Fair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
25.6%/yr
±5.6% · revenue growth to justify current price
FCF-Based Reverse DCF
26.7%/yr
±3.2% · FCF growth to justify current price
THE GAP
Market pricing margin compression or rising capex
KEY VALUE DRIVERS
Spearman correlation — what moves this valuation most
eBay Inc., together with its subsidiaries, operates marketplace platforms that connect buyers and sellers in the United States, the United Kingdom, China, Germany, and internationally.
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eBay FY2025: B GMV marketplace with solid fundamentals (135M buyers, 30yr trust moat) offset by tariff headwinds, AI search disruption risk, EU regulatory burden, and margin pressure from fraud/protec...
eBay 2025: Resilient core (GMV B, 135M buyers) but pressured by tariffs, FX headwinds, and regulatory costs. AI rollout ongoing. Takerate compression near-term risk; long-term upside if execution on s...