1stdibs.Com, Inc. (DIBS) Stock

1stdibs.Com, Inc. (DIBS) is a Consumer Discretionary stock trading at $4.67 (as of 2026-08-20), with a market capitalization of $157.15M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

1stdibs.Com, Inc. operates an online marketplace connecting buyers and sellers for vintage, antique, and contemporary items, including furniture, home décor, jewelry, watches, art, and fashion. The company also provides Design Manager, software for interior designers.

Understand 1stdibs.Com, Inc.: how it makes money

1stdibs.com runs an online marketplace that matches buyers with sellers of vintage, antique, and contemporary home decor, furniture, jewelry, watches, art, and fashion, and it earns money from marketplace transactions, reflected in metrics such as take rate and marketplace activity.

The companys profitability is primarily driven by marketplace transaction economics, specifically how much supply and buyer engagement it can attract (seller stock value and listings), multiplied by the take rate it retains on orders, while managing operating costs.

Revenue by segment (latest quarter)
Net Revenue$0.0B

Business quality (Weak): Marketplace health KPIs are present, and traffic mix plus search and supply metrics can be tracked, but operating profitability is currently negative.

Bull case

  • Supply and catalog scale are measurable: Seller Stock Value Listed on the Marketplace is 14.0 USD_B, with Listings at 1,900,000 and Number of Products Listed at 1,200,000.
  • Traffic appears to be supported by organic sources: Percent of Traffic from Organic Sources is 80.0%, while Percent of Traffic from Paid Sources is 30.0%.
  • Product discovery and search quality are improving: Search Success Rate Improvement is 4.0% and Null Search Results Decrease is 25.0%.

Bear case

  • Profitability is negative: Operating margin is -14.8% for the latest period provided (2026-03-31).
  • Revenue efficiency via take rate shows pressure: Take Rate Decline is 0.4%.
  • Some order size KPIs are shown as 0.0: Average Order Value and Median Order Value are both listed as 0.0 in the provided operational KPIs, which can limit visibility into monetization per order.
Valuation — source: SEC EDGAR (first-party)
Price$4.67
Market Cap$157.15M
Price / Book2.13
Price / Sales1.73
FCF Yield-6.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$89.62M
Net Margin-15.2%
Revenue Growth (YoY)5.3%
EPS Growth (YoY)-75.0%
FCF Growth (YoY)-2.3%
Financial Health — source: SEC EDGAR
Altman Z-Score-0.12 (distress)
Valuation vs Sector & Industry
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Retail)19.5
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderKanen Wealth Management LLC ($11.38M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRetail
CEODavid S. Rosenblatt
Employees284
CountryUS
IPO Date2021-06-10

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DIBS earnings history · DIBS institutional & insider holders · DIBS KPIs & operating metrics · DIBS financials · DIBS investor presentations & press releases · DIBS SEC filings · DIBS peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.