Yahoo Finance report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Why EBAY Stock advanced +0.37% Today — RQD Quant Desk Flash
eBay Inc. (EBAY) earns a Roarable Rating of B+ (Buy) with 77/100 RQD Confidence. High-quality cash engine (72% profit margin, 22% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is EBAY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, eBay Inc. (NASDAQ: EBAY) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 77/100 at a spot price of $121.64 (+0.37% 1D, market cap $53.93B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 19/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 13/20. Across 1011 tracked Consumer Discretionary issuers, EBAY ranks #43 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does EBAY compare to MSCI and RELX in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Business Services), EBAY carries a Roarable B+ (77/100 RQD), trailing P/E of 26.6x, gross margin of 71.5%, and ROIC of 22.3%. By comparison, MSCI (MSCI Inc.) holds a B+ grade (79/100 RQD, P/E 36.8x, ROIC 38.3%, cap $44.23B) and RELX (RELX PLC PLC American) posts a C+ grade (68/100 RQD, P/E 32.8x, ROIC 9.9%, cap $68.40B). Among the 5-stock peer group, EBAY leads on earnings multiple (26.6x) while MSCI leads on capital efficiency (38.3% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for EBAY?
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Per EBAY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001065088), eBay Inc. generated $11.10B in revenue (+7.9% YoY), $2.03B in net income, and $1.43B in free cash flow against $17.44B in total assets and $5.83B in total debt. Key quantitative strengths: Strong cash generator (72% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
20D Institutional Volume Accumulation (±6.4% realized swing band)
Altman Z-Score 6.75 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
Macro rate sensitivity & RSI-14 (63.3) create a -8 pt regime headwind
⚔️ Adversarial Opposing Case: Why the EBAY Bull Thesis Could Fail
Even with a 77/100 (B+) score, EBAY faces multiple-compression risk if 26.6x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-1.52% YoY Shares) — any gross margin slip below 69.0% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($111.45) or 200D SMA ($104.25) invalidates the momentum regime and cuts Target Base ($132.04) toward Bear Floor ($99.74).
Why EBAY Stock advanced +0.37% Today — RQD Quant Desk Flash
eBay Inc. (EBAY) advanced +0.37% to $121.64, trading at 94% of its 52-week range ($78.03 – $124.59). High-quality cash engine (72% profit margin, 22% return on capital) with steady institutional support.
- ▸Technical Tape: Trading at 94% of its 52-week range ($78.03 – $124.59) with RSI-14 at 63.3 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±6.4% around $121.64 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable B+ (Buy) backed by 71.5% gross margin and $1.4B annual free cash flow.
Investopedia report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Investor's Business Daily report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Trefis report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
The Motley Fool report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Investor's Business Daily report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Trefis report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Nicole Colombo, who led fashion at Walmart’s marketplace, is now head of women’s merchandising at Gap Inc.’s value brand.
eBay, Inc. delivered strong revenue and significantly higher FCF and FCF margins. But EBAY stock is at a peak, so can it still move higher? Maybe, but analysts don't believe so. One play is to short OTM puts.
Scheduled RQD Strong Buys & Whale Accumulation Briefing (EBAY Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
EBAY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +7.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on EBAY today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for EBAY. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (EBAY)
1. Head-to-Head Consumer Discretionary Peer Comparison (EBAY vs. MSCI, RELX, DASH, MELI)
Industry: Business Services (90 Tracked Issuers)Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, eBay Inc. (EBAY) ranks #43 by composite RQD confidence (77/100, grade B+) and #41 by equity capitalization ($53.93B). Within this direct 5-issuer industry benchmark cohort, EBAY leads on earnings valuation at 26.6x trailing P/E, while MSCI leads on capital efficiency and profitability with 38.3% ROIC and — gross margin. MSCI currently holds the highest overall quantitative score in the immediate peer group at 79/100 (B+) compared with EBAY at 77/100 (B+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| EBAY
ACTIVE
eBay Inc. | B+ | 77/100 | 26.6x | 71.5% | 22.3% | +0.37% | $53.93B | Benchmark Subject |
