StubHub Holdings Management
Management criteria checks 3/4
StubHub Holdings' CEO is Eric Baker, appointed in Jan 2000, has a tenure of 26.58 years. total yearly compensation is $4.53M, comprised of 74.1% salary and 25.9% bonuses, including company stock and options. directly owns 9.88% of the company’s shares, worth $288.28M. The average tenure of the management team and the board of directors is 4.5 years and 1.4 years respectively.
Key information
Eric Baker
Chief executive officer
US$4.5m
Total compensation
| CEO salary percentage | 74.11% |
| CEO tenure | 26.6yrs |
| CEO ownership | 9.9% |
| Management average tenure | 4.5yrs |
| Board average tenure | 1.4yrs |
Recent management updates
Recent updates
STUB: Price Caps And Fading World Cup Tailwinds Will Shape Balanced Outlook
StubHub Holdings' updated analyst price target has moved lower to reflect reduced fair value estimates to 7.5, a higher discount rate of 10.12%, a reset profit margin outlook to 7.14%, and a higher assumed future P/E of about 27.43, as analysts weigh softer second half guidance, regulatory risks such as potential price caps, and mixed views on the sustainability of event driven tailwinds like the World Cup. Analyst Commentary Recent Street research on StubHub Holdings shows a clear split between cautious and more constructive voices, with several bearish analysts trimming price targets and questioning how sustainable recent drivers like the World Cup related demand and secondary pricing trends might be.STUB: Resale Price Caps And Event Tailwinds Will Shape Balanced Outlook
StubHub Holdings' analyst fair value estimate has been revised from $13.00 to $9.00 as analysts factor in potential EBITDA pressure from emerging ticket resale price caps, along with a shift to a higher future P/E assumption and more moderate revenue growth and margin expectations. Analyst Commentary Recent research on StubHub Holdings highlights a split view on the stock, with some analysts pointing to regulatory and execution risks while others see room for the company to improve against reset expectations.StubHub: GMS Deceleration Offsets Take Rate Improvements (Downgrade)
Summary StubHub is downgraded to a 'Sell' due to mounting risks despite apparent cheapness. GMS deceleration, reputational challenges, and high leverage undermine confidence in STUB’s outlook and valuation. Q1 revenue beat expectations, but GMS growth lagged at 7%, and take rate normalization may not sustain. FY26 guidance for 9% GMS growth and $400–$420 million EBITDA appears at risk given macro and operational headwinds. Read the full article on Seeking Alpha
STUB: World Cup Ticket Demand Will Reset Expectations For Future Performance
StubHub Holdings' analyst price targets have moved higher into a $8.50 to $12.50 range, as analysts point to reset expectations, potential growth catalysts such as the World Cup and Q2 acceleration, and a view that regulatory risks and leverage trends are more manageable than previously feared. Analyst Commentary Recent research on StubHub Holdings highlights a more constructive tone, with several bullish analysts pointing to a mix of valuation support, execution milestones, and upcoming growth catalysts as reasons for their higher price targets and upgraded views.
STUB: World Cup And Event Cycle Will Support Ticketing Upside
Analysts have lifted StubHub Holdings' implied value, with the updated price target moving closer to the recent Street range of $10 to $12.50 per share as they factor in healthy global ticketing growth, reduced concern about resale regulation, and potential upside from events like the World Cup and easier Q4 comparisons. Analyst Commentary Recent research on StubHub Holdings highlights a mix of optimism about the company’s growth set-up and some caution around execution, valuation and leverage.All In Pricing And Regulatory Risks Will Pressure Ticketing Margins Over Time
Catalysts About StubHub Holdings StubHub Holdings operates a global online marketplace focused on buying and selling live event tickets. What are the underlying business or industry changes driving this perspective?CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$2b |
| Mar 31 2026 | n/a | n/a | -US$2b |
| Dec 31 2025 | US$5m | US$3m | -US$2b |
| Sep 30 2025 | n/a | n/a | -US$1b |
| Jun 30 2025 | n/a | n/a | -US$117m |
| Mar 31 2025 | n/a | n/a | -US$61m |
| Dec 31 2024 | US$67m | US$3m | -US$55m |
Compensation vs Market: Eric's total compensation ($USD4.53M) is below average for companies of similar size in the US market ($USD6.99M).
Compensation vs Earnings: Eric's compensation has been consistent with company performance over the past year.
CEO
Eric Baker (52 yo)
Mr. Eric H. Baker serves as Chief Executive Officer of StubHub Holdings, Inc. (formerly known as Pugnacious Endeavors Inc) since 2006 and serves as its Chairman since 2006. He founded StubHub in 2000 and s...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 26.6yrs | US$4.53m | 9.88% $ 288.3m | |
| Chief Legal Officer & Executive Vice Chairman | 10.6yrs | US$7.04m | 0.42% $ 12.1m | |
| President & Chief Product Officer | 4.6yrs | US$7.55m | 2.25% $ 65.7m | |
| Chief Financial Officer | 3yrs | US$3.51m | 0.12% $ 3.6m | |
| Chief Technology Officer | 4.4yrs | US$3.66m | 0.43% $ 12.4m | |
| Senior Vice President of Investor Relations | no data | no data | no data | |
| Head of Policy Communications | less than a year | no data | no data |
Experienced Management: STUB's management team is considered experienced (4.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder | 20.6yrs | US$4.53m | 9.88% $ 288.3m | |
| Chief Legal Officer & Executive Vice Chairman | 10.6yrs | US$7.04m | 0.42% $ 12.1m | |
| Independent Director | less than a year | US$310.19k | 0.0034% $ 99.2k | |
| Independent Director | 10.6yrs | US$320.40k | 0.16% $ 4.6m | |
| Independent Director | 1.4yrs | US$198.64k | 0.0021% $ 60.4k | |
| Independent Director | less than a year | US$314.56k | 0.0043% $ 124.9k | |
| Independent Director | less than a year | US$314.56k | 0.044% $ 1.3m |
Experienced Board: STUB's board of directors are not considered experienced ( 1.4 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/14 03:59 |
| End of Day Share Price | 2026/08/14 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
StubHub Holdings, Inc. is covered by 15 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Brian Pitz | BMO Capital Markets Equity Research |
| Justin Post | BofA Global Research |
| Jason Bazinet | Citigroup Inc |