EBAY
eBay Inc.
EBAY has the edge over SHOE overall, supported by stronger fundamentals and lower modeled downside.
SHOE
Shoe Station Group Inc.
SHOE's outlook is improving despite an expensive valuation.
EBAY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Stable |
EBAY's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
SHOE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Strong |
SHOE's cash flow and balance sheet are currently healthy, and its revenue and profitability 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.
SHOE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.3x | $5.57 | -61% |
| Fair | 9.2x | $8.12 | -43% |
| Forward | 10x | $14.20 | — |
| Expensive | 15x | $13.27 | -6.5% |
| Current | 16x | $14.20 | — |
Historical ranges are pointers, not guarantees.
SHOE 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.
SHOE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect SHOE's earnings to grow and its profitability to improve, with its 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 SHOE on earnings, with more consistent year-over-year improvement.
SHOE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.39 | +58% |
| Q3 2026 | $0.88 | -61% |
| Q2 2026 | $1.35 | -44% |
| Q1 2026 | $1.90 | -29% |
| Q4 2025 | $2.10 | -23% |
| Q3 2025 | $2.27 | -20% |
| Q2 2025 | $2.39 | -12% |
| Q1 2025 | $2.68 | 0% |
| Q4 2024 | $2.72 | -6.2% |
SHOE's earnings per share have fallen from their peak: $0.88 over the past year, against $5.42 in early 2022.
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 SHOE 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 SHOE on profitability, with a higher operating margin.
SHOE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $284.3M | -7.2% |
| Q2 2026 | $270.7M | -2.5% |
| Q1 2026 | $254.1M | -3.4% |
| Q4 2025 | $297.2M | -3.2% |
| Q3 2025 | $306.4M | -7.9% |
| Q2 2025 | $277.7M | -7.5% |
| Q1 2025 | $262.9M | -6.1% |
| Q4 2024 | $306.9M | -4.1% |
SHOE's revenue has slid since its 2021 peak: $284M last quarter, down 7.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.7% | -5.6 points |
| Q2 2026 | -2.2% | -6.5 points |
| Q1 2026 | 4.3% | -1 points |
| Q4 2025 | 6.3% | -1.7 points |
| Q3 2025 | 8.2% | -0.8 points |
| Q2 2025 | 4.3% | -3.2 points |
| Q1 2025 | 5.3% | -1.8 points |
| Q4 2024 | 8% | -0.7 points |
SHOE's operating margin was 2.7% last quarter, down 5.6 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 SHOE on cash flow, with more consistent year-over-year improvement.
SHOE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.5M | +197% |
| Q2 2026 | $12.6M | +$35.6M |
| Q1 2026 | $27.7M | -24% |
| Q4 2025 | $19.7M | +138% |
| Q3 2025 | $2.2M | -88% |
| Q2 2025 | -$23M | -435% |
| Q1 2025 | $36.2M | -11% |
| Q4 2024 | $8.3M | -76% |
SHOE still generates free cash flow, though less than at its 2021 peak: $67M 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 SHOE 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.
SHOE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -72K shares |
| 1 year | -0.5% | -140K shares |
| 3 years | -0.3% | -95K shares |
| 5 years | -4.7% | -1.3M shares |
| Available history | -6.2% | -1.8M shares |
SHOE has 27M diluted shares, down 0.5% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $7M |
| Q1 2025 | — |
| Q1 2024 | — |
| Q4 2023 | $5.4M |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
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.
SHOE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.8x | Net Cash |
| Q2 2026 | -1.4x | Net Cash |
| Q1 2026 | -1.2x | Net Cash |
| Q4 2025 | -0.9x | Net Cash |
| Q3 2025 | -0.7x | Net Cash |
| Q2 2025 | -0.7x | Net Cash |
| Q1 2025 | -0.9x | Net Cash |
| Q4 2024 | -0.6x | Net Cash |
SHOE 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).
SHOE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.4 | Neutral |
| Stochastic | 71.0 | Neutral |
SHOE's weekly RSI is 45 (neutral) and its Stochastic is 71 (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.
SHOE PE vs Consumer Cyclical Sector
| Metric | SHOE | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 18x | 10% below |
| PE % | 85 | 47 | 38 pts above |
SHOE 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 SHOE on trend strength, trading above more of its moving averages.
SHOE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.7 | 3.6% above |
| 20 week MA | $14.2 | 0.1% below |
| 50 week MA | $16.6 | 14% below |
| 100 week MA | $19.2 | 26% below |
| 200 week MA | $24.7 | 42% below |
SHOE has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 42% 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 SHOE on returns for 2026, with the stronger performance.
SHOE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.4 | $19.4 | +5.3% |
| 2021 | $19.4 | $39.3 | +102% |
| 2022 | $39.3 | $24.5 | -38% |
| 2023 | $24.5 | $30.2 | +23% |
| 2024 | $30.2 | $35.7 | +18% |
| 2025 | $35.7 | $18.1 | -49% |
| 2026 YTD | $18.1 | $14.2 | -21% |
SHOE's yearly returns have swung widely, from +102% in 2021 to −49% in 2025. It's down 21% so far in 2026.