| MSCI MSCI Inc. | B+ | 79/100 | 36.8x | — | 38.3% | +0.78% | $44.23B | /msci-vs-ebay → |
| RELX RELX PLC PLC American | C+ | 68/100 | 32.8x | — | 9.9% | +2.43% | $68.40B | /relx-vs-ebay → |
| DASH DoorDash Inc. | D+ | 55/100 | 83.0x | — | 5.9% | -0.01% | $77.56B | /dash-vs-ebay → |
| MELI MercadoLibre Inc. | D+ | 54/100 | 42.1x | 63.2% | 13.9% | -2.14% | $84.16B | /meli-vs-ebay → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001065088In its most recent audited fiscal period (FY2025, filed 2025-12-31), eBay Inc. (EBAY) reported GAAP revenue of $11.10B (+7.9% vs. FY2024 revenue of $10.28B , and +9.8% cumulative change since FY2023) , GAAP net income of $2.03B, operating cash flow of $1.96B, and free cash flow of $1.43B (-26.7% YoY). On the balance sheet, EBAY closed FY2025 with $17.44B in total assets against $5.83B in total debt (Altman Z-Score: 6.75, Piotroski F-Score: 7/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $11.10B | $2.03B | $1.96B | $1.43B | $17.44B | $5.83B |
| FY2024 (FY) | 2024-12-31 | $10.28B | $1.98B | $2.41B | $1.96B | $19.36B | $6.39B |
| FY2023 (FY) | 2023-12-31 | $10.11B | $2.77B | $2.43B | $1.97B | $29.66B | $6.94B |
3. EBAY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs EBAY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, eBay Inc. (NASDAQ: EBAY) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 77/100 at a spot price of $121.64 (+0.37% 1D, market cap $53.93B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 19/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 13/20. Across 1011 tracked Consumer Discretionary issuers, EBAY ranks #43 in composite RQD confidence.
How does EBAY compare to MSCI and RELX in the Consumer Discretionary sector?
Within the Consumer Discretionary sector (Business Services), EBAY carries a Roarable B+ (77/100 RQD), trailing P/E of 26.6x, gross margin of 71.5%, and ROIC of 22.3%. By comparison, MSCI (MSCI Inc.) holds a B+ grade (79/100 RQD, P/E 36.8x, ROIC 38.3%, cap $44.23B) and RELX (RELX PLC PLC American) posts a C+ grade (68/100 RQD, P/E 32.8x, ROIC 9.9%, cap $68.40B). Among the 5-stock peer group, EBAY leads on earnings multiple (26.6x) while MSCI leads on capital efficiency (38.3% ROIC).
What are the biggest fundamental strengths and SEC risk factors for EBAY?
Per EBAY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001065088), eBay Inc. generated $11.10B in revenue (+7.9% YoY), $2.03B in net income, and $1.43B in free cash flow against $17.44B in total assets and $5.83B in total debt. Key quantitative strengths: Strong cash generator (72% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is EBAY trading relative to its 50-day, 200-day, and 52-week technical levels?
EBAY last traded at $121.64 (+0.37% on volume of 5,588,504 shares), positioning the stock +9.14% above its 50-day simple moving average ($111.45) and +16.68% above its 200-day simple moving average ($104.25). Across its 52-week range of $78.03 to $124.59, EBAY sits at the 93.7% percentile with a 14-day RSI of 63.3 (BULLISH MOMENTUM) and an implied next-earnings move of ±6.4% ($113.86 to $129.42).
EBAY Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is EBAY stock moving today?
Why EBAY Stock advanced +0.37% Today — RQD Quant Desk Flash. High-quality cash engine (72% profit margin, 22% return on capital) with steady institutional support.
EBAY — eBay Inc.: What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, eBay Inc. scores 77 out of 100, a letter grade of B+, with the verdict label "Roarable Buy — Very Good Cash & Smart-Money Inflow." The five pillars are:
- Fundamental Cash Engine (15 / 20): Per the Roarable RQD rating, this pillar reflects ROIC of 22.3% and an FCF yield of 2.66%. For a prospective investor, the return on invested capital is a strong quality signal, while the modest FCF yield indicates that the cash generated is meaningful but not cheap relative to the current price.
- Whale 13F Flow (19 / 20): Per the Roarable RQD rating, this pillar is described as institutional accumulation and options positioning. This is the highest-scoring pillar, suggesting institutional holders have been adding exposure, though the source data does not provide the underlying 13F holdings detail.
- Insider Conviction (13 / 20): Per the Roarable RQD rating, this pillar is based on SEC Form 4 and Congressional PTR cluster flow. The moderate score indicates some insider or political-disclosure activity, but not an overwhelming signal in either direction.
- Macro Regime Fit (12 / 20): Per the Roarable RQD rating, beta is 0.87, and the pillar reflects sector sensitivity. A beta below 1 suggests the stock has historically moved less than the broad market, which may appeal to investors seeking lower market sensitivity, but this pillar is the lowest-scoring and signals the stock's fit with the prevailing macro regime is only moderate.
