EBAY
eBay Inc.
EBAY has lower modeled downside risk, despite its lower overall score.
W
Wayfair Inc.
W 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.
W Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Stable |
W's cash flow is currently healthy, and its revenue, profitability and balance sheet 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.
W PE Valuation
W 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.
W Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Low |
W has the edge over EBAY on the outlook, with more favorable profitability expectations.
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 W on earnings quality, reporting a profit while its opponent remains loss making.
W Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.81 | — |
| Q3 2026 | -$1.26 | +$1.29 |
| Q2 2026 | -$2.47 | -$0.08 |
| Q1 2026 | -$2.35 | +$0.49 |
| Q4 2025 | -$2.44 | +$1.57 |
| Q3 2025 | -$2.55 | +$1.89 |
| Q2 2025 | -$2.39 | +$2.85 |
| Q1 2025 | -$2.84 | +$2.47 |
| Q4 2024 | -$4.01 | +$2.46 |
W is still losing money, but far less than before: $1.26 per share over the past year, against $12.72 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 W on sales, with stronger typical year-over-year growth.
| 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 W on profitability, with a higher operating margin.
W Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.4B | +9.7% |
| Q2 2026 | $3.5B | +7.5% |
| Q1 2026 | $2.9B | +7.4% |
| Q4 2025 | $3.3B | +6.9% |
| Q3 2025 | $3.1B | +8.1% |
| Q2 2025 | $3.3B | +5% |
| Q1 2025 | $2.7B | 0% |
| Q4 2024 | $3.1B | +0.2% |
W's revenue has grown year over year for eight quarters in a row: $3.4B last quarter, up 9.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.1% | +1.9 points |
| Q2 2026 | 3% | +2.4 points |
| Q1 2026 | -0.4% | +4.1 points |
| Q4 2025 | 2.5% | +6.3 points |
| Q3 2025 | 1.2% | +3.8 points |
| Q2 2025 | 0.5% | +1.6 points |
| Q1 2025 | -4.5% | +4.1 points |
| Q4 2024 | -3.8% | +1.8 points |
W's operating margin was 3.1% last quarter, up 1.9 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.
W Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $168M | +31% |
| Q2 2026 | $334M | +28% |
| Q1 2026 | -$77M | +$24M |
| Q4 2025 | $177M | +25% |
| Q3 2025 | $128M | +300% |
| Q2 2025 | $260M | +17% |
| Q1 2025 | -$101M | +$51M |
| Q4 2024 | $142M | +28% |
W 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 W 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.
W Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +4.5% | +6M shares |
| 1 year | +6.2% | +8M shares |
| 3 years | +19% | +22M shares |
| 5 years | +33% | +33.9M shares |
| Available history | +50% | +45.8M shares |
W has 138M diluted shares, up 6.2% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | $75M |
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 has the edge over W on leverage, with a lower net debt burden relative to earnings.
W Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.8x | Moderate |
| Q2 2026 | 3.5x | Elevated |
| Q1 2026 | 4.6x | High |
| Q4 2025 | 5.6x | High |
| Q3 2025 | 12.7x | High |
| Q2 2025 | 33.2x | High |
| Q1 2025 | 103.9x | High |
| Q4 2021 | 5.9x | High |
W's net debt is about 2.8 years of its operating earnings (EBITDA), down from 13 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).
W Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.4 | Neutral |
| Stochastic | 67.1 | Neutral |
W's weekly RSI is 62 (neutral) and its Stochastic is 67 (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.
W PE vs Consumer Cyclical Sector
| Metric | W | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
W 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 is in an uptrend: it's above all five of its weekly moving averages, and 73% above its 200-week average.
W Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $108.0 | 3.2% above |
| 20 week MA | $101.0 | 10% above |
| 50 week MA | $91.2 | 22% above |
| 100 week MA | $74.9 | 49% above |
| 200 week MA | $63.9 | 74% above |
W is in an uptrend: it's above all five of its weekly moving averages, and 74% 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 W on returns for 2026, with the stronger performance.
W Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $92.1 | $252.8 | +175% |
| 2021 | $252.8 | $204.4 | -19% |
| 2022 | $204.4 | $33.6 | -84% |
| 2023 | $33.6 | $61.7 | +84% |
| 2024 | $61.7 | $43.8 | -29% |
| 2025 | $43.8 | $102.2 | +134% |
| 2026 YTD | $102.2 | $111.5 | +9.1% |
W's yearly returns have swung widely, from +175% in 2020 to −84% in 2022. It's up 9.1% so far in 2026.