Last 7 days
-7.3%
Last 30 days
-16.6%
Last 90 days
-3.5%
Trailing 12 Months
-24%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
AMZN | 1.0T | 514.0B | -3.36% | -34.72% | -376.42 | 1.99 | 9.40% | -108.16% |
BKNG | 96.5B | 17.1B | -0.30% | 16.13% | 31.57 | 5.65 | 55.96% | 162.49% |
MELI | 61.1B | 10.5B | 6.89% | 24.85% | 126.66 | 5.79 | 49.06% | 480.72% |
EBAY | 22.3B | 9.8B | -16.60% | -24.00% | -17.61 | 2.28 | -6.00% | -109.33% |
ETSY | 13.1B | 2.6B | -22.27% | -16.19% | -18.81 | 5.09 | 11.73% | -479.56% |
MID-CAP | ||||||||
SSTK | 2.5B | 827.8M | -9.05% | -19.18% | 33.28 | 3.06 | 7.04% | -17.17% |
SMALL-CAP | ||||||||
RVLV | 1.8B | 1.1B | -6.10% | -43.07% | 30.84 | 1.64 | 23.56% | -41.21% |
MGNI | 1.2B | 577.1M | -29.77% | -23.08% | -8.89 | 2.01 | 23.20% | -200596.92% |
SFIX | 588.8M | 1.8B | 13.29% | -47.53% | -1.99 | 0.32 | -16.43% | -882.41% |
LQDT | 467.8M | 285.6M | -1.60% | -23.64% | 11.5 | 1.64 | 6.38% | -18.68% |
QUOT | 304.0M | 364.5M | -26.05% | -49.75% | -3.62 | 0.83 | -29.59% | -31.65% |
GRPN | 149.0M | 674.1M | -30.23% | -71.98% | -0.97 | 0.22 | -37.99% | -248.09% |
RMBL | 131.8M | 1.9B | -13.59% | -74.81% | 2.81 | 0.07 | 240.28% | 230.65% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Revenue | -1.0% | 9,795 | 9,898 | 10,019 | 10,265 | 10,420 |
Cost Of Revenue | -0.5% | 2,680 | 2,693 | 2,724 | 2,733 | 2,650 |
Gross Profit | -1.2% | 7,115 | 7,205 | 7,295 | 7,532 | 7,770 |
Operating Expenses | 0.7% | 4,765 | 4,732 | 4,728 | 4,758 | 4,847 |
S&GA Expenses | -0.7% | 2,136 | 2,151 | 2,109 | 2,102 | 2,170 |
R&D Expenses | 0.2% | 1,330 | 1,327 | 1,316 | 1,322 | 1,325 |
EBITDA | 68.3% | -915 | -2,890 | -2,365 | -1,260 | - |
EBITDA Margin | 68.0% | -0.09* | -0.29* | -0.24* | -0.12* | - |
Earnings Before Taxes | 55.4% | -1,601 | -3,591 | -3,103 | -1,975 | 398 |
EBT Margin | 54.9% | -0.16* | -0.36* | -0.31* | -0.19* | - |
Interest Expenses | 0% | 244 | 244 | 266 | 229 | 253 |
Net Income | -4632.1% | -1,269 | 28.00 | 361 | 11,626 | 13,608 |
Net Income Margin | -4679.6% | -0.13* | 0.00* | 0.04* | 1.13* | - |
Free Cahsflow | 23.3% | 1,805 | 1,464 | 933 | 1,784 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Assets | 9.2% | 20,850 | 19,097 | 19,653 | 22,980 | 26,626 |
Current Assets | 75.6% | 9,290 | 5,289 | 5,067 | 7,349 | 9,111 |
Cash Equivalents | 5.7% | 2,154 | 2,037 | 1,742 | 1,798 | 1,379 |
Net PPE | 3.7% | 1,238 | 1,194 | 1,173 | 1,192 | 1,236 |
Goodwill | 5.0% | 4,262 | 4,058 | 4,113 | 4,141 | 4,178 |
Liabilities | 10.2% | 15,697 | 14,244 | 14,410 | 15,926 | 16,848 |
Current Liabilities | 7.5% | 4,271 | 3,974 | 3,972 | 4,982 | 4,622 |
. Short Term Borrowings | -15.1% | 1,150 | 1,355 | - | - | - |
Long Term Debt | 17.4% | 7,721 | 6,579 | 6,579 | 6,578 | 7,727 |
LT Debt, Current | -34.5% | 1,149 | 1,755 | 1,355 | - | - |
Shareholder's Equity | 6.2% | 5,153 | 4,853 | 5,243 | 7,054 | 9,778 |
Retained Earnings | 1.6% | 34,315 | 33,766 | 33,960 | 34,615 | 36,090 |
Additional Paid-In Capital | 0.8% | 17,279 | 17,147 | 17,059 | 16,904 | 16,659 |
Accumulated Depreciation | - | 4,863 | - | - | - | - |
Shares Outstanding | -0.9% | 539 | 544 | 549 | 571 | 594 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Cashflow From Operations | 21.0% | 2,254 | 1,863 | 1,389 | 2,228 | 2,657 |
Share Based Compensation | 3.3% | 494 | 478 | 487 | 485 | 477 |
Cashflow From Investing | -62.4% | 2,461 | 6,540 | 8,072 | 5,170 | 3,663 |
Cashflow From Financing | 51.5% | -3,792 | -7,823 | -9,967 | -7,315 | -6,532 |
Dividend Payments | 2.5% | 489 | 477 | 473 | 473 | 466 |
Buy Backs | -46.9% | 3,143 | 5,917 | 7,864 | 7,820 | 7,055 |
68.1%
45%
15.8%
Y-axis is the maximum loss one would have experienced if eBay was unfortunately bought at previous high price.
