BBW
Build-A-Bear Workshop, Inc.
BBW offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
EBAY
eBay Inc.
EBAY has a slight edge over BBW overall, supported by stronger fundamentals and lower modeled downside.
BBW Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
BBW's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
EBAY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Stable |
EBAY's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
BBW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.4x | $25.92 | -8.8% |
| Current | 7.1x | $28.41 | — |
| Forward | 7.7x | $28.41 | — |
| Fair | 8.2x | $33.17 | +17% |
| Expensive | 12x | $49.33 | +74% |
Historical ranges are pointers, not guarantees.
BBW has the edge over EBAY in the historical PE scenario, which offers more potential upside but is not a forecast.
EBAY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.9x | $31.50 | -74% |
| Fair | 16x | $71.96 | -40% |
| Forward | 18x | $120 | — |
| Expensive | 22x | $99.04 | -18% |
| Current | 26x | $120 | — |
Historical ranges are pointers, not guarantees.
EBAY's PE is in its expensive range at 26x. If earnings grow as analysts expect, today's price would be 18x next year's earnings.
BBW Forward outlook
| Metric | Outlook |
|---|---|
| Deteriorating | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect BBW's earnings to grow and its profitability to improve, with its revenue holding steady.
EBAY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for EBAY, with profitability holding steady.
BBW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.70 | -8.3% |
| Q3 2026 | $4.03 | -9.4% |
| Q2 2026 | $4.27 | +2.9% |
| Q1 2026 | $3.99 | +5% |
| Q4 2025 | $4.34 | +15% |
| Q3 2025 | $4.45 | +25% |
| Q2 2025 | $4.15 | +19% |
| Q1 2025 | $3.80 | +4.1% |
| Q4 2024 | $3.76 | +9% |
BBW has the edge over EBAY on earnings, with more consistent year-over-year improvement.
EBAY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.63 | +45% |
| Q3 2026 | $4.57 | +0.4% |
| Q2 2026 | $4.82 | +7.3% |
| Q1 2026 | $4.40 | +6% |
| Q4 2025 | $4.34 | +10% |
| Q3 2025 | $4.55 | +15% |
| Q2 2025 | $4.49 | -12% |
| Q1 2025 | $4.15 | -17% |
| Q4 2024 | $3.94 | -24% |
EBAY's earnings per share have fallen from their peak: $4.57 over the past year, against $20.25 in late 2021.
BBW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $115.3M | -7.2% |
| Q2 2026 | $125.3M | -2.4% |
| Q1 2026 | $154.5M | +2.7% |
| Q4 2025 | $122.7M | +2.7% |
| Q3 2025 | $124.2M | +11% |
| Q2 2025 | $128.4M | +12% |
| Q1 2025 | $150.4M | +0.8% |
| Q4 2024 | $119.4M | +11% |
BBW's revenue grew through 2023 and has held roughly level since: $115M last quarter, down 7.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 10% | -2.2 points |
| Q2 2026 | 19% | +3.8 points |
| Q1 2026 | 14% | -4.3 points |
| Q4 2025 | 8.8% | -2.2 points |
| Q3 2025 | 12% | +2 points |
| Q2 2025 | 15% | +2.2 points |
| Q1 2025 | 18% | +0.8 points |
| Q4 2024 | 11% | +1.3 points |
BBW's operating margin was 10% last quarter, down 2.2 points from the same quarter a year ago.
EBAY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.2B | +14% |
| Q2 2026 | $3.1B | +15% |
| Q1 2026 | $3.1B | +19% |
| Q4 2025 | $3B | +15% |
| Q3 2025 | $2.8B | +9.5% |
| Q2 2025 | $2.7B | +6.1% |
| Q1 2025 | $2.6B | +1.1% |
| Q4 2024 | $2.6B | +0.7% |
EBAY has the edge over BBW on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | -1.2 points |
| Q2 2026 | 22% | +3.8 points |
| Q1 2026 | 20% | -4 points |
| Q4 2025 | 20% | -0.8 points |
| Q3 2025 | 20% | -2.7 points |
| Q2 2025 | 18% | -3.6 points |
| Q1 2025 | 24% | -0.9 points |
| Q4 2024 | 21% | +5.1 points |
EBAY has the edge over BBW on profitability, with a higher operating margin.
BBW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$3.6M | -528% |
| Q2 2026 | $14.4M | -42% |
| Q1 2026 | $12.1M | +24% |
| Q4 2025 | $1.7M | -85% |
| Q3 2025 | $849K | +$2.1M |
| Q2 2025 | $24.9M | +214% |
| Q1 2025 | $9.8M | -60% |
| Q4 2024 | $11.3M | +$15.4M |
BBW usually generates cash, though not every quarter: the latest was −$4M, but it generated $25M over the past year.