- Forensic Balance Sheet (18 / 20): Per the Roarable RQD rating, Altman Z is 6.75, Piotroski F is 7 of 9, and Debt/Equity is 1.21. These figures point to a financially sound profile by the Roarable framework, while the leverage level warrants attention as a valuation and risk tradeoff.
Taken together, the score suggests a stock with strong returns on capital, supportive institutional positioning, and a solid balance sheet, offset by a valuation that the market prices at a premium and a macro fit that is only moderate. The translation for a prospective investor is that upside drivers include capital efficiency and institutional demand, while valuation tradeoffs include a P/E (TTM) of 26.6 and an EV/EBITDA of 21.1, both of which leave limited margin for disappointment.
Snapshot
Business
eBay Inc. is a NASDAQ-listed issuer classified in the Consumer Discretionary sector and the Business Services industry, per the company profile. Per the SEC financials, the company reported FY 2025 revenue of $11100.0M and FY 2025 net income of $2031.0M. Specific details of its products, customer segments, and revenue model are not available in source data.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $11100.0M | $2277.0M | $2031.0M | N/A | $1434.0M | $1867.0M | $5829.3M |
| FY 2024 | $10283.0M | $2318.0M | $1975.0M | N/A | $1956.0M | $2433.0M | $6393.1M |
| FY 2023 | $10112.0M | $1941.0M | $2767.0M | N/A | $1971.0M | N/A | $6940.7M |
Per the market data, gross margin is 71.5%, operating margin is 20.5%, and net margin is 18.3%, with ROIC at 22.3%. Per the Roarable RQD rating, the Altman Z-Score is 6.75 and the Piotroski F-Score is 7 of 9. Per the SEC financials, debt declined from $6940.7M in FY 2023 to $5829.3M in FY 2025, while free cash flow fell from $1971.0M to $1434.0M over the same span. Debt/Equity is 1.21 per the Roarable RQD rating.
Recent Catalysts & News Wire Analysis
Per the recent news and catalysts feed, the most recent headline flagged as RISK WATCH (RED) is "eBay (EBAY) Cuts 9% Of Staff, Is The Stock Already Pricey?" from Yahoo Finance. Several items are flagged as CATALYST (GREEN), including a Morgan Stanley "Top Pick" report via Investopedia and an Investor's Business Daily piece on earnings adding fuel to a stock rally. Items flagged as MARKET WIRE (YELLOW) include a Trefis review of the company's story, a Motley Fool piece, and a Yahoo Finance item describing a 236% run. Per the Butterfly Supply-Chain Graph, the supply chain is listed as NONE, with no butterfly links and no proprietary signals.
Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples
Per the Butterfly Supply-Chain Graph, no upstream or downstream dependencies, supply-chain links, or proprietary signals are recorded for EBAY. The sector is listed as Consumer Discretionary and the industry as Business Services, but sector correlation data is not available in source data. Second-order bottlenecks cannot be identified from the provided sources.
Open Questions
- What are the specific revenue drivers and business segments behind the FY 2025 revenue of $11100.0M, and how do they map to the Consumer Discretionary and Business Services classifications?
- Why did free cash flow decline from $1971.0M in FY 2023 to $1434.0M in FY 2025, and is the trend continuing?
- What is the composition of the institutional and options positioning behind the Whale 13F Flow pillar score of 19 / 20?
- What is the scale and timing of the staff reduction referenced in the RISK WATCH headline, and how does it affect the cost base?
- What is the reason EPS is reported as N/A across all three periods, and how does that affect the P/E and per-share valuation read?
EBAY Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for eBay Inc. (EBAY) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Investopedia report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Investor's Business Daily report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Trefis report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
The Motley Fool report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Investor's Business Daily report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
Trefis report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.
EBAY Bull vs. Bear Conversation Board — What's Your Call at $121.64?
🔥 Official Bull vs. Bear Debate: Is EBAY (B+ • RQD 77/100) a Buy at $121.19?
Welcome to the EBAY (eBay Inc.) Roar Pit. Current RQD Composite is 77/100 (Roarable Buy — Very Good Cash & Smart-Money Inflow) in Business Services. Bulls point to capital efficiency (22.3% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on EBAY — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on EBAY, but look at what you are paying: 26.6x trailing P/E with 71.5% gross margins. Unless eBay Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
EBAY cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on EBAY, the market is fixating on short-term headline noise in Business Services and ignoring the balance sheet and cash flow trajectory. At $121.19 (52-wk range $78.03 - $124.59), any beat on forward guidance forces shorts and underweight funds to chase.