EBAY
eBay Inc.
EBAY has lower modeled downside risk, despite its lower overall score.
PTON
Peloton Interactive, Inc.
PTON 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.
PTON Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
PTON'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.
PTON PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 17x | $5.53 | — |
| Current | 18x | $5.53 | — |
| Cheap | 39x | $11.63 | +110% |
| Fair | 178x | $53.35 | +865% |
| Expensive | 1,471x | $441 | +7883% |
Historical ranges are pointers, not guarantees.
PTON 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.
PTON Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect PTON's earnings to grow and its profitability to improve, with its revenue holding 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's earnings per share have fallen from their peak: $4.57 over the past year, against $20.25 in late 2021.
PTON Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.32 | +6.8% |
| Q3 2026 | $0.30 | +$0.57 |
| Q2 2026 | $0.14 | +$0.44 |
| Q1 2026 | $0.06 | +$0.50 |
| Q4 2025 | -$0.12 | +$0.65 |
| Q3 2025 | -$0.27 | +$0.80 |
| Q2 2025 | -$0.30 | +$1.21 |
| Q1 2025 | -$0.44 | +$1.66 |
| Q4 2024 | -$0.77 | +$1.67 |
PTON has the edge over EBAY on earnings, with more consistent year-over-year improvement.
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 PTON 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's operating margin was 19% last quarter, down 1.2 points from the same quarter a year ago.
PTON Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $559.2M | +1.5% |
| Q2 2026 | $607.7M | +0.1% |
| Q1 2026 | $630.9M | +1.1% |
| Q4 2025 | $656.5M | -2.6% |
| Q3 2025 | $550.8M | -6% |
| Q2 2025 | $606.9M | -5.7% |
| Q1 2025 | $624M | -13% |
| Q4 2024 | $673.9M | -9.4% |
PTON's revenue fell from its 2021 peak and has held roughly level since: $559M last quarter, up 1.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | +13 points |
| Q2 2026 | 13% | +8.5 points |
| Q1 2026 | 8.3% | +14 points |
| Q4 2025 | -2.2% | +4.6 points |
| Q3 2025 | 7.5% | +5.4 points |
| Q2 2025 | 4.9% | +15 points |
| Q1 2025 | -5.2% | +15 points |
| Q4 2024 | -6.8% | +18 points |
PTON has the edge over EBAY on profitability, with a higher operating margin.
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.
PTON Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $143.4M | +113% |
| Q2 2026 | $88.8M | -21% |
| Q1 2026 | $150.5M | +59% |
| Q4 2025 | $71M | -33% |
| Q3 2025 | $67.4M | +530% |
| Q2 2025 | $112.4M | +332% |
| Q1 2025 | $94.6M | +1000% |
| Q4 2024 | $106M | +$143.1M |
PTON 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 PTON 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.
PTON Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +20% | +89.2M shares |
| 1 year | +22% | +95.4M shares |
| 3 years | +47% | +167M shares |
| 5 years | +74% | +224M shares |
| Available history | +88% | +245M shares |
PTON has 525M diluted shares, up 22% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2020 | — |
| Q1 2020 | — |
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.
PTON Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.1x | Net Cash |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 1.2x | Healthy |
| Q4 2025 | 3.6x | Elevated |
| Q3 2025 | 5.8x | High |
| Q2 2025 | 9.3x | High |
| Q1 2021 | -8.1x | Net Cash |
| Q4 2020 | -6.1x | Net Cash |
PTON 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).
PTON Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.9 | Neutral |
| Stochastic | 43.7 | Neutral |
PTON's weekly RSI is 52 (neutral) and its Stochastic is 44 (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.
PTON PE vs Consumer Cyclical Sector
| Metric | PTON | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 18x | 2.3% above |
| PE % | 0 | 47 | 47 pts below |
PTON 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 PTON on trend strength, trading above more of its moving averages.
PTON Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.23 | 5.7% above |
| 20 week MA | $5.47 | 1.1% above |
| 50 week MA | $5.39 | 2.6% above |
| 100 week MA | $6.38 | 13% below |
| 200 week MA | $6.45 | 14% below |
PTON has bounced recently, but its long-term trend is still down: it's above its 8-, 20- and 50-week averages, but 14% 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 PTON on returns for 2026, with the stronger performance.
PTON Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $27.0 | $162.7 | +503% |
| 2021 | $162.7 | $38.6 | -76% |
| 2022 | $38.6 | $8.89 | -77% |
| 2023 | $8.89 | $6.09 | -31% |
| 2024 | $6.09 | $9.39 | +54% |
| 2025 | $9.39 | $6.06 | -35% |
| 2026 YTD | $6.06 | $5.53 | -8.7% |
PTON's yearly returns have swung widely, from +503% in 2020 to −77% in 2022. It's down 8.7% so far in 2026.