1stdibs.com (DIBS) AI Stock Analysis

• Market Cap: $130.49M
• Dividend Yield: N/A
• Average Volume (3M): 77.44K
• Price to Earnings (P/E): ―
• Beta (1Y): 0.65
• 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: 36,246,610
• 10 Day Avg. Volume: 134,423
• 30 Day Avg. Volume: 77,445
• 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: 0.18
• Enterprise Value/Revenue: 0.26
• Enterprise Value/Gross Profit: 0.36
• Enterprise Value/Ebitda: -2.13
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 60 Neutral
• Price Target: $4.00 ▲(44.40% Upside)

1stdibs.com shows strong technical momentum and positive earnings call sentiment, which are offset by poor financial performance and valuation metrics. The company's strategic improvements and optimistic future outlook are promising, but current profitability and cash flow challenges weigh heavily on the overall score.

Positive Factors

Operational Efficiency Gains

The company's focus on operational efficiency, resulting in significant cost savings, enhances long-term profitability and competitiveness.

AI Integration in Product Development

Integration of AI in product development boosts innovation and productivity, positioning the company for sustained technological advancement.

Positive Outlook for 2026

The positive financial outlook for 2026 indicates potential for improved financial health and shareholder value in the long term.

Negative Factors

Traffic Softening

Reduced traffic can impact sales growth and market presence, challenging the company to maintain its competitive edge.

Seller Count Decrease

A decline in seller count may limit product diversity and marketplace appeal, potentially affecting long-term revenue growth.

GMV Growth Challenges

Challenges in GMV growth indicate potential revenue pressure, necessitating strategic adjustments to sustain market momentum.

1stdibs.com Business Overview & Revenue Model

Company Description

1stdibs.com (DIBS) is an online marketplace that specializes in connecting buyers with sellers of high-end antiques, vintage furniture, fine art, and luxury goods. Founded in 2001, the platform serves as a bridge between discerning consumers and a curated selection of top-tier dealers, offering a diverse range of products that appeal to collectors and interior designers alike. DIBS has established itself as a premier destination for luxury and unique items, emphasizing quality and exclusivity in its offerings.

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	-11.10M	-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	-4.27M	-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: Negative
• RSI: Negative
• 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 3.25, below the 50-day MA of 2.94, and below the 200-day MA of 2.93, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 73.39 is Negative, neither overbought nor oversold. The STOCH value of 53.35 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	60 Neutral	$130.49M	―	-17.73%	―	3.49%	-16.10%
W	57 Neutral	$13.93B	―	―	―	3.35%	42.99%
ETSY	53 Neutral	$5.83B	41.31	―	―	1.98%	-20.98%
BZUN	51 Neutral	$187.73M	―	-4.73%	―	7.91%	30.18%
JWEL	45 Neutral	$3.21M	-0.40	―	―	-16.89%	31.24%
FLWS	39 Underperform	$215.83M	-0.98	-67.22%	―	-8.07%	-2206.16%

1stdibs.com Corporate Events

1stDibs Reports Improved Q3 2025 Financial Performance

1stDibs.com, Inc. is a prominent online marketplace specializing in luxury design products, connecting design enthusiasts with sellers of vintage, antique, and contemporary furniture, home décor, art, jewelry, watches, and fashion. In its third quarter of 2025, 1stDibs reported a net revenue of $22 million, marking a 4% increase from the previous year, and a gross profit of $16.3 million, up by 9% year-over-year. The company also improved its gross margin to 74.3% from 71% in the same quarter last year. Despite a GAAP net loss of $3.5 million, this was an improvement from the $5.7 million loss reported in the third quarter of 2024. The company also reported a significant improvement in its non-GAAP Adjusted EBITDA, which stood at $(0.2) million compared to $(3.0) million the previous year.

1Stdibs Earnings Call: Strategic Gains Amid Challenges

The recent earnings call for 1Stdibs.Com, Inc. painted a picture of strategic realignment and operational improvements, leading to enhanced margins and efficiency. Despite facing challenges such as a softening in traffic and a decrease in seller count, the company expressed optimism for future performance, particularly with a positive outlook for 2026 and a new share repurchase program signaling confidence in its financial trajectory.

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.

The most recent analyst rating on (DIBS) stock is a Hold with a $4.00 price target. To see the full list of analyst forecasts on 1stdibs.com stock, see the DIBS Stock Forecast page.

1Stdibs Earnings Call: Strategic Gains Amid Market Challenges

The recent earnings call of 1Stdibs.Com, Inc. painted a picture of cautious optimism amidst a challenging market environment. The company highlighted several positive developments, such as sustained conversion growth and effective cost management, even as it navigated the hurdles of declining GMV and a soft luxury home goods market. The strategic initiatives and market share gains provide a glimmer of hope for the future.