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1stdibs.com, Inc. (DIBS) stock

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NASDAQ: DIBS Nasdaq Broadline Retail Next results ~November 5, 2026

C Fundamentals grade

1stdibs.com, Inc. is a US-listed company in the broadline retail industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: free cash flow after stock pay is not positive.

Price vs value

Under review: free cash flow after stock pay is not positive. We'll show the comparison once resolved.

1stdibs.com, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 3 selling3 purchases and 10 sales by directors and officers, last 12 monthsInsider trades
  • Funds49 adding, 42 cuttingOf 27 active managers that changed their stake, 12 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter 1stdibs.com files

Where 1stdibs.com stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $91m, up 2.3% on a year earlier, faster than the 0.8% growth a quarter earlier. Free-cash-flow margin rose to -1.9% from -4.8% a year earlier. Operating margin widened to -13.7% from -29.7%. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 2 of our 2 financial-health checks.

Our model value for 1stdibs.com is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

1stdibs.com, Inc.'s trailing-twelve-month revenue grew 2.3% year on year, with a free-cash-flow margin of -1.9%. Where it stands out: gross margin of 74.0% ranks 2 of 22 broadline retail companies we cover. Where it lags: stock pay as % of revenue of 13.7% ranks 21 of 22 broadline retail companies we cover.

Current signal Gross margin expanding: TTM gross margin reached 74.0%, up 2.2pp year over year.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Margins widening. Operating margin is up 16.1 points on a year ago.
  • Net cash. Cash exceeds long-term debt by $0.0bn.

Things to watch

  • Results due soon. Results are expected around 6 November; the share price can move sharply on the day.
  • Loss-making. Operating margin is -13.7%: costs exceed revenue.
  • Burning cash. Free cash flow was -1.9% of revenue over the last 12 months.
  • Volatile shares. Over the past year the shares showed annualised volatility of 59% and a beta of 0.6 against the S&P 500.
  • Below peers: stock pay as % of revenue. Stock pay as % of revenue of 13.7% ranks 21 of 22 broadline retail companies we cover (median 0.8%).

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
-$0.03 against an average estimate of -$0.06: beat by 50.0%
Revenue
$23m, up 5.3% on a year earlier
Share reaction
+13.5% in the first session after the results on August 5, 2026, against -0.4% for the S&P 500
Guidance given
GMV $89m to $94m (Q3 2026); net revenue $22m to $22.9m (Q3 2026)
Next report
November 5, 2026

1stdibs.com's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-2.7%
  • 1 week+7.2%
  • 1 month+26.4%
  • This year-12.9%
  • 1 year+39.9%
  • 5 years-69.6%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$90.6M
Operating margin
-13.7%
Net margin
-8.5%
EPS (TTM, diluted)
$-0.22

Growth

Revenue growth
+2.3%
Change in growth rate
+1.4 pts
Share count change
−0.4%

Cash

Free cash flow (TTM)
-$1.7M
FCF margin
-1.9%
Stock pay % of revenue
13.7%

Earnings

Last results
August 5, 2026
Next results (est.)
November 6, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Results
  3. Guidance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

1stdibs.com, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: free cash flow after stock pay is not positive.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value 1stdibs.com, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9%: the 10-year Treasury yield (4.9%) plus a beta of 0.9 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. ~$0.7 ~$0.6–$0.8 Left out: out of range vs price (0.12x)
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: This model is withheld pending its input or assumption review.
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: This model is withheld pending its input or assumption review.
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. ~$0.6 ~$0.6–$4.3 Left out: out of range vs price (0.11x)
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare 1stdibs.com, Inc. with Broadline Retail in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20212022202320242025Now
Share price$12.51$5.08$4.68$3.54$5.99$5.22
Market value$326m$195m$186m$134m$216m$188m
+ Net debt (− = net cash)−$168m−$153m−$37m−$26m−$23m−$19m
Enterprise value$158m$42m$149m$108m$193m$169m
Multiples
Price / sales 3.2x2.0x2.2x1.5x2.4x2.1x
Price / earnings ——————
Price / free cash flow ——————
EV / EBITDA ——————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

34 /100

Weak moat

How hard 1stdibs.com's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Cash operating profit has been a median -2.4% of total assets over 5 years.

  • Pricing power 20 / 20

    Gross margin has been a median 71.6%, moving by 2.1 percentage points (standard deviation) across 6 years.

  • Durability 10 / 20

    Operating margin has been a median -23.9%; its worst year was -44.1%.

  • Cash conversion 2 / 20

    Free cash flow was positive in 1 of 6 years, at a median -9.6% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (39 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, before the open. Analysts expect revenue of $22m for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$0.17 +55% $92m +2%
Next −$0.23 −35% $92m +1%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −26.1% on 90 days ago. In the last 30 days, 0 analysts raised 1stdibs.com, Inc.'s forecast and 2 cut it.

Consensus EPS forecast 1stdibs.com, Inc., last 90 days
−$0.30 −$0.20 −$0.10 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$0.23 Current fiscal year, 60 days ago: −$0.23 Current fiscal year, 30 days ago: −$0.17 Current fiscal year, 7 days ago: −$0.17 Current fiscal year, Now: −$0.17 −$0.17 Next fiscal year, 60 days ago: −$0.24 Next fiscal year, 30 days ago: −$0.24 Next fiscal year, 7 days ago: −$0.24 Next fiscal year, Now: −$0.23 −$0.23

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$0.23−$0.24
60 days ago −$0.23−$0.24
30 days ago −$0.17−$0.24
7 days ago −$0.17−$0.23
Now −$0.17$0.00

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$0.06 −$0.03 +50.0%
Mar 2026 −$0.04 −$0.06 −50.0%
Dec 2025 −$0.04 −$0.03 +25.0%
Sept 2025 −$0.13 −$0.10 +23.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 5, 2026
  • Net revenue Q3 2026 $22m to $22.9m
    “Net revenue $22.0 million - $22.9 million” source
  • GMV Q3 2026 $89m to $94m
    “GMV $89.0 million - $94.0 million” source
  • Adjusted EBITDA margin (non-GAAP) Q3 2026 -1% to 2% Non-GAAP
    “Adjusted EBITDA margin (non-GAAP) (1%) - 2%” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

2 analysts, Oct 2026
Buy2100%
Hold00%
Sell00%

Monthly trend

  1. Oct 202622
  2. Sep 202622

Counts of recommendations published by analysts covering 1stdibs.com, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
5.3%
of tradable shares
Days to cover
8.45
at average volume
Short interest, 1 month
+6%
to October 15, 2026
Held by institutions
69%
of shares
Held by insiders
15.1%
of shares
Employees
266
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +45.0%

$3.60 on October 31, 2025 to $5.22

ThenNowEffect
Revenue (last 12 months) $89m $91m +2.3%
P/S multiple 1.5x 2.1x +41.2%
Share count 36m 36m +0.4%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years +23.7%

$4.22 on November 3, 2023 to $5.22

ThenNowEffect
Revenue (last 12 months) $89m $91m +2.1%
P/S multiple 1.9x 2.1x +11.2%
Share count 39m 36m +9.0%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20222023202420252026 to date
Return
DIBS−59%−8%−24%+69%−13%
Industry peers (median)−45%+5%+25%+5%+6%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
DIBS33%58%33%58%46%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
DIBS−61%−45%−45%−43%−40%
S&P 500−25%−10%−8%−19%−9%

Worst fall since June 10, 2021: 93% from June 30, 2021 to April 16, 2025. Getting back needed a 1363% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$3.48 – $6.43
From 52-week high
−18.8%
vs 50-day average
+21.0%
vs 200-day average
+8.1%
Volatility (1 year)
59%
Beta vs S&P 500
0.59

