EBAY
eBay Inc.
EBAY has lower modeled downside risk, despite its lower overall score.
ZETA
Zeta Global Holdings Corp.
ZETA has the edge over EBAY overall, supported by stronger valuation and stronger fundamentals.
EBAY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Stable |
EBAY's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
ZETA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Healthy |
ZETA's revenue, profitability, cash flow and balance sheet are all currently healthy.
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.
ZETA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 29x | $37.27 | — |
| Current | 248x | $37.27 | — |
| Cheap | N/A | N/A | N/A |
| Fair | N/A | N/A | N/A |
| Expensive | N/A | N/A | N/A |
Historical ranges are pointers, not guarantees.
ZETA 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.
ZETA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
ZETA 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.
ZETA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.27 | +748% |
| Q3 2026 | $0.15 | +$0.23 |
| Q2 2026 | -$0.01 | +$0.14 |
| Q1 2026 | -$0.10 | +$0.15 |
| Q4 2025 | -$0.14 | +$0.24 |
| Q3 2025 | -$0.08 | +$0.61 |
| Q2 2025 | -$0.15 | +$0.72 |
| Q1 2025 | -$0.25 | +$0.80 |
| Q4 2024 | -$0.38 | +$0.82 |
ZETA 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 ZETA on profitability, with a higher operating margin.
ZETA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $492.7M | +46% |
| Q2 2026 | $442.8M | +44% |
| Q1 2026 | $396.3M | +50% |
| Q4 2025 | $394.6M | +25% |
| Q3 2025 | $337.2M | +26% |
| Q2 2025 | $308.4M | +35% |
| Q1 2025 | $264.4M | +36% |
| Q4 2024 | $314.7M | +50% |
ZETA has the edge over EBAY on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.3% | +6.7 points |
| Q2 2026 | 3.8% | +5.5 points |
| Q1 2026 | -4.8% | +1.3 points |
| Q4 2025 | 4.5% | +2.3 points |
| Q3 2025 | 2.6% | +7.2 points |
| Q2 2025 | -1.7% | +10 points |
| Q1 2025 | -6.1% | +12 points |
| Q4 2024 | 2.2% | +17 points |
ZETA's operating margin was 9.3% last quarter, up 6.7 points from the same quarter a year ago, near the top of its range since 2020.
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.
ZETA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $88.3M | +68% |
| Q2 2026 | $64.4M | +62% |
| Q1 2026 | $46.7M | +46% |
| Q4 2025 | $60.9M | +72% |
| Q3 2025 | $52.4M | +78% |
| Q2 2025 | $39.7M | +63% |
| Q1 2025 | $32.1M | +70% |
| Q4 2024 | $35.4M | +66% |
ZETA 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 ZETA 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.
ZETA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.1% | +8M shares |
| 1 year | +19% | +42.2M shares |
| 3 years | +67% | +107M shares |
| 5 years | +417% | +213M shares |
| Available history | +712% | +232M shares |
ZETA has 265M diluted shares, up 19% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2021 | — |
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
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.
ZETA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.7x | Net Cash |
| Q2 2026 | -1.0x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.6x | Net Cash |
| Q3 2025 | -3.0x | Net Cash |
| Q2 2025 | -4.5x | Net Cash |
| Q1 2025 | -14.1x | Net Cash |
ZETA 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).
ZETA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 70.3 | Overbought |
| Stochastic | 75.8 | Neutral |
ZETA's weekly RSI is 70 (overbought) and its Stochastic is 76 (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.
ZETA PE vs Technology 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.
ZETA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $32.6 | 15% above |
| 20 week MA | $28.6 | 30% above |
| 50 week MA | $22.6 | 65% above |
| 100 week MA | $19.7 | 89% above |
| 200 week MA | $16.7 | 123% above |
ZETA is in an uptrend: it's above all five of its weekly moving averages, and 123% 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 finished higher in five of the last six years. It's up 41% so far in 2026.
ZETA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $8.27 | $8.40 | +1.6% |
| 2022 | $8.40 | $8.21 | -2.3% |
| 2023 | $8.21 | $8.82 | +7.4% |
| 2024 | $8.82 | $17.7 | +100% |
| 2025 | $17.7 | $20.7 | +17% |
| 2026 YTD | $20.7 | $37.3 | +80% |
ZETA has the edge over EBAY on returns for 2026, with the stronger performance.