8.5%
8.9%
0.2%
7.3%
FIve years rolling returns for eBay.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | added | 3.95 | 2,594,870 | 17,765,900 | 0.02% |
2023-03-08 | Capital Asset Advisory Services LLC | reduced | -3.33 | 23,649 | 293,649 | 0.02% |
2023-03-06 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | unchanged | - | 30,555 | 269,555 | 0.10% |
2023-03-06 | Rockefeller Capital Management L.P. | reduced | -9.4 | 13,000 | 647,000 | -% |
2023-03-03 | TIAA, FSB | reduced | -14.53 | -53,450 | 1,377,550 | -% |
2023-03-02 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | sold off | -100 | - | - | -% |
2023-03-02 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | new | - | 128,847 | 128,847 | -% |
2023-03-01 | Lakewood Asset Management LLC | new | - | 2,106,000 | 2,106,000 | 1.70% |
2023-02-28 | Voya Investment Management LLC | added | 1.49 | 1,124,680 | 8,966,680 | 0.01% |
2023-02-27 | Parallax Volatility Advisers, L.P. | unchanged | - | 976 | 4,976 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | fmr llc | - | 0 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 11.26% | 61,117,121 | SC 13G/A | |
Feb 03, 2023 | blackrock inc. | 8.4% | 45,572,847 | SC 13G/A | |
Feb 09, 2022 | vanguard group inc | 7.46% | 46,694,614 | SC 13G/A | |
Feb 09, 2022 | fmr llc | - | 0 | SC 13G | |
Feb 01, 2022 | blackrock inc. | 7.3% | 45,596,081 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 7.31% | 50,379,913 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 6.4% | 44,386,787 | SC 13G/A | |
Feb 12, 2020 | vanguard group inc | 7.31% | 59,540,552 | SC 13G/A | |
Feb 05, 2020 | blackrock inc. | 6.2% | 50,454,664 | SC 13G/A |
Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
---|---|---|---|---|---|
Very Low Inflation | 50.82 22.61% | 62.67 51.19% | 93.03 124.44% | 128.90 210.98% | 152.69 268.37% |
Current Inflation | 48.06 15.95% | 57.73 39.28% | 83.53 101.52% | 113.66 174.21% | 133.58 222.27% |
Very High Inflation | 44.51 7.38% | 51.63 24.56% | 72.18 74.14% | 95.88 131.31% | 111.47 168.93% |
Date Filed | Form Type | Document | |
---|---|---|---|
Mar 16, 2023 | 8-K | Current Report | |
Feb 24, 2023 | S-3ASR | S-3ASR | |
Feb 23, 2023 | 10-K | Annual Report | |
Feb 22, 2023 | 8-K | Current Report | |
Feb 16, 2023 | 4 | Insider Trading | |
Feb 09, 2023 | SC 13G/A | Major Ownership Report | |
Feb 09, 2023 | SC 13G/A | Major Ownership Report | |
Feb 09, 2023 | 4 | Insider Trading | |
Feb 07, 2023 | 8-K | Current Report | |
Feb 03, 2023 | 4 | Insider Trading |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-02-15 | Loeger Julie A | acquired | - | - | 4,707 | svp, chief growth officer |
2023-02-15 | Loeger Julie A | sold (taxes) | -63,204 | 49.65 | -1,273 | svp, chief growth officer |
2023-02-07 | IANNONE JAMIE | sold (taxes) | -141,429 | 50.17 | -2,819 | president and ceo |
2023-02-07 | IANNONE JAMIE | acquired | - | - | 7,591 | president and ceo |
2023-02-01 | TRAQUINA PERRY M | acquired | - | - | 611 | - |
2023-02-01 | SWAN ROBERT HOLMES | acquired | - | - | 611 | - |
2023-02-01 | SWAN ROBERT HOLMES | sold | -1,000,000 | 50.00 | -20,000 | - |
2023-02-01 | Green Logan | acquired | - | - | 472 | - |
2023-01-15 | Huber Marie Oh | sold (taxes) | -46,722 | 46.26 | -1,010 | svp, general counsel & sec. |
2023-01-15 | Priest Stephen J | sold (taxes) | -47,647 | 46.26 | -1,030 | svp, chief financial officer |