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±6.1%
After a week
7 up, 5 down
typical move ±8.1%
After a month
7 up, 5 down
typical move ±16.5%
Results releasedNext dayS&P 500 next day5 days21 days
August 5, 2026 +13.5% −0.4% +11.0% +11.0%
May 8, 2026 −7.8% +1.1% 0.0% −9.9%
February 27, 2026 −4.8% −0.4% 0.0% −4.1%
November 7, 2025 +18.7% +1.7% +42.5% +79.3%
August 6, 2025 +4.6% +0.7% +1.5% +5.3%
May 9, 2025 +1.1% +3.2% −6.4% +8.2%
February 28, 2025 −0.8% −0.2% −7.4% −19.1%
November 8, 2024 −5.7% +0.5% −9.0% −13.8%
August 6, 2024 −3.4% +0.2% +1.2% +15.7%
May 8, 2024 +3.7% +0.6% +3.5% −1.6%
February 28, 2024 +2.6% +0.2% +1.0% +18.7%
November 8, 2023 +6.0% −0.7% +13.2% +11.5%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

1stdibs.com, Inc. in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) 1stdibs.com, Inc.
$84M $86M $88M $90M $92M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $86.7M Revenue (TTM), FY23 Q4: $84.7M Revenue (TTM), FY24 Q1: $84.6M Revenue (TTM), FY24 Q2: $85.9M Revenue (TTM), FY24 Q3: $86.4M Revenue (TTM), FY24 Q4: $88.3M Revenue (TTM), FY25 Q1: $88.7M Revenue (TTM), FY25 Q2: $88.6M Revenue (TTM), FY25 Q3: $89.4M Revenue (TTM), FY25 Q4: $89.6M Revenue (TTM), FY26 Q1: $89.5M Revenue (TTM), FY26 Q2: $90.6M $90.6M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $86.7M
FY23 Q4 $84.7M
FY24 Q1 $84.6M
FY24 Q2 $85.9M
FY24 Q3 $86.4M
FY24 Q4 $88.3M
FY25 Q1 $88.7M
FY25 Q2 $88.6M
FY25 Q3 $89.4M
FY25 Q4 $89.6M
FY26 Q1 $89.5M
FY26 Q2 $90.6M
Revenue growth, TTM YoY 1stdibs.com, Inc.
-15% -10% -5% 0% 5% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -14.0% Revenue growth, TTM YoY, FY23 Q4: -12.6% Revenue growth, TTM YoY, FY24 Q1: -8.5% Revenue growth, TTM YoY, FY24 Q2: -3.3% Revenue growth, TTM YoY, FY24 Q3: -0.4% Revenue growth, TTM YoY, FY24 Q4: 4.2% Revenue growth, TTM YoY, FY25 Q1: 4.9% Revenue growth, TTM YoY, FY25 Q2: 3.2% Revenue growth, TTM YoY, FY25 Q3: 3.5% Revenue growth, TTM YoY, FY25 Q4: 1.5% Revenue growth, TTM YoY, FY26 Q1: 0.8% Revenue growth, TTM YoY, FY26 Q2: 2.3% 2.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -14.0%
FY23 Q4 -12.6%
FY24 Q1 -8.5%
FY24 Q2 -3.3%
FY24 Q3 -0.4%
FY24 Q4 4.2%
FY25 Q1 4.9%
FY25 Q2 3.2%
FY25 Q3 3.5%
FY25 Q4 1.5%
FY26 Q1 0.8%
FY26 Q2 2.3%
Operating margin (TTM) 1stdibs.com, Inc.
-40% -30% -20% -10% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -39.8% Operating margin (TTM), FY23 Q4: -36.6% Operating margin (TTM), FY24 Q1: -31.0% Operating margin (TTM), FY24 Q2: -25.9% Operating margin (TTM), FY24 Q3: -28.3% Operating margin (TTM), FY24 Q4: -29.7% Operating margin (TTM), FY25 Q1: -30.6% Operating margin (TTM), FY25 Q2: -29.7% Operating margin (TTM), FY25 Q3: -26.4% Operating margin (TTM), FY25 Q4: -21.2% Operating margin (TTM), FY26 Q1: -17.9% Operating margin (TTM), FY26 Q2: -13.7% -13.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -39.8%
FY23 Q4 -36.6%
FY24 Q1 -31.0%
