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eBay Inc.NasdaqGS:EBAY 주식 보고서

시가총액 US$47.8b
주가
US$107.69
US$99.3
8.4% 고평가 내재 할인율
1Y54.9%
7D3.5%
포트폴리오 가치
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eBay Inc.

NasdaqGS:EBAY 주식 리포트

시가총액: US$47.8b

eBay (EBAY) 주식 개요

는 자회사와 함께 미국, 영국, 중국, 독일 및 전 세계에서 구매자와 판매자를 연결하는 마켓플레이스 플랫폼을 운영하고 있습니다. 자세히 보기

EBAY 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장2/6
과거 실적2/6
재무 건전성3/6
배당2/6

EBAY Community Fair Values

Create Narrative

See what 74 others think this stock is worth. Follow their fair value or set your own to get alerts.

eBay Inc. 경쟁사

가격 이력 및 성과

eBay 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$107.69
52주 최고가US$111.38
52주 최저가US$67.87
베타1.39
1개월 변동12.88%
3개월 변동23.27%
1년 변동54.93%
3년 변동139.79%
5년 변동76.95%
IPO 이후 변동5,355.53%

최근 뉴스 및 업데이트

Recent updates

내러티브 업데이트 May 01

EBAY: Reinvestment And Depop Integration Will Likely Cap Longer Term Earnings Upside

The analyst price target for eBay has moved modestly higher, with the updated fair value estimate rising by about $2.40. Analysts highlight stronger execution in core e-commerce, supportive recent earnings and guidance, and expected benefits from the Depop acquisition and category specific growth.
Seeking Alpha Apr 30

eBay: Soaring GMV At A Reasonable Price

Summary eBay has transformed into a "growth at a reasonable price" stock, with accelerating GMV trends and strategic focus on core categories. Q1 results demonstrated 14% FX-neutral GMV growth, nearly doubling over Q4 as the company hit a new all-time quarterly GMV record. I reiterate my "Buy" rating after healthy Q1 earnings and a slight post-earnings correction, viewing this as a buying opportunity. eBay's differentiated growth, reasonable multiples, and strategic pivots position it for continued outperformance despite skepticism about its legacy status. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 17

EBAY: Q4 Execution AI Initiatives And Depop Resale Push Will Shape 2026

eBay's analyst fair value estimate edges up to $99.30 as analysts factor in slightly higher revenue growth expectations, a modestly lower discount rate, and ongoing support from strong Q4 results, Depop-related resale expansion, and continued enthusiasm around core growth and AI execution. Analyst Commentary Recent Street research around eBay centers on the strong Q4 print, the announced Depop acquisition, and what these mean for growth, execution, and valuation.
내러티브 업데이트 Apr 03

EBAY: GenAI ROIC Execution And Depop Integration Will Shape 2026 Outlook

Narrative Update: eBay Price Target Revision The updated analyst price target moves to $99.13 from $94.73, reflecting analysts' generally positive views on eBay's recent Q4 performance, core marketplace growth, AI execution, and the potential contribution from the Depop acquisition, even as some highlight reinvestment needs and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research on eBay clusters around a broadly constructive view on execution and growth, with some debate on how much of that is already reflected in valuation and how reinvestment affects earnings power.
내러티브 업데이트 Mar 20

EBAY: Reinvestment In AI And Depop Integration Will Likely Constrain Upside

Analysts have slightly lifted the price target for eBay, citing stronger core growth, Q4 outperformance, AI execution, and potential revenue benefits from the $1.2 billion Depop acquisition as key supports for the updated view. Analyst Commentary Recent Street research around eBay clusters around two themes: stronger fundamentals in the latest quarter and a reset in how the market values the stock after the announced US$1.2b Depop acquisition and acceleration in key focus categories.
내러티브 업데이트 Mar 06

EBAY: Reinvestment And Depop Acquisition Will Likely Restrain Future Upside

Analysts have raised our eBay fair value estimate by about $1.63 to $71.24 as they factor in higher revenue growth, slightly firmer profitability, and a lower future P/E multiple, following broadly higher Street price targets supported by recent Q4 results and the planned Depop acquisition. Analyst Commentary Street research around eBay has turned more constructive overall, with many firms lifting price targets after Q4 earnings and the announced Depop purchase.
내러티브 업데이트 Feb 19

EBAY: GenAI Reinvestment And Flat Take Rates Will Likely Cap Upside

Analysts have made only a slight adjustment to their eBay price targets, with one moving to $93 and another to $112. They are factoring in expectations for modest GMV and revenue growth in 2026, continued reinvestment in focus categories and GenAI initiatives, and relatively stable take rates.
내러티브 업데이트 Feb 05

EBAY: GenAI ROIC Execution And E Commerce Risks Will Shape 2026 Outlook

Narrative Update Analysts have lifted their price target on eBay by $10 to $112, noting potential rewards for companies that can demonstrate stronger returns on invested capital from GenAI and GPU-related technologies, while also acknowledging that certain internet subsectors, including parts of e-commerce, may continue to trade on lower P/E multiples. Analyst Commentary Recent research has brought a higher price target for eBay, with bullish analysts focusing on how the company could benefit if it can convert GenAI and GPU-related tools into better returns on invested capital, while more cautious voices are watching how e-commerce valuations hold up in areas facing disruption risk.
내러티브 업데이트 Jan 21

