EBAY
eBay Inc.
EBAY's outlook is improving despite an expensive valuation.
SMP
Standard Motor Products, Inc.
SMP 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.
SMP Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Healthy |
SMP'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.
SMP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.2x | $43.95 | — |
| Cheap | 13x | $39.94 | -9.1% |
| Current | 14x | $43.95 | — |
| Fair | 18x | $54.47 | +24% |
| Expensive | 23x | $68.65 | +56% |
Historical ranges are pointers, not guarantees.
SMP 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.
SMP Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect SMP'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's earnings per share have fallen from their peak: $4.57 over the past year, against $20.25 in late 2021.
SMP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.80 | +58% |
| Q3 2026 | $3.04 | +116% |
| Q2 2026 | $2.23 | +26% |
| Q1 2026 | $2.03 | +44% |
| Q4 2025 | $1.84 | +48% |
| Q3 2025 | $1.41 | -13% |
| Q2 2025 | $1.77 | +1.1% |
| Q1 2025 | $1.41 | +1.4% |
| Q4 2024 | $1.24 | -19% |
SMP 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'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 SMP on profitability, with a higher operating margin.
SMP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $507.8M | +1.8% |
| Q2 2026 | $501.6M | +1.6% |
| Q1 2026 | $451.2M | +9.1% |
| Q4 2025 | $385.1M | +12% |
| Q3 2025 | $498.8M | +25% |
| Q2 2025 | $493.9M | +27% |
| Q1 2025 | $413.4M | +25% |
| Q4 2024 | $343.4M | +18% |
SMP has the edge over EBAY on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.9% | +0.3 points |
| Q2 2026 | 10% | +1.5 points |
| Q1 2026 | 7.6% | +1.6 points |
| Q4 2025 | 5.6% | +4.5 points |
| Q3 2025 | 9.6% | +0.3 points |
| Q2 2025 | 8.7% | +2.3 points |
| Q1 2025 | 5.9% | +1.5 points |
| Q4 2024 | 1.1% | -2.3 points |
SMP's operating margin was 9.9% last quarter, about level with 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.
SMP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $140.3M | +72% |
| Q2 2026 | $92M | +108% |
| Q1 2026 | -$48.7M | +$20.7M |
| Q4 2025 | -$37.6M | -$26.2M |
| Q3 2025 | $81.5M | +5.7% |
| Q2 2025 | $44.2M | +94% |
| Q1 2025 | -$69.4M | -$13.6M |
| Q4 2024 | -$11.4M | -1702% |
SMP generated $146M in free cash flow over the past year, about three times what it generated the year before.
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 SMP 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.
SMP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +102K shares |
| 1 year | +1.8% | +395K shares |
| 3 years | +3.2% | +713K shares |
| 5 years | +1.9% | +423K shares |
| Available history | +0.6% | +148K shares |
SMP has 23M diluted shares, up 1.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $37,000 |
| Q2 2026 | — |
| Q1 2026 | $283,000 |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $19,000 |
SMP has spent almost nothing on buybacks in the past year.
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.
SMP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.9x | Healthy |
| Q2 2026 | 2.6x | Moderate |
| Q1 2026 | 3.1x | Elevated |
| Q4 2025 | 3.0x | Elevated |
| Q3 2025 | 3.1x | Elevated |
| Q2 2025 | 4.0x | Elevated |
| Q1 2025 | 4.8x | High |
| Q4 2024 | 4.6x | High |
SMP's net debt is about 1.9 years of its operating earnings (EBITDA), down from 3.1 years a year ago.
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).
SMP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.5 | Neutral |
| Stochastic | 79.6 | Neutral |
SMP's weekly RSI is 62 (neutral) and its Stochastic is 80 (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.
SMP PE vs Consumer Cyclical Sector
| Metric | SMP | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 18x | 20% below |
| PE % | 24 | 47 | 23 pts below |
SMP 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 is in an uptrend: it's above all five of its weekly moving averages, and 73% above its 200-week average.
SMP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $39.6 | 11% above |
| 20 week MA | $39.0 | 13% above |
| 50 week MA | $38.8 | 13% above |
| 100 week MA | $35.7 | 23% above |
| 200 week MA | $35.2 | 25% above |
SMP is in an uptrend: it's above all five of its weekly moving averages, and 25% 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 SMP on returns for 2026, with the stronger performance.
SMP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $53.4 | $41.4 | -22% |
| 2021 | $41.4 | $51.9 | +25% |
| 2022 | $51.9 | $35.0 | -32% |
| 2023 | $35.0 | $39.8 | +14% |
| 2024 | $39.8 | $31.0 | -22% |
| 2025 | $31.0 | $37.5 | +21% |
| 2026 YTD | $37.5 | $44.0 | +17% |
SMP has finished lower in three of the last six years. It's up 17% so far in 2026.