EBAY
eBay Inc.
EBAY has a slight edge over WSM overall, supported by lower modeled downside and stronger fundamentals.
WSM
Williams-Sonoma, Inc.
WSM offers stronger modeled upside, 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.
WSM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
WSM'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.
WSM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9x | $87.36 | -65% |
| Fair | 17x | $164 | -34% |
| Expensive | 22x | $212 | -15% |
| Forward | 25x | $250 | — |
| Current | 26x | $250 | — |
Historical ranges are pointers, not guarantees.
WSM 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.
WSM Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for WSM, with profitability improving.
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.
WSM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.16 | +4.1% |
| Q3 2026 | $9.76 | +10% |
| Q2 2026 | $8.92 | +3.6% |
| Q1 2026 | $8.84 | +0.6% |
| Q4 2025 | $8.87 | +5% |
| Q3 2025 | $8.87 | +6.7% |
| Q2 2025 | $8.61 | +5.9% |
| Q1 2025 | $8.79 | +21% |
| Q4 2024 | $8.45 | +18% |
WSM 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 has the edge over WSM 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's operating margin was 19% last quarter, down 1.2 points from the same quarter a year ago.
WSM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2B | +6.7% |
| Q2 2026 | $1.8B | +4.4% |
| Q1 2026 | $2.4B | -4.3% |
| Q4 2025 | $1.9B | +4.6% |
| Q3 2025 | $1.8B | +2.7% |
| Q2 2025 | $1.7B | +4.2% |
| Q1 2025 | $2.5B | +8% |
| Q4 2024 | $1.8B | -2.9% |
WSM's revenue is recovering but still below its 2022 peak: $2B last quarter, up 6.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +5 points |
| Q2 2026 | 16% | -0.6 points |
| Q1 2026 | 20% | +0.1 points |
| Q4 2025 | 17% | -0.9 points |
| Q3 2025 | 18% | +1.6 points |
| Q2 2025 | 17% | -2.7 points |
| Q1 2025 | 20% | 0 points |
| Q4 2024 | 18% | +0.8 points |
WSM has the edge over EBAY on profitability, with a higher operating margin.
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 WSM on cash flow, with more consistent year-over-year improvement.
WSM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $480.8M | +108% |
| Q2 2026 | $98.6M | +63% |
| Q1 2026 | $516M | -8.9% |
| Q4 2025 | $248.1M | +46% |
| Q3 2025 | $230.7M | +7.3% |
| Q2 2025 | $60.7M | -68% |
| Q1 2025 | $566.3M | -8.8% |
| Q4 2024 | $170.1M | -32% |
WSM's free cash flow has been positive every quarter for seven years: $1.3B over the past year, up 31% from 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 453M diluted shares, down 3% from a year ago, with $2.1B in buybacks over the past year.
| 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.
WSM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -1M shares |
| 1 year | -3.8% | -4.7M shares |
| 3 years | -7.9% | -10.2M shares |
| 5 years | -22% | -34.3M shares |
| Available history | -25% | -39.5M shares |
WSM has the edge over EBAY on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $287.8M |
| Q1 2026 | $298.3M |
| Q4 2025 | $266.6M |
| Q3 2025 | $199.1M |
| Q2 2025 | $90M |
| Q1 2025 | $100M |
| Q4 2024 | $533.9M |
WSM spent $853M buying back its own shares over the past year, down 7.6% from the year before.
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.
WSM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.6x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.6x | Net Cash |
| Q4 2025 | -0.5x | Net Cash |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | -0.6x | Net Cash |
| Q1 2025 | -0.7x | Net Cash |
| Q4 2024 | -0.5x | Net Cash |
WSM 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).
WSM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 63.1 | Neutral |
| Stochastic | 66.6 | Neutral |
WSM's weekly RSI is 63 (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.
WSM PE vs Consumer Cyclical Sector
| Metric | WSM | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 18x | 42% above |
| PE % | 98 | 47 | 51 pts above |
WSM 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.
WSM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $245.7 | 1.9% above |
| 20 week MA | $237.1 | 5.6% above |
| 50 week MA | $213.1 | 18% above |
| 100 week MA | $197.3 | 27% above |
| 200 week MA | $151.3 | 65% above |
WSM is in an uptrend: it's above all five of its weekly moving averages, and 65% 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 WSM on returns for 2026, with the stronger performance.
WSM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $36.5 | $53.8 | +47% |
| 2021 | $53.8 | $84.5 | +57% |
| 2022 | $84.5 | $60.1 | -29% |
| 2023 | $60.1 | $100.9 | +68% |
| 2024 | $100.9 | $186.1 | +84% |
| 2025 | $186.1 | $188.6 | +1.4% |
| 2026 YTD | $188.6 | $250.4 | +33% |
WSM has finished higher in five of the last six years, three of them by more than 50%. It's up 33% so far in 2026.