EBAY
eBay Inc.
EBAY has slightly lower modeled downside risk, despite its lower overall score.
XPEL
XPEL, Inc.
XPEL 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.
XPEL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Strong |
XPEL's revenue, profitability and balance sheet are currently healthy, but its cash flow is under pressure.
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.
XPEL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 16x | $37.62 | — |
| Current | 18x | $37.62 | — |
| Cheap | 22x | $46.19 | +23% |
| Fair | 33x | $68.12 | +81% |
| Expensive | 58x | $121 | +222% |
Historical ranges are pointers, not guarantees.
XPEL 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.
XPEL Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
XPEL 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's earnings per share have fallen from their peak: $4.57 over the past year, against $20.25 in late 2021.
XPEL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.33 | +11% |
| Q3 2026 | $2.09 | +23% |
| Q2 2026 | $1.97 | +11% |
| Q1 2026 | $1.91 | +11% |
| Q4 2025 | $1.85 | +12% |
| Q3 2025 | $1.70 | -3.4% |
| Q2 2025 | $1.77 | +3.5% |
| Q1 2025 | $1.72 | -1.1% |
| Q4 2024 | $1.65 | -14% |
XPEL has the edge over EBAY on earnings, with stronger typical year-over-year growth.
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 XPEL on profitability, with a higher operating margin.
XPEL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $137.8M | +9.9% |
| Q2 2026 | $143.1M | +15% |
| Q1 2026 | $117.4M | +13% |
| Q4 2025 | $122.3M | +14% |
| Q3 2025 | $125.4M | +11% |
| Q2 2025 | $124.7M | +13% |
| Q1 2025 | $103.8M | +15% |
| Q4 2024 | $107.5M | +1.9% |
XPEL has the edge over EBAY on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | +1.9 points |
| Q2 2026 | 16% | +0.8 points |
| Q1 2026 | 11% | +0.4 points |
| Q4 2025 | 13% | +1.2 points |
| Q3 2025 | 13% | -2.9 points |
| Q2 2025 | 15% | -2 points |
| Q1 2025 | 11% | +0.5 points |
| Q4 2024 | 11% | -2 points |
XPEL's operating margin was 15% 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 has the edge over XPEL on cash generation, producing positive trailing cash flow while its opponent burns cash.
XPEL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $19.2M | -40% |
| Q2 2026 | -$34.3M | -227% |
| Q1 2026 | -$2.3M | -205% |
| Q4 2025 | $1.6M | -66% |
| Q3 2025 | $32.2M | +76% |
| Q2 2025 | $26.9M | +7.4% |
| Q1 2025 | $2.2M | +$9.2M |
| Q4 2024 | $4.7M | +$7.4M |
XPEL's free cash flow was −$16M over the past year, against $66M 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 XPEL 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.
XPEL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -5K shares |
| 1 year | -0.2% | -63K shares |
| 3 years | 0% | -6K shares |
| 5 years | +0.1% | +24.9K shares |
| Available history | +0.1% | +25.4K shares |
XPEL has 28M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $3M |
| Q2 2026 | — |
| Q1 2026 | $2.9M |
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.
XPEL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.0x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | -0.6x | Net Cash |
| Q4 2025 | -0.7x | Net Cash |
| Q3 2025 | -0.9x | Net Cash |
| Q2 2025 | -0.7x | Net Cash |
| Q1 2025 | -0.3x | Net Cash |
| Q4 2024 | -0.3x | Net Cash |
XPEL 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).
XPEL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 36.9 | Neutral |
| Stochastic | 13.9 | Oversold |
XPEL's weekly RSI is 37 (neutral) and its Stochastic is 14 (oversold).
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.
XPEL PE vs Consumer Cyclical Sector
| Metric | XPEL | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 18x | 0.1% below |
| PE % | 1 | 47 | 46 pts below |
XPEL 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 XPEL on trend strength, trading above more of its moving averages.
XPEL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $42.7 | 12% below |
| 20 week MA | $45.5 | 17% below |
| 50 week MA | $46.5 | 19% below |
| 100 week MA | $41.2 | 8.7% below |
| 200 week MA | $49.2 | 24% below |
XPEL is in a downtrend: it's below all five of its weekly moving averages, and 24% 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 XPEL on returns for 2026, with the stronger performance.
XPEL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.6 | $51.5 | +252% |
| 2021 | $51.5 | $68.5 | +33% |
| 2022 | $68.5 | $59.1 | -14% |
| 2023 | $59.1 | $53.9 | -8.9% |
| 2024 | $53.9 | $39.7 | -26% |
| 2025 | $39.7 | $52.1 | +31% |
| 2026 YTD | $52.1 | $37.6 | -28% |
XPEL has finished lower in three of the last six years. It's down 28% so far in 2026.