EBAY
eBay Inc.
EBAY has a slight edge over LULU overall, supported by stronger fundamentals and lower modeled downside.
LULU
Lululemon Athletica Inc.
LULU 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.
LULU Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
LULU'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.
LULU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 8.6x | $104 | — |
| Forward | 13x | $104 | — |
| Cheap | 14x | $167 | +60% |
| Fair | 40x | $490 | +369% |
| Expensive | 69x | $834 | +699% |
Historical ranges are pointers, not guarantees.
LULU 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 LULU on the outlook, with more favorable valuation and earnings expectations.
LULU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Decline | |
| Decline | |
| Weakening | |
| Broad | |
| Low |
Analysts expect LULU's earnings and revenue to decline, with profitability weakening. 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's earnings per share have fallen from their peak: $4.57 over the past year, against $20.25 in late 2021.
LULU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $8.19 | -33% |
| Q3 2026 | $12.17 | -17% |
| Q2 2026 | $12.35 | -16% |
| Q1 2026 | $13.26 | -9.4% |
| Q4 2025 | $14.37 | +3.8% |
| Q3 2025 | $14.65 | +13% |
| Q2 2025 | $14.70 | +18% |
| Q1 2025 | $14.64 | +20% |
| Q4 2024 | $13.84 | +76% |
LULU has the edge over EBAY on earnings, with stronger typical year-over-year growth.
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 LULU 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 LULU on profitability, with a higher operating margin.
LULU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.4B | -4.3% |
| Q2 2026 | $2.5B | +4.3% |
| Q1 2026 | $3.6B | +0.8% |
| Q4 2025 | $2.6B | +7.1% |
| Q3 2025 | $2.5B | +6.5% |
| Q2 2025 | $2.4B | +7.3% |
| Q1 2025 | $3.6B | +13% |
| Q4 2024 | $2.4B | +8.7% |
LULU's revenue has held roughly level: $2.4B last quarter, down 4.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | -2 points |
| Q2 2026 | 11% | -7.3 points |
| Q1 2026 | 22% | -6.6 points |
| Q4 2025 | 17% | -3.5 points |
| Q3 2025 | 21% | -2 points |
| Q2 2025 | 19% | -1.1 points |
| Q1 2025 | 29% | +0.3 points |
| Q4 2024 | 20% | +5.1 points |
LULU's operating margin was 19% last quarter, down 2 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 has the edge over LULU on cash flow, with more consistent year-over-year improvement.
LULU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $225.2M | +49% |
| Q2 2026 | $87.1M | +$358.3M |
| Q1 2026 | $959.7M | -18% |
| Q4 2025 | $82.4M | -33% |
| Q3 2025 | $150.8M | -49% |
| Q2 2025 | -$271.2M | -$268.1M |
| Q1 2025 | $1.2B | -0.9% |
| Q4 2024 | $122.2M | -46% |
LULU generated $1.4B in free cash flow over the past year, up 16% 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.
LULU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.2% | -2.6M shares |
| 1 year | -5.6% | -6.8M shares |
| 3 years | -11% | -14.3M shares |
| 5 years | -13% | -17.6M shares |
| Available history | -14% | -17.9M shares |
LULU has the edge over EBAY on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $333.3M |
| Q2 2026 | $361.8M |
| Q1 2026 | $271.8M |
| Q4 2025 | $190.9M |
| Q3 2025 | $281.2M |
| Q2 2025 | $434.4M |
| Q1 2025 | $335.4M |
| Q4 2024 | $412.6M |
LULU spent $1.2B buying back its own shares over the past year, down 21% 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.
LULU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.6x | Net Cash |
| Q2 2026 | -0.6x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
| Q4 2025 | -0.4x | Net Cash |
| Q3 2025 | -0.4x | Net Cash |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -0.7x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
LULU 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).
LULU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.4 | Neutral |
| Stochastic | 44.5 | Neutral |
LULU's weekly RSI is 41 (neutral) and its Stochastic is 45 (neutral).
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.
LULU PE vs Consumer Cyclical Sector
| Metric | LULU | Sector median | Relative |
|---|---|---|---|
| PE | 8.6x | 18x | 52% below |
| PE % | 2 | 47 | 45 pts below |
LULU 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 LULU on trend strength, trading above more of its moving averages.
LULU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $101.1 | 3.3% above |
| 20 week MA | $109.2 | 4.3% below |
| 50 week MA | $141.5 | 26% below |
| 100 week MA | $202.2 | 48% below |
| 200 week MA | $281.9 | 63% below |
LULU has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 63% 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 LULU on returns for 2026, with the stronger performance.
LULU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $230.0 | $351.4 | +53% |
| 2021 | $351.4 | $391.6 | +11% |
| 2022 | $391.6 | $311.5 | -20% |
| 2023 | $311.5 | $511.3 | +64% |
| 2024 | $511.3 | $386.7 | -24% |
| 2025 | $386.7 | $209.0 | -46% |
| 2026 YTD | $209.0 | $104.5 | -50% |
LULU has finished lower in three of the last six years. It's down 50% so far in 2026.