Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 1.32
EBAY's Cash to Debt is ranked higher than
76% of the 1286 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.84 vs. EBAY: 1.32 )
EBAY' s 10-Year Cash to Debt Range
Min: 1.32   Max: No Debt
Current: 1.32

Equity to Asset 0.44
EBAY's Equity to Asset is ranked higher than
68% of the 1280 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.47 vs. EBAY: 0.44 )
EBAY' s 10-Year Equity to Asset Range
Min: 0.44   Max: 0.88
Current: 0.44

0.44
0.88
Interest Coverage 28.57
EBAY's Interest Coverage is ranked higher than
70% of the 880 Companies
in the Global Specialty Retail industry.

( Industry Median: 28.57 vs. EBAY: 28.57 )
EBAY' s 10-Year Interest Coverage Range
Min: 4.21   Max: 9999.99
Current: 28.57

4.21
9999.99
F-Score: 4
Z-Score: 3.15
M-Score: -3.28
WACC vs ROIC
7.62%
0.09%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 19.63
EBAY's Operating margin (%) is ranked higher than
96% of the 1288 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.00 vs. EBAY: 19.63 )
EBAY' s 10-Year Operating margin (%) Range
Min: -1.5   Max: 32.38
Current: 19.63

-1.5
32.38
Net-margin (%) 0.26
EBAY's Net-margin (%) is ranked higher than
57% of the 1288 Companies
in the Global Specialty Retail industry.

( Industry Median: 3.24 vs. EBAY: 0.26 )
EBAY' s 10-Year Net-margin (%) Range
Min: 0.26   Max: 27.71
Current: 0.26

0.26
27.71
ROE (%) 0.23
EBAY's ROE (%) is ranked higher than
56% of the 1266 Companies
in the Global Specialty Retail industry.

( Industry Median: 8.68 vs. EBAY: 0.23 )
EBAY' s 10-Year ROE (%) Range
Min: 0.21   Max: 19.43
Current: 0.23

0.21
19.43
ROA (%) 0.11
EBAY's ROA (%) is ranked higher than
56% of the 1292 Companies
in the Global Specialty Retail industry.

( Industry Median: 4.12 vs. EBAY: 0.11 )
EBAY' s 10-Year ROA (%) Range
Min: 0.11   Max: 14.05
Current: 0.11

0.11
14.05
ROC (Joel Greenblatt) (%) 113.48
EBAY's ROC (Joel Greenblatt) (%) is ranked higher than
97% of the 1288 Companies
in the Global Specialty Retail industry.

( Industry Median: 16.81 vs. EBAY: 113.48 )
EBAY' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -3.44   Max: 196.57
Current: 113.48

-3.44
196.57
Revenue Growth (3Y)(%) 17.00
EBAY's Revenue Growth (3Y)(%) is ranked higher than
94% of the 1084 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.30 vs. EBAY: 17.00 )
EBAY' s 10-Year Revenue Growth (3Y)(%) Range
Min: 7.3   Max: 95.3
Current: 17

7.3
95.3
EBITDA Growth (3Y)(%) 2.30
EBAY's EBITDA Growth (3Y)(%) is ranked higher than
70% of the 907 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.50 vs. EBAY: 2.30 )
EBAY' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -1   Max: 125.7
Current: 2.3

-1
125.7
EPS Growth (3Y)(%) -74.70
EBAY's EPS Growth (3Y)(%) is ranked lower than
53% of the 852 Companies
in the Global Specialty Retail industry.

( Industry Median: 6.90 vs. EBAY: -74.70 )
EBAY' s 10-Year EPS Growth (3Y)(%) Range
Min: -74.7   Max: 180.2
Current: -74.7

