Retail-Catalog & Mail-Order Houses · SIC 5961

1stdibs.com, Inc.

DIBS

Watch

Latest revenue

$22.4M

as of 2026-03-31

Latest net income

$-2.2M

as of 2026-03-31

Net margin

-9.7%

as of 2026-03-31

Price · 5Y

-28.5% / yr 42.2 pts / yr vs S&P 500 80.9% total
Compare:

Live market

delayed ≤15 min
$4.60
3.37%
Market cap
$162.5M
Enterprise value
$162.5M
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$6.62
52-wk low
$2.37
Beta
Shares out
35.3M

5-year trend

What this company does

AI

Item 1. Business Company Overview We are one of the world’s leading online marketplaces for connecting design lovers with many of the best sellers and makers of vintage, antique, and contemporary furniture, home décor, jewelry, watches, art, and fashion. We believe we are a leading online marketplace for these luxury design items based on the aggregate number of listings on our online marketplace and our Gross Merchandise Value (“GMV”). Our sellers, who undergo an evaluation by our in-house experts to vet the quality of their inventory, in-depth marketing content, and custom-built technology platform create trust in our brand and facilitate high-consideration purchases of luxury design…

AI summary unavailable — showing raw filing excerpt

Generated from DIBS's filing dated 2026-02-27

Key risks

AI

Item 1A. Risk Factors Investing in our common stock involves a high degree of risk. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Annual Report on Form 10-K, including our audited consolidated financial statements and related notes and “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” before investing in our common stock. If any of the following risks are realized, in whole or in part, our business, financial condition, results of operations, and prospects could be materially and adversely affected. In that event, the price of our common stock could decline, and you could…

AI summary unavailable — showing raw filing excerpt

Generated from DIBS's filing dated 2026-02-27

Profitability

Gross margin

73.0%

1.6%

Operating margin

-21.2%

28.8%

Net margin

-15.2%

27.8%

Return on equity

-14.6%

5.2%

Return on assets

-10.3%

19.1%

Leverage

Debt / equity

0.41×

382.0%

Debt / assets

29.2%

270.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$22.4M-0.7%$-2.2M+54.8%-9.7%

Q4 2025

2025-12-31

$23.0M+0.9%$-1.0M+80.0%-4.5%

Q3 2025

2025-09-30

$22.0M+3.7%$-3.5M+38.3%-16.0%

Q2 2025

2025-06-30

$22.1M-0.4%$-4.3M+2.8%-19.5%

Q1 2025

2025-03-31

$22.5M+2.2%$-4.8M-45.5%-21.3%

Q4 2024

2024-12-31

$22.8M$-5.2M-22.9%

Q3 2024

2024-09-30

$21.2M+2.6%$-5.7M-72.0%-26.8%

Q2 2024

2024-06-30

$22.2M+6.3%$-4.4M+46.7%-20.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Retail-Catalog & Mail-Order Houses · SIC 5961

No data yet for industry average

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Insider activity

Insider buying

$214.1K

Insider selling

$4.1M

Net activity

−$3.8M

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-12

David S Rosenblatt

Chief Executive Officer

Purchase43,755$4.51$197.4K
2026-05-12

David S Rosenblatt

Chief Executive Officer

Purchase3,425$4.49$15.4K
2026-05-12

David S Rosenblatt

Chief Executive Officer

Purchase320$4.35$1.4K
2026-03-17

Melanie F Goins

General Counsel and CPO

Sale24$5.52$132
2026-03-16

Melanie F Goins

General Counsel and CPO

Sale69$5.50$380
2026-03-13

Melanie F Goins

General Counsel and CPO

Sale7$5.50$39
2026-03-11

Melanie F Goins

General Counsel and CPO

Sale36$5.50$198
2026-03-10

Melanie F Goins

General Counsel and CPO

Sale2,616$5.52$14.4K
2026-03-09

Melanie F Goins

General Counsel and CPO

Sale12,248$5.50$67.4K
2025-12-08

Thomas J Etergino

Chief Financial Officer

Sale27,066$5.96$161.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns DIBS

Institutional value

$31.3M

Total shares held

6.4M

Distinct holders

34

-53 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BECK MACK & OLIVER LLC1.3M$7.1M-652.2K (-33.4%)Trimmed
2VANGUARD CAPITAL MANAGEMENT LLC1.2M$6.7MNew
3Joel Isaacson & Co., LLC999.5K$5.5M-68.2K (-6.4%)Trimmed
4Harspring Capital Management, LLC650.0K$3.6M-10.0K (-1.5%)Trimmed
5DIMENSIONAL FUND ADVISORS LP335.8K$1.8M+76.8K (+29.7%)Added
6BlackRock, Inc.290.6K$1.6M-37.0K (-11.3%)Trimmed
7Truffle Hound Capital, LLC180.0K$990.0K-220.0K (-55.0%)Trimmed
8ALLEN OPERATIONS LLC176.8K$972.5K+0 (+0.0%)No change
9VANGUARD FIDUCIARY TRUST CO155.2K$853.6KNew
10JANE STREET GROUP, LLC88.9K$488.9K-192.7K (-68.4%)Trimmed
11UBS Group AG83.7K$460.2K+42.7K (+104.1%)Added
12Hudson Bay Capital Management LP39.6K$218.1K+3.7K (+10.4%)Added
13RITHOLTZ WEALTH MANAGEMENT33.9K$186.6K+9.1K (+36.4%)Added
14O'SHAUGHNESSY ASSET MANAGEMENT, LLC31.4K$172.7K-9.7K (-23.6%)Trimmed
15BNP PARIBAS FINANCIAL MARKETS30.0K$164.8K+28.8K (+2420.0%)Added
16Catalyst Funds Management Pty Ltd13.2K$72.6KNew
17R Squared Ltd12.6K$69.4KNew
18CITIGROUP INC11.3K$62.1K+4.8K (+75.2%)Added
19Perigon Wealth Management, LLC11.0K$60.5K+0 (+0.0%)No change
20JPMORGAN CHASE & CO10.5K$56.2K+657 (+6.7%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once DIBS's latest filing finishes processing.