1stdibs.com (DIBS) AI Stock Analysis

• Market Cap: $95.33M
• Dividend Yield: N/A
• Average Volume (3M): 48.07K
• Price to Earnings (P/E): ―
• Beta (1Y): 0.55
• Revenue Growth: 3.21%
• EPS Growth: -56.15%
• Country: US
• Employees: 284
• Sector: Consumer Cyclical
• Sector Strength: 75
• Industry: Specialty Retail
• EPS (TTM): -0.12
• Shares Outstanding: 36,246,610
• 10 Day Avg. Volume: 59,001
• 30 Day Avg. Volume: 48,074
• PEG Ratio: 0.51
• Price to Book (P/B): 1.35
• Price to Sales (P/S): 1.52
• P/FCF Ratio: -37.95
• Enterprise Value/Market Cap: 0.25
• Enterprise Value/Revenue: 0.27
• Enterprise Value/Gross Profit: 0.37
• Enterprise Value/Ebitda: -1.59
• 1Y Price Target: $2.50
• Price Target Upside: -4.94% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2

• Rating: 49 Neutral
• Price Target: $2.50 ▼(-4.94% Downside)

1stdibs.com faces significant financial challenges with declining revenue and profitability, reflected in a low financial performance score. Technical indicators suggest bearish momentum, and valuation metrics are unattractive due to ongoing losses. However, strategic initiatives and cost management highlighted in the earnings call provide some optimism, slightly boosting the overall score.

Positive Factors

Financial performance

1stdibs.com, Inc. reported solid 4Q results, with both revenue and adjusted EBITDA beating consensus estimates.

Leadership changes

New executive addition with the hiring of Bradford Shellhammer as chief marketing officer and chief product officer, bringing extensive marketplace experience.

Technological advancements

AI being added across the platform, enhancing detection of gray market order attempts and streamlining trade applications.

Negative Factors

Earnings guidance

Guidance for 1Q25 came in a bit softer than expected on both the top and bottom line.

Macroeconomic environment

April brought sharp declines in business due to the macro environment, despite good growth through the first quarter.

Trade policies

Recent trade policies negatively impacting the business.

1stdibs.com Business Overview & Revenue Model

Company Description

1stdibs.Com, Inc. operates an online marketplace for vintage, antique, and contemporary furniture, home décor, jewelry, watches, art, and fashion products worldwide. The company offers online marketplace that enables commerce between sellers and buyers; and Design Manager, an online platform that provides software solution to interior designers. 1stdibs.Com, Inc. was incorporated in 2000 and is headquartered in New York, New York.

How the Company Makes Money

1stdibs.com generates revenue primarily through a commission-based model, where it earns a percentage of sales made through its platform. This commission is charged to the sellers for each transaction completed on the site. Additionally, the company offers subscription plans for sellers, which provide them with enhanced visibility and tools to manage their listings more effectively. Other revenue streams include listing fees and advertising services, where sellers can pay for premium placement and promotion of their products. Strategic partnerships with designers and galleries also contribute to the company's earnings by expanding its inventory and enhancing its brand reputation.

1stdibs.com Financial Statement Overview

Summary

1stdibs.com presents a mixed financial outlook. While the company maintains a solid gross profit margin and low leverage, it struggles significantly with declining revenues and ongoing losses, negatively impacting profitability and shareholder returns. Cash flow challenges persist, but recent improvements offer cautious optimism.

Income Statement

1stdibs.com shows declining revenue and profitability trends. The TTM (Trailing-Twelve-Months) revenue decreased by 24.88% compared to the previous annual period, indicating significant challenges in maintaining sales. The gross profit margin for TTM is strong at 71.65%, but the company's net profit margin is negative due to persistent losses, with a net income margin of -23.14% TTM. Negative EBIT and EBITDA margins further highlight operational inefficiencies. Overall, the income statement reflects a company struggling with declining revenue and profitability.

