eBay Inc. (EBAY)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
$103.41-2.31%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
QuarterlyIQ Insights · EBAY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-09-04.
The screen ranks EBAY against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 63% of the time over the next year (vs 50% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 8 guided quarters · 34.2% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on accelerating GMV and revenue growth, expanding key categories, and leveraging AI to enhance marketplace engagement and customer experience.
Stated as a priority in 6 of last 6 quarters. Revenue increased from $2.585B in 2025-Q1 to $3.134B in 2026-Q2, and GMV grew from $18.8B to $22.4B over the same period. Management consistently emphasizes growth and innovation, and the financials show delivering momentum aligned with this priority.
“CEO: 'eBay's second quarter delivered meaningful, broad-based momentum driven by continued innovation and focused execution against our strategic roadmap.'”
“CEO: 'We accelerated GMV growth and delivered performance ahead of expectations.'”
“CEO: 'We have built significant momentum across our strategic priorities, delivering meaningful growth.'”
“CEO: 'Q3 was another strong quarter for eBay, reflecting continued momentum across our marketplace.'”
“CEO: 'Our momentum reflects the strength of our strategic execution and the resilience of our marketplace.'”
“CEO: 'Our Focus Categories and geo-specific investments are driving momentum in the business.'”
Continue improving operating margins through disciplined cost management and operational efficiencies while investing in strategic growth areas.
Stated as a priority in 6 of last 6 quarters. GAAP operating margin improved from 17.7% in 2025-Q2 to 21.6% in 2026-Q2, while Non-GAAP operating margin remained stable near 28-29%. Management's focus on disciplined execution aligns with the improving margin trajectory, indicating delivering progress.
Continue returning capital to shareholders through consistent share repurchases and dividend payments while maintaining financial flexibility.
Stated as a priority in 6 of last 6 quarters. Capital returned to shareholders ranged from $448M in 2026-Q2 to $759M in 2025-Q1, including share repurchases from $310M to $625M and consistent dividends around $130-$140M per quarter. Management has maintained steady capital returns, delivering on this priority.
Grow C2C and recommerce segments through acquisitions, platform enhancements, and expanded authentication services to attract younger and fashion-forward consumers.
Newly stated in 3 quarters from 2025-Q3 to 2026-Q2. eBay acquired Depop for approximately $1.2B in cash, closing in 2026-Q2, and earlier acquired Tise in 2025-Q3, expanding C2C and recommerce marketplaces. These strategic moves show delivering on expanding recommerce leadership.
Invest in AI-powered features and tools to simplify listing, enhance buyer confidence, and accelerate supply growth across key markets.
Stated as a priority in 4 of last 6 quarters. Management highlights AI-powered tools like Magical Listing and card scanning with 80M scans cumulative. While specific financial impact is not quantified, recurring focus and product launches indicate ongoing delivery of AI-enabled customer and seller experience improvements.
“eBay expanded AI-powered card scanning feature, surpassing 80 million cumulative scans.”
Over the trailing year it converted 1.15x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4864).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated stable grew net income 47% of the time over the next year (vs 53% for the rest of the cohort, n=1906).
Not investment advice. As of 2026-09-04.
“CFO: 'GAAP operating margin increased to 21.6% for the second quarter of 2026.'”
“CFO: 'Non-GAAP operating margin decreased to 29.4% for the first quarter of 2026.'”
“CFO: 'GAAP operating margin decreased to 20.3% for the fourth quarter of 2025.'”
“CFO: 'GAAP operating margin decreased to 20.4% for the third quarter of 2025.'”
“CFO: 'GAAP operating margin decreased to 17.7% for the second quarter of 2025.'”
“CFO: 'GAAP and Non-GAAP operating margins of 23.8% and 29.8%, respectively.'”
“Returned $448 million to stockholders, including $310 million of share repurchases and $138 million paid in cash dividends.”
“Returned $639 million to stockholders, including $500 million of share repurchases and $139 million paid in cash dividends.”
“Returned $756 million to stockholders, including $625 million of share repurchases and $131 million paid in cash dividends.”
“Returned $757 million to stockholders, including $625 million of share repurchases and $132 million paid in cash dividends.”
“Returned $759 million to stockholders, including $625 million of share repurchases and $134 million paid in cash dividends.”
“Returned $759 million to stockholders, including $625 million of share repurchases and $134 million paid in cash dividends.”
“On July 30, 2026, eBay closed its acquisition of Depop Limited, strengthening eBay’s leadership in circular fashion and recommerce.”
“eBay announced a definitive agreement to acquire Depop, a leading C2C fashion marketplace.”
“eBay closed the acquisition of Tise, a consumer-to-consumer social marketplace that strengthens eBay’s C2C expertise.”
“eBay launched AI-powered listing tools and expanded Magical Listing tool in UK and Germany.”
“eBay released a beta of next generation Magical Listing experience with AI-enabled tool.”
“CEO: 'We’re transforming the eBay experience through AI built on 30 years of unique insights.'”