EBAY
eBay Inc.
EBAY has the edge over LGIH overall, supported by stronger fundamentals and lower modeled downside.
LGIH
LGI Homes, Inc.
LGIH 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.
LGIH Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Healthy | |
| Strong |
LGIH's revenue, cash flow and balance sheet are currently healthy, and its profitability 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.
LGIH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.8x | $20.61 | -50% |
| Fair | 11x | $33.17 | -19% |
| Expensive | 14x | $42.66 | +3.7% |
| Current | 14x | $41.12 | — |
| Forward | 15x | $41.12 | — |
Historical ranges are pointers, not guarantees.
LGIH 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 |
EBAY has the edge over LGIH on the outlook, with more favorable valuation and earnings expectations.
LGIH Forward outlook
| Metric | Outlook |
|---|---|
| Deteriorating | |
| Stable | |
| Stable | |
| Stable | |
| Limited | |
| Low |
Analysts expect LGIH's earnings, revenue and profitability to hold roughly steady. However, they disagree widely on these estimates.
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 LGIH on earnings, with more consistent year-over-year improvement.
LGIH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.67 | -12% |
| Q3 2026 | $3.04 | -33% |
| Q2 2026 | $2.84 | -57% |
| Q1 2026 | $3.04 | -61% |
| Q4 2025 | $3.12 | -62% |
| Q3 2025 | $4.53 | -46% |
| Q2 2025 | $6.63 | -19% |
| Q1 2025 | $7.75 | -3.1% |
| Q4 2024 | $8.30 | -1.4% |
LGIH's earnings per share have fallen from their peak: $3.04 over the past year, against $18.05 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 LGIH 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 LGIH on profitability, with a higher operating margin.
LGIH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $444.5M | +12% |
| Q2 2026 | $516M | +6.7% |
| Q1 2026 | $319.7M | -9% |
| Q4 2025 | $474M | -15% |
| Q3 2025 | $396.6M | -39% |
| Q2 2025 | $483.5M | -20% |
| Q1 2025 | $351.4M | -10% |
| Q4 2024 | $557.4M | -8.4% |
LGIH's revenue is recovering but still below its 2020 peak: $444M last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.5% | +2.1 points |
| Q2 2026 | 7.1% | -1.1 points |
| Q1 2026 | -0.2% | -0.2 points |
| Q4 2025 | 3.9% | -4.3 points |
| Q3 2025 | 5.4% | -6.9 points |
| Q2 2025 | 8.2% | -3 points |
| Q1 2025 | 0.1% | -4.7 points |
| Q4 2024 | 8.2% | -1.7 points |
LGIH's operating margin was 7.5% last quarter, up 2.1 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.
LGIH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $37.9M | +$51.2M |
| Q2 2026 | $113.7M | +$200.2M |
| Q1 2026 | -$56.2M | +$71.7M |
| Q4 2025 | $86.8M | +54% |
| Q3 2025 | -$13.3M | +$4.6M |
| Q2 2025 | -$86.4M | -$2.7M |
| Q1 2025 | -$128M | -$27.5M |
| Q4 2024 | $56.4M | +$90.7M |
LGIH 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 LGIH 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.
LGIH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.8% | +187K shares |
| 1 year | +1.4% | +317K shares |
| 3 years | -0.7% | -175K shares |
| 5 years | -5.5% | -1.4M shares |
| Available history | -7.7% | -2M shares |
LGIH has 23M diluted shares, up 1.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $20.6M |
| Q1 2025 | $3.1M |
| Q4 2024 | $13M |
| Q3 2024 | — |
| Q2 2024 | $8M |
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.
LGIH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.8x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
| Q4 2025 | 19.0x | High |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | -0.4x | Net Cash |
| Q1 2025 | -0.3x | Net Cash |
| Q4 2024 | 6.6x | High |
LGIH 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).
LGIH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 38.0 | Neutral |
| Stochastic | 20.0 | Oversold |
LGIH's weekly RSI is 38 (neutral) and its Stochastic is 20 (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.
LGIH PE vs Consumer Cyclical Sector
| Metric | LGIH | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 18x | 25% below |
| PE % | 80 | 47 | 33 pts above |
LGIH 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 LGIH on trend strength, trading above more of its moving averages.
LGIH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $44.8 | 8.2% below |
| 20 week MA | $52.1 | 21% below |
| 50 week MA | $49.7 | 17% below |
| 100 week MA | $56.1 | 27% below |
| 200 week MA | $83.9 | 51% below |
LGIH is in a downtrend: it's below all five of its weekly moving averages, and 51% 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 LGIH on returns for 2026, with the stronger performance.
LGIH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $70.5 | $112.7 | +60% |
| 2021 | $112.7 | $152.2 | +35% |
| 2022 | $152.2 | $94.8 | -38% |
| 2023 | $94.8 | $133.2 | +40% |
| 2024 | $133.2 | $89.6 | -33% |
| 2025 | $89.6 | $43.2 | -52% |
| 2026 YTD | $43.2 | $41.1 | -4.8% |
LGIH has finished lower in three of the last six years. It's down 4.8% so far in 2026.