Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 · Mkt capMarket cap $5.09B · View financials
Decision snapshot: RPD stock price vs ETSY: inconclusive — current versus $14.36 implied using P/E multiple.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at ETSY's multiple
Implied fair value · at RPD's multiple
Needs RPD P/E.
Live quote
As of 2025-12-31
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: RPD FY 2025 (ended Dec 31, 2025) · ETSY FY 2025 (ended Dec 31, 2025).
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 63% equity / 37% debt · EV / Revenue 2.29x · EV / EBITDA 17.10x
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
RAPID7, INC. · implied price per share
Bear
$20.73
Base
$24.39
Bull
$28.05
ETSY, INC · implied price per share
Bear
$7.60
Base
$8.95
Bull
$10.29
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Debt / equity
Total debt against shareholders' equity
0.11x
-2.72x
Net debt / EBITDA
Leverage against operating earnings
-2.77x
3.94x
Cash and equivalents
Liquid reserves on the balance sheet
$474.67M
$1.46B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
$16.87M
$2.98B
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe RPD can improve operating margin and ROIC while sustaining at least modest growth, then a selective long position can be justified because the stock trades near the low end of its historical range and at a steep discount to ETSY on revenue and earnings multiples.
RPD trades at a much lower valuation than ETSY on both earnings and sales bases, with a P/E of 29.5x versus 39.9x and a P/S of 0.8x versus 2.7x. The model implies 35.3% upside to $14.36, but RPD is also sitting near the bottom of its historical band, which suggests the market is already discounting its weaker operating profile.
Supporting Metrics
Live quote
