eBay Inc (EBAY) Fair Value & Analysis
Consumer Cyclical · US · Market cap $52.0B
eBay Inc
EBAY · US
Fair value as of: Jul 13, 2026
From 26 valuation models · updated 25 days ago
Share price −4.0% over the past month.
A solid business, but screening 45% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($93.89). The favourable scenario is already priced in.
- The model range is unusually wide ($35.03 to $93.89). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (69/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 13, 2026.
How to read this chart
60‑month range $34.37 – $118.63 · fair‑value band $35.03 – $93.89 · the $110.14 price screens above the $60.13 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 13, 2026.
Analysis
eBay Inc (EBAY) currently trades at $110.14, while our model-based Fair Value estimate is $60.13, implying the stock looks roughly 45.4% overvalued today. We read business quality at 69/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, eBay Inc generated revenue of $11.6B at a net margin of 17.6%. Revenue grew 19.5% year over year. It earns a return on equity of 42.9%. Net debt stands at $5.5B. Fundamentals as of Jul 13, 2026
Our scenario range runs from $35.03 (bear case) to $93.89 (bull case); at $110.14, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 7% below its 52-week high and 53% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -50% fair-value upside, at -45%, EBAY screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth Earnings ($74.55) versus Asset-Based ($6.96). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 70 · Market factors (momentum, volatility) 56
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
eBay Inc., together with its subsidiaries, operates marketplace platforms that connect buyers and sellers in the United States, the United Kingdom, China, Germany, and internationally. Its marketplace platform includes its online marketplace at ebay.com, off-platform businesses, and the eBay suite of mobile apps.
Full company description
eBay Inc., together with its subsidiaries, operates marketplace platforms that connect buyers and sellers in the United States, the United Kingdom, China, Germany, and internationally. Its marketplace platform includes its online marketplace at ebay.com, off-platform businesses, and the eBay suite of mobile apps. The company's platforms enable users to list, sell, buy, and pay various products. The company was founded in 1995 and is headquartered in San Jose, California.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
eBay Inc reported revenue of $11.1B in FY2025 versus $10.4B in FY2021, a compound +1.6%/yr. Reported net income was $2.0B in FY2025, compounding −37.8%/yr from FY2021.
EBAY screens 45% overvalued. Compare with Amazon.com, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Wells Fargo bearish on eBay, highlights rising U.S. competition from Vinted
- EBAY to Report Q2 Earnings: What's in the Cards for the Stock?
Peer Group
Internet Retail · 108 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Internet Retail median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Internet Retail stocks, each showing price versus our Fair Value estimate (as of Jul 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Amazon.com, Inc AMZN | $245.34 | $127.67 | -48% |
| Alibaba Group BABA | $114.97 | $75.75 | -34% |
| PDD Holdings PDD | $84.14 | $223.51 | +166% |
| MercadoLibre, Inc MELI | $1,814 | $798.98 | -56% |
| DoorDash, Inc DASH | $190.16 | $38.64 | -80% |
| Sea Limited SE | $106.22 | $52.70 | -50% |
| JD.com, Inc JD | €25.95 | €31.88 | +23% |
| Coupang, Inc CPNG | $16.86 | $2.79 | -83% |
| Delivery Hero SE DHER | €38.18 | €12.71 | -67% |
| Wayfair Inc W | $89.31 | $11.46 | -87% |
Compare eBay Inc with another stock
Price, fair value, quality and upside side by side.
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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