-74.7
180.2
» EBAY's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2014

EBAY Guru Trades in Q1 2014

Larry Robbins 5,393,877 sh (New)
Jim Simons 2,050,827 sh (New)
Jim Chanos 181,910 sh (New)
Wallace Weitz 201,100 sh (New)
Paul Tudor Jones 301,395 sh (New)
Carl Icahn 27,803,015 sh (New)
Jana Partners 3,850,292 sh (New)
Louis Moore Bacon 66,753 sh (+585.84%)
PRIMECAP Management 2,416,400 sh (+302.67%)
Richard Perry 1,927,000 sh (+285.4%)
Leon Cooperman 2,906,100 sh (+239.97%)
Mario Cibelli 97,000 sh (+177.14%)
Eric Mindich 3,735,000 sh (+53.39%)
George Soros 241,500 sh (+50.94%)
Jeremy Grantham 5,866,991 sh (+40.93%)
Joel Greenblatt 39,844 sh (+18.62%)
Mario Gabelli 450,885 sh (+12.82%)
Pioneer Investments 1,870,353 sh (+11.71%)
Dodge & Cox 20,456,804 sh (+8.96%)
Murray Stahl 87,621 sh (+4.97%)
Yacktman Focused Fund 3,200,000 sh (unchged)
Eric Mindich 6,000,000 sh (unchged)
Richard Perry 1,945,000 sh (unchged)
Yacktman Fund 3,670,000 sh (unchged)
First Pacific Advisors 79,500 sh (unchged)
Lee Ainslie Sold Out
Donald Yacktman 8,220,817 sh (-0.46%)
Manning & Napier Advisors, Inc 6,487,240 sh (-2.71%)
Ron Baron 59,451 sh (-13.69%)
Robert Olstein 136,000 sh (-18.56%)
Julian Robertson 312,300 sh (-18.63%)
Steven Cohen 89,031 sh (-22.14%)
Ken Fisher 286,699 sh (-44.54%)
Ray Dalio 21,250 sh (-80.19%)
» More
Q2 2014

EBAY Guru Trades in Q2 2014

Seth Klarman 4,436,300 sh (New)
Zeke Ashton 60,000 sh (New)
Joel Greenblatt 138,883 sh (+248.57%)
Wallace Weitz 653,355 sh (+224.89%)
Mario Cibelli 285,000 sh (+193.81%)
Ray Dalio 54,550 sh (+156.71%)
Louis Moore Bacon 123,763 sh (+85.4%)
Ken Fisher 497,782 sh (+73.63%)
George Soros 372,500 sh (+54.24%)
Mario Gabelli 608,115 sh (+34.87%)
Richard Perry 2,500,000 sh (+29.74%)
PRIMECAP Management 3,021,500 sh (+25.04%)
Robert Olstein 164,000 sh (+20.59%)
Pioneer Investments 2,225,043 sh (+18.96%)
First Pacific Advisors 94,000 sh (+18.24%)
Manning & Napier Advisors, Inc 7,587,262 sh (+16.96%)
Jim Chanos 208,280 sh (+14.5%)
Dodge & Cox 23,344,404 sh (+14.12%)
Carl Icahn 30,803,015 sh (+10.79%)
Leon Cooperman 3,189,000 sh (+9.73%)
Jeremy Grantham 6,116,891 sh (+4.26%)
Murray Stahl 89,766 sh (+2.45%)
Donald Yacktman 8,232,534 sh (+0.14%)
Yacktman Fund 3,670,000 sh (unchged)
John Burbank 76,200 sh (unchged)
Richard Perry 1,945,000 sh (unchged)
Yacktman Focused Fund 3,200,000 sh (unchged)
Eric Mindich 8,000,000 sh (unchged)
Julian Robertson Sold Out
Ron Baron Sold Out
Larry Robbins 4,919,927 sh (-8.79%)
Eric Mindich 2,245,000 sh (-39.89%)
Jim Simons 822,940 sh (-59.87%)
Jana Partners 1,000,000 sh (-74.03%)
Paul Tudor Jones 34,566 sh (-88.53%)
» More
Q3 2014

EBAY Guru Trades in Q3 2014

Julian Robertson 496,400 sh (New)
Ruane Cunniff 3,785 sh (New)
Steven Cohen 571,400 sh (New)
NWQ Managers 1,474,159 sh (New)
John Burbank 46,596 sh (New)
Daniel Loeb 4,500,000 sh (New)
RS Investment Management 34,400 sh (New)
Jana Partners 13,063,122 sh (+1206.31%)
Paul Tudor Jones 151,900 sh (+339.45%)
George Soros 809,500 sh (+117.32%)
Ray Dalio 96,550 sh (+76.99%)
Dodge & Cox 36,227,184 sh (+55.19%)
Carl Icahn 45,825,684 sh (+48.77%)
Seth Klarman 6,096,707 sh (+37.43%)
Mario Cibelli 345,000 sh (+21.05%)
PRIMECAP Management 3,378,500 sh (+11.82%)
Jeremy Grantham 6,739,791 sh (+10.18%)
Wallace Weitz 662,990 sh (+1.47%)
Manning & Napier Advisors, Inc 7,655,116 sh (+0.89%)
Robert Olstein 164,000 sh (unchged)
Eric Mindich 3,000,000 sh (unchged)
First Pacific Advisors 94,000 sh (unchged)
Pioneer Investments 2,690,167 sh (unchged)
Larry Robbins 4,919,927 sh (unchged)
Jana Partners 5,294,600 sh (unchged)
Yacktman Fund 3,670,000 sh (unchged)
Jim Chanos Sold Out
Eric Mindich Sold Out
Richard Perry Sold Out
Murray Stahl 89,428 sh (-0.38%)
Leon Cooperman 3,154,300 sh (-1.09%)
Donald Yacktman 8,108,199 sh (-1.51%)
Mario Gabelli 594,512 sh (-2.24%)
Yacktman Focused Fund 3,100,000 sh (-3.13%)
Zeke Ashton 57,500 sh (-4.17%)
Ken Fisher 456,263 sh (-8.34%)
Joel Greenblatt 110,218 sh (-20.64%)
Jim Simons 283,340 sh (-65.57%)
Louis Moore Bacon 21,471 sh (-82.65%)
» More
Q4 2014

