EBay's third-quarter results featured 13% organic gross merchandise volume growth, with consolidated GMV up 16%, including Depop. Revenue grew 13%, while adjusted EPS increased 11% to $1.51, although take rate declined to 13.8% (from 14%) due to category mix shifts.
Accelerated adoption of high-margin first-party advertising could expand operating margins and offset marketplace take rate pressures faster than we forecast.
Niche platforms like Vinted, Chrono24, and StockX, which pair lower seller fees and deeper category-specific tools with tighter enthusiast communities, could siphon listings away from eBay, pressuring liquidity.
|
Metric
|
EBAY
|
ETSY
|
AMZN
|
|---|---|---|---|
Price/Earnings (Normalized) | 23.14 | 26.61 | 19.12 |
Price/Book Value | 12.13 | — | 4.23 |
Price/Sales | 4.48 | 3.76 | 3.28 |
Price/Cash Flow | 14.80 | 14.58 | 13.00 |
|
Metric
|
EBAY
|
ETSY
|
AMZN
|
|---|---|---|---|
Quick Ratio | 0.68 | 1.33 | 0.82 |
Current Ratio | 0.78 | 1.36 | 0.99 |
Interest Coverage | 10.17 | 19.13 | 38.78 |
|
Metric
|
EBAY
|
ETSY
|
AMZN
|
|---|---|---|---|
Return on Assets (Normalized) | 15.80% | 23.68% | 10.05% |
Return on Equity (Normalized) | 61.78% | — | 20.21% |
Return on Invested Capital (Normalized) | 24.23% | 31.34% | 14.24% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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AMZN
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PDD
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MELI
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JD
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United States