CONSOLIDATED STATEMENT OF INCOME - USD ($) shares in Millions, $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |
Income Statement [Abstract] | |||
Net revenues | $ 9,795 | $ 10,420 | $ 8,894 |
Cost of net revenues | 2,680 | 2,650 | 1,797 |
Gross profit | 7,115 | 7,770 | 7,097 |
Operating expenses: | |||
Sales and marketing | 2,136 | 2,170 | 2,091 |
Product development | 1,330 | 1,325 | 1,028 |
General and administrative | 963 | 921 | 985 |
Provision for transaction losses | 332 | 422 | 330 |
Amortization of acquired intangible assets | 4 | 9 | 27 |
Total operating expenses | 4,765 | 4,847 | 4,461 |
Income from operations | 2,350 | 2,923 | 2,636 |
Gain (loss) on equity investments and warrant, net | (3,786) | (2,365) | 1,007 |
Interest and other, net | (165) | (160) | (298) |
Income (loss) from continuing operations before income taxes | (1,601) | 398 | 3,345 |
Income tax benefit (provision) | 327 | (146) | (858) |
Income (loss) from continuing operations | (1,274) | 252 | 2,487 |
Income from discontinued operations, net of income taxes | 5 | 13,356 | 3,180 |
Net income (loss) | $ (1,269) | $ 13,608 | $ 5,667 |
Income (loss) per share - basic: | |||
Continuing operations (in usd per share) | $ (2.28) | $ 0.39 | $ 3.50 |
Discontinued operations (in usd per share) | 0.01 | 20.48 | 4.48 |
Net income per share - basic (in usd per share) | (2.27) | 20.87 | 7.98 |
Income (loss) per share - diluted: | |||
Continuing operations (in usd per share) | (2.28) | 0.38 | 3.46 |
Discontinued operations (in usd per share) | 0.01 | 20.16 | 4.43 |
Net income per share - diluted (in usd per share) | $ (2.27) | $ 20.54 | $ 7.89 |
Weighted average shares: | |||
Basic (in shares) | 558 | 652 | 710 |
Diluted (in shares) | 558 | 663 | 718 |
CONSOLIDATED BALANCE SHEET - USD ($) $ in Millions | Dec. 31, 2022 | Dec. 31, 2021 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 2,154 | $ 1,379 |
Short-term investments | 2,625 | 5,944 |
Equity investment in Adevinta | 2,692 | 0 |
Customer accounts and funds receivable | 763 | 681 |
Other current assets | 1,056 | 1,107 |
Total current assets | 9,290 | 9,111 |
Long-term investments | 1,797 | 2,575 |
Property and equipment, net | 1,238 | 1,236 |
Goodwill | 4,262 | 4,178 |
Operating lease right-of-use assets | 513 | 289 |
Deferred tax assets | 3,169 | 3,255 |
Equity investment in Adevinta | 0 | 5,391 |
Other assets | 581 | 591 |
Total assets | 20,850 | 26,626 |
Current liabilities: | ||
Short-term debt | 1,150 | 1,355 |
Accounts payable | 261 | 262 |
Customer accounts and funds payable | 768 | 707 |
Accrued expenses and other current liabilities | 1,866 | 1,927 |
Income taxes payable | 226 | 371 |
Total current liabilities | 4,271 | 4,622 |
Operating lease liabilities | 418 | 200 |
Deferred tax liabilities | 2,245 | 3,116 |
Long-term debt | 7,721 | 7,727 |
Other liabilities | 1,042 | 1,183 |
Total liabilities | 15,697 | 16,848 |
Commitments and contingencies (Note 13) | ||
Stockholders’ equity: | ||
Common stock, $0.001 par value; 3,580 shares authorized; 539 and 594 shares outstanding | 2 | 2 |
Additional paid-in capital | 17,279 | 16,659 |
Treasury stock at cost, 1,186 and 1,121 shares | (46,702) | (43,371) |
Retained earnings | 34,315 | 36,090 |
Accumulated other comprehensive income | 259 | 398 |
Total stockholders’ equity | 5,153 | 9,778 |
Total liabilities and stockholders’ equity | $ 20,850 | $ 26,626 |