EBAY Guru Trades in Q4 2014

Daniel Loeb 10,000,000 sh (+122.22%)
RS Investment Management 72,600 sh (+111.05%)
Larry Robbins 9,746,787 sh (+98.11%)
Murray Stahl 174,417 sh (+95.04%)
Louis Moore Bacon 35,458 sh (+65.14%)
PRIMECAP Management 5,247,100 sh (+55.31%)
Seth Klarman 9,315,000 sh (+52.79%)
NWQ Managers 1,788,194 sh (+21.3%)
George Soros 959,500 sh (+18.53%)
Leon Cooperman 3,529,500 sh (+11.89%)
Ruane Cunniff 4,220 sh (+11.49%)
Robert Olstein 169,000 sh (+3.05%)
Jana Partners 13,450,832 sh (+2.97%)
Carl Icahn 46,271,370 sh (+0.97%)
Ken Fisher 459,608 sh (+0.73%)
Jana Partners 2,426,400 sh (unchged)
Yacktman Focused Fund 3,100,000 sh (unchged)
Yacktman Fund 3,670,000 sh (unchged)
Ray Dalio Sold Out
Jim Simons Sold Out
Donald Yacktman 8,090,017 sh (-0.22%)
Pioneer Investments 2,681,339 sh (-0.33%)
Manning & Napier Advisors, Inc 7,361,877 sh (-3.83%)
Mario Gabelli 543,622 sh (-8.56%)
Zeke Ashton 50,000 sh (-13.04%)
Joel Greenblatt 84,259 sh (-23.55%)
Dodge & Cox 27,406,243 sh (-24.35%)
Jeremy Grantham 4,894,741 sh (-27.38%)
Mario Cibelli 230,000 sh (-33.33%)
First Pacific Advisors 48,900 sh (-47.98%)
John Burbank 8,722 sh (-81.28%)
Steven Cohen 104,800 sh (-81.66%)
Paul Tudor Jones 25,794 sh (-83.02%)
Julian Robertson 31,000 sh (-93.76%)
Wallace Weitz 9,500 sh (-98.57%)
» More
» Details

