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Stocks/Consumer Discretionary/Broadline Retail

eBayEBAY

Broadline Retail · San Jose, California · In the S&P 500
High quality
$121.64+0.37%After hours: $121.95 (+0.25%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 22.2% over 1 year
eBay over 1 yearDaily close, $, to 30 Oct 2026
$80$100Nov2026MarMayJulSep$121.64$80$100NovMarJul$121.64
Source: Nasdaq daily closes
Market value$54.13B
Price to earnings26.5x
Forward P/E19.2x
Dividend yield1.02%
Year to date+39.7%
One year+22.2%
Next earningsNot scheduled
SectorConsumer Discretionary
52-week range (closes)
$79.41$122.91

Quality and valuation

How eBay compares with other consumer discretionary stocks. A description, not a recommendation.

eBay and 3 broadline retail peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: stronger than mostValuation: in line with its sector

A stronger business than most consumer discretionary companies, priced about in line with them.

eBay trades at 19.2 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +15.7% vs +8.1%
  • Keeps more of each sale (gross margin): 72.2% vs 40.5%
  • More profitable (operating margin): 20.3% vs 13.8%
  • Turns more of its sales into cash: 19.5% vs 10.1%
EBAY trades at 19.2x forward earnings, below the sector medianForward p/e, Broadline Retail peers
JD6.9xPDD6.9xBABA12.3xEBAY19.2xAMZN25.7xMELI37.8xSE47.3xCPNG73.7xSector median 19.5xJD6.9xPDD6.9xBABA12.3xEBAY19.2xAMZN25.7xMELI37.8xSE47.3xCPNG73.7xSector median 19.5x
Source: CNBC quotes; Mostly Markets
At 26.4x earnings, EBAY is pricier than its average since Oct 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
15x20x25xAverage 19.9x2025202626.4x15x20x25xAverage 19.9x2025202626.4x
Source: Nasdaq prices; SEC filings

Financials

From eBay's SEC filings, through the quarter ending 30 Sep 2026. Hover or tap a bar for its value.

Revenue grew 13.7% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0bn$1bn$2bn$3bnQ4 ’24Q2 ’25Q4 ’25$3.2bnQ3 ’26$0bn$2bnQ4 ’24Q2 ’25Q4 ’25$3.2bnQ3 ’26
Source: SEC filings
Growth slowed to +13.7% last quarterRevenue growth, year on year, %
0%5%10%15%Q4 ’24Q2 ’25Q4 ’2513.7%Q3 ’260%10%Q4 ’24Q2 ’25Q4 ’2513.7%Q3 ’26
Source: SEC filings
Operating margin was 19.2% last quarterOperating income as a share of revenue, %
0%10%20%Q4 ’24Q2 ’25Q4 ’2519.2%Q3 ’260%10%20%Q4 ’24Q2 ’25Q4 ’2519.2%Q3 ’26
Source: SEC filings
Free cash flow was $2.4 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$500mQ4 ’24Q2 ’25Q4 ’25$749mQ3 ’26$0m$500mQ4 ’24Q2 ’25Q4 ’25$749mQ3 ’26
Source: SEC filings
Last 12 monthsEBAYSector median
Revenue growth+15.7%+8.1%
Gross margin72.2%40.5%
Operating margin20.3%13.8%
Free cash flow margin19.5%10.1%
Price to earnings26.5x21.0x

Stories on eBay

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Similar companies

Broadline Retail, by market value.

CompanyPriceTodayYTDValue
AMZNAmazon$240.35−1.41%+4.1%$2.59T
BABAAlibaba$98.04−1.51%−33.1%$244B
PDDPDD Holdings$78.61−0.85%−30.7%$112B
MELIMercadoLibre$1,624.53−2.14%−19.3%$82.36B
SESea Limited$74.24−3.02%−41.8%$42.09B
JDJD.com$25.68+0.20%−10.5%$36.19B
CPNGCoupang$14.37−1.37%−39.1%$25.83B
ETSYEtsy$88.96−2.87%+60.5%$7.67B