EBAY
eBay Inc.
EBAY has the edge over MBLY overall, supported by stronger fundamentals and lower modeled downside.
MBLY
Mobileye Global Inc.
MBLY 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.
MBLY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Weak | |
| Stable | |
| Strong |
MBLY's balance sheet is currently strong, and its revenue and cash flow are stable, but its profitability is weak.
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.
MBLY PE Valuation
MBLY has no meaningful PE right now: it lost money over the past year.
EBAY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for EBAY, with profitability holding steady.
MBLY Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
MBLY has the edge over EBAY on the outlook, with more favorable profitability expectations.
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 MBLY on earnings quality, reporting a profit while its opponent remains loss making.
MBLY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.41 | — |
| Q3 2026 | -$4.94 | -$4.52 |
| Q2 2026 | -$4.98 | -$1.33 |
| Q1 2026 | -$5.03 | -$1.35 |
| Q4 2025 | -$0.48 | +$3.34 |
| Q3 2025 | -$0.42 | +$3.22 |
| Q2 2025 | -$3.65 | -$3.38 |
| Q1 2025 | -$3.68 | -$3.48 |
| Q4 2024 | -$3.82 | -$3.79 |
MBLY lost $4.94 per share over the past year, a bigger loss than 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 MBLY 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 MBLY on profitability, with a higher operating margin.
MBLY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $492M | -2.4% |
| Q2 2026 | $508M | +0.4% |
| Q1 2026 | $558M | +27% |
| Q4 2025 | $446M | -9% |
| Q3 2025 | $504M | +3.7% |
| Q2 2025 | $506M | +15% |
| Q1 2025 | $438M | +83% |
| Q4 2024 | $490M | -23% |
MBLY's revenue fell from its 2023 peak and has held roughly level since: $492M last quarter, down 2.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -17% | +5 points |
| Q2 2026 | -5.9% | +8.7 points |
| Q1 2026 | -698% | -672 points |
| Q4 2025 | -31% | -14 points |
| Q3 2025 | -22% | +556 points |
| Q2 2025 | -15% | +6.8 points |
| Q1 2025 | -27% | +73 points |
| Q4 2024 | -18% | -29 points |
MBLY's operating margin was −17% last quarter, up 5 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 MBLY on cash flow, with more consistent year-over-year improvement.
MBLY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $72M | -50% |
| Q2 2026 | $114M | -43% |
| Q1 2026 | $45M | -53% |
| Q4 2025 | $86M | -55% |
| Q3 2025 | $143M | +38% |
| Q2 2025 | $199M | +3217% |
| Q1 2025 | $95M | +428% |
| Q4 2024 | $191M | +122% |
MBLY still generates free cash flow, though less than at its 2025 peak: $317M 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 MBLY 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.
MBLY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.7% | +6M shares |
| 1 year | +1.2% | +10M shares |
| 3 years | +1.7% | +14M shares |
| 5 years | +3.5% | +28.1M shares |
MBLY has 824M diluted shares, up 1.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $9.5M |
| Q2 2026 | $23.5M |
| Q4 2025 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | — |
| Q3 2021 | — |
| Q2 2021 | $2M |
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.
MBLY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q4 2023 | -202.0x | Net Cash |
| Q1 2023 | -12.5x | Net Cash |
| Q4 2022 | -3.7x | Net Cash |
| Q3 2022 | -2.5x | Net Cash |
| Q2 2022 | 5.8x | High |
| Q1 2022 | -2.3x | Net Cash |
| Q4 2021 | -2.3x | Net Cash |
MBLY has more cash than debt.
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).
MBLY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 28.6 | Oversold |
| Stochastic | 13.5 | Oversold |
MBLY's weekly RSI is 29 (oversold) and its Stochastic is 14 (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.
MBLY PE vs Consumer Cyclical Sector
MBLY has no meaningful PE right now: it lost money over the past year.
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 MBLY on trend strength, trading above more of its moving averages.
MBLY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $6.71 | 16% below |
| 20 week MA | $7.90 | 29% below |
| 50 week MA | $8.68 | 35% below |
| 100 week MA | $11.9 | 53% below |
| 200 week MA | $21.6 | 74% below |
MBLY is in a downtrend: it's below all five of its weekly moving averages, and 74% 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 MBLY on returns for 2026, with the stronger performance.
MBLY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2022 | $27.0 | $34.0 | +26% |
| 2023 | $34.0 | $43.3 | +27% |
| 2024 | $43.3 | $20.0 | -54% |
| 2025 | $20.0 | $10.4 | -48% |
| 2026 YTD | $10.4 | $5.64 | -46% |
MBLY has finished lower in two of the last four years. It's down 46% so far in 2026.