EBAY: Focus Categories And GenAI Efficiencies Will Shape Balanced 2026 Outlook

Our updated eBay narrative reflects a modest increase in fair value to $94.73 per share from $93.97, as analysts factor in slightly higher expected revenue growth, a marginally lower discount rate, and Street research that highlights improving product experience, GenAI driven efficiencies, and higher price targets ranging from $89 to $115. Analyst Commentary Recent Street commentary on eBay clusters around product execution in focus categories, the role of GenAI in efficiency and discovery, and how much of the near term growth story is already reflected in current share prices.
내러티브 업데이트 Jan 07

EBAY: Trading Card Reliance Will Likely Undermine Future Marketplace Momentum

Analysts have nudged their average price targets on eBay higher, with recent moves such as US$60 to US$65, US$75 to US$89, US$85 to US$95, US$87 to US$100 and a fresh US$115 target. These changes reflect views that focus categories, trading cards and product improvements, including AI driven discovery, could support merchandise volume and profit margins, even as expectations for revenue growth remain more measured.
분석 기사 Dec 30

An Intrinsic Calculation For eBay Inc. (NASDAQ:EBAY) Suggests It's 24% Undervalued

Key Insights eBay's estimated fair value is US$116 based on 2 Stage Free Cash Flow to Equity eBay's US$87.74 share...
내러티브 업데이트 Dec 24

EBAY: Future GMV Momentum Will Likely Prove Unsustainable And Limit Upside

The analyst price target for eBay has been raised by about $3 to approximately $70 per share, as analysts point to improving GMV trends, stronger focus category momentum, and AI driven marketplace enhancements that support slightly faster revenue growth and a higher future P/E multiple. These positives are partially offset by modestly lower margin expectations and a higher discount rate.
내러티브 업데이트 Dec 10

EBAY: Focus Categories And AI Will Drive Marketplace Upside Through 2026

Analysts nudged their average price target for eBay higher to about $94 per share, citing improving focus category momentum, a more resilient GMV growth outlook into 2026, and supportive trading cards and AI driven marketplace initiatives, despite only modest tweaks to growth and discount rate assumptions. Analyst Commentary Street research has turned incrementally more constructive on eBay, with a series of price target increases and at least one rating upgrade reflecting growing confidence in the company’s ability to sustain merchandise volume growth and monetize key focus categories into 2026.
내러티브 업데이트 Nov 26

EBAY: Focus Category Momentum And AI Will Drive Upside Through 2026

eBay’s analyst price target has seen a notable increase, with the updated consensus rising from $87 to $100 per share. Analysts cite continued strength in focus categories and improved marketplace execution as key drivers of the upward revision.
내러티브 업데이트 Nov 10

EBAY: Future Category Strength And AI Integrations Will Drive Share Gains

eBay's analyst price target has risen by nearly $3.40 to approximately $94.93, as analysts point to sustained improvements in profit margins and robust growth in focus categories like collectibles to support their more optimistic outlook. Analyst Commentary Recent analyst research reveals a blend of optimism and caution regarding eBay's outlook.
내러티브 업데이트 Oct 27

Focus Categories And AI Will Shape Marketplace Dynamics In The Coming Years

eBay's analyst price target has been raised from $89 to approximately $91.55 per share. This reflects modest optimism among analysts due to ongoing improvements in product initiatives, growth in focus categories, and strengthened marketplace fundamentals.
내러티브 업데이트 Oct 13

Online Recommerce And AI Will Shape Sustainable Market Opportunities

eBay's analyst price target has ticked up to $89.00, a modest increase reflecting analysts' recognition of improved gross merchandise volume growth and recent sector multiple expansion. Some lingering caution remains around competitive positioning.
내러티브 업데이트 Aug 16

Online Recommerce And AI Will Shape Sustainable Market Opportunities

eBay’s analyst price target has increased to $87.63, reflecting better-than-expected Q2 results, accelerating growth in key categories, technology investment, and higher EPS estimates, though some caution remains after the share price rally. Analyst Commentary Better-than-expected Q2 results, including 7% net income growth and 6% revenue increase, supported by accelerated growth in focus categories and enhanced platform tools such as live commerce.
분석 기사 Aug 08

Earnings Troubles May Signal Larger Issues for eBay (NASDAQ:EBAY) Shareholders

NasdaqGS:EBAY 1 Year Share Price vs Fair Value Explore eBay's Fair Values from the Community and select yours The...
분석 기사 Jul 25

eBay Inc.'s (NASDAQ:EBAY) Share Price Could Signal Some Risk

There wouldn't be many who think eBay Inc.'s ( NASDAQ:EBAY ) price-to-earnings (or "P/E") ratio of 18.6x is worth a...
분석 기사 Jul 10

Is eBay (NASDAQ:EBAY) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jun 25

An Intrinsic Calculation For eBay Inc. (NASDAQ:EBAY) Suggests It's 28% Undervalued

Key Insights eBay's estimated fair value is US$104 based on 2 Stage Free Cash Flow to Equity eBay is estimated to be...
분석 기사 May 26

Is It Time To Consider Buying eBay Inc. (NASDAQ:EBAY)?