FY24 Q2 -25.9%
FY24 Q3 -28.3%
FY24 Q4 -29.7%
FY25 Q1 -30.6%
FY25 Q2 -29.7%
FY25 Q3 -26.4%
FY25 Q4 -21.2%
FY26 Q1 -17.9%
FY26 Q2 -13.7%
FCF margin (TTM) 1stdibs.com, Inc.
-20% -15% -10% -5% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -19.7% FCF margin (TTM), FY23 Q4: -18.1% FCF margin (TTM), FY24 Q1: -18.7% FCF margin (TTM), FY24 Q2: -14.3% FCF margin (TTM), FY24 Q3: -11.7% FCF margin (TTM), FY24 Q4: -5.5% FCF margin (TTM), FY25 Q1: -2.2% FCF margin (TTM), FY25 Q2: -4.8% FCF margin (TTM), FY25 Q3: -6.0% FCF margin (TTM), FY25 Q4: -3.6% FCF margin (TTM), FY26 Q1: -2.2% FCF margin (TTM), FY26 Q2: -1.9% -1.9%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -19.7%
FY23 Q4 -18.1%
FY24 Q1 -18.7%
FY24 Q2 -14.3%
FY24 Q3 -11.7%
FY24 Q4 -5.5%
FY25 Q1 -2.2%
FY25 Q2 -4.8%
FY25 Q3 -6.0%
FY25 Q4 -3.6%
FY26 Q1 -2.2%
FY26 Q2 -1.9%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 71 82 103 97 85 88 90 91
Gross profit 47 56 71 67 60 63 65 67
EBITDA −26 −7 −19 −23 −29 −24 −17 −11
Operating income −31 −14 −22 −26 −31 −26 −19 −12
Net income −30 −13 −21 −23 −23 −19 −14 −8
Diluted EPS −$4.05 −$2.50 −$1.08 −$0.59 −$0.57 −$0.49 −$0.38 −$0.22
Growth (year on year)
Revenue — +16.0% +25.5% −5.7% −12.6% +4.2% +1.5% +2.3%
Margins
Gross margin 66.4% 68.3% 68.7% 69.4% 70.3% 71.9% 73.0% 74.0%
EBITDA margin −36.9% −9.1% −18.8% −23.9% −33.9% −27.5% −19.3% −11.9%
Operating margin −44.2% −16.5% −21.8% −26.7% −36.6% −29.7% −21.2% −13.7%
Net margin −42.3% −15.3% −20.4% −23.3% −26.8% −21.1% −15.2% −8.5%
Free-cash-flow margin −28.9% −4.3% −4.4% −28.9% −18.1% −5.5% −3.6% −1.9%
Cash flow
Cash from operations −18 −3 −4 −28 −14 −3 −2 −1
Capital spending 2 0 0 0 2 2 1 1
Free cash flow −20 −3 −5 −28 −15 −5 −3 −2
Stock-based pay 1 1 3 11 12 15 14 12
Free cash flow after stock pay −21 −4 −7 −39 −28 −20 −17 −14
Balance sheet
Cash 55 55 168 153 37 26 23 19
Total debt 0 0 0 0 0 0 0 0
Net debt (negative = net cash) −55 −55 −168 −153 −37 −26 −23 −19
Diluted shares 11m 11m 26m 38m 40m 38m 36m 36m
Returned to shareholders
Buybacks — — 0 0 3 28 3 22
Total returned — — 0 0 3 28 3 22

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 2 checks passed · June 30, 2026
What it owns · $110m
Short-term assets $83mLonger-term assets $27m
What it owes, and who funded it · $110m
Short-term liabilities $25mLonger-term liabilities $12mShareholders' equity $74m
  • Short-term assets cover short-term liabilities $83m of assets due within a year against $25m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $83m short-term assets against $12m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From 1stdibs.com, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$22.3M
Returned to shareholders
-1280%
of free cash flow
Buybacks, last 3 fiscal years
$34.5M
Diluted share count
−0.4%
year over year
Total shareholder yield
12.7%
dividends 0.0% + buybacks 12.7% of market value
R&D spending
26.9%
of revenue

