Dillard's vs Etsy
Dillard's is the larger business, with $6.56bn of revenue in fiscal 2026 against $2.88bn for Etsy (2.3 times as much). Etsy grew faster (2.7% against -0.4%). Dillard's kept more of each dollar of sales as profit: a net margin of 8.7% against 5.7%.
| Latest fiscal year | Dillard'sDDS, 2026 | EtsyETSY, 2025 |
|---|---|---|
| Revenue | $6.56bn | $2.88bn |
| Revenue growth | -0.4% | 2.7% |
| Net income | $570m | $163m |
| Operating margin | — | 9.2% |
| Net margin | 8.7% | 5.7% |
| Return on equity | 31.9% | — |
| Free cash flow | $624m | $678m |
| Cash | $861m | $1.36bn |
| Total debt | — | $2.98bn |
| Debt to equity | — | — |
| Dividend per share | $31.10 | — |
| Dividend yield | 4.8% | — |
| Share buybacks | $108m | $777m |
| Employees | 29,100 | 2,375 |
| Market value | $10.09bn | $8.13bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 55 (Moderate) | 69 (Moderate) |
| Insider trades, 12 months | 0 buys, 1 sales | 0 buys, 110 sales |