CMPR vs ETSY vs AMZN vs SHOP

For growth investors, Shopify Inc.

(SHOP) is the stronger pick with 30. 1% revenue growth year-over-year, versus 2. 7% for Etsy, Inc. (ETSY). Amazon. com, Inc. (AMZN) offers the better valuation at 37. 8x trailing P/E (34. 8x forward), making it the more compelling value choice. Analysts rate Etsy, Inc. (ETSY) a "Buy" — based on 45 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Amazon.

com, Inc. (AMZN) is the cheapest at 37. 8x versus Cimpress plc at 158. 6x. On forward P/E, Etsy, Inc. is actually cheaper at 18. 5x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Amazon. com, Inc. wins at 1. 24x versus Shopify Inc. 's 2. 08x — a reasonable growth-adjusted valuation.

Over the past 5 years, Amazon.

com, Inc. (AMZN) delivered a total return of +64. 8%, compared to -61. 3% for Etsy, Inc. (ETSY). Over 10 years, the gap is even starker: SHOP returned +41. 2% versus CMPR's -1. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Etsy, Inc.

(ETSY) is the lower-risk stock at 1. 22β versus Shopify Inc. 's 2. 64β — meaning SHOP is approximately 116% more volatile than ETSY relative to the S&P 500. On balance sheet safety, Shopify Inc. (SHOP) carries a lower debt/equity ratio of 1% versus 37% for Amazon. com, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Shopify Inc.

(SHOP) is pulling ahead at 30. 1% versus 2. 7% for Etsy, Inc. (ETSY). On earnings-per-share growth, the picture is similar: Amazon. com, Inc. grew EPS 29. 7% year-over-year, compared to -91. 0% for Cimpress plc. Over a 3-year CAGR, SHOP leads at 27. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Amazon.

com, Inc. (AMZN) is the more profitable company, earning 10. 8% net margin versus 0. 4% for Cimpress plc — meaning it keeps 10. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ETSY leads at 12. 8% versus 6. 6% for CMPR. At the gross margin level — before operating expenses — ETSY leads at 71. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Amazon. com, Inc. (AMZN) is the more undervalued stock at a PEG of 1. 24x versus Shopify Inc. 's 2. 08x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Etsy, Inc. (ETSY) trades at 18. 5x forward P/E versus 60. 9x for Shopify Inc. — 42. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SHOP: 47. 4% to $164. 75.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Etsy, Inc.

(ETSY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 22), +681. 2% 10Y return). Shopify Inc. (SHOP) carries a higher beta of 2. 64 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ETSY: +681. 2%, SHOP: +41. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (CMPR (Communication Services) and ETSY (Consumer Cyclical) and AMZN (Consumer Cyclical) and SHOP (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: CMPR is a small-cap quality compounder stock; ETSY is a small-cap quality compounder stock; AMZN is a mega-cap quality compounder stock; SHOP is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.