1stdibs.com (DIBS) AI Stock Analysis

• Market Cap: $216.76M
• Dividend Yield: N/A
• Average Volume (3M): 451.92K
• Price to Earnings (P/E): ―
• Beta (1Y): 0.70
• Revenue Growth: 3.49%
• EPS Growth: -16.10%
• Country: US
• Employees: 284
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Specialty Retail
• EPS (TTM): -0.10
• Shares Outstanding: 36,614,350
• 10 Day Avg. Volume: 273,166
• 30 Day Avg. Volume: 451,919
• 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: 0.09
• Enterprise Value/Revenue: 0.23
• Enterprise Value/Gross Profit: 0.31
• Enterprise Value/Ebitda: -1.98
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1
• EPS Forecast (FY): -0.51
• Revenue Forecast (FY): $89.50M

• Rating: 61 Neutral
• Price Target: $6.50 ▲(134.66% Upside)

1stdibs.com shows strong technical momentum and positive earnings call sentiment, which are significant strengths. However, the company's financial performance and valuation present notable risks due to ongoing profitability challenges and a negative P/E ratio. The optimistic guidance and share repurchase program provide some confidence in future performance, but the stock remains risky due to its financial struggles.

Positive Factors

Operational Efficiency Gains

Operational efficiencies and cost savings enhance profitability and competitiveness, supporting long-term financial health and market position.

AI Integration in Product Development

AI integration boosts productivity and innovation, potentially leading to improved product offerings and competitive advantage.

Positive Outlook for 2026

Forecasted positive EBITDA and cash flow indicate improving financial health and potential for sustainable growth.

Negative Factors

Traffic Softening

Reduced traffic could limit revenue growth and market reach, affecting long-term business expansion and customer acquisition.

Seller Count Decrease

A decline in seller count may reduce product diversity and marketplace attractiveness, impacting revenue and competitive positioning.

GMV Growth Challenges

Potential GMV decline suggests demand challenges, which could hinder revenue growth and market share expansion.

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 generates revenue primarily through a commission-based model. The company takes a percentage of each sale made on its platform, which incentivizes them to maintain a high-quality marketplace. Additionally, DIBS offers subscription services for dealers, allowing them to list their products on the site for a monthly fee, thus creating a steady revenue stream. The platform also engages in strategic partnerships with upscale brands and designers, which can enhance its visibility and attract more high-net-worth individuals to its marketplace. Advertising and promotional services for dealers seeking increased exposure on the platform further contribute to its earnings.

1stdibs.com Financial Statement Overview

Summary

1stdibs.com faces significant challenges in achieving profitability and sustainable growth. While the company maintains a strong gross profit margin, it struggles with negative net income and cash flow issues. The balance sheet shows manageable leverage, but the negative return on equity indicates inefficiencies in generating shareholder returns. Overall, the company needs to focus on improving its revenue trajectory and profitability to enhance its financial health.

Income Statement

1stdibs.com shows a consistent decline in revenue over the past few years, with a slight recovery in the TTM period. The gross profit margin remains strong at approximately 71.9% in the TTM, indicating effective cost management. However, the company struggles with profitability, as evidenced by negative net profit and EBIT margins. The revenue growth rate in the TTM period is positive, but the overall trend has been negative, reflecting challenges in achieving sustainable growth.

Balance Sheet

The balance sheet reflects a moderate debt-to-equity ratio of 0.22 in the TTM, suggesting manageable leverage. However, the return on equity is negative, indicating that the company is not generating sufficient returns on shareholders' investments. The equity ratio is not explicitly calculated, but the company's equity position appears stable relative to its assets.

Cash Flow

Cash flow analysis reveals negative operating and free cash flows, although there is a notable improvement in free cash flow growth in the TTM period. The operating cash flow to net income ratio is negative, highlighting cash flow challenges. The free cash flow to net income ratio is above 1, suggesting that free cash flow exceeds net income, which is a positive indicator, albeit in a loss-making context.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	89.42M	88.26M	84.68M	96.85M	102.73M	81.86M
Gross Profit	65.01M	63.43M	59.71M	67.18M	70.56M	55.91M
EBITDA	-10.29M	-13.18M	-17.81M	-17.24M	-17.81M	-6.48M
Net Income	-17.84M	-18.63M	-22.70M	-22.54M	-20.96M	-12.53M
Balance Sheet
Total Assets	135.20M	145.76M	180.81M	195.80M	192.25M	81.34M
Cash, Cash Equivalents and Short-Term Investments	93.38M	103.88M	139.32M	153.21M	168.23M	54.86M
Total Debt	19.67M	22.16M	21.92M	24.45M	0.00	0.00
Total Liabilities	41.20M	46.45M	46.53M	47.77M	34.82M	325.29M
Stockholders Equity	94.00M	99.31M	134.29M	148.02M	157.44M	-243.95M
Cash Flow
Free Cash Flow	-4.47M	-3.53M	-15.35M	-29.88M	-6.64M	-5.27M
Operating Cash Flow	-3.91M	-2.91M	-13.56M	-27.91M	-4.40M	-3.44M
Investing Cash Flow	11.17M	22.29M	-100.23M	12.64M	-2.27M	1.29M
Financing Cash Flow	-9.33M	-30.71M	-3.63M	2.04M	120.05M	1.56M

1stdibs.com Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 2.77
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• 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 Positive. The current price of 2.77 is below the 20-day moving average (MA) of 5.89, below the 50-day MA of 4.56, and below the 200-day MA of 3.17, indicating a bullish trend. The MACD of 0.40 indicates Positive momentum. The RSI at 59.58 is Neutral, neither overbought nor oversold. The STOCH value of 40.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DIBS.

1stdibs.com Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
DIBS	61 Neutral	$216.76M	-11.95	-17.73%	―	3.49%	-16.10%
ETSY	57 Neutral	$5.36B	37.98	―	―	1.98%	-20.98%
JWEL	54 Neutral	$5.10M	-0.64	―	―	-16.89%	31.24%
W	52 Neutral	$13.26B	-39.74	―	―	3.35%	42.99%
FLWS	51 Neutral	$263.58M	-1.20	-67.22%	―	-8.07%	-2206.16%
BZUN	45 Neutral	$164.36M	-5.55	-5.28%	―	6.20%	9.12%

1stdibs.com Corporate Events

1stDibs.com Announces New $12 Million Share Buyback

On November 4, 2025, 1stDibs.com, Inc. announced a new share repurchase program authorized by its Board of Directors, allowing the company to buy back up to $12 million of its common stock, replacing the previous program from August 2024. The company reported strong financial results for the third quarter of 2025, with a net revenue increase of 4% year-over-year and a significant improvement in adjusted EBITDA margin. These results reflect a strategic realignment and disciplined cost management, positioning the company for future profitability and market share growth.