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Global-e Online | -3.37% | -3.20% | -2.35% |
| Etsy | 5.78% | -31.10% | 11.14% |
Analyst Recommendations
This is a breakdown of current recommendations for Global-e Online and Etsy, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Global-e Online | 1 | 1 | 11 | 0 | 2.77 |
| Etsy | 3 | 17 | 9 | 0 | 2.21 |
Global-e Online currently has a consensus price target of $48.33, suggesting a potential upside of 38.69%. Etsy has a consensus price target of $58.69, suggesting a potential downside of 16.74%. Given Global-e Online’s stronger consensus rating and higher probable upside, analysts plainly believe Global-e Online is more favorable than Etsy.
Summary
Etsy beats Global-e Online on 8 of the 14 factors compared between the two stocks.
About Global-e Online
Global-E Online Ltd., together with its subsidiaries, provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce 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. The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.
About Etsy
Etsy, Inc., together with its subsidiaries, operates two-sided online marketplaces that connect buyers and sellers in the United States, the United Kingdom, Germany, Canada, Australia, and France. Its primary marketplace is Etsy.com that connects artisans and entrepreneurs with various consumers. The company also offers Reverb, a musical instrument marketplace; Depop, a fashion resale marketplace; and Elo7, a Brazil-based marketplace for handmade and unique items. In addition, it offers various seller services, including Etsy Payments, a payment processing service; Etsy Ads, an advertising platform; and Shipping Labels, which allows sellers in the United States, Canada, the United Kingdom, Australia, and India to purchase discounted shipping labels. Further, the company provides the Etsy Purchase Protection program that is designed to help buyers; the Etsy Share and Save program for sellers to save on Etsy fees for sales that drive to their Etsy shop from their own channels. Additionally, it offers educational resources comprising blog posts, video tutorials, Etsy Seller Handbook, Etsy.com online forums, and insights; Etsy Teams, a platform to build personal relationships with other Etsy sellers; and a Star Seller program. The company was formerly known as Indieco, Inc changed its name to Etsy, Inc. in June 2006. Etsy, Inc. was founded in 2005 and is headquartered in Brooklyn, New York.
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