Updated
Updated · stockstory.org · Jul 16
StockStory Flags Lyft, Coursera as Buys and Etsy as Sell After 4.4% Internet Sector Drop
Updated
Updated · stockstory.org · Jul 16

StockStory Flags Lyft, Coursera as Buys and Etsy as Sell After 4.4% Internet Sector Drop

1 articles · Updated · stockstory.org · Jul 16

Summary

  • StockStory named Lyft and Coursera as resilient consumer internet stocks to watch and urged investors to avoid Etsy as the sector fell 4.4% in six months.
  • That pullback contrasts with the S&P 500’s 8.7% gain, with the report arguing weaker consumer purchasing power is driving fears of tougher demand across internet businesses.
  • Lyft stood out for 69.1% annual EPS growth over three years, a 24.1-point improvement in free-cash-flow margin, and a 7.8x forward EV/EBITDA valuation.
  • Coursera earned a positive call on projected 82.6% sales growth, 47.3% annual EPS growth over three years, and a 0.9x forward EV/EBITDA multiple.
  • Etsy was the stock to sell, with active buyers down 1.7% on average, sales projected to fall 2.1% over 12 months, and earnings per share flat over three years.

Insights

Coursera's revenue is growing but its Degrees business is failing. What does this signal for online university education?
With a fraction of Uber's market share, can Lyft's new international and AV strategy actually succeed?
As AI and algorithm shifts crush Etsy sellers, is the marketplace model for creators now broken?