Balance Sheet

The balance sheet of 1stdibs.com indicates moderate financial stability. The debt-to-equity ratio is low at 0.22, suggesting a conservative approach to leveraging debt. The company's equity ratio is 67.53% TTM, which is solid and indicates reliance on equity over liabilities. However, the return on equity is negative due to net losses, impacting shareholder value. Cash reserves are relatively strong, providing a cushion against short-term financial instability, but the overall equity has been declining over the years.

Cash Flow

1stdibs.com faces challenges in generating positive cash flow. The free cash flow has improved recently but remains negative, demonstrating ongoing cash constraints. The operating cash flow to net income ratio is positive but minimal, indicating limited cash generation relative to net losses. The free cash flow to net income ratio remains negative, reflecting difficulties in converting earnings into cash. The cash flow statement indicates liquidity issues, though a recent improvement in free cash flow suggests potential stabilization.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	88.74M	88.26M	84.68M	96.85M	102.73M	81.86M
Gross Profit	63.76M	63.43M	59.71M	67.18M	70.56M	55.91M
EBITDA	-14.91M	-13.18M	-17.81M	-17.24M	-17.81M	-6.48M
Net Income	-20.14M	-18.63M	-22.70M	-22.54M	-20.96M	-12.53M
Balance Sheet
Total Assets	142.51M	145.76M	180.81M	195.80M	192.25M	81.34M
Cash, Cash Equivalents and Short-Term Investments	101.00M	103.88M	139.32M	153.21M	168.23M	54.86M
Total Debt	21.13M	22.16M	21.92M	24.45M	0.00	0.00
Total Liabilities	46.27M	46.45M	46.53M	47.77M	34.82M	325.29M
Stockholders Equity	96.24M	99.31M	134.29M	148.02M	157.44M	-243.95M
Cash Flow
Free Cash Flow	-1.27M	-3.53M	-15.35M	-29.88M	-6.64M	-5.27M
Operating Cash Flow	55.00K	-2.91M	-13.56M	-27.91M	-4.40M	-3.44M
Investing Cash Flow	17.59M	22.29M	-100.23M	12.64M	-2.27M	1.29M
Financing Cash Flow	-31.15M	-30.71M	-3.63M	2.04M	120.05M	1.56M

1stdibs.com Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 2.63
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DIBS, the sentiment is Negative. The current price of 2.63 is below the 20-day moving average (MA) of 2.68, below the 50-day MA of 2.74, and below the 200-day MA of 3.21, indicating a bearish trend. The MACD of -0.02 indicates Positive momentum. The RSI at 46.12 is Neutral, neither overbought nor oversold. The STOCH value of 45.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DIBS.

1stdibs.com Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
EBAY	80 Outperform	$45.01B	21.76	42.63%	1.14%	3.05%	-10.82%
RVLV	74 Outperform	$1.47B	34.39	10.36%	―	10.68%	37.84%
ETSY	63 Neutral	$6.59B	56.05	-39.97%	―	2.38%	-38.88%
Sector *	56 Neutral	HK$25.46B	5.05	-2.69%	5.69%	-0.43%	-53.15%
W	56 Neutral	$9.68B	―	17.86%	―	0.87%	54.67%
DIBS	49 Neutral	$95.33M	―	-19.50%	―	3.21%	-56.15%
FLWS	47 Neutral	$352.78M	―	-42.08%	―	-8.53%	-2070.29%

1stdibs.com Corporate Events

1stdibs.com Approves Key Proposals at Annual Meeting

On May 8, 2025, 1stdibs.com, Inc. held its Annual Meeting of Stockholders, where two key proposals were approved. The first proposal involved the election of three Class I directors to serve until the 2028 annual meeting, and the second proposal ratified the appointment of Ernst & Young LLP as independent auditors for the fiscal year ending December 31, 2025. These approvals are significant for the company’s governance and financial oversight, potentially impacting its strategic direction and stakeholder confidence.

The most recent analyst rating on (DIBS) stock is a Buy with a $8.00 price target. To see the full list of analyst forecasts on 1stdibs.com stock, see the DIBS Stock Forecast page.