Competitors: side by side with peers

Closest by revenue in broadline retail
Last 12 months unless stated DIBS HOUR JWEL YJ LITB WBUY Median
Revenue, last 12 months $91m $153m $165m $44m $224m $19m $2.8bn
Revenue growth, last 12 months 2.3% 10.8% 24.1% −24.0% −12.1% −63.0% 4.4%
Revenue growth, 3-year average 0.7% 11.0% — — −8.5% — 9.1%
Revenue growth, latest quarter 5.3% 25.2% — — — — 9.1%
Gross margin 74.0% 51.5% 99.5% 44.4% 65.0% 12.0% 44.4%
Operating margin −13.7% 1.5% −3.0% −45.2% 3.6% −35.1% 2.5%
Operating margin, 3-year average −23.1% 1.2% — −15.4% −1.1% — 2.8%
Net margin −8.5% 1.1% −3.8% −42.0% 3.7% −45.3% 1.7%
Cash from operations / revenue −1.0% −0.0% −0.9% −18.2% 2.8% −15.5% 4.0%
Free-cash-flow margin −1.9% −0.1% −0.9% −39.9% 2.8% −20.5% 2.1%
Free-cash-flow margin, 3-year average −7.0% 0.1% — −11.5% −0.9% — 3.0%
Stock pay / revenue 13.7% 0.0% 0.3% 0.1% 0.0% 1.2% 0.7%
Change in share count −0.4% 0.1% 0.7% 0.1% −0.7% 179.2% −0.4%

Median of all 23 companies we cover in broadline retail. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

23 broadline retail companies
Measure Company Peer median Rank
Revenue growth Growth 2.3% 4.4% 14 of 23
Change in growth rate Growth +1.4pp +0.9pp 10 of 23
Gross margin Profitability 74.0% 44.4% 2 of 22
Operating margin Profitability -13.7% 3.6% 18 of 22
Net margin Profitability -8.5% 1.7% 20 of 23
Free-cash-flow margin Cash generation -1.9% 2.1% 18 of 23
Stock pay as % of revenue Cash generation 13.7% 0.8% 21 of 22
Change in share count Balance sheet -0.4% 0.1% 11 of 22

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Seller Marketplace Services $88.5M 98.7% ▲ 1.4%
Other services $1.2M 1.3% ▲ 9.9%

From 1stdibs.com, Inc.'s 10-K filed February 27, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$64.4M
Institutions reporting
87
Shares held vs prior quarter
▼ 8.7%
Positions opened / closed
19 / 16

