EBay Inc.
EBAY - Insider Information
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+ FollowMarket Cap$54.15B
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Earnings Call Q3 2026
October 28, 2026 - AI Summary
Strong Q3 results beat expectations (good): eBay delivered GMV +13% organic FX-neutral to $23.2B (≈+16% FX-neutral total), revenue +11% organic FX-neutral to $3.21B (≈+13% total FX-neutral), non-GAAP operating income +11% to $843M, and non-GAAP EPS +12% to $1.51. Depop materially contributed (management said Depop added ~3 points to GMV growth and ~2 points to revenue).
Portfolio momentum across core + faster-growth vectors (good/opportunity): Growth was broad-based with strategic priorities all strong: Focus categories GMV +24% and C2C +20%+; Recommerce +20%+; eBay Live and Vehicles grew well into triple digits. Collectibles remained a major driver (trading cards supported by Pokemon 30th anniversary and sports calendar), and trust initiatives like Authenticity Guarantee expansion continued. Depop accelerated and management highlighted improving quality (new cohorts, improved repurchase/relist/resell rates, and stronger two-sided engagement).
Shipping/logistics + AI are key enablers (opportunity with execution risk): AI drove measurable seller productivity and conversion (e.g., “Magical Listing” and improved pricing guidance). Trust/scaling included expanded Authenticity Guarantee and PSA grading/vault partnerships. Shipping is becoming more “portfolio-capability”: eBay expanded managed shipping (UK/Europe services, PUDO visibility, and US managed shipping rollout). Management cited meaningful cost savings (example: UK estimate up to ~30% cheaper for customers vs prior program) and early signals of faster listing time / improved customer satisfaction.
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$37.30
69.4% downside
Current Fair Value
69.4% downsideOvervalued by 69.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $54.15 Billion |
|---|---|
| Enterprise Value | $60.06 Billion |
| Annual dividend | $1.22 |
| Dividend yield | 1.00% |
| Earnings per Share | $4.44 |
| Beta | 1.29 |
| Outstanding Shares | 444,000,000 |
Return
| Return on Equity | 47.30% |
|---|---|
| Return on Assets | 11.59% |
| Return on Invested Capital | 23.16% |
Valuation & Multiples
| P/E Ratio | 26.12 |
|---|---|
| PEG | -122.26 |
| Price to Sales | 4.52 |
| Price to Book Ratio | 13.55 |
| Enterprise Value to Revenue | 4.85 |
| Enterprise Value to EBIT | 21.83 |
| Enterprise Value to Net Income | 28 |
| Total Debt to Enterprise | 0.12 |
| Debt to Equity | 1.6 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$1.41
Consensus analyst estimateRevenue Estimate
$3.11 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 17, 2027
EPS Estimate
$1.50
Consensus analyst estimateRevenue Estimate
$3.23 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 93.03% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.84%▼ 88.41% |
|---|---|
| Total Invested | $1.81B▼ 96.07% |
| Investors Holding | 454▼ 898.00% |
About EBay Inc.
12,300 employees
CEO: James Iannone
eBay Inc. provides global digital marketplaces that connect buyers and sellers throughout the United States and internationally. The company's primary offering, the Marketplace platform, consists of its online portal, ebay.com, and its c...