EBAY
eBay Inc.
EBAY has the edge over TLYS overall, supported by lower modeled downside and stronger valuation.
TLYS
Tilly's, Inc.
TLYS offers stronger fundamentals, 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.
TLYS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Stable | |
| Strong |
TLYS's revenue, profitability and balance sheet are currently healthy, and its cash flow 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 has the edge over TLYS in the historical PE scenario, which offers more potential upside but is not a forecast.
TLYS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 5.2x | $0.31 | -93% |
| Fair | 11x | $0.64 | -85% |
| Forward | 23x | $4.29 | — |
| Expensive | 40x | $2.38 | -45% |
| Current | 75x | $4.29 | — |
Historical ranges are pointers, not guarantees.
TLYS's PE is in its expensive range at 75x. If earnings grow as analysts expect, today's price would be 23x next year's earnings.
EBAY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for EBAY, with profitability holding steady.
TLYS Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Returning to profit | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect TLYS to return to profit, with 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 has the edge over TLYS on earnings, with more consistent year-over-year improvement.
TLYS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.18 | +208% |
| Q3 2026 | $0.06 | +$1.57 |
| Q2 2026 | -$0.11 | +$1.51 |
| Q1 2026 | -$0.58 | +$0.96 |
| Q4 2025 | -$1.13 | +$0.64 |
| Q3 2025 | -$1.51 | -$0.14 |
| Q2 2025 | -$1.62 | -$0.21 |
| Q1 2025 | -$1.54 | -$0.38 |
| Q4 2024 | -$1.77 | -$1.30 |
TLYS has returned to profit: it earned $0.06 per share over the past year, after losing money 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 has the edge over TLYS 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 TLYS on profitability, with a higher operating margin.
TLYS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $163.5M | +8.1% |
| Q2 2026 | $124.7M | +16% |
| Q1 2026 | $155.1M | +5.3% |
| Q4 2025 | $139.6M | -2.7% |
| Q3 2025 | $151.3M | -7.1% |
| Q2 2025 | $107.6M | -7.1% |
| Q1 2025 | $147.3M | -15% |
| Q4 2024 | $143.4M | -14% |
TLYS's revenue is recovering but still below its 2021 peak: $164M last quarter, up 8.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5% | +3.2 points |
| Q2 2026 | -6.5% | +15 points |
| Q1 2026 | 1.7% | +11 points |
| Q4 2025 | -1.4% | +8.4 points |
| Q3 2025 | 1.8% | +2.3 points |
| Q2 2025 | -21% | -3.1 points |
| Q1 2025 | -9.6% | -4.7 points |
| Q4 2024 | -9.8% | -8.3 points |
TLYS's operating margin was 5% last quarter, up 3.2 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.
TLYS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $20.9M | +56% |
| Q2 2026 | -$5.3M | +$4.4M |
| Q1 2026 | $7.3M | +$12.6M |
| Q4 2025 | -$11.7M | +$13.4M |
| Q3 2025 | $13.4M | +68% |
| Q2 2025 | -$9.6M | +$18.2M |
| Q1 2025 | -$5.4M | -1829% |
| Q4 2024 | -$25.1M | -$14.3M |
TLYS 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 TLYS 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.
TLYS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.5% | +1M shares |
| 1 year | +3% | +893K shares |
| 3 years | +4.5% | +1.3M shares |
| 5 years | +0.1% | +46K shares |
| Available history | +4.7% | +1.4M shares |
TLYS has 31M diluted shares, up 3% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | $1.9M |
| Q3 2022 | $838,000 |
| Q2 2022 | $8.2M |
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.
TLYS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -5.2x | Net Cash |
| Q2 2026 | -5.9x | Net Cash |
| Q2 2023 | -6.6x | Net Cash |
| Q1 2023 | -2.9x | Net Cash |
| Q3 2021 | -1.1x | Net Cash |
| Q2 2021 | -1.4x | Net Cash |
| Q1 2021 | -4.8x | Net Cash |
| Q3 2020 | -6.8x | Net Cash |
TLYS 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).
TLYS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 53.4 | Neutral |
| Stochastic | 24.4 | Neutral |
TLYS's weekly RSI is 53 (neutral) and its Stochastic is 24 (neutral).
EBAY PE vs Consumer Cyclical Sector
| Metric | EBAY | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 18x | 46% above |
| PE % | 91 | 47 | 44 pts above |
EBAY has the edge over TLYS on valuation relative to its sector.
TLYS PE vs Consumer Cyclical Sector
| Metric | TLYS | Sector median | Relative |
|---|---|---|---|
| PE | 75x | 18x | 316% above |
| PE % | 89 | 47 | 42 pts above |
TLYS is trading at 75x earnings, a 316% premium to the Consumer Cyclical sector's median of 18x.
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 TLYS on trend strength, trading above more of its moving averages.
TLYS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.34 | 1.2% below |
| 20 week MA | $4.18 | 2.6% above |
| 50 week MA | $3.52 | 22% above |
| 100 week MA | $2.86 | 50% above |
| 200 week MA | $4.83 | 11% below |
TLYS's trend is mixed: it's above three of its five weekly moving averages, and 11% 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 finished higher in five of the last six years. It's up 41% so far in 2026.
TLYS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $12.1 | $8.14 | -33% |
| 2021 | $8.14 | $15.3 | +88% |
| 2022 | $15.3 | $8.86 | -42% |
| 2023 | $8.86 | $7.54 | -15% |
| 2024 | $7.54 | $3.90 | -48% |
| 2025 | $3.90 | $1.83 | -53% |
| 2026 YTD | $1.83 | $4.29 | +134% |
TLYS has the edge over EBAY on returns for 2026, with the stronger performance.