Specialty Retail
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4 / 10Stock Comparison
EBAY vs SE vs AMZN vs MELI
Revenue, margins, valuation, and 5-year total return — side by side.
Specialty Retail
Specialty Retail
Specialty Retail
EBAY vs SE vs AMZN vs MELI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Specialty Retail | Specialty Retail | Specialty Retail | Specialty Retail |
| Market Cap | $48.63B | $53.62B | $2.92T | $94.80B |
| Revenue (TTM) | $11.60B | $21.04B | $742.78B | $28.89B |
| Net Income (TTM) | $2.04B | $1.43B | $90.80B | $2.00B |
| Gross Margin | 72.0% | 44.9% | 50.6% | 44.5% |
| Operating Margin | 19.6% | 8.2% | 11.5% | 11.1% |
| Forward P/E | 17.4x | 25.1x | 34.8x | 39.2x |
| Total Debt | $7.38B | $4.12B | $152.99B | $11.39B |
| Cash & Equiv. | $1.87B | $2.41B | $86.81B | $3.67B |
EBAY vs SE vs AMZN vs MELI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| eBay Inc. (EBAY) | 100 | 233.7 | +133.7% |
| Sea Limited (SE) | 100 | 111.1 | +11.1% |
| Amazon.com, Inc. (AMZN) | 100 | 222.1 | +122.1% |
| MercadoLibre, Inc. (MELI) | 100 | 219.6 | +119.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EBAY vs SE vs AMZN vs MELI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
EBAY carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 7 yrs, beta 0.73, yield 1.1%
- Lower volatility, beta 0.73, current ratio 1.10x
- Beta 0.73, yield 1.1%, current ratio 1.10x
- Lower P/E (17.4x vs 34.8x)
SE is the clearest fit if your priority is growth exposure.
- Rev growth 28.8%, EPS growth 192.0%, 3Y rev CAGR 19.1%
AMZN is the #2 pick in this set and the best alternative if efficiency is your priority.
- 11.5% ROA vs MELI's 5.7%, ROIC 14.7% vs 20.8%
MELI is the clearest fit if your priority is long-term compounding.
- 13.7% 10Y total return vs AMZN's 7.0%
- 39.1% revenue growth vs EBAY's 7.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 39.1% revenue growth vs EBAY's 7.9% | |
| Value | Lower P/E (17.4x vs 34.8x) | |
| Quality / Margins | 17.6% margin vs SE's 6.8% | |
| Stability / Safety | Beta 0.73 vs AMZN's 1.51 | |
| Dividends | 1.1% yield; 7-year raise streak; the other 3 pay no meaningful dividend | |
| Momentum (1Y) | +54.2% vs SE's -37.8% | |
| Efficiency (ROA) | 11.5% ROA vs MELI's 5.7%, ROIC 14.7% vs 20.8% |
EBAY vs SE vs AMZN vs MELI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
EBAY vs SE vs AMZN vs MELI — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
EBAY leads in 3 of 6 categories
SE leads 1 • AMZN leads 0 • MELI leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
EBAY leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AMZN is the larger business by revenue, generating $742.8B annually — 64.0x EBAY's $11.6B. EBAY is the more profitable business, keeping 17.6% of every revenue dollar as net income compared to SE's 6.8%. On growth, MELI holds the edge at +44.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $11.6B | $21.0B | $742.8B | $28.9B |
| EBITDAEarnings before interest/tax | $2.6B | $2.0B | $155.9B | $4.0B |
| Net IncomeAfter-tax profit | $2.0B | $1.4B | $90.8B | $2.0B |
| Free Cash FlowCash after capex | $1.7B | $3.9B | -$2.5B | $10.1B |
| Gross MarginGross profit ÷ Revenue | +72.0% | +44.9% | +50.6% | +44.5% |
| Operating MarginEBIT ÷ Revenue | +19.6% | +8.2% | +11.5% | +11.1% |
| Net MarginNet income ÷ Revenue | +17.6% | +6.8% | +12.2% | +6.9% |
| FCF MarginFCF ÷ Revenue | +14.5% | +18.5% | -0.3% | +35.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +19.5% | +38.3% | +16.6% | +44.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +5.7% | +126.9% | +74.8% | -12.5% |
Valuation Metrics
Evenly matched — EBAY and SE each lead in 2 of 6 comparable metrics.
