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$145M
Market Cap
P/E
PEG
-110.1%
ROCE
-14.2%
ROE
0.15
D/E
-21.2%
OPM
-37.2%
% from 52W High
86
α RS
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

1stdibs.Com, Inc. operates an online marketplace for luxury design products worldwide.

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📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding DIBS
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 258.5K $1.4M 0.00% Mar 2026
Steve Cohen Point72 Asset Management 58.7K $323K 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-05
GMV and revenue exceeded guidance with strong margin expansion, driven by product and AI-led improvements despite a weak luxury market. Cost discipline and new initiatives like AI-powered search, shipping, and service, plus event sponsorships, support upgraded 2026 growth outlook.
Q1 2026 Q1 2026 2026-05-08
Q1 2026 saw resilient profitability and margin expansion despite a soft demand environment, with positive adjusted EBITDA and free cash flow. Strategic investments in AI and product innovation are expected to drive a return to GMV growth by Q4 2026.
Q4 2025 Q4 2025 2026-02-27
Achieved first quarter of positive Adjusted EBITDA, driven by cost discipline and product innovation. Despite a 5% GMV decline, gross margin and take rates improved, with a strong cash position and a roadmap for growth in 2026.
Q3 2025 Q3 2025 2025-11-07
Revenue and GMV reached the high end of guidance, with adjusted EBITDA margin improving 13 points year over year. Strategic realignment reduced costs, shifted resources to technology, and set the stage for positive adjusted EBITDA and free cash flow in Q4 and 2026.
Q2 2025 Q2 2025 2025-08-06
GMV and revenue exceeded guidance midpoints, with adjusted EBITDA above the high end. Operating expenses fell 4% year-over-year, and conversion rates improved for the seventh straight quarter. Despite a soft luxury home goods market, market share gains and strong cash reserves position the company for future growth.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
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Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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