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Company Analysis

1stdibs.com, Inc. DIBS

A comprehensive view of key metrics, scores, and financial health for 1stdibs.com, Inc.

Overview of 1stdibs.Com, Inc.

DIBS NGM
Consumer Cyclical Internet Retail Framework: General Corporate Micro Cap
1stdibs.Com, Inc. (DIBS), is a Micro Cap company, in the Internet Retail industry, last closed at $5.22, about 5.9% undervalued vs fair value, +50.0% 1Y return, ranked 289/548 in sector.
Metrics Rev Growth 1.5% ROE -14.2% Gross Margin 73.0%
USD 5.22
5.67%
(Delayed)
• Vol 90d: 63.7%
52-Week Range
Market Cap
$175.47M
Enterprise Value
$156.60M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Weak
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Weak
Completeness: 82%
Confidence: 87%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.1stdibs.com
HQ New York, NY
Employees 284
Fiscal year Dec 31

Next Events

Earnings Nov 5 Call: Nov 5

Fair Value Snapshot

Bear Base Bull
$5
$6
$6
Current: $5.22 +6% vs base

Engine Room Money Flow™

Micro Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$89.6M
1.5%%
Gross Profit
$65.4M
3.2%%
Operating Income
-$19.0M
27.7%%
Net Income
-$13.7M
26.7%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
23.4%

Operating Cash Flow / Net Income

FCF / Net Income - not meaningful while net income is negative (a near-100% ratio here only reflects cash burn tracking accounting losses, not earnings quality)

Locked Metric
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Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating 1stdibs.com, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
37
/100
Developing
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Strong Liquidity Buffer Liquidity position is strong (score 0.84), providing operational cushion.

Key risks

  • ROIC Below WACC or Peers ROIC at 26.5th percentile suggests inefficient capital deployment.
  • Elevated Debt Risk Debt serviceability is weak (score 0.03), raising refinancing risk.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 85% Coverage
Trade-Off Triangle Visualization A ternary plot showing DIBS's balance between Growth (33.2%), Profitability (24.1%), and Safety (42.7%). Growth 33% Safety 43% Profitability 24%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

43th percentile vs peers
43
Key Signals
Rev Growth YoY 1.5% 42p EPS Growth YoY 23.2% 60p Revenue CAGR 3Y -2.5% 30p
Strengths
  • Gross Profit Margin in top 20% of peers (73.0%, 92th percentile)
  • Current Ratio in top 20% of peers (4.20, 87th percentile)
  • Quick Ratio in top 20% of peers (5.43, 93th percentile)
  • Strong liquidity position vs peers
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

31th percentile vs peers
31
Key Signals
Strengths
Risks
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Safety

55th percentile vs peers
56
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for 1stdibs.com, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$5.53
- - -
+5.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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