What is the 13F Pro Quality Score for EBAY?

13F Pro ranks EBAY INC (EBAY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View EBAY's current score at https://13fpro.ai/research/EBAY (free sign-up required for the full ranking).

Where does 13F Pro source EBAY data?

All EBAY INC fundamentals and ownership data come directly from SEC EDGAR. EBAY INC files with the SEC under CIK 1065088. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is EBAY in?

EBAY INC (EBAY) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives EBAY's revenue?

Per EBAY INC's latest 10-Q filed with the SEC on 2026-04-29, the biggest revenue drivers are: Marketplace revenues ($2,508M, +17% YoY); Advertising revenues ($581M, +31% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/EBAY.

What are EBAY's largest expenses?

EBAY INC's latest 10-Q reports these as the largest expense items: Sales and marketing ($673M, +25% YoY); Product development ($450M, +15% YoY); General and administrative ($410M, +57% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is EBAY research updated on 13F Pro?

EBAY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

EBAY INC(EBAY)Stock Analysis

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13F Pro Quality Score

69.3/100

Rank #374 of 2,879 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

52.5/100

Profitability

73.3/100

Balance Sheet

89.1/100

Earnings Quality

27.0/100

Free Cash Flow

75.2/100

Institutional Flow

76.4/100

Revenue Scale

87.5/100

Dilution Risk

24.5/100

EBAY Stock Analysis & AI Quality Score

AI stock analysis and institutional research for EBAY INC (EBAY), a Industrials sector company. 13F Pro's AI-powered ranking engine scores EBAY at 69.3/100 on a 32-signal composite quality model, placing it at rank #374 of 2,879 stocks — the top 25% of the AI-ranked universe. EBAY scores in the top quartile across balance sheet strength (89.1), revenue scale (87.5), institutional flow (76.4). Areas of concern include earnings quality (27.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 24.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), EBAY INC reports quarterly revenue of $3.1B, net income of $512.0M, an operating margin of 19.8%. Top institutional holders of EBAY by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. EBAY trades on the Nasdaq exchange and files with the SEC under CIK 1065088. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EBAY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for EBAY INC directly from SEC EDGAR. EBAY INC's 13F Pro composite quality score has ranged between 8 and 81 since 2021, currently 69.3 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about EBAY INC

Quirks, history, and lore behind EBAY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. e-commerce company · large-cap · listed on Nasdaq · headquartered in San Jose, California.
2
The Numbers
Annual revenue around $10 billion, with over 130 million active buyers worldwide browsing a marketplace of hundreds of millions of listings at any given moment.
3
The History
Founded in 1995 in a living room, it was one of the original dot-com era survivors — and it once owned PayPal before spinning it off as a separate public company in 2015.
4
The Secret
It doesn't actually own most of what it sells — it's a pure marketplace, collecting seller fees and advertising revenue rather than holding any inventory itself.
5
The Lore
The very first item ever sold on the platform was a broken laser pointer — the founder emailed the buyer to confirm he knew it was broken, and the buyer said he collected broken laser pointers.
6
The Giveaway
Where else can you bid on a 1952 Mickey Mantle rookie card, a used lawnmower, and a "Buy It Now" pair of vintage sneakers — all before lunch?

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What's Driving EBAY's Business? Latest 10-Q Breakdown

AI-extracted from EBAY INC's 10-Q filed 2026-04-29 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Biggest Revenue Drivers

Total revenue: $3,089M+19% YoY

Marketplace revenues$2,508M+17% YoY

Driven by higher GMV and improved monetization across focus categories and C2C.

Advertising revenues$581M+31% YoY

Increased adoption and attribution changes enhanced ability to convert first-party ads.

Largest Expense Items

Sales and marketing$673M+25% YoY

$89M increase in marketing program costs and $27M unfavorable FX impact.

Product development$450M+15% YoY

Increase primarily due to employee-related costs.

General and administrative$410M+57% YoY

$104M from restructuring costs and executive bonuses, $35M from employee-related costs.

Transaction losses$138M+70% YoY

$17M from new initiatives, $15M from higher volume, $11M from unfavorable fraud and recovery rates.

Margins: Operating margin declined to 19.8% from 23.6% YoY, primarily driven by $104M restructuring charges, increased marketing investments, and higher transaction losses, partially offset by gross margin expansion from improved take rate and advertising leverage.

Watch Items from the Filing

Pending $1.2B acquisition of Depop (consumer-to-consumer fashion marketplace) expected to close Q3 2026; integration execution and synergy realization risks.
Transaction losses surged 70% YoY to $138M (4.5% of revenue); elevated fraud and recovery rate volatility indicates increased buyer/seller protection cost exposure.
International revenues declined to 44% of total (from 48% YoY), reflecting continued challenging macroeconomic conditions and currency headwinds across certain markets.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$3.1B

Net Income

Q1 2026

$512.0M

Free Cash Flow

Q1 2026

$897.0M

Operating Margin

Q1 2026

19.8%

D/E Ratio

Q1 2026

1.70

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+9.8% YoY

$11.10BFY 2025

FY21 $10.42BFY22 $9.79BFY23 $10.11BFY25 $11.10B

Net Income

-26.6% YoY

$2.03BFY 2025

FY21 $13.61BFY22 $-1.27BFY23 $2.77BFY25 $2.03B

Operating Income

+17.3% YoY

$2.28BFY 2025

FY21 $2.92BFY22 $2.35BFY23 $1.94BFY25 $2.28B

EPS (Diluted)

-16.4% YoY

$4.34FY 2025

FY21 $20.54FY22 $-2.27FY23 $5.19FY25 $4.34

Total Assets

-19.3% YoY

$17.44BFY 2025

FY21 $26.63BFY22 $20.85BFY23 $21.62BFY25 $17.44B

Total Debt

-2.9% YoY

$7.50BFY 2025

FY21 $9.08BFY22 $8.87BFY23 $7.72BFY25 $7.50B

Op. Cash Flow

-19.2% YoY

$1.96BFY 2025

FY21 $2.66BFY22 $2.25BFY23 $2.43BFY25 $1.96B

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2020	FY 2017
Revenue	$11.10B +9.8%	$10.11B +3.2%	$9.79B -6.0%	$10.42B +17.2%	$8.89B -7.0%	$9.57B
Net Income	$2.03B -26.6%	$2.77B +318.0%	$-1.27B -109.3%	$13.61B +140.1%	$5.67B +657.2%	$-1.02B
Operating Income	$2.28B +17.3%	$1.94B -17.4%	$2.35B -19.6%	$2.92B +10.9%	$2.64B +16.4%	$2.26B
EPS (Diluted)	$4.34 -16.4%	$5.19 +328.6%	$-2.27 -111.1%	$20.54 +160.3%	$7.89 +930.5%	$-0.95
Total Assets	$17.44B -19.3%	$21.62B +3.7%	$20.85B -21.7%	$26.63B +37.9%	$19.31B -25.7%	$25.99B
Total Debt	$7.50B -2.9%	$7.72B -12.9%	$8.87B -2.3%	$9.08B +17.2%	$7.75B -22.7%	$10.02B
Operating Cash Flow	$1.96B -19.2%	$2.43B +7.6%	$2.25B -15.2%	$2.66B +9.8%	$2.42B -23.1%	$3.15B

AI Insight: EBAY Financial Trends

Revenue accelerated 20% year-over-year to $3,089M in Q1 2026, but operating margin compressed as net income fell sequentially and equity eroded steadily.

• Revenue grew from $2,572M in Q2 2024 to $3,089M in Q1 2026, a ~20% cumulative increase over seven quarters.

• Operating margin contracted from 23.7% in Q1 2025 to 19.8% in Q1 2026, despite rising absolute revenue.

• Total debt declined from $9,275M in Q2 2024 to $7,494M in Q1 2026, reducing leverage meaningfully.

• Equity has fallen every quarter from $5,509M in Q2 2024 to $4,412M in Q1 2026, a $1,097M erosion.

⚠ Operating income has not recovered to Q3 2024's $595M level despite revenues $244M higher — cost pressure warrants monitoring.

⚠ Operating cash flow rebounded sharply to $969M in Q1 2026 after $583M in Q4 2025 — sustainability is key.

⚠ Persistently declining equity alongside share buybacks raises book-value support concerns if earnings soften.

AI Insight: EBAY Ratio Trends

ROIC quietly reached a multi-quarter high of 20.5% in Q1 2026, even as operating margin slipped to 19.8% — capital efficiency is outpacing profitability recovery.

• ROIC climbed from 14.8% in Q2 2024 to 20.5% in Q1 2026, the highest reading in the dataset.

• Operating margin compressed from 23.8% in Q1 2025 to 19.8% in Q1 2026, a 400bp year-over-year decline.

• D/E ratio has oscillated between 1.45 and 1.70 across all periods, showing no sustained deleveraging trend.

• Net profit margin fell from 19.5% in Q1 2025 to 16.6% in Q1 2026, continuing a Q2 2025 reset.

⚠ Operating margin dropped to 17.7% in Q2 2025 — the cycle trough — watch whether Q2 2026 repeats this seasonal weakness.

⚠ D/E ticked back up to 1.70 in Q1 2026, reversing the low of 1.45 reached in Q1 2025.

⚠ ROIC at 20.5% in Q1 2026 is a positive inflection; sustaining above 20% would confirm a structural improvement.

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Available Research

13F Pro tracks comprehensive data for EBAY INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of EBAY

BlackRock, Inc.
$3.7B40,657,936 sh
VANGUARD CAPITAL MANAGEMENT LLC
$2.7B29,241,067 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.1B23,402,290 sh
STATE STREET CORP
$2.0B22,286,366 sh
AMERIPRISE FINANCIAL INC
$1.4B15,604,180 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.1B12,425,044 sh
Comprehensive Financial Management LLC
$913.3M10,034,000 sh
Invesco Ltd.
$834.7M9,170,314 sh
TORONTO DOMINION BANK
$773.9M8,502,533 sh
MORGAN STANLEY
$771.0M8,470,181 sh

Fund	Value	Shares
BlackRock, Inc.	$3.7B	40,657,936
VANGUARD CAPITAL MANAGEMENT LLC	$2.7B	29,241,067
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.1B	23,402,290
STATE STREET CORP	$2.0B	22,286,366
AMERIPRISE FINANCIAL INC	$1.4B	15,604,180
GEODE CAPITAL MANAGEMENT, LLC	$1.1B	12,425,044
Comprehensive Financial Management LLC	$913.3M	10,034,000
Invesco Ltd.	$834.7M	9,170,314
TORONTO DOMINION BANK	$773.9M	8,502,533
MORGAN STANLEY	$771.0M	8,470,181

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Is EBAY a good stock to buy?

13F Pro's AI-powered analysis of EBAY INC (EBAY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for EBAY are available on the EBAY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own EBAY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling EBAY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of EBAY INC's investment landscape.