EBAY
Market read
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Invalidation: The isolated read changes if EBAY's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The effect of foreign currency exchange rate movements for the three and six months ended June 30, 2026 compared to the same periods in 2025 was primarily attributable to the weakening of the U.S.”10-Q · Aug 6, 2026 ↗
“The increase in general and administrative expenses for the six months ended June 30, 2026 compared to the same period in 2025 was primarily due to increases of $53 million of employee-related costs, $50 million of restructuring costs, partially offset by $29…”10-Q · Aug 6, 2026 ↗
“The following table presents interest expense and interest income and other, net for the periods indicated (in millions, except percentages): Three Months Ended March 31, 2026 2025 % Change Interest expense $ (61) $ (61) — % Percentage of net revenues (2) % (…”10-Q · Apr 29, 2026 ↗
“The increase in GMV during the three and six months ended June 30, 2026 compared to the same period in 2025 was primarily driven by the continued execution of our strategic initiatives and improved U.S.”10-Q · Aug 6, 2026 ↗
Valuation discipline
Price/sales 4.5× · EV/sales 4.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for EBAY. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-06 against the comparable filing from 2025-07-31.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“The following table presents interest expense and interest income and other, net for the periods indicated (in millions, except percentages): Three Months Ended June 30, Six Months Ended June 30, 2026 2025 % Change 2026 2025 % Change Interest expense $ (65) $ (62) 5 % $ (126) $ (123) 2 % Percentage of net revenues (2) % (2) % (2) % (2) % Interest income $ 58 $ 64 (9) % $ 116 $ 141 (18) % Foreign exchange and other (6) (5) ** 2 (1) ** Total interest income and other, net $ 52 $ 59 (12) % $ 118 $ 140 (16) % Percentage of net revenues 2 % 2 % 2 % 3 % ** Percentage change not meaningful The increase in interest expense for the three and six months ended June 30, 2026 compared to the same period...”
“The increase in cost of net revenues for the six months ended June 30, 2026 compared to the same period in 2025 was primarily due to increases of $82 million in payment processing costs driven by higher payment processing volume, $36 million of promoted offsite advertising costs, $28 million of data center and site operations costs and $20 million due to the unfavorable impact of foreign currency movements.”
“The increase in cost of net revenues for the three months ended June 30, 2026 compared to the same period in 2025 was primarily due to increases of $44 million in payment processing costs driven by higher payment processing volume, $20 million of promoted offsite advertising costs and $16 million of data center and site operations costs.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We entered into a separation and distribution agreement and various other agreements with PayPal to govern the Distribution and the relationship of the two companies.”
“We may not be able to engage consumers as effectively as our large competitors with broad ecosystems – Some of our competitors, such as Alibaba, Alphabet (Google), Amazon, Apple and Meta (Facebook and Instagram), are larger than we are, have greater resources…”
“46 Table of Contents Loss on equity investments and warrant, net Loss on equity investments and warrant, net primarily consists of gains and losses related to our various types of equity investments, including our equity investments in Adevinta ASA (“Adevinta…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
EBAY is currently a Leader in the organic co-movement group Online Marketplaces. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for EBAY; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.