COMPARE · Data as of August 14, 2026
ETSY vs RVLV
Verdict: Side-by-side breakdown using the Bull Rankings model. ETSY scored 60.1, RVLV scored 66.1 — RVLV leads.
Compare another set
ETSY
Etsy, Inc.
60.1
$79.90 · $7.3B
fundamentals as of
Score gap
6.0
RVLV leads
RVLV
Revolve Group, Inc.
66.1
$23.69 · $1.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
ETSY
stronger →← stronger
RVLV
72
Qualityreturns · margins · balance sheet
61
44
Growthrevenue & earnings expansion
76
69
Valuevaluation vs sector peers
62
ETSY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ETSY
RVLV
$649mC+
FCF
$28mC-
+3.7%C+
Rev
+10.8%B
—
D/E
0.06A
25.3xC+
P/E
23.2xC+
1.04B+
PEG
1.08B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ETSY
RVLV
3% below
Price vs fair valuelower is cheaper
294% above
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~55%/yr
-11%
1-yr DCF upside
-80%
+3%
5-yr DCF upside
-75%
+26%
10-yr DCF upside
-64%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ETSY
Why this score
- Buying back stock
- Short track record
RVLV
No notable signals flagged.
The companies
ETSYEtsy, Inc.
Why now
Internet Retail · market cap $7.3b. 9% off the 52-week high of $87.97. 24 sell-side analysts rate this a Hold with a mean 1-yr target of $85.92 (implying +8% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Beta 1.82 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. ROE -15% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Logistics + fulfillment cost — gross margin is sensitive to fuel, labor, and packaging costs that re-price faster than retail pricing can adjust.
RVLVRevolve Group, Inc.
Why now
Internet Retail · market cap $1.7b. Down 25% from 52-week high of $31.68 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $30.85 (implying +30% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Beta 1.64 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.
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 ETSY and RVLV diverge
On the headline score the gap is 6.0 points in favor of RVLV. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthETSY 43.7 · RVLV 75.6RVLV +31.9
- QualityETSY 72.2 · RVLV 61.4ETSY +10.8
- ValueETSY 68.6 · RVLV 62.3ETSY +6.3
Pillars run 0–100 against sector peers, so a 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.