The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 43 | 23.9x | 20.8x | Around median | |
Growth | 45 | 12.5% | 6.1% | Around median | |
Quality | 88 | 20.9% | 6.6% | Top tier | |
Safety | 68 | 1.8x | 0.7x | Top tier | |
Capital Return | 61 | 1.07% | 2.02% | Around median | |
Momentum | 87 | 48.2% | 4.1% | Top tier | |
Sentiment | 54 | 17 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
eBay Inc. (EBAY) is a leading global e-commerce platform that facilitates consumer-to-consumer (C2C) and business-to-consumer (B2C) transactions. The company's business model relies primarily on generating revenue from transaction fees (Take Rate) charged on successful sales across its platform, in addition to advertising services and international shipping solutions such as the eBay International Shipping program and the SpeedPAK partnership. Its current strategy focuses on specialized categories like Collectibles, Parts & Accessories (P&A), and used and refurbished products, which collectively account for approximately 70% of the company's total Gross Merchandise Volume (GMV).
During the first quarter of 2026, eBay achieved strong financial results that exceeded expectations, with quarterly revenue reaching $3.1 billion (according to EDGAR data, and $3.09 billion in the earnings call, representing a 17% increase year-over-year on a foreign exchange-neutral basis), and gross profit reaching $2.3 billion with a non-GAAP gross margin of 74.6%. The company recorded net income of $512 million (GAAP EPS was $1.12, while non-GAAP EPS was $1.66, a 21% increase). Gross Merchandise Volume (GMV) also rose by 14% to reach $22.2 billion, driven by a notable acceleration in the US market, which grew by approximately 27%.
Analyst consensus currently rates eBay stock as a Hold, with an average price target of $109.87, ranging from a low of $96 to a high of $124. The stock trades within a 52-week range of $72.84 to $119.31, moving near the average of analyst price targets, which reflects a fair valuation that balances AI-driven growth acceleration with macroeconomic challenges in international markets such as Europe.
Figures in the text are as of 2026-06-17; the live price is shown at the top of the page.
In late May 2026, eBay rejected an unsolicited $56 billion acquisition offer made by Ryan Cohen, CEO of GameStop. In response to this rejection, GameStop increased its stake in eBay shares to 6.55% by May 20, 2026, to increase strategic pressure. GameStop also subsequently sought to increase its authorized shares to 2.5 billion shares to fund its expansions, amid ongoing market speculation regarding a hostile takeover attempt led by the group.
eBay management expects to close the acquisition of the Depop platform by the end of the third quarter of 2026 after obtaining regulatory approvals in the United States and Germany. This transaction is expected to contribute approximately one percentage point to currency-neutral Gross Merchandise Volume (GMV) growth for 2026. However, the deal will exert slight pressure on non-GAAP EPS and operating profit in the low single digits due to integration costs and the loss of interest on cash used.
eBay launched the generative AI-powered Magical Listing experience, which contributed to a 50% increase in the creation rate of new listings in the US and a double-digit increase in sales per seller, and was expanded to Germany in April 2026. For buyers, the company offers a beta version of Agentic Search that allows natural interaction and intelligent conversation, leading to a 50% increase in engagement with search results. Additionally, the AI-powered sports trading card scanning tool has exceeded 30 million cumulative scans to facilitate collectibles trading.
Automated analysis for informational purposes only — not investment advice.
For the second quarter of 2026, the company expects GMV to range between $21.3 billion and $21.7 billion, with revenue ranging between $2.97 billion and $3.03 billion. For the full year 2026, management raised its guidance for GMV growth to a range of 7% to 7.5% on a currency-neutral basis, with revenue growing at a similar or slightly higher rate. It also expects non-GAAP operating income growth of 9% to 11% for the full year, targeting share buybacks of approximately $2 billion.
The Parts & Accessories (P&A) sector recorded its strongest quarterly growth since 2021, contributing approximately two percentage points to eBay's overall growth in the first quarter of 2026, thanks to the success of the Guaranteed Fit program, which recently expanded to Australia. In the complete vehicles sector, the acquisition of Caramel a year ago helped enable secure digital transactions, with the sector ending the first quarter with an annualized GMV run-rate estimated in the hundreds of millions of dollars. The company seeks to achieve strong integration between the two sectors, as buying a car represents a natural opportunity for the customer to return to purchase parts later.