Top buyers and sellers, Q2 2026: 49 institutions bought and 42 sold ; the biggest buyer was Blackrock, Inc (+1.1M shares) and the biggest seller Kanen Wealth Management LLC (−2.1M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $6.9M 1.4M 10.8% ▲ 386.9%
Beck Mack & Oliver LLC $6.3M 1.3M 9.8% ▼ 0.8%
Vanguard Capital Management LLC $5.5M 1.1M 8.5% ▼ 8.2%
Fil Ltd $5.4M 1.1M 8.4% ▲ 10.0%
Joel Isaacson & Co., LLC $5.1M 1.0M 7.9% ▲ 3.8%
Acadian Asset Management LLC $4.5M 923K 7.0% ▲ 34.5%
Geode Capital Management, LLC $3M 616K 4.7% ▲ 94.8%
Harspring Capital Management, LLC $2.7M 550K 4.2% ▼ 15.4%
Arrowstreet Capital, Limited Partnership $2.5M 502K 3.8% ▼ 3.9%
Two Sigma Investments, LP $1.9M 387K 2.9% ▼ 15.4%
Dimensional Fund Advisors LP $1.7M 349K 2.7% ▲ 3.8%
Jacobs Levy Equity Management, Inc $1.4M 284K 2.2% ▲ 57.2%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not 1stdibs.com, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $214,105 3 trades by 1 insider, last 12 months Insider sales History → $3.8M 10 trades by 3 insiders · 2% under pre-set plans
Net ▼ $3.6M net selling
Insider Date Trade Shares Price Value
Rosenblatt David S Chief Executive Officer May 12, 2026 Buy 320 $4.35 $1,392
Rosenblatt David S Chief Executive Officer May 12, 2026 Buy 43,755 $4.51 $197,335
Rosenblatt David S Chief Executive Officer May 12, 2026 Buy 3,425 $4.49 $15,378
Goins Melanie F General Counsel and CPO March 17, 2026 Sell pre-set plan 24 $5.52 $132
Goins Melanie F General Counsel and CPO March 16, 2026 Sell pre-set plan 69 $5.50 $380
Goins Melanie F General Counsel and CPO March 13, 2026 Sell pre-set plan 7 $5.50 $38
Goins Melanie F General Counsel and CPO March 11, 2026 Sell pre-set plan 36 $5.50 $198
Goins Melanie F General Counsel and CPO March 10, 2026 Sell pre-set plan 2,616 $5.52 $14,440
Goins Melanie F General Counsel and CPO March 9, 2026 Sell pre-set plan 12,248 $5.50 $67,364
Rosenblatt David S Chief Executive Officer December 8, 2025 Sell 73,207 $5.96 $436,314
Goins Melanie F General Counsel and CPO December 8, 2025 Sell 11,296 $5.96 $67,324
Etergino Thomas J Chief Financial Officer December 8, 2025 Sell 27,066 $5.96 $161,313

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 6, 2026 estimated from the company's past filing pattern, not announced

  • August 5, 2026
  • May 8, 2026
  • February 27, 2026
  • November 7, 2025
  • August 6, 2025
  • May 9, 2025

Recent SEC filings

Data status

When each part of this page on 1stdibs.com, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

1stdibs.com, Inc. in brief

What does 1stdibs.com, Inc. do?
1stdibs.com, Inc. is a US-listed company in the broadline retail industry. Its financial year ends in December.
What is 1stdibs.com, Inc.'s stock ticker?
1stdibs.com, Inc. trades under the ticker DIBS on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is 1stdibs.com, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, 1stdibs.com, Inc. reported revenue of $90.6M, 2.3% higher than a year earlier, according to its SEC filings.
What is 1stdibs.com, Inc.'s free cash flow?
1stdibs.com, Inc.'s free-cash-flow margin is -1.9% of revenue over the trailing twelve months, ranking 18 of the 23 broadline retail companies we cover.
Who are 1stdibs.com, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Beck Mack & Oliver LLC and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is 1stdibs.com, Inc. buying back stock, and does it pay a dividend?
1stdibs.com, Inc. spent $22.3M on share repurchases over the trailing twelve months, and its diluted share count fell 0.4% over the year.
What is 1stdibs.com, Inc.'s market cap?
On November 2, 2026, 1stdibs.com, Inc.'s market capitalisation was about $188M and net debt of -$18.9M. Market figures come from third-party market data and may be delayed.
Who are 1stdibs.com, Inc.'s competitors?
In our Broadline Retail peer group, the companies closest to 1stdibs.com, Inc. are Hour Loop, Inc, Jowell Global Ltd., Yunji Inc., Lightinthebox Holding Co., Ltd. and Webuy Global LTD. The side-by-side comparison below sets their revenue, margins and growth against 1stdibs.com, Inc.'s.
Are insiders buying or selling 1stdibs.com, Inc. stock?
Over the last 12 months, 1stdibs.com, Inc.'s directors and officers reported 3 open-market purchases and 10 sales on Form 4. The insider trading page charts every trade.
When is 1stdibs.com, Inc.'s next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — 1stdibs.com, Inc. announces its own schedule.