EBAY
eBay Inc.
EBAY offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
LEA
Lear Corporation
LEA has the edge over EBAY overall, supported by stronger valuation and stronger modeled upside.
EBAY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Stable |
EBAY's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
LEA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Healthy |
LEA's profitability and balance sheet are currently healthy, and its revenue and cash flow are 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.
LEA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 6.8x | $109 | — |
| Current | 9.5x | $109 | — |
| Cheap | 11x | $121 | +12% |
| Fair | 14x | $164 | +51% |
| Expensive | 38x | $434 | +300% |
Historical ranges are pointers, not guarantees.
LEA 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.
LEA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect LEA's earnings to grow and its profitability to improve, with its revenue holding steady.
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 LEA on earnings, with more consistent year-over-year improvement.
LEA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $15.95 | +39% |
| Q3 2026 | $11.45 | +39% |
| Q2 2026 | $10.73 | +25% |
| Q1 2026 | $10.00 | +17% |
| Q4 2025 | $8.15 | -9.1% |
| Q3 2025 | $8.21 | -14% |
| Q2 2025 | $8.60 | -8% |
| Q1 2025 | $8.56 | -6.7% |
| Q4 2024 | $8.97 | -7.3% |
LEA earned $11.45 per share over the past year, up 39% from the year before.
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 LEA 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 LEA on profitability, with a higher operating margin.
LEA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.8B | +1.6% |
| Q2 2026 | $6.2B | +3% |
| Q1 2026 | $5.8B | +4.7% |
| Q4 2025 | $6B | +4.8% |
| Q3 2025 | $5.7B | +1.7% |
| Q2 2025 | $6B | +0.3% |
| Q1 2025 | $5.6B | -7.2% |
| Q4 2024 | $5.7B | -2.2% |
LEA's revenue grew through 2023 and has held roughly level since: $5.8B last quarter, up 1.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.4% | 0 points |
| Q2 2026 | 4.3% | +0.2 points |
| Q1 2026 | 4.4% | +1.1 points |
| Q4 2025 | 2.6% | -1.1 points |
| Q3 2025 | 3.4% | -0.6 points |
| Q2 2025 | 4.1% | -0.2 points |
| Q1 2025 | 3.3% | 0 points |
| Q4 2024 | 3.7% | -0.1 points |
LEA's operating margin was 3.4% 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 generated $2.4B in free cash flow over the past year, up 54% from the year before.
LEA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $158.4M | -48% |
| Q2 2026 | $287.8M | +69% |
| Q1 2026 | -$26.5M | +$205.2M |
| Q4 2025 | $281.1M | -42% |
| Q3 2025 | $307M | +508% |
| Q2 2025 | $170.8M | +0.2% |
| Q1 2025 | -$231.7M | -$83.5M |
| Q4 2024 | $488.7M | +30% |
LEA generated $701M in free cash flow over the past year, down 4.6% 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.
LEA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.9% | -968K shares |
| 1 year | -7.1% | -3.8M shares |
| 3 years | -16% | -9.2M shares |
| 5 years | -17% | -10.1M shares |
| Available history | -19% | -12.1M shares |
LEA has the edge over EBAY on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $175M |
| Q2 2026 | $100M |
| Q1 2026 | $75M |
| Q4 2025 | $175.1M |
| Q3 2025 | $102.6M |
| Q2 2025 | $22.5M |
| Q1 2025 | $25M |
| Q4 2024 | $105.9M |
LEA spent $525M buying back its own shares over the past year, up 105% from the year before.
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.
LEA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.3x | Healthy |
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 1.3x | Healthy |
| Q4 2025 | 1.2x | Healthy |
| Q3 2025 | 1.2x | Healthy |
| Q2 2025 | 1.3x | Healthy |
| Q1 2025 | 1.3x | Healthy |
| Q4 2024 | 1.1x | Healthy |
LEA 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).
LEA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.1 | Neutral |
| Stochastic | 6.0 | Oversold |
LEA's weekly RSI is 37 (neutral) and its Stochastic is 6 (oversold).
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.
LEA PE vs Consumer Cyclical Sector
| Metric | LEA | Sector median | Relative |
|---|---|---|---|
| PE | 9.5x | 18x | 47% below |
| PE % | 5 | 47 | 42 pts below |
LEA 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 has the edge over LEA on trend strength, trading above more of its moving averages.
LEA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $117.0 | 7.2% below |
| 20 week MA | $125.3 | 13% below |
| 50 week MA | $126.4 | 14% below |
| 100 week MA | $111.6 | 2.7% below |
| 200 week MA | $120.2 | 9.7% below |
LEA is in a downtrend: it's below all five of its weekly moving averages, and 9.7% below 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 LEA on returns for 2026, with the stronger performance.
LEA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $138.5 | $159.9 | +15% |
| 2021 | $159.9 | $180.0 | +13% |
| 2022 | $180.0 | $121.9 | -32% |
| 2023 | $121.9 | $141.2 | +16% |
| 2024 | $141.2 | $95.4 | -32% |
| 2025 | $95.4 | $116.9 | +23% |
| 2026 YTD | $116.9 | $108.6 | -7.1% |
LEA has finished higher in four of the last six years. It's down 7.1% so far in 2026.