COMP <GO>
ETSY vs HQY // RETURN ON INVESTED CAPITAL (ROIC)
Etsy Inc. (NYSE) VS. HealthEquity Inc. (NASDAQ) • 15-METRIC TALLY: ETSY 4
— HQY 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: ETSY
LAST: $92.45 (+3.92%) • MKT CAP: $7.67B
roic
33.30%
LAST: $103.67 (+1.17%) • MKT CAP: $8.48B
roic
9.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ETSY VS. HQY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ETSY | HQY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 71.60% | 69.50% | +2.10 | ETSY | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 33.30% | 9.30% | +24.00 | ETSY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.3x | 27.8x | +1.50 | HQY | /valuation <GO> |
| Free Cash Flow Yield | 8.59% | 5.43% | +3.16 | ETSY | /fcf-yield <GO> |
| Operating Margin | 9.20% | 24.60% | -15.40 | HQY | /operating-margins <GO> |
| Net Profit Margin | 5.70% | 16.40% | -10.70 | HQY | /net-margins <GO> |
| Revenue Growth (YoY) | 2.70% | 9.50% | -6.80 | HQY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.60 | 4.86 | -3.26 | HQY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | HQY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.2 | 64.8 | -6.60 | HQY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.96 | +0.15 | ETSY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 45.0x | 36.3x | +8.70 | HQY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.67B | $8.48B | -$807.0M | HQY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ETSY REV | HQY REV | ETSY GROSS % | HQY GROSS % | ETSY FCF | HQY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.88B | $1.31B | 71.6% | 69.5% | $678.0M | $455.1M |
| FY 2024 | $2.81B | $1.20B | 72.4% | 64.8% | $738.3M | $337.8M |
| FY 2023 | $2.75B | $999.6M | — | — | $581.8M | $197.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ETSY // BETA 1.11
HQY // BETA 0.96