Comparison

AMAZON COM INC (AMZN) vs ETSY INC (ETSY)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

AMZN

AMAZON COM INC

Internet Retail

Revenue, FY25: $717B
Net income: $77.67B
Operating cash flow: $140B
Free cash flow: $7.7B
Net margin: 10.83%
Operating margin: 11.16%
Gross margin: 50.29%

ETSY

ETSY INC

Internet Retail

Revenue, FY25: $2.88B
Net income: $163M
Operating cash flow: $693M
Free cash flow: $678M
Net margin: 5.65%
Operating margin: 9.23%
Gross margin: 71.64%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	AMZN	ETSY
Revenue growth, latest filed year	+12.38%	+2.68%
Piotroski F-score	6 of 9	5 of 9
P/E against its own history	60.26% below	about normal

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

AMZN

AI and its regulation
China
Climate
Tariffs
Cybersecurity
Key people

And 13 more.

ETSY

Litigation
Tax
Export controls
AI and its regulation
Cybersecurity
Goodwill impairment

And 15 more.

Tracked managers holding both

Joel Greenblatt Gotham Asset Management 0.47% · 0.11%

Updated Sep 14, 2026 · the newer of the two companies' filings