Business Description

1stdibs.com Inc. is a publicly traded online marketplace specializing in high-end antiques, art, jewelry, and luxury furnishings, founded in 2001. Under CEO Micaela Erlanger, the company capitalizes on a curated inventory and strong dealer partnerships to drive revenue through transaction commissions and membership fees. Its stringent authentication process and focus on rare luxury items solidify its niche market position. Future efforts are centered on digital innovation and global expansion to further enhance its competitive edge.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues89,62088,25784,68496,849
Cost of Sales24,18224,83125,11129,670
Gross Profit65,43863,42659,57367,179
Selling, General & Administrative Expenses57,95965,45665,22772,370
Research & Development Expenses23,41221,16521,64424,437
Other Operating Expenses3,0333,0203,729(3,751)
Operating Profit(18,966)(26,215)(31,027)(25,877)
Interest and Investment Income3,9905,9426,6391,606
Interest Expense(11)
Non-Operating Income1,4081,6841,7031,781
Total Non-Operating Income5,3987,6268,3423,376
Income Before Provision for Income Taxes(13,568)(18,589)(22,685)(22,501)
Provision for Income Taxes98441437
Consolidated Net Income(13,666)(18,633)(22,699)(22,538)
Net Income Attributable to Common Shareholders(13,666)(18,633)(22,699)(22,538)
Basic EPS-0.38-0.49-0.57-0.59
Diluted EPS-0.38-0.49-0.57-0.59
Basic Weighted Average Shares Outstanding36,09637,82039,72538,479
Diluted Weighted Average Shares Outstanding36,09637,82039,72538,479
Shares Outstanding36,84835,82839,91539,260
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents22,88025,96437,395153,209
Short-Term Investments72,15777,919101,926
Total Cash and Cash Equivalents95,037103,883139,321153,209
Accounts Receivable422490643972
Other Receivables1,9902,8332,6702,476
Total Trade Receivables2,4123,3233,3133,448
Other Current Assets4,8344,6585,2465,806
Total Current Assets102,283111,864147,880162,463
Net Property, Plant & Equipment19,39623,29223,03925,675
Goodwill4,1164,075
Other Long-Term Assets6,1226,3705,7803,583
Total Assets132,107145,758180,815195,796
Accounts Payable8,41410,83310,10110,090
Accrued Expenses9,46111,47510,88310,761
Current Portion of Leases4,4474,1863,1072,770
Other Current Liabilities2,0591,9653,6182,429
Total Current Liabilities24,38128,45927,70926,050
Leases14,14117,97018,81221,678
Other Long-Term Liabilities424646
Total Long-Term Liabilities14,14517,99418,81821,724
Total Liabilities38,52646,45346,52747,774
Common Stock441422407393
Treasury Stock(34,977)(31,618)(3,496)
Additional Paid-in Capital474,288463,224451,282439,005
Accumulated Other Comprehensive Income(153)(371)(186)(356)
Retained Earnings(346,018)(332,352)(313,719)(291,020)
Total Common Shareholders' Equity93,58199,305134,288148,022
Total Shareholders' Equity93,58199,305134,288148,022
Total Liabilities and Shareholders' Equity132,107145,758180,815195,796
FY 2025FY 2024FY 2023FY 2022
Net Income(13,666)(18,633)(22,699)(22,538)
Depreciation & Amortization1,6611,9862,2782,710
Share-Based Compensation Expense14,05514,77612,36311,214
Other Adjustments3,5764,71889(5,857)
Changes in Trade Receivables778(391)(135)(820)
Changes in Other Operating Activities(8,840)(5,366)(5,452)(12,623)
Cash from Operating Activities(2,436)(2,910)(13,556)(27,914)
Capital Expenditure(763)(1,922)(1,794)(93)
Purchases of Intangible Assets(1,871)
Purchases of Investments(65,164)(86,368)(191,093)
Proceeds from Sale of Investments71,445110,27992,653
Proceeds from Business Divestments14,611
Other Investing Activities3022(6)
Cash from Investing Activities5,51822,291(100,232)12,641
Issuance of Common Shares7438173532,035
Repurchases of Common Shares(3,359)(27,743)(3,374)
Net Issuance / (Repurchases) of Common Shares(2,616)(26,926)(3,021)2,035
Other Financing Activities(3,772)(3,780)(608)
Cash from Financing Activities(6,388)(30,706)(3,629)2,035
Effect of Exchange Rate Changes on Cash and Cash Equivalents269(29)349(278)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash(3,037)(11,354)(117,068)(13,516)

Key Metrics & Ratios

MetricValue
Market Cap$221M
P/E-15.76x
P/S2.46x
EV/EBITDA-8.34x
Return on Equity-14.2%
Return on Invested Capital-50.0%
Current Ratio4.20x
Free Cash Flow Margin-3.6%

Margins

Gross margin
73.0%
Operating margin
-21.2%
Net margin
-15.2%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2026 $22M -0.7% -14.8% $-3M
Q4 2025 $23M +0.9% -10.1% $-2M
Q3 2025 $22M +3.7% -21.3% $-5M
Q2 2025 $22M -0.4% -25.8% $-6M
Q1 2025 $23M -27.7% $-6M
Q4 2024 $23M -30.6% $-7M
Q3 2024 $21M -34.9% $-7M
Q2 2024 $22M -29.2% $-6M

More on 1stdibs.com Inc.

Financial data last updated 2026-06-26. Figures compiled from public company filings.

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