Insider Trades

Latest Guru Trades with EBAY

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Julian Robertson 2014-12-31 Reduce -93.76%7.03%$47.88 - $57.53 $ 57.917%31000
Seth Klarman 2014-12-31 Add 52.79%3.56%$47.88 - $57.53 $ 57.918%9315000
Daniel Loeb 2014-12-31 Add 122.22%2.8%$47.88 - $57.53 $ 57.918%10000000
Mario Cibelli 2014-12-31 Reduce -33.33%2.47%$47.88 - $57.53 $ 57.917%230000
Wallace Weitz 2014-12-31 Reduce -98.57%1.08%$47.88 - $57.53 $ 57.918%9500
Dodge & Cox 2014-12-31 Reduce -24.35%0.49%$47.88 - $57.53 $ 57.918%27406243
Leon Cooperman 2014-12-31 Add 11.89%0.35%$47.88 - $57.53 $ 57.917%3529500
NWQ Managers 2014-12-31 Add 21.3%0.21%$47.88 - $57.53 $ 57.918%1788194
PRIMECAP Management 2014-12-31 Add 55.31%0.11%$47.88 - $57.53 $ 57.918%5247100
Ray Dalio 2014-12-31 Sold Out 0.04%$47.88 - $57.53 $ 57.918%0
John Burbank 2014-12-31 Reduce -81.28%0.03%$47.88 - $57.53 $ 57.917%8722
Joel Greenblatt 2014-12-31 Reduce -23.55%0.01%$47.88 - $57.53 $ 57.917%84259
Julian Robertson 2014-09-30 New Buy7.5%$50.18 - $56.25 $ 57.9110%496400
Richard Perry 2014-09-30 Sold Out 3.5%$50.18 - $56.25 $ 57.9110%0
Daniel Loeb 2014-09-30 New Buy2.9%$50.18 - $56.25 $ 57.9110%4500000
Carl Icahn 2014-09-30 Add 48.77%2.52%$50.18 - $56.25 $ 57.9110%45825684
Seth Klarman 2014-09-30 Add 37.43%1.63%$50.18 - $56.25 $ 57.9110%6096707
Mario Cibelli 2014-09-30 Add 21.05%1.29%$50.18 - $56.25 $ 57.9110%345000
NWQ Managers 2014-09-30 New Buy0.9%$50.18 - $56.25 $ 57.9110%1474159
Dodge & Cox 2014-09-30 Add 55.19%0.71%$50.18 - $56.25 $ 57.9110%36227184
George Soros 2014-09-30 Add 117.32%0.18%$50.18 - $56.25 $ 57.9110%809500
John Burbank 2014-09-30 New Buy0.04%$50.18 - $56.25 $ 57.9110%46596
Joel Greenblatt 2014-09-30 Reduce -20.64%0.02%$50.18 - $56.25 $ 57.9110%110218
Ray Dalio 2014-09-30 Add 76.99%0.02%$50.18 - $56.25 $ 57.9110%96550
Ruane Cunniff 2014-09-30 New Buy$50.18 - $56.25 $ 57.9110%3785
Julian Robertson 2014-06-30 Sold Out 5.7%$48.25 - $56.04 $ 57.9112%0
Mario Cibelli 2014-06-30 Add 193.81%3.76%$48.25 - $56.04 $ 57.9112%285000
Seth Klarman 2014-06-30 New Buy3.6%$48.25 - $56.04 $ 57.9112%4436300
Richard Perry 2014-06-30 Add 29.74%0.8%$48.25 - $56.04 $ 57.9112%2500000
Wallace Weitz 2014-06-30 Add 224.89%0.69%$48.25 - $56.04 $ 57.9112%653355
Carl Icahn 2014-06-30 Add 10.79%0.39%$48.25 - $56.04 $ 57.9112%30803015
Leon Cooperman 2014-06-30 Add 9.73%0.19%$48.25 - $56.04 $ 57.9112%3189000
Robert Olstein 2014-06-30 Add 20.59%0.19%$48.25 - $56.04 $ 57.9112%164000
Dodge & Cox 2014-06-30 Add 14.12%0.14%$48.25 - $56.04 $ 57.9112%23344404
Joel Greenblatt 2014-06-30 Add 248.57%0.06%$48.25 - $56.04 $ 57.9112%138883
George Soros 2014-06-30 Add 54.24%0.05%$48.25 - $56.04 $ 57.9112%372500
Mario Gabelli 2014-06-30 Add 34.87%0.04%$48.25 - $56.04 $ 57.9112%608115
PRIMECAP Management 2014-06-30 Add 25.04%0.03%$48.25 - $56.04 $ 57.9112%3021500
Ken Fisher 2014-06-30 Add 73.63%0.02%$48.25 - $56.04 $ 57.9112%497782
Ray Dalio 2014-06-30 Add 156.71%0.01%$48.25 - $56.04 $ 57.9112%54550
Ron Baron 2014-06-30 Sold Out 0.01%$48.25 - $56.04 $ 57.9112%0
Carl Icahn 2014-03-31 New Buy4.7%$51.78 - $59.3 $ 57.915%27803015
Lee Ainslie 2014-03-31 Sold Out 4.1%$51.78 - $59.3 $ 57.915%0
Richard Perry 2014-03-31 Add 285.4%2.22%$51.78 - $59.3 $ 57.915%1927000
Mario Cibelli 2014-03-31 Add 177.14%1.53%$51.78 - $59.3 $ 57.915%97000
Leon Cooperman 2014-03-31 Add 239.97%1.48%$51.78 - $59.3 $ 57.915%2906100
Julian Robertson 2014-03-31 Reduce -18.63%1.21%$51.78 - $59.3 $ 57.915%312300
Wallace Weitz 2014-03-31 New Buy0.35%$51.78 - $59.3 $ 57.915%201100
Robert Olstein 2014-03-31 Reduce -18.56%0.24%$51.78 - $59.3 $ 57.915%136000
PRIMECAP Management 2014-03-31 Add 302.67%0.11%$51.78 - $59.3 $ 57.915%2416400
Ray Dalio 2014-03-31 Reduce -80.19%0.04%$51.78 - $59.3 $ 57.915%21250
George Soros 2014-03-31 Add 50.94%0.04%$51.78 - $59.3 $ 57.915%241500
Ken Fisher 2014-03-31 Reduce -44.54%0.03%$51.78 - $59.3 $ 57.915%286699
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on eBay Inc

Daniel Loeb Comments on eBay - Oct 22, 2014

We established a significant position in eBay (EBAY) during the Third Quarter. While eBay’s challenges were well‐mapped – including multiple years of minimal value growth, a weak execution track record, and high employee turnover – we sensed it had arrived at a critical inflection point and gained new focus. A meeting with CEO John Donahoe this summer left us impressed by his process‐driven approach to optimizing the business.

