Verdict: Side-by-side breakdown using the Bull Rankings model. AMZN scored 67.9, ETSY scored 61.2 — AMZN leads.
Compare another set
Different reporting periods. ETSY's fundamentals are as of June 2026, but AMZN's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AMZN
Amazon.com, Inc.
Internet Retail · Quality-Growth
67.9
$262.43 · $2.8T
fundamentals as of
Score gap
6.7
AMZN leads
ETSY
Etsy, Inc.
Internet Retail · Quality-Growth
61.2
$76.71 · $7.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthAMZN+12.4%
Highest qualityETSY84 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
AMZN
stronger →← stronger
ETSY
63
Qualityreturns · margins · balance sheet
84
86
Growthrevenue & earnings expansion
60
58
Valuevaluation vs sector peers
46
AMZN is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AMZN
ETSY
-$2.5bF
FCF
$614mC+
+12.4%B+
Rev
+2.7%C
0.46B+
D/E
Negative equity
3.6xC
P/S
—
1.48B
PEG
0.80A-
—
P/E
22.4xC+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AMZN
ETSY
—
Price vs fair valuelower is cheaper
7% above
—
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~10%/yr
—
1-yr DCF upside
-14%
—
5-yr DCF upside
-7%
—
10-yr DCF upside
+4%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AMZN
No notable signals flagged.
ETSY
Why this score
Buying back stock
The companies
AMZNAmazon.com, Inc.
Internet Retail · $262.43 · beta 1.46
Why now
Internet Retail · market cap $2.8T. 9% off the 52-week high of $287.20. Revenue growing +12%, comfortably above the S&P median. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $331.53 (implying +26% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 31% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $2.8T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Free cash flow is negative (-$2.5b) — capital raises or debt issuance likely required; dilution / leverage risk. Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
ETSYEtsy, Inc.
Internet Retail · $76.71 · beta 1.86
Why now
Internet Retail · market cap $7.0b. 13% off the 52-week high of $87.97. PEG 0.80 — paying under fair value for the growth rate. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $87.70 (implying +14% upside).
Moat
FCF converts 165% of net income — earnings translate cleanly into cash.
Risk
Beta 1.86 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Logistics + fulfillment cost — gross margin is sensitive to fuel, labor, and packaging costs that re-price faster than retail pricing can adjust.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AMZN and ETSY diverge
On the headline score the gap is 6.7 points in favor of AMZN. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
GrowthAMZN 86.0 · ETSY 59.7AMZN +26.3
QualityAMZN 62.7 · ETSY 83.6ETSY +20.9
ValueAMZN 58.2 · ETSY 45.9AMZN +12.3
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is AMZN or ETSY the better stock?
AMZN scores higher: AMZN 67.9, ETSY 61.2 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do AMZN and ETSY differ most?
The widest gap is growth, where AMZN leads by 26 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are AMZN and ETSY scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.