EBAY
eBay Inc.
EBAY has lower modeled downside risk, despite its lower overall score.
OPLN
OPENLANE, Inc.
OPLN 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.
OPLN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Strong | |
| Healthy |
OPLN's revenue, cash flow and balance sheet are currently healthy, but its profitability is under pressure.
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.
OPLN PE Valuation
OPLN 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.
OPLN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Stable | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for OPLN, with profitability 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 OPLN on earnings quality, reporting a profit while its opponent remains loss making.
OPLN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.66 | — |
| Q3 2026 | -$0.74 | -185% |
| Q2 2026 | -$0.85 | -215% |
| Q4 2021 | $0.12 | +$0.35 |
| Q3 2021 | -$0.05 | -136% |
| Q2 2021 | $0.28 | +56% |
| Q1 2021 | $0.00 | -100% |
| Q4 2020 | -$0.23 | -122% |
OPLN has swung to a loss: it lost $0.74 per share over the past year, after a profit 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's revenue has grown year over year for 15 quarters in a row: $3.2B last quarter, up 14% from the same quarter a year ago.
| 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 OPLN on profitability, with a higher operating margin.
OPLN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $561.2M | +13% |
| Q2 2026 | $554.6M | +15% |
| Q1 2026 | $527.9M | +15% |
| Q4 2025 | $494.3M | +8.6% |
| Q3 2025 | $498.4M | +11% |
| Q2 2025 | $481.7M | +12% |
| Q1 2025 | $460.1M | +11% |
| Q4 2024 | $455M | +16% |
OPLN has the edge over EBAY on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | +1.5 points |
| Q2 2026 | 12% | +2.3 points |
| Q1 2026 | 14% | +2.7 points |
| Q4 2025 | 8.6% | -8.8 points |
| Q3 2025 | 11% | -5.3 points |
| Q2 2025 | 9.8% | -3.1 points |
| Q1 2025 | 11% | -5.4 points |
| Q4 2024 | 17% | +2.7 points |
OPLN's operating margin was 13% last quarter, up 1.5 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 generated $2.4B in free cash flow over the past year, up 54% from the year before.
OPLN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $83.3M | +45% |
| Q2 2026 | $39M | -32% |
| Q1 2026 | $146.5M | +32% |
| Q4 2025 | $110.8M | +493% |
| Q3 2025 | $57.6M | -47% |
| Q2 2025 | $57.4M | +134% |
| Q1 2025 | $110.7M | +27% |
| Q4 2024 | $18.7M | +117% |
OPLN 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 OPLN 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.
OPLN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +7% | +8.2M shares |
| 1 year | +16% | +17.1M shares |
| 3 years | +7.8% | +9.1M shares |
| 5 years | -3% | -3.9M shares |
| Available history | -5.6% | -7.5M shares |
OPLN has 125M diluted shares, up 16% from a year ago, despite $101M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $43.3M |
| Q2 2026 | $22.5M |
| Q1 2026 | $25.7M |
| Q4 2025 | $9.8M |
| Q3 2025 | $26.4M |
| Q2 2025 | $9.3M |
| Q1 2025 | $100,000 |
| Q4 2024 | — |
OPLN spent $101M buying back its own shares over the past year, up 183% 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.
OPLN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.8x | Very low |
| Q2 2026 | 1.1x | Healthy |
| Q1 2026 | 1.2x | Healthy |
| Q4 2025 | 1.4x | Healthy |
| Q3 2025 | -0.3x | Net Cash |
| Q2 2025 | -0.4x | Net Cash |
| Q1 2025 | 0.0x | Very low |
| Q4 2024 | 0.2x | Very low |
OPLN 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).
OPLN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.6 | Neutral |
| Stochastic | 32.5 | Neutral |
OPLN's weekly RSI is 48 (neutral) and its Stochastic is 33 (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.
OPLN PE vs Consumer Cyclical Sector
| Metric | OPLN | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
OPLN 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 OPLN on trend strength, trading above more of its moving averages.
OPLN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $36.2 | 4.1% below |
| 20 week MA | $36.7 | 5.4% below |
| 50 week MA | $33.6 | 3.3% above |
| 100 week MA | $28.5 | 22% above |
| 200 week MA | $22.2 | 57% above |
OPLN has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 57% 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 OPLN on returns for 2026, with the stronger performance.
OPLN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $21.6 | $18.2 | -16% |
| 2021 | $18.2 | $15.5 | -15% |
| 2022 | $15.5 | $12.8 | -18% |
| 2023 | $12.8 | $14.8 | +16% |
| 2024 | $14.8 | $20.1 | +36% |
| 2025 | $20.1 | $31.0 | +54% |
| 2026 YTD | $31.0 | $34.7 | +12% |
OPLN has finished lower in three of the last six years. It's up 12% so far in 2026.