We were pleased when Mr. Donahoe announced in September that eBay would split into two by spinning off its PayPal unit. Our work on Alibaba (BABA) since 2011 had persuaded us of the power of the marketplace model in e‐commerce and our work on AliPay convinced us that PayPal was an incredibly well‐positioned global brand with the potential to become a leading player in mobile payments. Following the spinoff, eBay/PayPal will offer two appealing growth, relative value, and capital return profiles for investors.

eBay/Marketplaces

eBay is one of the world’s ten largest retailers, with strong margins, limited capex, global reach, and consistent high‐single to low‐double‐digit growth. While eBay’s sales growth may appear underwhelming when compared to Alibaba (BABA) or Amazon (AMZN), the company is growing sales 2‐3x faster than the Home Shopping Network (HSNI) (which trades at 10x 2015E EBITDA) and Wal‐Mart (WMT) (which trades at 8x 2015E EBITDA), and enjoys a much more attractive margin and free cash flow profile.

While eBay will invest in branding efforts during the balance of this year, we anticipate favorable comparisons to drive renewed momentum in 2015. We are also intrigued by efforts to emphasize structured data in ways that will benefit consumer engagement and merchant visibility. Finally, eBay is highly cash‐generative and has relatively limited capital needs. It has shown an interest in buying back its stock and a willingness to take on debt to do so. With the split of eBay and PayPal, we believe eBay’s capital return strategy will be more pronounced and structurally, new eBay would be positioned to buy back roughly a third of its float within two and a half years (and almost half its float within 4 to 5 years). We believe core eBay could be worth more than double its implied pre‐split value, assuming high single‐digit topline growth, modest margin improvement, and a consistent buyback policy.

PayPal

PayPal is a high‐growth business with significant opportunities to expand its existing market and margins while pursuing new paths in financial services for consumers and merchants. With significant scale and an attractive funding mix, PayPal generates high incremental margins on payment volume increases which it can use to fund sustained growth.

Apple (AAPL)’s entry into the payments space dampened investors’ enthusiasm for PayPal, creating an interesting entry point. We think the market is missing the fact that ApplePay is primarily an offline mobile solution focused on the Point of Sale (POS) opportunity which represents a small fraction of PayPal’s current business. When we break down the applicability of ApplePay to PayPal’s business mix, we find that ApplyPay will compete directly with only 1.5‐2% of PayPal’s total payment volume (TPV).

We believe that Apple’s entry into the mobile payments space could ironically be a net positive for PayPal. Mobile payments have been “the next big thing” for almost five years but have failed to ramp. In part, this is because one needs buy‐in from financial institutions, merchants, and consumers in order for a payment technology to gain acceptance. With no pressure to catalyze a decision, the different incentives of these groups have not proven to be sufficiently aligned to overcome their inertia and come to an agreement. MCX, Google, and PayPal now need partners to compete with Apple and we think multiple win/win deals exist. PayPal’s current POS business is de minimis, allowing the company to price disruptively while creating substantial value.

Finally, PayPal’s value will be better reflected in a smaller, more nimble entity. PayPal has the option to go‐it‐alone, sell to one of many potentially interested parties, or to open itself up to partnerships with other key online players (e.g. Google (GOOGL), Facebook (FB), Amazon (AMZN), Alibaba (BABA), Apple (AAPL)) and become a neutral, online payments network (essentially becoming “the Visa of the Internet”). The market is currently valuing PayPal at approximately 11.5x‐14.5x x 2015 EPS (assuming an 8‐9x EBITDA multiple for eBay) which seems too cheap for a company growing sales 20% with significant strategic optionality and a strong chance to shape the future of payments.

From Daniel Loeb (Trades, Portfolio)’s Third Point Q3 2014 Investor Letter.

Check out Daniel Loeb latest stock trades

Wallace Weitz Comments on eBay Inc - Oct 17, 2014

On the final day of the quarter, eBay (EBAY) announced its intention to separate into two separate publicly-traded companies – PayPal and “new” eBay – during the second half of 2015. Despite some initial excitement, investor sentiment remains lukewarm and the stock undervalued.

From Wallace Weitz (Trades, Portfolio)'s Value Fund Q3 2014 Commentary.

