Tearsheet

eBay (EBAY)


Market Price (9/17/2025): $88.86 | Market Cap: $41.5 Bil
Sector: Consumer Discretionary | Industry: Broadline Retail

eBay (EBAY)


Market Price (9/17/2025): $88.86
Market Cap: $41.5 Bil
Sector: Consumer Discretionary
Industry: Broadline Retail

Investment Highlights

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.2%, FCF Yield is 5.1%
  Expensive valuation multiples
P/SPrice/Sales ratio is 4.0x
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 22%
  Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.2%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 21%, CFO LTM is 2.6 Bil, FCF LTM is 2.1 Bil
  
3 Low stock price volatility
Vol 12M is 34%
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.2%, FCF Yield is 5.1%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 22%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 21%, CFO LTM is 2.6 Bil, FCF LTM is 2.1 Bil
3 Low stock price volatility
Vol 12M is 34%
4 Expensive valuation multiples
P/SPrice/Sales ratio is 4.0x
5 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.2%

Market Valuation

 9/17/252024202320222021
Share Price CYE$88.86$61.23$42.29$39.29$61.84
Market Cap CYE ($ Bil)41.529.322.021.337.5
Total Debt ($ Bil)7.27.98.29.49.4
Total Cash ($ Bil)4.85.99.07.57.3
Enterprise Value ($ Bil)43.937.230.230.746.9
Valuation Ratios     
P/S TTM4.03.02.32.44.2
P/EBIT TTM15.812.15.8-16.965.0
P/E TTM20.315.68.4-18.23.2
Sector Ratios     
P/S TTM (Sector)0.80.80.90.81.3
P/EBIT TTM (Sector)7.26.97.05.57.4
P/E TTM (Sector)9.78.18.97.39.2
 9/17/2520242023
Share Price CYE$88.86$61.23$42.29
Market Cap CYE ($ Bil)41.529.322.0
Total Debt ($ Bil)7.27.98.2
Total Cash ($ Bil)4.85.99.0
Enterprise Value ($ Bil)43.937.230.2
Valuation Ratios   
P/S TTM4.03.02.3
P/EBIT TTM15.812.15.8
P/E TTM20.315.68.4
Sector Ratios   
P/S TTM (Sector)0.80.80.9
P/EBIT TTM (Sector)7.26.97.0
P/E TTM (Sector)9.78.18.9

Business Description

eBay Inc. operates marketplace platforms that connect buyers and sellers in the United States and internationally. The company's Marketplace platform includes its online marketplace at ebay.com and the eBay suite of mobile apps. Show more

Price Returns Compared

Expand for Detailed View

 202020212022202320242025Total [1]
Returns
EBAY Return41%34%-36%8%45%45%177%
Peers Return96%9%-18%31%30%-4%186%
S&P 500 Return16%27%-19%24%23%12%104%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: AMZN, WMT, TGT, FICO, ETSY. See EBAY Returns vs. Peers.
[3] 2025 data is for the year up to 9/16/2025 (YTD)

Interactive Breakdown

eBay Interactive Breakdown Analysis

Better Bets than eBay (EBAY)

Latest Trefis Analyses

Recent Active Movers

Recent Active Movers

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Peer Comparisons for eBay

Financials

EBAYAMZNWMTTGTFICOETSYMedian
NameeBay Amazon.c.Walmart Target Fair Isa.Etsy  
Mkt Price88.85234.05103.4289.721,553.5459.4196.57
Mkt Cap41.52,489.6825.140.837.96.141.1
Rev LTM10,312670,038693,153105,6401,8402,83857,976
Op Inc LTM2,30376,19028,9885,4248133983,864
FCF LTM2,12813,48113,7532,9446776352,536
FCF 3Y Avg1,94821,67714,9863,2825286602,615
CFO LTM2,586121,13738,4386,3867096904,486
CFO 3Y Avg2,42396,97736,7077,4705447054,946

Growth & Margins

EBAYAMZNWMTTGTFICOETSYMedian
NameeBay Amazon.c.Walmart Target Fair Isa.Etsy  
Rev Chg LTM1.5%10.9%4.2%-1.5%14.7%2.4%3.3%
Rev Chg 3Y Avg0.2%11.3%5.7%-0.7%10.9%5.6%5.6%
Rev Chg Q1.1%13.3%4.8%-0.9%15.0%3.8%4.3%
QoQ Delta Rev Chg LTM0.3%3.0%1.2%-0.2%3.7%0.9%1.0%
Op Mgn LTM22.3%11.4%4.2%5.1%44.2%14.0%12.7%
Op Mgn 3Y Avg21.6%7.9%4.0%5.1%42.5%13.4%10.7%
QoQ Delta Op Mgn LTM-0.2%0.3%-0.1%-0.3%1.2%0.1%-0.0%
CFO/Rev LTM25.1%18.1%5.5%6.0%38.5%24.3%21.2%
CFO/Rev 3Y Avg24.0%15.8%5.5%7.0%33.2%25.5%19.9%
FCF/Rev LTM20.6%2.0%2.0%2.8%36.8%22.4%11.7%
FCF/Rev 3Y Avg19.3%3.5%2.3%3.1%32.3%23.9%11.4%