Valuation Metrics
At 24.5x trailing earnings, EBAY trades at a 80% valuation discount to SE's 121.5x P/E. On an enterprise value basis, AMZN's 20.5x EV/EBITDA is more attractive than SE's 52.6x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $48.6B | $53.6B | $2.92T | $94.8B |
| Enterprise ValueMkt cap + debt − cash | $54.1B | $55.3B | $2.98T | $102.5B |
| Trailing P/EPrice ÷ TTM EPS | 24.52x | 121.47x | 37.82x | 47.47x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.40x | 25.06x | 34.77x | 39.21x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.35x | — |
| EV / EBITDAEnterprise value multiple | 21.03x | 52.61x | 20.47x | 27.18x |
| Price / SalesMarket cap ÷ Revenue | 4.38x | 3.19x | 4.07x | 3.28x |
| Price / BookPrice ÷ Book value/share | 10.61x | 6.32x | 7.14x | 14.05x |
| Price / FCFMarket cap ÷ FCF | 29.28x | 18.14x | 378.98x | 8.80x |
Profitability & Efficiency
SE leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
EBAY delivers a 44.1% return on equity — every $100 of shareholder capital generates $44 in annual profit, vs $15 for SE. AMZN carries lower financial leverage with a 0.37x debt-to-equity ratio, signaling a more conservative balance sheet compared to MELI's 1.69x. On the Piotroski fundamental quality scale (0–9), SE scores 7/9 vs MELI's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +44.1% | +15.2% | +23.3% | +33.7% |
| ROA (TTM)Return on assets | +11.5% | +5.8% | +11.5% | +5.7% |
| ROICReturn on invested capital | +16.8% | +5.4% | +14.7% | +20.8% |
| ROCEReturn on capital employed | +17.4% | +6.0% | +15.3% | +28.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 | 6 | 5 |
| Debt / EquityFinancial leverage | 1.60x | 0.49x | 0.37x | 1.69x |
| Net DebtTotal debt minus cash | $5.5B | $1.7B | $66.2B | $7.7B |
| Cash & Equiv.Liquid assets | $1.9B | $2.4B | $86.8B | $3.7B |
| Total DebtShort + long-term debt | $7.4B | $4.1B | $153.0B | $11.4B |
| Interest CoverageEBIT ÷ Interest expense | 10.52x | 49.70x | 39.96x | 17.53x |
Total Returns (Dividends Reinvested)
EBAY leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EBAY five years ago would be worth $18,633 today (with dividends reinvested), compared to $3,690 for SE. Over the past 12 months, EBAY leads with a +54.2% total return vs SE's -37.8%. The 3-year compound annual growth rate (CAGR) favors AMZN at 36.8% vs SE's 1.7% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +22.6% | -32.6% | +19.7% | -5.3% |
| 1-Year ReturnPast 12 months | +54.2% | -37.8% | +43.7% | -17.3% |
| 3-Year ReturnCumulative with dividends | +137.4% | +5.1% | +156.2% | +45.6% |
| 5-Year ReturnCumulative with dividends | +86.3% | -63.1% | +64.8% | +26.2% |
| 10-Year ReturnCumulative with dividends | +369.5% | +455.5% | +697.8% | +1370.4% |
| CAGR (3Y)Annualised 3-year return | +33.4% | +1.7% | +36.8% | +13.3% |
Risk & Volatility
Evenly matched — EBAY and AMZN each lead in 1 of 2 comparable metrics.
Risk & Volatility
EBAY is the less volatile stock with a 0.73 beta — it tends to amplify market swings less than AMZN's 1.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AMZN currently trades 97.3% from its 52-week high vs SE's 44.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.73x | 1.45x | 1.51x | 1.20x |
| 52-Week HighHighest price in past year | $111.38 | $199.30 | $278.56 | $2645.22 |
| 52-Week LowLowest price in past year | $67.87 | $77.05 | $185.01 | $1593.21 |
| % of 52W HighCurrent price vs 52-week peak | +95.5% | +44.5% | +97.3% | +70.7% |
| RSI (14)Momentum oscillator 0–100 | 63.1 | 57.1 | 81.1 | 54.8 |
| Avg Volume (50D)Average daily shares traded | 5.4M | 4.8M | 45.5M | 472K |
Analyst Outlook
EBAY leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: EBAY as "Hold", SE as "Buy", AMZN as "Buy", MELI as "Buy". Consensus price targets imply 66.5% upside for SE (target: $148) vs 3.1% for EBAY (target: $110). EBAY is the only dividend payer here at 1.08% yield — a key consideration for income-focused portfolios.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $109.67 | $147.67 | $306.77 | $2420.00 |
| # AnalystsCovering analysts | 68 | 44 | 94 | 33 |
| Dividend YieldAnnual dividend ÷ price | +1.1% | — | — | — |
| Dividend StreakConsecutive years of raises | 7 | — | — | 0 |
| Dividend / ShareAnnual DPS | $1.15 | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +5.1% | 0.0% | 0.0% | +0.0% |
EBAY leads in 3 of 6 categories (Income & Cash Flow, Total Returns). SE leads in 1 (Profitability & Efficiency). 2 tied.
EBAY vs SE vs AMZN vs MELI: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is EBAY or SE or AMZN or MELI a better buy right now?
For growth investors, MercadoLibre, Inc.
(MELI) is the stronger pick with 39. 1% revenue growth year-over-year, versus 7. 9% for eBay Inc. (EBAY). eBay Inc. (EBAY) offers the better valuation at 24. 5x trailing P/E (17. 4x forward), making it the more compelling value choice. Analysts rate Sea Limited (SE) a "Buy" — based on 44 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.
02Which has the better valuation — EBAY or SE or AMZN or MELI?
On trailing P/E, eBay Inc.
(EBAY) is the cheapest at 24. 5x versus Sea Limited at 121. 5x. On forward P/E, eBay Inc. is actually cheaper at 17. 4x.
03Which is the better long-term investment — EBAY or SE or AMZN or MELI?
Over the past 5 years, eBay Inc.
(EBAY) delivered a total return of +86. 3%, compared to -63. 1% for Sea Limited (SE). Over 10 years, the gap is even starker: MELI returned +1370% versus EBAY's +369. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — EBAY or SE or AMZN or MELI?
By beta (market sensitivity over 5 years), eBay Inc.
(EBAY) is the lower-risk stock at 0. 73β versus Amazon. com, Inc. 's 1. 51β — meaning AMZN is approximately 106% more volatile than EBAY relative to the S&P 500. On balance sheet safety, Amazon. com, Inc. (AMZN) carries a lower debt/equity ratio of 37% versus 169% for MercadoLibre, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — EBAY or SE or AMZN or MELI?
By revenue growth (latest reported year), MercadoLibre, Inc.
(MELI) is pulling ahead at 39. 1% versus 7. 9% for eBay Inc. (EBAY). On earnings-per-share growth, the picture is similar: Sea Limited grew EPS 192. 0% year-over-year, compared to 4. 5% for MercadoLibre, Inc.. Over a 3-year CAGR, MELI leads at 38. 9% 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.
06Which has better profit margins — EBAY or SE or AMZN or MELI?
eBay Inc.
(EBAY) is the more profitable company, earning 18. 3% net margin versus 2. 6% for Sea Limited — meaning it keeps 18. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EBAY leads at 20. 5% versus 3. 9% for SE. At the gross margin level — before operating expenses — EBAY leads at 71. 5%, 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.
07Is EBAY or SE or AMZN or MELI more undervalued right now?
On forward earnings alone, eBay Inc.
(EBAY) trades at 17. 4x forward P/E versus 39. 2x for MercadoLibre, Inc. — 21. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SE: 66. 5% to $147. 67.
08Which pays a better dividend — EBAY or SE or AMZN or MELI?
In this comparison, EBAY (1.
1% yield) pays a dividend. SE, AMZN, MELI do not pay a meaningful dividend and should not be held primarily for income.
09Is EBAY or SE or AMZN or MELI better for a retirement portfolio?
For long-horizon retirement investors, eBay Inc.
(EBAY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 73), 1. 1% yield, +369. 5% 10Y return). Both have compounded well over 10 years (EBAY: +369. 5%, SE: +455. 5%), 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.
10What are the main differences between EBAY and SE and AMZN and MELI?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: EBAY is a mid-cap quality compounder stock; SE is a mid-cap high-growth stock; AMZN is a mega-cap quality compounder stock; MELI is a mid-cap high-growth stock. EBAY pays a dividend while SE, AMZN, MELI do not, making them suitable for different income and tax situations. 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.
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