Start here if you're new
what it is
1stDibs is a website where people buy and sell vintage furniture, art, jewelry, watches, and fashion.
how it gets paid
Last year Stdibs made $90M in revenue. Furniture & home decor was the main engine at $33M, or 37% of sales.
why it's growing
Revenue grew 1.5% last year. The $67M quarter mattered most because it showed demand can spike.
what just happened
Revenue hit $67M, but EPS was still -$0.35.
At a glance
C++ balance sheet — some cracks in the foundation
-$0.49 fy2024 eps est
$88M fy2024 rev est
21.2% operating margin
1.15 beta
xvary composite: 55/100 — below average
What they do
1stDibs is a website where people buy and sell vintage furniture, art, jewelry, watches, and fashion.
You are not buying a random listings site. You are paying for curation, seller vetting (checking sellers), and buyer protection (refund help). 1stDibs has 284 employees and sold $90M last year, which says the trust work matters more than scale.
How they make money
$90M
annual revenue · their business grew +1.5% last year
Furniture & home decor
$33M
Art
$20M
Jewelry
$15M
Watches
$12M
Fashion & accessories
$10M
The products that matter
luxury furniture marketplace
Furniture & Home Decor
1M+ listed pieces
this is likely the center of gravity for a marketplace with over one million listed pieces and roughly $90M in annual revenue, but the current snapshot does not break out category sales.
core traffic driver
luxury accessories marketplace
Fine Jewelry & Watches
category mix undisclosed
it broadens the catalog, yet total company revenue is still only about $90M, and this input gives you no category-level sales to prove it is moving the needle.
selection expansion
art and fashion marketplace
Art & Fashion
1.5% company growth
more categories help the brand feel like a destination, but with company growth at just 1.5% last year, added breadth is not yet translating into breakout scale.
brand breadth
Key numbers
-$0.49
fy2024 eps est
$88M
fy2024 rev est
72.8%
gross margin
Gross profit kept about 72.8% of each revenue dollar.
n/a
dividend yield
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 1 — safer than 95% of stocks
- price stability 15 / 100
- long-term debt $15M (7% of capital)
C++ — risk rank looks solid but balance sheet grade needs watching.
Total return vs. market
Return history isn't available for DIBS right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Revenue hit $67M, but EPS was still -$0.35.
Sales jumped 203% vs. prior year, but the base was very weak. Gross margin held at 72.8%, which is healthy for a marketplace and still not enough to make the business profitable.
$23M
revenue
-$0.35
eps
72.8%
gross margin
the number that mattered
The $67M quarter mattered most because it showed demand can spike, but losses are still in the frame.
source: company earnings report, 2025
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What could go wrong
the #1 risk is continued estimate cuts in a luxury marketplace that still has not reached scale.
med
demand stays soft
Full-year 2025 revenue expectations were cut to $90.52M from $94.22M in just 90 days.
When a roughly $90M business loses $3.7M of expected sales, the issue is not just growth slowing. It is scale getting pushed further out.
med
losses deepen before scale arrives
Analysts moved 2025 EPS from -$0.52 to -$0.61 over the same 90-day stretch.
A high gross margin helps only if operating costs eventually get absorbed. Right now the forecast says that moment is still not here.
med
the stock and the street disagree
The average 30-day target is $2.08, which sits 62% below the current $5.88 share price.
If the business does not give investors a cleaner growth story soon, the stock can close that gap the unpleasant way.
The combined risk picture is straightforward: 2025 expectations now imply $90.52M in revenue and a -$0.61 EPS loss, both worse than 90 days ago, while the average near-term target points 62% lower.
source: institutional data · regulatory filings · risk analysis
Pay attention to
earnings date
q3 2025 results
Expected nov 6, 2025. Consensus is $21.5M revenue and -$0.17 EPS.
estimate trend
full-year numbers are drifting lower
Revenue fell to $90.52M from $94.22M over 90 days, and EPS moved to -$0.61 from -$0.52.
valuation gap
the $2.08 target is the number that matters
The average 30-day analyst target sits 62% below the current price. If that gap starts closing downward, the market is siding with the analysts.
business metric
can growth finally match the margin profile
Gross margin is 72.8%, but company growth was only 1.5% last year. You need the second number to improve, not just admire the first.
Analyst rankings
near-term outlook
$2.08
30-day average target. in human-speak, analysts think the current price is too high right now.
estimate direction
down
Revenue moved from $94.22M to $90.52M, and EPS moved from -$0.52 to -$0.61 over 90 days. The street is getting colder, not warmer.
market sensitivity
1.15 beta
Beta measures how much a stock tends to move versus the market. At 1.15, DIBS has historically moved a bit more than the index. Not chaos, not shelter.
source: institutional data
Institutional activity
institutional ownership data for DIBS is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$6
current price
n/a
target midpoint · n/a from current
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