Check out Wallace Weitz latest stock trades

Weitz Investment Management Comments on eBay Inc. - May 06, 2014

Finally, eBay Inc. (EBAY) made its return to the Value Fund after a relatively brief period of ownership during 2008/2009. The company recently concluded a public battle with billionaire activist Carl Icahn (Trades, Portfolio) over whether to separate its namesake online commerce platform eBay.com from PayPal, its rapidly growing mobile payments platform. We saw merit in both sides of the argument, but believed the two businesses were worth considerably more than where they were trading regardless of outcome. Both Marketplaces and PayPal have strong competitive positions and are reinvesting heavily to protect and extend their advantages. We believe EBAY shares are worth roughly $70 today

From Wallace Weitz (Trades, Portfolio)'s first quarter 2014 report.

Check out Wallace Weitz latest stock trades

Top Ranked Articles about eBay Inc

New Guru Jana Partners' Top 5 Holdings
JANA Partners is the newest guru to join the group of admired value investors on GuruFocus. Read more...
Financial Services Holdings Influence NWQ Managers' Portfolio in Third Quarter
At its website, NWQ Managers (Trades, Portfolio), a value-oriented money management firm, says it “focuses on understanding individual companies as businesses rather than simply as stocks by conducting independent research,” and its “process is fluid and dynamic” in which “portfolios are constantly monitored using and strictly adhering to our research and analyst-driven process.” Read more...
Activist Investor Dan Loeb Stays Active in Third Quarter
Daniel Loeb founded Third Point LLC nearly 20 years ago and leads the firm’s research activities, portfolio and risk management. Since he founded Third Point, it has returned more than 25% annually to its investors. Read more...
2013’s Guru of the Year – Carl Icahn’s Top 5 Stocks
GuruFocus’ Guru of the Year for 2013 reported his first quarter portfolio holdings this week which highlighted 21 stocks valued at over $33.634 billion. This is quite a bit lower from the company’s second quarter stocks which were valued at $38.53 billion. Over the past quarter the guru bought into one new company, Hertz Global Holding (HTZ) and reduced his holdings in only one – Netflix (NFLX). Read more...
Tiger Management’s Julian Robertson Buys Alibaba, eBay, MasTec, Sells Tableau Software, Monsanto, Post Holdings
There is no further need to introduce Julian Robertson (Trades, Portfolio), the legendary hedge fund manager who in these days mainly manage his own money at Tiger Management. These are his third quarter trades. Look, he got into Alibaba! Read more...
Outspoken Guru Carl Icahn Is 'Driven to Excel'
Daniel Loeb Comments on eBay
We established a significant position in eBay (EBAY) during the Third Quarter. While eBay’s challenges were well‐mapped – including multiple years of minimal value growth, a weak execution track record, and high employee turnover – we sensed it had arrived at a critical inflection point and gained new focus. A meeting with CEO John Donahoe this summer left us impressed by his process‐driven approach to optimizing the business. Read more...
Wallace Weitz Comments on eBay Inc
On the final day of the quarter, eBay (EBAY) announced its intention to separate into two separate publicly-traded companies – PayPal and “new” eBay – during the second half of 2015. Despite some initial excitement, investor sentiment remains lukewarm and the stock undervalued. Read more...
Activist Guru Dan Loeb Leaves His Mark in Many Ways
Scores of children have been influenced by Barbie dolls and Hot Wheels cars over the years, but few, if any, have been influenced in quite the way guru Daniel Loeb (Trades, Portfolio) was. His great aunt, Ruth Handler, co-founded toy company Mattel Inc. (MAT) in 1945 and created the Barbie doll, Mattel’s best-selling toy, in 1959 – both before Loeb was born. Read more...
Gurus' Best-Loved Stocks in the Worst-Performing Sector of 2014
All sectors of the economy have so far gained this year with Utilities performing best, rising more than 15%. The worst-performing sector was Consumer Cyclical, which gained a mere 0.23%. Consumer Cyclical stocks consist of luxury goods and services that people generally indulge in only when the economy is good. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 827.30
EBAY's P/E(ttm) is ranked higher than
59% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 27.30 vs. EBAY: 827.30 )
EBAY' s 10-Year P/E(ttm) Range
Min: 8.02   Max: 836.29
Current: 827.3

8.02
836.29
Forward P/E 16.89
EBAY's Forward P/E is ranked higher than
81% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 24.04 vs. EBAY: 16.89 )
N/A
PE(NRI) 827.30
EBAY's PE(NRI) is ranked higher than
59% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 27.00 vs. EBAY: 827.30 )
EBAY' s 10-Year PE(NRI) Range
Min: 7.99   Max: 836.29
Current: 827.3