Valuation

EBAYAMZNWMTTGTFICOETSYMedian
NameeBay Amazon.c.Walmart Target Fair Isa.Etsy  
Mkt Cap41.52,489.6825.140.837.96.141.1
P/S4.03.71.20.420.62.22.9
P/EBIT15.829.226.57.446.314.621.1
P/E20.335.338.710.465.737.436.3
P/CFO16.020.621.56.453.58.918.3
Total Yield6.2%2.8%3.4%14.7%1.5%2.7%3.1%
Dividend Yield1.3%0.0%0.9%5.0%0.0%0.0%0.4%
FCF Yield 3Y Avg6.9%1.1%2.8%5.6%1.6%9.5%4.2%
D/E0.20.10.10.50.10.50.1
Net D/E0.10.00.10.40.10.30.1

Returns

EBAYAMZNWMTTGTFICOETSYMedian
NameeBay Amazon.c.Walmart Target Fair Isa.Etsy  
1M Rtn-11.5%1.3%3.4%-12.9%15.7%-10.6%-4.6%
3M Rtn15.2%9.0%10.0%-4.6%-12.6%8.9%9.0%
6M Rtn37.2%21.4%21.7%-12.3%-14.3%33.0%21.6%
12M Rtn40.3%26.6%29.6%-39.0%-18.0%10.3%18.4%
3Y Rtn124.4%89.5%142.0%-39.7%233.4%-45.0%106.9%
1M Excs Rtn-13.9%-1.1%1.0%-15.3%13.2%-13.0%-7.1%
3M Excs Rtn5.2%-1.2%0.4%-16.4%-23.9%0.7%-0.4%
6M Excs Rtn16.3%3.2%2.7%-29.6%-32.3%11.9%2.9%
12M Excs Rtn24.8%7.1%13.0%-55.3%-34.6%-3.2%1.9%
3Y Excs Rtn46.6%13.2%73.1%-105.1%181.4%-108.6%29.9%

Financials

Segment Financials

Revenue by Segment

$ Mil20242023202220212020
Single Segment10,1129,795   
Marketplace  10,4208,8948,636
Total10,1129,79510,4208,8948,636


Price Behavior

Short Interest

Short Interest: As Of Date8292025
Short Interest: Shares Quantity18,481,319
Short Interest: % Change Since 81520250.7%
Average Daily Volume5,870,303
Days-to-Cover Short Interest3.15
Basic Shares Quantity467,000,000
Short % of Basic Shares4.0%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/30/202518.3%19.3%19.6%
2/26/2025-8.2%-3.7%-2.9%
10/30/2024-8.2%-2.5%1.5%
7/31/20241.1%-0.9%5.4%
5/1/2024-3.3%-2.7%6.7%
1/24/20241.3%-1.3%5.8%
11/7/2023-2.0%-1.1%2.4%
7/26/2023-10.5%-10.3%-11.6%
...
SUMMARY STATS   
# Positive8711
# Negative141511
Median Positive1.8%6.6%5.8%
Median Negative-7.1%-3.7%-7.1%
Max Positive18.3%19.3%19.6%
Max Negative-11.7%-14.4%-13.1%

SEC Filings

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Report DateFiling DateFiling
6302025731202510-Q 6/30/2025
3312025501202510-Q 3/31/2025
12312024227202510-K 12/31/2024
93020241031202410-Q 9/30/2024
6302024801202410-Q 6/30/2024
3312024502202410-Q 3/31/2024
12312023228202410-K 12/31/2023
93020231108202310-Q 9/30/2023
6302023727202310-Q 6/30/2023
3312023427202310-Q 3/31/2023
12312022223202310-K 12/31/2022
93020221103202210-Q 9/30/2022
6302022804202210-Q 6/30/2022
3312022505202210-Q 3/31/2022
12312021224202210-K 12/31/2021
93020211028202110-Q 9/30/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0SPENCER REBECCAVP, Chief Accounting Officer8192025Sell100.752,260227,695711,194Form
1IANNONE JAMIEPresident and CEO8062025Sell91.9619,0881,755,33226,444,293Form
2HAYLES CAROL 8062025Sell91.397,689702,6981,428,426Form
3Loeger Julie ASVP, Chief Growth Officer8052025Sell93.2575,9527,082,5244,952,228Form
4SPENCER REBECCAVP, Chief Accounting Officer8052025Sell89.1851545,928831,068Form