| Stage | ETSY | % of rev | EBAY | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $692M | 100.00% | $3.2B | 100.00% | EBAY ×4.63 |
| Gross profit | $503M | 72.66% | $2.3B | 72.33% | ETSY +0.3pp |
| Operating income | $111M | 16.09% | $616M | 19.21% | EBAY +3.1pp |
| Pre-tax income | $129M | 18.59% | $605M | 18.87% | EBAY +0.3pp |
| Net income | $854M | 123.26% | $497M | 15.50% | ETSY +107.8pp |
| Stage | ETSY | EBAY | Gap · A − B |
|---|---|---|---|
| Revenue | $692M100.00% | $3.2B100.00% | EBAY ×4.63 |
| Gross profit | 72.66%$503M | 72.33%$2.3B | ETSY +0.3pp |
| Operating income | 16.09%$111M | 19.21%$616M | EBAY +3.1pp |
| Pre-tax income | 18.59%$129M | 18.87%$605M | EBAY +0.3pp |
| Net income | 123.26%$854M | 15.50%$497M | ETSY +107.8pp |
No shared counterparties.