EBAY
eBay Inc.
EBAY has the edge over SFIX overall, supported by lower modeled downside and stronger fundamentals.
SFIX
Stitch Fix, Inc.
SFIX 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.
SFIX Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Strong |
SFIX's balance sheet is currently strong, and its revenue, profitability and cash flow are 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.
SFIX PE Valuation
SFIX 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.
SFIX Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Stable | |
| -- | |
| Limited | |
| -- |
Analysts expect SFIX's losses to shrink, with revenue 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 SFIX on earnings quality, reporting a profit while its opponent remains loss making.
SFIX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.09 | +$0.13 |
| Q2 2026 | -$0.14 | +$0.31 |
| Q1 2026 | -$0.19 | +$0.38 |
| Q4 2025 | -$0.22 | +$0.60 |
| Q3 2025 | -$0.22 | +$0.85 |
| Q2 2025 | -$0.45 | +$0.56 |
| Q1 2025 | -$0.57 | +$0.45 |
| Q4 2024 | -$0.82 | +$0.48 |
SFIX is still losing money, but far less than before: $0.09 per share over the past year, against $2.68 at its worst in early 2023.
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 SFIX 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 SFIX on profitability, with a higher operating margin.
SFIX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $324.4M | +4.2% |
| Q2 2026 | $340.3M | +4.7% |
| Q1 2026 | $341.3M | +9.4% |
| Q4 2025 | $342.1M | +7.3% |
| Q3 2025 | $311.2M | -2.6% |
| Q2 2025 | $325M | +0.7% |
| Q1 2025 | $312.1M | -5.5% |
| Q4 2024 | $318.8M | -13% |
SFIX's revenue has grown year over year for four quarters in a row: $324M last quarter, up 4.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -1.4% | +2.3 points |
| Q2 2026 | -1.2% | +1.8 points |
| Q1 2026 | -1.4% | +1.5 points |
| Q4 2025 | -2.5% | +0.3 points |
| Q3 2025 | -3.6% | +9.5 points |
| Q2 2025 | -3% | +4.7 points |
| Q1 2025 | -2.9% | +8.6 points |
| Q4 2024 | -2.8% | +5.1 points |
SFIX's operating margin was −1.4% last quarter, up 2.3 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 SFIX on cash flow, with more consistent year-over-year improvement.
SFIX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $4.4M | +59% |
| Q2 2026 | $6.5M | -59% |
| Q1 2026 | $3.4M | +$22.8M |
| Q4 2025 | $5.6M | -44% |
| Q3 2025 | $2.8M | -38% |
| Q2 2025 | $16M | -15% |
| Q1 2025 | -$19.4M | +$6.6M |
| Q4 2024 | $9.9M | -41% |
SFIX still generates free cash flow, though less than at its 2021 peak: $20M 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 SFIX 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.
SFIX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -1.1M shares |
| 1 year | +4.2% | +5.5M shares |
| 3 years | +17% | +19.6M shares |
| 5 years | +27% | +28.3M shares |
| Available history | +32% | +32.7M shares |
SFIX has 134M diluted shares, up 4.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $11.3M |
| Q3 2023 | — |
| Q2 2023 | — |
| Q3 2022 | — |
| Q2 2022 | $20M |
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.
SFIX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -102.3x | Net Cash |
| Q1 2020 | -6.4x | Net Cash |
| Q4 2019 | -5.0x | Net Cash |
SFIX 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).
SFIX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.5 | Neutral |
| Stochastic | 29.7 | Neutral |
SFIX's weekly RSI is 44 (neutral) and its Stochastic is 30 (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.
SFIX PE vs Consumer Cyclical Sector
| Metric | SFIX | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
SFIX 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 SFIX on trend strength, trading above more of its moving averages.
SFIX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.62 | 7.6% above |
| 20 week MA | $3.14 | 10% below |
| 50 week MA | $3.68 | 23% below |
| 100 week MA | $4.00 | 30% below |
| 200 week MA | $3.83 | 26% below |
SFIX has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 26% 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 SFIX on returns for 2026, with the stronger performance.
SFIX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $25.4 | $69.3 | +173% |
| 2021 | $69.3 | $19.7 | -72% |
| 2022 | $19.7 | $2.96 | -85% |
| 2023 | $2.96 | $3.57 | +21% |
| 2024 | $3.57 | $4.15 | +16% |
| 2025 | $4.15 | $5.19 | +25% |
| 2026 YTD | $5.19 | $2.82 | -46% |
SFIX's yearly returns have swung widely, from +173% in 2020 to −85% in 2022. It's down 46% so far in 2026.