Etsy (BSP:E2TS34) Tariff Resilience Score: 6/10 (As of Jul. 12, 2026)


BSP:E2TS34 Etsy Inc BSP:E2TS34
76 GF Score
Price R$26.40
GF Value R$22.24
Valuation Modestly Overvalued
! 6 Warning Signs
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What is Etsy Tariff Resilience Score?

Etsy BSP:E2TS34 76 Tariff Resilience Score is 6 as of Jul. 12, 2026. GuruFocus rates BSP:E2TS34 with a GF Score™ of 76/100 and a GF Value™ of R$22.24 (Modestly Overvalued). The stock has 6 warning signs investors should review. Among 1,115 Retail - Cyclical companies, Etsy ranks better than 96.86% on this metric.

Etsy has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

Etsy has Etsy's platform connects global buyers and sellers, with some exposure to tariffs on cross-border sales. However, its diverse marketplace and digital nature offer resilience.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Etsy might have Average Resilient.

Etsy  (BSP:E2TS34) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Etsy Tariff Resilience Score Related Terms

BSP:E2TS34 vs CHWY, VIPS, GLBE: Tariff Resilience Score Comparison

For the Internet Retail subindustry, Etsy's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Etsy Tariff Resilience Score vs Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, Etsy's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Etsy's Tariff Resilience Score falls into.


BSP:E2TS34
76GF Score
Etsy Inc BSP:E2TS34
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
Etsy (BSP:E2TS34) has a Tariff Resilience Score of 6 as of Jul. 12, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Etsy ranks #35 out of 1115 companies in the Retail - Cyclical industry, placing it in the top 3.1%.
Is Etsy's Tariff Resilience Score too high?
Etsy's current Tariff Resilience Score is 6. Based on the distribution chart, Etsy ranks #35 out of 1115 companies in the Retail - Cyclical industry, which is in the top quartile — a strong position relative to peers. Overall, Etsy has a GF Score™ of 76/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Etsy's Tariff Resilience Score compare to CHWY and VIPS?
According to the Retail - Cyclical industry distribution chart, Etsy ranks #35 out of 1115 companies for Tariff Resilience Score. This places Etsy in the top 3% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Retail - Cyclical company?
A good Tariff Resilience Score depends on the Retail - Cyclical industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Etsy's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Etsy stock overvalued right now?
Based on GuruFocus' analysis, Etsy (BSP:E2TS34) is currently considered Modestly Overvalued. The stock's GF Value™ is R$22.24, compared to a current price of R$26.40 — trading 18.7% above its estimated fair value. The current Tariff Resilience Score is 6. Etsy's overall GF Score™ is 76/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Etsy (BSP:E2TS34), the current Tariff Resilience Score is 6 as of Jul. 12, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Etsy (BSP:E2TS34) Overvalued in 2026?

Based on GuruFocus' analysis, Etsy stock appears to be overvalued. The current stock price of R$26.40 is trading 18.7% above its estimated GF Value™ of R$22.24. GuruFocus considers Etsy to be Modestly Overvalued.

Key valuation signals for BSP:E2TS34:

  • Tariff Resilience Score: 6
  • GF Value™: R$22.24 vs. price of R$26.40 (18.7% above fair value)
  • GF Score™: 76/100 with 6 warning signs

No single metric tells the full story. See the BSP:E2TS34 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Etsy Business Description

Address 117 Adams Street, Brooklyn, NY, USA, 11201
Founded in 2005, Etsy operates a leading global marketplace, connecting roughly 87 million active buyers and 6 million sellers of unique, handmade, and vintage goods. In fiscal 2025, the firm generated $2.9 billion in revenue and almost $12 billion in gross merchandise sales. The firm monetizes its marketplace primarily through transaction fees and advertising, with core categories spanning homeware, jewelry, apparel, and craft supplies. The US drives 74% of sales, though its core geographic reach extends to the UK, Germany, Canada, and Australia.
76GF Score

Get the complete analysis for BSP:E2TS34

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$26.40
Price
R$22.24
GF Value