EBAY
eBay Inc.
EBAY has a slight edge over JAKK overall, supported by lower modeled downside.
JAKK
JAKKS Pacific, Inc.
JAKK offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
EBAY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Stable |
EBAY's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
JAKK Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Strong |
JAKK's revenue, profitability, cash flow and balance sheet are all currently healthy.
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.
JAKK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 3.4x | $7.23 | -80% |
| Fair | 6.4x | $13.62 | -62% |
| Current | 17x | $36.12 | — |
| Expensive | 22x | $47.20 | +31% |
Historical ranges are pointers, not guarantees.
JAKK's PE is in its expensive range at 17x.
EBAY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for EBAY, with profitability holding steady.
JAKK Forward outlook
There aren't enough analyst estimates for JAKK to show an outlook.
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 has the edge over JAKK on earnings, with more consistent year-over-year improvement.
JAKK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $2.14 | +275% |
| Q2 2026 | $1.40 | -60% |
| Q1 2026 | $0.70 | -83% |
| Q4 2025 | $0.86 | -73% |
| Q3 2025 | $0.57 | -80% |
| Q2 2025 | $3.47 | +27% |
| Q1 2025 | $4.15 | +46% |
| Q4 2024 | $3.14 | -9.8% |
JAKK's earnings per share have fallen from their peak: $2.14 over the past year, against $8.86 in late 2022.
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 JAKK 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 JAKK on profitability, with a higher operating margin.
JAKK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $254.2M | +20% |
| Q2 2026 | $139.2M | +17% |
| Q1 2026 | $106.7M | -5.8% |
| Q4 2025 | $127.1M | -2.8% |
| Q3 2025 | $211.2M | -34% |
| Q2 2025 | $119.1M | -20% |
| Q1 2025 | $113.3M | +26% |
| Q4 2024 | $130.7M | +2.6% |
JAKK's revenue is recovering but still below its 2022 peak: $254M last quarter, up 20% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | +0.8 points |
| Q2 2026 | -0.1% | +2.2 points |
| Q1 2026 | -5.2% | -1.9 points |
| Q4 2025 | -6.8% | +4.5 points |
| Q3 2025 | 14% | -7.3 points |
| Q2 2025 | -2.3% | -7.5 points |
| Q1 2025 | -3.3% | +20 points |
| Q4 2024 | -11% | +0.8 points |
JAKK's operating margin was 15% last quarter, up 0.8 points from the same quarter a year ago.
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 generated $2.4B in free cash flow over the past year, up 54% from the year before.
JAKK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$11.8M | +$361K |
| Q2 2026 | -$161K | +$16.5M |
| Q1 2026 | $16.2M | +$20M |
| Q4 2025 | $31.5M | -37% |
| Q3 2025 | -$12.2M | -225% |
| Q2 2025 | -$16.6M | +$571K |
| Q1 2025 | -$3.8M | +$11.3M |
| Q4 2024 | $50.2M | +$74.7M |
JAKK has the edge over EBAY on cash flow, with more consistent year-over-year improvement.
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 the edge over JAKK on shareholder dilution, with a more favorable share count trend.
| 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.
JAKK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.7% | +428K shares |
| 1 year | +6.5% | +726K shares |
| 3 years | +13% | +1.3M shares |
| 5 years | +91% | +5.7M shares |
| Available history | +301% | +8.9M shares |
JAKK has 12M diluted shares, up 6.5% from a year ago.
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.
JAKK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.6x | Net Cash |
| Q2 2026 | -3.1x | Net Cash |
| Q1 2026 | -3.7x | Net Cash |
| Q4 2025 | -2.9x | Net Cash |
| Q3 2025 | -2.1x | Net Cash |
| Q2 2025 | -0.7x | Net Cash |
| Q1 2025 | -0.9x | Net Cash |
| Q4 2024 | -1.4x | Net Cash |
JAKK has the edge over EBAY on leverage, with a lower net debt burden relative to earnings.
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).
JAKK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 84.2 | Overbought |
| Stochastic | 87.4 | Overbought |
JAKK's weekly RSI is 84 (overbought) and its Stochastic is 87 (overbought).
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.
JAKK PE vs Consumer Cyclical Sector
| Metric | JAKK | Sector median | Relative |
|---|---|---|---|
| PE | 17x | 18x | 6.3% below |
| PE % | 73 | 47 | 26 pts above |
JAKK has the edge over EBAY on valuation relative to its sector.
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 is in an uptrend: it's above all five of its weekly moving averages, and 73% above its 200-week average.
JAKK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $30.1 | 20% above |
| 20 week MA | $26.9 | 34% above |
| 50 week MA | $22.9 | 58% above |
| 100 week MA | $22.2 | 63% above |
| 200 week MA | $22.6 | 60% above |
JAKK has climbed back above all five of its weekly moving averages, and it's now 60% above its 200-week average.
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 finished higher in five of the last six years. It's up 41% so far in 2026.
JAKK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.81 | $5.10 | -48% |
| 2021 | $5.10 | $10.6 | +108% |
| 2022 | $10.6 | $16.5 | +56% |
| 2023 | $16.5 | $35.6 | +115% |
| 2024 | $35.6 | $27.4 | -23% |
| 2025 | $27.4 | $16.8 | -39% |
| 2026 YTD | $16.8 | $36.1 | +115% |
JAKK has the edge over EBAY on returns for 2026, with the stronger performance.