7.99
836.29
P/B 3.61
EBAY's P/B is ranked higher than
60% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 2.39 vs. EBAY: 3.61 )
EBAY' s 10-Year P/B Range
Min: 1.2   Max: 12.15
Current: 3.61

1.2
12.15
P/S 4.07
EBAY's P/S is ranked higher than
50% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.90 vs. EBAY: 4.07 )
EBAY' s 10-Year P/S Range
Min: 1.62   Max: 25.23
Current: 4.07

1.62
25.23
PFCF 16.55
EBAY's PFCF is ranked higher than
84% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 43.30 vs. EBAY: 16.55 )
EBAY' s 10-Year PFCF Range
Min: 5.96   Max: 88.8
Current: 16.55

5.96
88.8
POCF 12.84
EBAY's POCF is ranked higher than
76% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 16.20 vs. EBAY: 12.84 )
EBAY' s 10-Year POCF Range
Min: 4.87   Max: 64.83
Current: 12.84

4.87
64.83
EV-to-EBIT 19.24
EBAY's EV-to-EBIT is ranked higher than
72% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 18.35 vs. EBAY: 19.24 )
EBAY' s 10-Year EV-to-EBIT Range
Min: 5.3   Max: 114.6
Current: 19.24

5.3
114.6
PEG 46.74
EBAY's PEG is ranked higher than
79% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.00 vs. EBAY: 46.74 )
EBAY' s 10-Year PEG Range
Min: 0.48   Max: 41.61
Current: 46.74

0.48
41.61
Shiller P/E 33.90
EBAY's Shiller P/E is ranked higher than
77% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 50.33 vs. EBAY: 33.90 )
EBAY' s 10-Year Shiller P/E Range
Min: 14.09   Max: 296
Current: 33.9

14.09
296
Current Ratio 1.51
EBAY's Current Ratio is ranked higher than
71% of the 1287 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.56 vs. EBAY: 1.51 )
EBAY' s 10-Year Current Ratio Range
Min: 1.51   Max: 5
Current: 1.51

1.51
5
Quick Ratio 1.51
EBAY's Quick Ratio is ranked higher than
87% of the 1287 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.85 vs. EBAY: 1.51 )
EBAY' s 10-Year Quick Ratio Range
Min: 1.51   Max: 5
Current: 1.51

1.51
5
Days Sales Outstanding 16.25
EBAY's Days Sales Outstanding is ranked higher than
74% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 22.48 vs. EBAY: 16.25 )
EBAY' s 10-Year Days Sales Outstanding Range
Min: 8.82   Max: 59.35
Current: 16.25

8.82
59.35

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 7.02
EBAY's Price/Tangible Book is ranked higher than
58% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 3.44 vs. EBAY: 7.02 )
EBAY' s 10-Year Price/Tangible Book Range
Min: 4.22   Max: 100.53
Current: 7.02

4.22
100.53
Price/DCF (Projected) 1.22
EBAY's Price/DCF (Projected) is ranked higher than
84% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 3.10 vs. EBAY: 1.22 )
EBAY' s 10-Year Price/DCF (Projected) Range
Min: 0.56   Max: 7.69
Current: 1.22

0.56
7.69
Price/Median PS Value 0.90
EBAY's Price/Median PS Value is ranked higher than
85% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 1.13 vs. EBAY: 0.90 )
EBAY' s 10-Year Price/Median PS Value Range
Min: 0.47   Max: 15.71
Current: 0.9

0.47
15.71
Price/Peter Lynch Fair Value 41.07
EBAY's Price/Peter Lynch Fair Value is ranked higher than
84% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 0.00 vs. EBAY: 41.07 )
EBAY' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.66   Max: 39.8
Current: 41.07

0.66
39.8
Price/Graham Number 22.10
EBAY's Price/Graham Number is ranked higher than
62% of the 1369 Companies
in the Global Specialty Retail industry.

( Industry Median: 2.59 vs. EBAY: 22.10 )
EBAY' s 10-Year Price/Graham Number Range
Min: 1.55   Max: 77.33
Current: 22.1

1.55
77.33
Earnings Yield (Greenblatt) 5.20
EBAY's Earnings Yield (Greenblatt) is ranked higher than
70% of the 1286 Companies
in the Global Specialty Retail industry.

( Industry Median: 5.80 vs. EBAY: 5.20 )
EBAY' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.9   Max: 18.8
Current: 5.2

0.9
18.8
Forward Rate of Return (Yacktman) 24.10
EBAY's Forward Rate of Return (Yacktman) is ranked higher than
92% of the 893 Companies
in the Global Specialty Retail industry.

