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EBAYeBay Inc.
$109.28$48.4B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
EBAY logo

eBay Inc.

EBAY
NASDAQ · Specialty Retail
$109.28
At close - Sep 22, 4:00 PM EDT - USD
Market Cap$48.52B
P/E25.2x
52W High$119.31
Volume4.43M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Take Rate Growth Offsets Flat Buyer Volume

eBay's revenue acceleration to 14.8% in Q2 2026, driven by higher take rates and advertising, demonstrates pricing power despite stagnant active buyer counts. Gross margins remain resilient at 73.5%, while operating leverage from disciplined SG&A spending (up ...

GrowthAccelerating
ProfitabilityStrong
ValuationAttractive
TechnicalsHealthy
Explore valuation models
MARKET ACTION

EBAY price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

12/12 Beats

EPS beat 12 of last 12 quarters

02

Valuation risk

-17% Peers

P/E is 17% below peer median

03

Market leadership

RS 68 · Avg

Average momentum (RS Rating: 68)

04

Healthy Uptrend

Uptrend

Price > 50DMA > 200DMA

Next CatalystEstimated earnings · Nov 5
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth accelerated to 14.8% in Q2 2026 with gross margin holding at 73.5%, while operating margin expanded to 21.6% from 17.7% a year earlier, though EPS growth of 55.1% was amplified by buybacks.

Analyst Consensus+7.9% target
Buy(69 analysts)
34 Buy33 Hold2 Sell

The Bull Case

Upside Catalysts

Strong stock price appreciation

EBAY's stock price has appreciated by approximately 42.24% since previous bearish coverage, indicating strong market confidence.

Attractive valuation metrics

EBAY's trailing and forward P/E ratios of 19.40 and 14.77 respectively suggest the stock is reasonably valued with potential for growth.

Diverse product offerings

eBay's marketplace includes electronics, cars, clothing, collectibles, and more, catering to a wide range of consumer interests.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
EBAY+26.59%
S&P 500 (^GSPC)+13.20%
1-Year Return
EBAY+21.98%
S&P 500 (^GSPC)+15.98%
3-Year Return
EBAY+161.30%
S&P 500 (^GSPC)+85.18%
5-Year Return
EBAY+56.41%
S&P 500 (^GSPC)+75.52%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y High
25.1x
Forward P/EExpansion
17.8x
EV/EBITDA100th %ile
20.9x
FCF YieldCash Flow
3.4%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
25.1x
15.7x
100th· High
EV/EBITDA
20.9x
13.7x
100th· High
Price/FCF
29.2x
15.9x
100th· High
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$38.85-64.4%
Base (Fair)$79.77-28.7%
Bull$114.14+4.4%
$38.85 Bear$79.77 Base$114.14 Bull
Current Market Price: $109.28
Trades at a 37.0% premium to Base DCF ($79.77)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$11.1B+7.9% YoY
Net income
$2.03B+2.8% YoY
Free cash flow
$1.66B-15.1% YoY
Operating margin
20.5%-2.0 pts YoY
ROIC (TTM)16.8%
Avg ROIC 5Y-
ROE (TTM)41.6%
Piotroski Score6 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate12/12 (100%)
Revenue Beat Rate12/12 (100%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Aug 5, 2026
$1.60+6.7%
vs $1.50
$3.1B+3.9%
vs $3.0B
Q2 2026
Apr 29, 2026
$1.66+5.1%
vs $1.58
$3.1B+1.8%
vs $3.0B
Q1 2026
Feb 18, 2026
$1.41+4.4%
vs $1.35
$3.0B+3.2%
vs $2.9B
Q4 2025
Oct 29, 2025
$1.36+2.3%
vs $1.33
$2.8B+3.3%
vs $2.7B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Proactive Investors·2d ago
Jefferies cuts eBay target to $75 on EBITDA downside

Jefferies has reiterated its 'Underperform' rating on eBay Inc (NASDAQ:EBAY, XETRA:EBA) and cut its price target to $75 from $80, citing pressure on underlying earnings and slowing advertising growth. The broker lowered its 2027 and 2028 earnings before interest, taxes, depreciation and amortization (EBITDA) estimates to 4% and 11% below consensus, respectively, as it expects weaker advertising revenue and greater reliance on lower-margin offerings to weigh on profitability.

Benzinga·6d ago
GameStop's $4.9 Billion eBay Stake Is Still in Focus — Here's This Month's Full Story

eBay Inc. (NASDAQ:EBAY) had a busy stretch this month that included fresh commentary from management at a major investor conference, continued attention on its relationship with major shareholder GameStop and analyst activity.

Fool - Investing News·Sep 15, 2026
Why Rule Breakers Dig Stocks With Multiple Futures

Different industries, different products, same shape: a company with several genuine paths forward, not just one.

247 Wallst·Sep 13, 2026
‘Sounds Like a 14 Year Old’: Dave Ramsey Rips Husband Sinking 80% of Pay Into Pokemon Cards

A 35-year-old man routes most of his paycheck into a stack of cardboard he calls a portfolio, and his wife has resorted to keeping separate bank accounts just to cover groceries. Dave Ramsey had thoughts, and the math backing him up is brutal.

Filtered for eBay Inc.More Headlines
04

Compare before deciding

Benchmark EBAY against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for eBay Inc. (EBAY)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
EBAY logoEBAYeBay Inc.Current
$109.28$48.52B25.187.95%18.3%41.56%1.06%
AMZN logoAMZNAmazon.com, Inc.
$254.98$2.74T35.5612.38%17.44%30.5%—
ETSY logoETSYEtsy, Inc.
$75.14$7.13B54.062.68%7.33%——
RVLV logoRVLVRevolve Group, Inc.
$21.50$1.53B25.008.48%5.54%14.03%—
MELI logoMELIMercadoLibre, Inc.
$1826.58$92.6B46.3739.06%5.3%26.54%—
SE logoSESea Limited
$103.67$62.24B41.1436.38%5.91%13.37%—

Compare EBAY vs Peers

eBay Inc. (EBAY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs AMZN

Most directly comparable listed peer for EBAY.

Scale Benchmark

vs SHOP

Larger-name benchmark to compare EBAY against a more recognizable public peer.

Peer Set

Compare Top 5

vs AMZN, ETSY, RVLV, MELI

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

EBAY SEC Filings & Documents

eBay Inc. (EBAY) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 5, 2026·SEC

Material company update

Jun 18, 2026·SEC

Material company update

May 12, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 19, 2026·SEC

FY 2025

Feb 27, 2025·SEC

10-Q Quarterly Reports

5
FY 2026

Aug 6, 2026·SEC

FY 2026

Apr 29, 2026·SEC

FY 2025

Oct 30, 2025·SEC

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EBAY Frequently Asked Questions

eBay Inc. (EBAY) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is eBay Inc.'s revenue?

eBay Inc. (EBAY) reported $12.01B in revenue for fiscal year 2025. This represents a 28905% increase from $41.4M in 1997.

How fast is eBay Inc. growing?

eBay Inc. (EBAY) grew revenue by 7.9% over the past year. This is steady growth.

Is EBAY profitable?

Yes, eBay Inc. (EBAY) is profitable, generating $2.22B in net income for fiscal year 2025 (18.3% net margin).

Dividend & Returns
Does EBAY pay dividends?

Yes, eBay Inc. (EBAY) pays a dividend with a yield of 1.06%. This makes it attractive for income-focused investors.

What is EBAY's return on equity?

eBay Inc. (EBAY) has a return on equity (ROE) of 41.6%. This is excellent, indicating efficient use of shareholder capital.

What is eBay Inc.'s free cash flow?

eBay Inc. (EBAY) generated $2.43B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in EBAY back in 1997?

Total return calculator · dividends reinvested · 29+ years of data

See returns →