Let's talk about the popular eBay Inc. ( NASDAQ:EBAY ). The company's shares received a lot of attention from a...
Seeking Alpha Apr 01

eBay: Poised To Dominate Its e-Commerce Niche

Summary eBay's strategic refocus on non-new, pre-owned items insulates it from larger e-commerce competitors like Amazon and Alibaba, which rely heavily on volume to achieve cost-leadership. eBay's value-adding services on high-value discretionary merchandise differentiate it from the high-volume, cost-leadership of Amazon and other Chinese e-commerce giants. While minuscule compared to its bigger competitors, eBay's profitability and scale will give it an edge against the more specialized competitors in its niche, some of which are unprofitable. eBay's scale and profitability allow it to outspend smaller competitors in key operating activities crucial to competitive advantage, such as R&D and marketing. eBay's significantly lower valuation than that of e-commerce and retail leaders, such as Amazon and Walmart, makes it a compelling buy. Read the full article on Seeking Alpha
Seeking Alpha Mar 06

eBay: The Fundamentals Don't Stack Up With This Share Price

Summary The second-hand e-Commerce market is booming, driven by social media, tech advancements, and sustainability, with eBay holding a significant market share. eBay's network effect and 133 million active users create a strong moat, though recent growth has been modest at 1.7% over three years. Financially, eBay boasts high gross margins (~70%) and a healthy balance sheet, but weak guidance and low GAAP EBIT margins raise concerns. The fast-growing Advertising segment and ongoing share repurchase program might offer potential upside, despite disappointing recent guidance. Read the full article on Seeking Alpha
Seeking Alpha Feb 24

eBay's User Crisis: Investors Should Go Elsewhere Too

Summary Despite outperforming the S&P year-to-date, eBay Inc.'s stock shows caution signals, with a mixed experience from a top-rated seller and declining GMV since 2021. eBay's GMV surged during COVID-19 but has since dropped significantly, with recent stock price increases not aligned with substantial GMV or Active Buyer growth. Key factors behind eBay's 2024 stock surge include AI innovations, strategic partnerships, fee eliminations, and a slight GMV rebound, though these may not justify the rise. A DCF valuation suggests EBAY stock is overvalued, trading above its intrinsic value, indicating potential caution for investors despite recent positive developments. Read the full article on Seeking Alpha

주주 수익률

EBAYUS Multiline RetailUS 시장
7D3.5%1.3%2.1%
1Y54.9%27.1%30.6%

수익률 대 산업: EBAY은 지난 1년 동안 27.1%의 수익을 기록한 US Multiline Retail 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: EBAY은 지난 1년 동안 30.6%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is EBAY's price volatile compared to industry and market?
EBAY volatility
EBAY Average Weekly Movement5.4%
Multiline Retail Industry Average Movement6.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: EBAY는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: EBAY의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
199512,300Jamie Iannonewww.ebayinc.com

는 자회사와 함께 미국, 영국, 중국, 독일 및 전 세계에서 구매자와 판매자를 연결하는 마켓플레이스 플랫폼을 운영하고 있습니다. 마켓플레이스 플랫폼에는 ebay.com의 온라인 마켓플레이스, 플랫폼 외부 비즈니스, eBay 모바일 앱 제품군이 포함됩니다. 이베이의 플랫폼을 통해 사용자는 다양한 제품을 등록, 판매, 구매, 결제할 수 있습니다.

eBay Inc. 기초 지표 요약

eBay의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
EBAY 기초 통계
시가총액US$47.81b
순이익 (TTM)US$2.01b
매출 (TTM)US$11.60b
23.8x
주가수익비율(P/E)
4.1x
주가매출비율(P/S)

EBAY는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
EBAY 손익계산서 (TTM)
매출US$11.60b
매출원가US$3.27b
총이익US$8.33b
기타 비용US$6.32b
순이익US$2.01b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)4.52
총이익률71.79%
순이익률17.30%
부채/자본 비율152.9%

EBAY의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.2%
현재 배당 수익률
27%
배당 성향

EBAY는 안정적으로 배당을 지급합니까?

EBAY 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 EBAY를 매수해야 하나요?
eBay 배당 일정
배당락일May 29 2026
배당 지급일Jun 12 2026
배당락일까지 남은 일수18 days
배당 지급일까지 남은 일수32 days

EBAY는 안정적으로 배당을 지급합니까?

EBAY 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/10 15:56
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

eBay Inc.는 64명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Richard KramerArete Research Services LLP
Oliver LesterArete Research Services LLP
Joseph BonnerArgus Research Company