( Industry Median: 10.45 vs. EBAY: 24.10 )
EBAY' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 14.5   Max: 76.6
Current: 24.1

14.5
76.6

Business Description

Industry: Retail - Apparel & Specialty » Specialty Retail
Compare:TSCO, AMZN, FIVE, AZO, BBBY » details
Traded in other countries:EBA.Germany, EBAY34.Brazil, EBAY.Mexico, EBAY.Argentina, EBAY.Switzerland,
EBay Inc was formed as a sole proprietorship in September 1995 and was incorporated in California in May 1996. In April 1998, it reincorporated in Delaware, and in September 1998, it completed the initial public offering of its common stock. The Company is a technology company that enables commerce through three reportable segments: Marketplaces, Payments and Enterprise. These segments provide online platform, services and tools to help individuals and small, medium and large merchants around the world establish online and mobile commerce and payments. Its Marketplaces segment brings buyers and sellers together through fully automated and easy-to-use online websites and mobile applications that are available throughout the world at any time, including through localized eBay.com sites in many countries. The Company's payments segment provides efficient payment and settlement capabilities for consumers and merchants on and off eBay websites and other merchant websites. It has three main payment brands: PayPal, which enables individuals and businesses to securely, easily and quickly send and receive payments online and through the mobile device; Bill Me Later, which enables U.S. merchants to offer, and U.S. consumers to obtain, credit at the point of sale for e-commerce and mobile transactions through. Enterprise segment operates three primary lines of business: Commerce Technologies, Omnichannel Operations and Marketing Solutions. It provides its products and services on an individual basis and as bundled solutions. Each of these three primary lines of business complements the other, which allows for cross-selling opportunities. The Company encounters vigorous competition in businesses from numerous sources like online, mobile and offline channels. The Company is subject to laws relating to the collection, use, retention, security and transfer of personally identifiable information about its users.
» More Articles for EBAY

Headlines

Articles On GuruFocus.com
Analyzing Daniel Loeb's Top Picks: eBay Inc (EBAY) Feb 24 2015 
Apple Setting Foot Into Solar Energy Segment Feb 21 2015 
A Look at Larry Robbins and His Latest Portfolio Update Feb 20 2015 
Is eBay Already On Its Mission To Spinoff PayPal? Feb 19 2015 
Well-made Strategies Make eBay An Interesting Bet Feb 16 2015 
PRIMECAP Management's New Positions Feb 13 2015 
Alibaba’s Faceoff With Legal Tangles And High Expectations Feb 12 2015 
Amazon: Its Competitors and Why Repricing Matters Feb 11 2015 
Carl Icahn Pens A Letter Discussing His Settlement With The Manitowok Company Feb 09 2015 
Alibaba Partners With Lending Club To Reach Small Businesses in U.S. Feb 04 2015 

More From Our Partners
Software Speak: Amazon to Spin-Off AWS? - Analyst Blog Feb 24 2015 - ZACKS

More From Other Websites
Drivers for Apple, Yahoo, EBay Vote to Join Teamsters Feb 28 2015
Shuttle Drivers at Five Tech Firms Vote For Teamsters Representation Feb 27 2015
What are Devin Wenig’s strategies to improve eBay Marketplaces? Feb 27 2015
Don't Listen to the Bears Just Yet Feb 27 2015
Apple vs. Exxon: What's the better buy? Feb 27 2015
Impact of currency headwinds on eBay’s 2015 projected revenue Feb 27 2015
Costello: Tales from the tech bubble Feb 27 2015
EBay Sets Up Painless PayPal Separation Feb 27 2015
New Disney princess phenomena unfolds Feb 27 2015
Why Short Sellers Piled On eBay Feb 27 2015
The sneakers from Kanye West's bizarre New York Fashion Week show are going for thousands of dollars... Feb 27 2015
Why eBay plans to reduce its workforce Feb 27 2015
Stripe's online payment story Feb 27 2015
Why the disappointing 4Q14 performance for eBay Marketplaces? Feb 26 2015
Your chance for Toronto ex-mayor's crack kitsch Feb 26 2015
Intel Corporation (INTC), Baidu Inc (ADR) (BIDU), eBay Inc (EBAY) Among Billionaire Kerr Nielson’s... Feb 26 2015
Here's How eBay Will Split Feb 26 2015
eBay’s PayPal has close-to-excellent year Feb 26 2015
4 Tech Stocks Dominate UBS E-Commerce Theme List Feb 26 2015
PayPal Holdings Files Form 10, Marking an Importan... Feb 25 2015

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK