COMPARE · Data as of August 21, 2026
ETSY vs SE
Verdict: Side-by-side breakdown using the Bull Rankings model. ETSY scored 59.6, SE scored 80.0 — SE leads.
Compare another set
Different reporting periods. ETSY's fundamentals are as of June 2026, but SE's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
ETSY
Etsy, Inc.
59.6
$81.03 · $7.4B
fundamentals as of
Score gap
20.4
SE leads
SE
Sea Limited
80
$117.53
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestETSY25.6x
- Fastest growthSE+33.2%
- Highest qualityETSY72 / 100
- Largest discount to fair valueETSY-2%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
ETSY
SE
$649mC+
FCF
$4.5bB
+3.7%C+
Rev
+33.2%A
—
D/E
0.32A-
25.6xC+
P/E
45.4xD
1.05B+
PEG
1.70C+
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
ETSY
SE
2% below
Price vs fair valuelower is cheaper
—
~10%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-12%
1-yr DCF upside
—
+2%
5-yr DCF upside
—
+24%
10-yr DCF upside
—
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
SE
No notable signals flagged.
The companies
ETSYEtsy, Inc.
Why now
Internet Retail · market cap $7.4b. 8% off the 52-week high of $87.97. 26 sell-side analysts rate this a Hold with a mean 1-yr target of $86.38 (implying +7% 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.
SESea Limited
Why now
Internet Retail · market cap n/a. Down 41% from 52-week high of $199.30 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $155.29 (implying +32% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. 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
Down 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.51 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 45x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.