EBAY
eBay Inc.
EBAY has the edge over KSS overall, supported by lower modeled downside and stronger fundamentals.
KSS
Kohl's Corporation
KSS offers stronger valuation, 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.
KSS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
KSS's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
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.
KSS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.1x | $14.11 | -40% |
| Fair | 8.2x | $18.88 | -20% |
| Current | 10x | $23.50 | — |
| Expensive | 11x | $26.18 | +11% |
Historical ranges are pointers, not guarantees.
KSS has the edge over EBAY in the historical PE scenario, which offers more potential upside but is not a forecast.
EBAY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for EBAY, with profitability holding steady.
KSS Forward outlook
There aren't enough analyst estimates for KSS 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 KSS on earnings, with more consistent year-over-year improvement.
KSS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $2.31 | +25% |
| Q2 2026 | $2.38 | +118% |
| Q1 2026 | $2.38 | +143% |
| Q4 2025 | $1.72 | -23% |
| Q3 2025 | $1.85 | -27% |
| Q2 2025 | $1.09 | -56% |
| Q1 2025 | $0.98 | -66% |
| Q4 2024 | $2.22 | +$3.23 |
KSS's earnings per share have fallen from their peak: $2.31 over the past year, against $6.42 in late 2021.
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 KSS 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 KSS on profitability, with a higher operating margin.
KSS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.5B | -0.9% |
| Q2 2026 | $3.2B | -2% |
| Q1 2026 | $5.2B | -4.2% |
| Q4 2025 | $3.6B | -3.6% |
| Q3 2025 | $3.5B | -5% |
| Q2 2025 | $3.2B | -4.4% |
| Q1 2025 | $5.4B | -9.4% |
| Q4 2024 | $3.7B | -8.5% |
KSS's revenue fell from its 2020 peak and has held roughly level since: $3.5B last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.4% | -0.4 points |
| Q2 2026 | 1.4% | -0.4 points |
| Q1 2026 | 4.1% | +1.8 points |
| Q4 2025 | 2% | -0.6 points |
| Q3 2025 | 7.9% | +3.4 points |
| Q2 2025 | 1.9% | +0.6 points |
| Q1 2025 | 2.3% | -2.7 points |
| Q4 2024 | 2.6% | -1.2 points |
KSS's operating margin was 7.4% last quarter, about level with 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 has the edge over KSS on cash flow, with more consistent year-over-year improvement.
KSS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $490M | -3.5% |
| Q2 2026 | -$158M | +$44M |
| Q1 2026 | $686M | +38% |
| Q4 2025 | $16M | +$339M |
| Q3 2025 | $508M | +260% |
| Q2 2025 | -$202M | -$69M |
| Q1 2025 | $497M | -30% |
| Q4 2024 | -$323M | -$317M |
KSS still generates free cash flow, though less than at its 2021 peak: $1B over the past year.
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 KSS 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.
KSS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +5.4% | +6M shares |
| 1 year | +3.5% | +4M shares |
| 3 years | +6.3% | +7M shares |
| 5 years | -24% | -38M shares |
| Available history | -25% | -39M shares |
KSS has 118M diluted shares, up 3.5% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2023 | — |
| Q4 2022 | $500M |
| Q3 2022 | — |
| Q2 2022 | $158M |
| Q1 2022 | $548M |
| Q4 2021 | $506M |
| Q3 2021 | $255M |
| Q2 2021 | $46M |
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.
KSS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | 1.1x | Healthy |
| Q3 2025 | 1.1x | Healthy |
| Q2 2025 | 1.2x | Healthy |
| Q1 2025 | 1.2x | Healthy |
| Q4 2024 | 1.0x | Healthy |
KSS 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).
KSS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 64.0 | Neutral |
| Stochastic | 80.9 | Overbought |
KSS's weekly RSI is 64 (neutral) and its Stochastic is 81 (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.
KSS PE vs Consumer Cyclical Sector
| Metric | KSS | Sector median | Relative |
|---|---|---|---|
| PE | 10x | 18x | 44% below |
| PE % | 75 | 47 | 28 pts above |
KSS 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.
KSS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $21.8 | 8% above |
| 20 week MA | $19.5 | 20% above |
| 50 week MA | $18.0 | 31% above |
| 100 week MA | $15.0 | 57% above |
| 200 week MA | $19.2 | 22% above |
KSS has climbed back above all five of its weekly moving averages, and it's now 22% 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 the edge over KSS on returns for 2026, with the stronger performance.
KSS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $50.9 | $38.9 | -24% |
| 2021 | $38.9 | $50.2 | +29% |
| 2022 | $50.2 | $25.0 | -50% |
| 2023 | $25.0 | $28.7 | +15% |
| 2024 | $28.7 | $14.4 | -50% |
| 2025 | $14.4 | $21.6 | +50% |
| 2026 YTD | $21.6 | $23.5 | +8.9% |
KSS has finished lower in three of the last six years. It's up 8.9% so far in 2026.