eBay Inkomsten in het verleden
Verleden criteriumcontroles 2/6
eBay heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 22.7%, terwijl de Multiline Retail-industrie de winst zag groeien met 8.3% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 1.9%. Het rendement op eigen vermogen van eBay is 45.5%, en het heeft een nettomarge van 17.3%.
Belangrijke informatie
22.66%
Groei van de winst
29.11%
Groei van de winst per aandeel
| Multiline Retail Groei van de industrie | 12.60% |
| Inkomstengroei | 1.89% |
| Rendement op eigen vermogen | 45.49% |
| Nettomarge | 17.30% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Analyse-update • 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
Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe eBay geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 11,604 | 2,007 | 3,744 | 1,699 |
| 31 Dec 25 | 11,100 | 1,996 | 3,562 | 1,642 |
| 30 Sep 25 | 10,714 | 2,147 | 3,457 | 1,612 |
| 30 Jun 25 | 10,470 | 2,186 | 3,440 | 1,563 |
| 31 Mar 25 | 10,312 | 2,043 | 3,298 | 1,521 |
| 31 Dec 24 | 10,283 | 1,981 | 3,289 | 1,479 |
| 30 Sep 24 | 10,266 | 2,029 | 3,228 | 1,503 |
| 30 Jun 24 | 10,190 | 2,699 | 3,227 | 1,530 |
| 31 Mar 24 | 10,158 | 2,645 | 3,229 | 1,543 |
| 31 Dec 23 | 10,112 | 2,775 | 3,413 | 1,544 |
| 30 Sep 23 | 10,060 | 2,718 | 3,267 | 1,485 |
| 30 Jun 23 | 9,940 | 1,342 | 3,175 | 1,429 |
| 31 Mar 23 | 9,822 | 634 | 3,161 | 1,381 |
| 31 Dec 22 | 9,795 | -1,274 | 3,099 | 1,330 |
| 30 Sep 22 | 9,898 | -2,838 | 3,030 | 1,327 |
| 30 Jun 22 | 10,019 | -2,485 | 2,962 | 1,316 |
| 31 Mar 22 | 10,265 | -1,655 | 3,001 | 1,322 |
| 31 Dec 21 | 10,420 | 252 | 3,056 | 1,325 |
| 30 Sep 21 | 10,285 | 1,917 | 3,210 | 1,271 |
| 30 Jun 21 | 10,042 | 2,239 | 3,309 | 1,208 |
| 31 Mar 21 | 9,711 | 2,634 | 3,238 | 1,114 |
| 31 Dec 20 | 8,894 | 2,487 | 3,069 | 1,028 |
| 30 Sep 20 | 8,652 | 2,184 | 3,003 | 986 |
| 30 Jun 20 | 8,477 | 1,789 | 3,049 | 958 |
| 31 Mar 20 | 8,044 | 1,421 | 3,006 | 922 |
| 31 Dec 19 | 7,429 | 1,433 | 2,790 | 930 |
| 30 Sep 19 | 9,277 | 1,810 | 3,636 | 1,027 |
| 30 Jun 19 | 9,843 | 2,320 | 3,909 | 1,091 |
| 31 Mar 19 | 10,579 | 2,637 | 4,303 | 1,223 |
| 31 Dec 18 | 8,650 | 2,128 | 3,486 | 1,051 |
| 30 Sep 18 | 10,576 | -832 | 4,296 | 1,310 |
| 30 Jun 18 | 10,425 | -1,032 | 4,169 | 1,319 |
| 31 Mar 18 | 10,204 | -1,641 | 4,041 | 1,280 |
| 31 Dec 17 | 9,927 | -1,013 | 3,908 | 1,224 |
| 30 Sep 17 | 9,615 | 7,532 | 3,717 | 1,199 |
| 30 Jun 17 | 9,334 | 7,430 | 3,568 | 1,171 |
| 31 Mar 17 | 9,145 | 7,838 | 3,414 | 1,153 |
| 31 Dec 16 | 9,298 | 7,285 | 3,590 | 1,114 |
| 30 Sep 16 | 8,906 | 1,860 | 3,266 | 1,051 |
| 30 Jun 16 | 8,788 | 1,987 | 3,214 | 1,004 |
| 31 Mar 16 | 8,668 | 1,980 | 3,313 | 941 |
| 31 Dec 15 | 8,592 | 1,947 | 3,389 | 923 |
| 30 Sep 15 | 8,593 | 2,153 | 3,310 | 930 |
| 30 Jun 15 | 8,644 | 2,117 | 3,365 | 935 |
Kwaliteitswinsten: EBAY heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (17.3%) EBAY } zijn lager dan vorig jaar (19.8%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van EBAY is de afgelopen 5 jaar aanzienlijk gegroeid met 22.7% per jaar.
Versnelling van de groei: De winstgroei EBAY is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.
Winst versus industrie: EBAY had het afgelopen jaar een negatieve winstgroei ( -1.8% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Multiline Retail ( -4% ).
Rendement op eigen vermogen
Hoge ROE: Hoewel het rendement op eigen vermogen ( 45.49% ) van EBAY uitstekend is, is deze metriek vertekend vanwege hun hoge schuldenniveau.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/10 13:15 |
| Aandelenkoers aan het einde van de dag | 2026/05/08 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
eBay Inc. wordt gevolgd door 64 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Oliver Lester | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |