How profitable is eBay Inc. (EBAY)?

In FY 2025 (10-K), EBAY converted $11.1B of revenue into a 71.5% gross margin, 20.5% operating margin, and $1.4B in free cash flow (12.9% FCF margin).

Stock Ratings / Consumer Discretionary / EBAY / financials

MSCI (78) RELX (69) DASH (55) MELI (52) ⌘ Pro Terminal →

eBay Inc. (EBAY) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$120.93 -0.58% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $121.09

eBay Inc. (EBAY) earns a Roarable Rating of B+ (Buy) with 77/100 RQD Confidence. High-quality cash engine (71.5% gross 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.

ROARABLE B+ • BUY Cap $53.40B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on EBAY Below — or Connect Your Own ChatGPT / Claude

🤖 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 2026-11-03, 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 $120.93 (-0.58% 1D, market cap $53.40B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 19/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 12/20, and Executive Insider Alignment 13/20. Across 1009 tracked Consumer Discretionary issuers, EBAY ranks #40 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 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 (78/100 RQD, P/E 36.8x, ROIC 38.3%, cap $44.57B) and RELX (RELX PLC PLC American) posts a C+ grade (69/100 RQD, P/E 32.8x, ROIC 9.9%, cap $70.06B). Among the 5-stock peer group, EBAY leads on earnings multiple (26.6x) while MSCI leads on capital efficiency (38.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 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 (71.5% gross 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.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $121.10 (+0.14%)🧬 Cannibal Buyback (-1.52% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 12.9% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 77/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.8% avg 90D alpha vs SPY • 70.3% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B+

3-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B+ · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+8.6% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for EBAY)Realized 20D OHLCV Swing Band: ±6.3%

Deterministic 5-Pillar Attribution (77/100 Composite)

🔍 WHY EBAY SCORES 77/100 (B+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+19/20 pts (25% of score)

20D Institutional Volume Accumulation (±6.3% realized swing band)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (23% of score)

Altman Z-Score 6.75 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▼ #1 Drag / Risk Factor: Macro Regime Fit12/20 pts (-8 pt drag)

Macro rate sensitivity & RSI-14 (64.3) create a -8 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B-$116.88+5.2% Next Q

Q2 (-2Q)

Grade B$122.90-4% Next Q

Q3 (-1Q)

Grade B+$118.02+2.5% Next Q

Current

Grade B+$120.93+7.8% Hist 90D α

Trajectory: B- (69) → B+ (77)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the EBAY Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

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.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.52% YoY Shares) — any gross margin slip below 69.0% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($111.76) or 200D SMA ($104.40) invalidates the momentum regime and cuts Target Base ($131.27) toward Bear Floor ($99.16).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $EBAY• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “EBAY Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 77%NO 23%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How EBAY Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$1.43B (12.9% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $10.11B

FY24

Rev $10.28B

FY25

Rev $11.10B

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$11.10B	71.5%	20.5%	$2.03B	$1.43B	21.3%
FY 2024	$10.28B	72%	22.5%	$1.98B	$1.96B	20.1%
FY 2023	$10.11B	71.5%	19.2%	$2.77B	$1.97B	8.6%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring EBAY)

✓Walkthrough of EBAY's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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EBAY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +10.61%📐 HORIZONTAL RANGE

2026-11-03O $121.2H $121.6L $120.9C $120.9VOL 5.59M

RES: $125.9SUP: $94.17SMA50: $111.8SMA200: $104.4

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

EBAY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 EBAY Butterfly Map → + Track EBAY →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

20.2%/yr Implied 5Y Growth

vs. +7.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on EBAY today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for EBAY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for EBAY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (EBAY)

Consumer Discretionary Rank #40 of 1009 ⚔️ MSCI vs EBAY Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (EBAY vs. MSCI, RELX, DASH, MELI)

Industry: Business Services (88 Tracked Issuers)

Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, eBay Inc. (EBAY) ranks #40 by composite RQD confidence (77/100, grade B+) and #40 by equity capitalization ($53.40B). 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 78/100 (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%	-0.58%	$53.40B	Benchmark Subject
MSCI MSCI Inc.	B+	78/100	36.8x	—	38.3%	+2.22%	$44.57B	/msci-vs-ebay →
RELX RELX PLC PLC American	C+	69/100	32.8x	—	9.9%	+0.92%	$70.06B	/relx-vs-ebay →
DASH DoorDash Inc.	D+	55/100	83.0x	—	5.9%	+6.19%	$77.56B	/dash-vs-ebay →
MELI MercadoLibre Inc.	D+	52/100	42.1x	63.2%	13.9%	+3.22%	$82.36B	/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 0001065088 ↗

In 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 ENABLED

Is EBAY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does EBAY compare to MSCI and RELX in the Consumer Discretionary sector?

What are the biggest fundamental strengths and SEC risk factors for EBAY?

Where is EBAY trading relative to its 50-day, 200-day, and 52-week technical levels?

EBAY last traded at $120.93 (-0.58% on volume of 4,027,356 shares), positioning the stock +8.21% above its 50-day simple moving average ($111.76) and +15.83% above its 200-day simple moving average ($104.40). Across its 52-week range of $78.03 to $124.59, EBAY sits at the 92.1% percentile with a 14-day RSI of 64.3 (BULLISH MOMENTUM) and an implied next-earnings move of ±6.3% ($113.31 to $128.55).

Direct Sub-Reports: EBAY RQD Cockpit EBAY 12M Forecast EBAY Earnings & Move EBAY Dividends & DRIP EBAY Insiders & 13F EBAY Whale Options EBAY Profit Sankey EBAY News & Why

ROARABLE RATING BRIEF • RQD 77/100 (B+) ✓ SEC XBRL & RQD VERIFIED

EBAY — eBay Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

eBay Inc. (EBAY) earns a live Roarable RQD composite score of 77/100, corresponding to a B+ letter grade (Roarable Buy) at a spot price of $120.93 (-0.58% 1D, market capitalization $53.40B).

Fundamental Cash Engine (15/20): Anchored by return on invested capital (ROIC) of 22.3%, gross margin of 71.5%, operating margin of 20.5%, and free cash flow yield of 2.66%.
Whale 13F & Options Flow (19/20) + Insider Conviction (13/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (12/20) + Forensic Balance Sheet (18/20): Incorporates a 0.87x equity beta, Altman Z-Score of 6.75, Piotroski F-Score of 7/9, and Debt/Equity of 1.21x.

2. Business Model, Unit Margins & SEC Financial Trajectory

EBay Inc. Is a NASDAQ-listed issuer classified in the Consumer Discretionary sector and the Business Services industry. The company reported FY 2025 revenue of $11.10B and FY 2025 net income of $2.03B.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), eBay Inc. (EBAY) reported $11.10B in annual revenue (up from $10.28B in FY2024, +7.9% YoY) and $2.03B in GAAP net income. Over the multi-year SEC filing window from FY2023 ($10.11B revenue, $2.77B net income) through FY2025, EBAY scaled operating cash flow to $1.96B and free cash flow to $1.43B, backed by $17.44B in total assets against $5.83B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (B+ • RQD 77/100): Strong cash generator (71.5% gross margin)—profits are backed by real money, not accounting tricks. Big institutional funds and options desks are actively positioning on the bullish side. With Fundamental Cash Engine at 15/20 and Institutional Whale Flow at 19/20, sustained execution supports upside toward the upper end of the $78.03 – $124.59 52-week range.
🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 26.6x trailing P/E and 21.1x EV/EBITDA against 20.5% operating margins and a 0.87x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

No upstream or downstream dependencies, supply-chain links, or proprietary signals are recorded for EBAY. Second-order bottlenecks cannot be identified from the provided sources.

Key Question #1: Can EBAY sustain or expand its 20.5% operating margin and 22.3% ROIC against Business Services peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $11.10B and free cash flow of $1.43B, how will capital allocation balance growth reinvestment against $5.83B in total debt?
Key Question #3: How sensitive is EBAY's 24.7x forward P/E multiple to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 0.87x)?

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

💬 Jump to EBAY Debate Forum (3) ↓

🔴 RISK WATCH Yahoo Finance • 22h ago

eBay (EBAY) Cuts 9% Of Staff, Is The Stock Already Pricey?

Yahoo Finance report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Investopedia • 1d ago

EBay Stock Surges as Morgan Stanley Names It ‘Top Pick’

Investopedia report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Investor's Business Daily • 1d ago

EBay Earnings Add Fuel To Stock Rally. What's Next For Turnaround?

Investor's Business Daily report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Trefis • 1d ago

What Changed In eBay’s Story?

Trefis report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE The Motley Fool • 1d ago

Interesting News for eBay Stock Investors

The Motley Fool report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

eBay (EBAY) Stock Could Trade At A Discount As Its 236% Run Continues

Yahoo Finance report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Investor's Business Daily • 1d ago

EBay, IBD Stock Of The Day, Keeps Momentum With Earnings Beat

Investor's Business Daily report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Trefis • 1d ago

Is eBay Stock Increasing Your Market Risk?

Trefis report covering eBay Inc. (EBAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

EBAY Bull vs. Bear Conversation Board — What's Your Call at $120.93?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON EBAY 🐻 33% BEARISH CONVICTION

SI SiliconVal_Bull RQD DEBATE OPENER • Growth & Tech Investor 🐂 BULLISH 🎯 Target: $144.75 (+19.0%)

📌 Pinned Debate

Per the Roarable RQD rating, a 22.3% ROIC and a 19 / 20 whale 13F flow score point to strong capital efficiency and institutional deman

Don't sleep on EBAY's setup in Consumer Discretionary. Per the Roarable RQD rating, a 22.3% ROIC and a 19 / 20 whale 13F flow score point to strong capital efficiency and institutional demand.. Beta of 0.87 means it moves fast when momentum turns, and the 5-pillar RQD gauge (77/100) backs up the fundamental quality.

SectorRotator 🐂 BULL

@SiliconVal_Bull Agree on the RQD 77/100 quality, though with 0.87 beta I'm scaling in with half-size at $121.64 and keeping dry powder in case we test $113.13.

SH ShortSeller_Dan RQD DEBATE OPENER • Forensic Short Bias 🐻 BEARISH 🎯 Target: $97.31 (-20.0%)

Spot @ $121.64

Per the market data, the stock trades at a P/E (TTM) of 26.6 and EV/EBITDA of 21.1 while free cash flow declined from $1.97B to $1434

Fading this rally in EBAY at $121.64. Per the market data, the stock trades at a P/E (TTM) of 26.6 and EV/EBITDA of 21.1 while free cash flow declined from $1.97B to $1.43B across the reported periods.. With a beta of 0.87 and the stock sitting at $121.64 (52-wk range $78.03–$124.59), the easy multiple expansion is already priced in.