EBay Inc.

EBay Inc.

EBAY

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Market Cap$48.52B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
EBay Inc.EBay Inc.241.1%46%4.41.6

Earnings Call Q1 2026

April 29, 2026 - AI Summary

Q1 results: strong beat, broad-based growth - GMV +14% YoY to $22.2B and Revenue +17% YoY to $3.09B (organic FX-neutral; FX added tailwind). - Non-GAAP operating income +18% YoY to $907M and Non-GAAP EPS +21% YoY to $1.66. - Shareholder returns: $639M returned via $500M buyback in Q1 plus $139M dividend (=$0.31/share paid in March). - Management emphasized results exceeded guidance/consensus despite macro/geopolitical uncertainty.
What’s driving the upside (surprising strength in “focus” areas) - Strategic priorities now ~70% of total GMV; they collectively grew in the high teens YoY, each outgrowing total GMV. - Focus categories GMV +24% YoY, outpacing the rest of the marketplace by ~15pp. - Major contributors: collectibles (including Pokemon 30th anniversary and strong trading card momentum), plus acceleration in eBay Motors, electronics, and fashion. - AI + marketplace improvements are starting to scale: magic listing drove >50% increase in new listing creation (U.S.), and buyer AI search beta showed ~50% more search engagement with double-digit increases in purchase behavior. - eBay Live scaling fast: annualized GMV run rate >8x YoY in recent weeks; new UI discovery (e.g., iOS “eBay Live” button) and record 48-hour “drops” event.
C2C and category-specific momentum (good news + near-term initiatives) - C2C GMV delivered double-digit growth in U.S., U.K., Germany, outpacing B2C—management attributes to reduced transactional friction and a healthier sell-to-buy flywheel. - U.S. is particularly strong on buyers: U.S. buyers ~+6% YoY; U.S. enthusiast buyers ~+8% YoY (investor Q&A indicated buyer cohorts and spend/engagement are healthier than headline buyer counts suggest). - Australia C2C revamp planned in May: remove selling fees for consumer sellers and introduce a buyer-facing fee, aiming to expand casual seller supply (to unlock more addressable demand).

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$106.96

Target Price by Analysts

1.7% downsideEBay Target Price DetailsTarget Price
$39.39

Current Fair Value

63.8% downside

Overvalued by 63.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$48.52 Billion
Enterprise Value$52.82 Billion
Dividend Yield$1.18 (1.10%)
Earnings per Share$4.44
Beta1.39
Outstanding Shares448,000,000

Return

Return on Equity46.24%ROE
Return on Assets11.40%
Return on Invested Capital19.80%

Valuation & Multiples

P/E Ratio24P/E Ratio
PEG1341.14PEG
Price to Sales4.35Price to Sales
Price to Book Ratio12.09Price to Book Ratio
Enterprise Value to Revenue4.55
Enterprise Value to EBIT20.91
Enterprise Value to Net Income25
Total Debt to Enterprise0.14
Debt to Equity1.63Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$1.57
Average shareholder expectation
Revenue Estimate
$2.99 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 29, 2026
EPS Estimate
$1.50
Average shareholder expectation
Revenue Estimate
$3.02 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.2817 21.75%
Total Calls2,986,787 26.73%
Total Puts3,828,026 11.75%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %90.67% 0.96%
Total Invested$37.19B 4.39%
Investors Holding1,283 21.00%

ESG Score

No data

About EBay Inc.

CEO: James Iannone

Relevant Senate Committees

Joint Committee on Taxation

Although advisory, this committee provides critical analysis and official 'scoring' for all tax legislation. Its reports and technical expertise directly influence the formulation of tax laws that impact corporate structures, capital investments, and the overall tax burden for companies like eBay.

Finance

This powerful committee controls taxation, trade, and entitlement spending. Changes in corporate tax policy (domestic or international) or trade regulations (tariffs, customs) directly impact eBay's profitability, global operations, and the cost of goods traded on its platform.

Judiciary

This committee oversees antitrust laws and intellectual property, both critical for a large e-commerce platform. EBay could face antitrust scrutiny, and intellectual property (e.g., counterfeiting, trademark infringement) is a constant operational challenge directly affected by this committee's purview.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, the FCC, and FTC. It directly impacts 'Big Tech' through privacy laws (e.g., data handling), net neutrality (internet access costs/speeds), and consumer protection regulations, all critical to eBay's online marketplace.