EBAY vs the Competition: Which Stock Comes Out on Top?
Here is how eBay (EBAY) stacks up against its peers in size, valuation, growth and margin.
- EBAY’s operating margin of 22.3% is high, and higher than most peers – though lower than FICO (44.2%).
- EBAY’s revenue growth of 1.5% in the last 12 months is low, lagging WMT, AMZN, ETSY, FICO but outpacing TGT.
- EBAY gained 77.0% in the past year and trades at a PE of 21.8, outperforming its peers.
As a quick background, eBay operates marketplace platforms connecting buyers and sellers globally through an online marketplace and mobile apps.
| EBAY | WMT | AMZN | ETSY | TGT | FICO | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 44.5 | 832.6 | 2,346.4 | 6.6 | 47.3 | 32.0 |
| Revenue ($ Bil) | 10.3 | 685.1 | 650.3 | 2.8 | 105.9 | 1.8 |
| PE Ratio | 21.8 | 44.2 | 35.6 | 35.2 | 11.3 | 55.4 |
| LTM Revenue Growth | 1.5% | 4.2% | 10.1% | 2.2% | -0.7% | 14.7% |
| LTM Operating Margin | 22.3% | 4.3% | 11.0% | 13.9% | 5.4% | 44.2% |
| LTM FCF Margin | 20.6% | 2.0% | 3.2% | 24.3% | 3.3% | 36.8% |
| 12M Market Return | 77.0% | 52.4% | 32.8% | 25.0% | -19.4% | -23.3% |
Why does this matter? EBAY just went up 25% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell EBAY Stock to see if eBay holds up as a quality investment.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
- Stronger Bet Than eBay Stock: ETSY Delivers More
- Better Bet Than eBay Stock: Pay Less To Get More From ETSY
- S&P 500 Movers | Winners: EA, PCAR, CDW | Losers: COST, ORCL, EBAY
- Better Bet Than eBay Stock: Pay Less To Get More From ETSY
- EBAY Stock Down -9.1% after 6-Day Loss Streak
- EBAY Stock Down -8.4% after 5-Day Loss Streak
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| EBAY | 1.5% | – | 1.7% | 3.2% | -6.0% |
| WMT | 4.2% | 5.1% | 6.0% | 6.7% | |
| AMZN | 10.1% | – | 11.0% | 11.8% | 9.4% |
| ETSY | 2.2% | – | 2.2% | 7.1% | 10.2% |
| TGT | -0.7% | -0.8% | -1.6% | 2.9% | |
| FICO | 14.7% | – | 13.5% | 9.9% | 4.6% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| EBAY | 22.3% | – | 22.5% | 19.2% | 24.0% |
| WMT | 4.3% | 4.3% | 4.2% | 3.3% | |
| AMZN | 11.0% | – | 10.8% | 6.4% | 2.4% |
| ETSY | 13.9% | – | 13.5% | 12.7% | 15.1% |
| TGT | 5.4% | 5.2% | 5.3% | 3.5% | |
| FICO | 44.2% | – | 42.7% | 42.3% | 39.4% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| EBAY | 17.0 | – | 15.6 | 8.4 | -18.2 |
| WMT | 37.4 | 37.4 | 27.4 | 33.1 | |
| AMZN | 35.3 | – | 38.8 | 51.5 | -314.4 |
| ETSY | 28.5 | – | 20.0 | 32.3 | -21.9 |
| TGT | 11.3 | 15.2 | 15.9 | 24.8 | |
| FICO | 77.3 | – | 95.8 | 67.7 | 41.7 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.