EBAY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $749M | -6.7% |
| Q2 2026 | $300M | +$741M |
| Q1 2026 | $897M | +39% |
| Q4 2025 | $466M | -17% |
| Q3 2025 | $803M | +24% |
| Q2 2025 | -$441M | -259% |
| Q1 2025 | $644M | +36% |
| Q4 2024 | $560M | +$564M |
EBAY has the edge over BBW on cash flow, with more consistent year-over-year improvement.
BBW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.6% | -207K shares |
| 1 year | -5.4% | -708K shares |
| 3 years | -14% | -2.1M shares |
| 5 years | -23% | -3.7M shares |
| Available history | -16% | -2.3M shares |
BBW has the edge over EBAY on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5.6M |
| Q2 2026 | $11.5M |
| Q1 2026 | $10.2M |
| Q4 2025 | $10.2M |
| Q3 2025 | $3.1M |
| Q2 2025 | $4.2M |
| Q1 2025 | $8.1M |
| Q4 2024 | $4.8M |
BBW spent $38M buying back its own shares over the past year, up 86% from the year before.
EBAY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -2M shares |
| 1 year | -3% | -14M shares |
| 3 years | -15% | -79M shares |
| 5 years | -31% | -205M shares |
| Available history | -44% | -359M shares |
EBAY has 453M diluted shares, down 3% from a year ago, with $2.1B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $664M |
| Q2 2026 | $323M |
| Q1 2026 | $486M |
| Q4 2025 | $635M |
| Q3 2025 | $626M |
| Q2 2025 | $624M |
| Q1 2025 | $615M |
| Q4 2024 | $911M |
EBAY spent $2.1B buying back its own shares over the past year, down 24% from the year before.
BBW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.3x | Net Cash |
| Q4 2025 | -0.3x | Net Cash |
| Q3 2025 | -0.4x | Net Cash |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -0.3x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
BBW has the edge over EBAY on leverage, with a lower net debt burden relative to earnings.
EBAY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.9x | Healthy |
| Q2 2026 | 1.5x | Healthy |
| Q1 2026 | 1.4x | Healthy |
| Q4 2025 | 1.8x | Healthy |
| Q3 2025 | 1.7x | Healthy |
| Q2 2025 | 1.8x | Healthy |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.9x | Healthy |
EBAY's net debt is about 1.9 years of its operating earnings (EBITDA), up from 1.7 years a year ago.
BBW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.9 | Neutral |
| Stochastic | 31.7 | Neutral |
BBW's weekly RSI is 43 (neutral) and its Stochastic is 32 (neutral).
EBAY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 61.9 | Neutral |
| Stochastic | 80.0 | Overbought |
EBAY's weekly RSI is 62 (neutral) and its Stochastic is 80 (overbought).
BBW PE vs Consumer Cyclical Sector
| Metric | BBW | Sector median | Relative |
|---|---|---|---|
| PE | 7.1x | 18x | 61% below |
| PE % | 26 | 47 | 21 pts below |
BBW has the edge over EBAY on valuation relative to its sector.
EBAY PE vs Consumer Cyclical Sector
| Metric | EBAY | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 18x | 46% above |
| PE % | 91 | 47 | 44 pts above |
EBAY is trading at 26x earnings, a 46% premium to the Consumer Cyclical sector's median of 18x.
BBW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $26.4 | 7.5% above |
| 20 week MA | $30.2 | 6% below |
| 50 week MA | $39.6 | 28% below |
| 100 week MA | $44.0 | 35% below |
| 200 week MA | $35.3 | 19% below |
BBW has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 19% below its 200-week average.
EBAY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $116.5 | 3.1% above |
| 20 week MA | $112.4 | 6.9% above |
| 50 week MA | $102.6 | 17% above |
| 100 week MA | $89.8 | 34% above |
| 200 week MA | $69.5 | 73% above |
EBAY has the edge over BBW on trend strength, trading above more of its moving averages.
BBW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $3.22 | $3.96 | +23% |
| 2021 | $3.96 | $17.3 | +337% |
| 2022 | $17.3 | $23.2 | +34% |
| 2023 | $23.2 | $23.0 | -1% |
| 2024 | $23.0 | $46.7 | +103% |
| 2025 | $46.7 | $62.3 | +34% |
| 2026 YTD | $62.3 | $28.4 | -54% |
BBW is down 54% so far in 2026, after finishing higher in five of the previous six years.
EBAY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $36.1 | $50.1 | +39% |
| 2021 | $50.1 | $64.9 | +29% |
| 2022 | $64.9 | $40.2 | -38% |
| 2023 | $40.2 | $43.6 | +8.6% |
| 2024 | $43.6 | $62.8 | +44% |
| 2025 | $62.8 | $85.2 | +36% |
| 2026 YTD | $85.2 | $120.1 | +41% |
EBAY has the edge over BBW on returns for 2026, with the stronger performance.