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NASDAQ · Consumer Discretionary

EBAY INC. EBAY

eBay is a world-leading online trading platform that connects buyers and sellers and provides merchandise sales and auction services. The company is driving growth through AI innovation and focusing on strategic categories, and has acquired second-hand fashion platform Depop. Recent results show double-digit growth in revenue and GMV, as well as strong cash flow. Investors can focus on its AI-driven growth potential and room for profit margin improvement.

Sources Company earnings and call materials quartr.com
Business Services

Company profile

Business mix

  • The core business is global online marketplaces such as eBay.com, and has expanded to the second-hand fashion platform Depop.
  • The revenue model includes transaction commissions, listing fees and advertising and other value-added services.

Current key questions

  • AI innovation and focus on categories are growth engines, but technology input costs and competitive pressure may affect profit margins.
  • The global consumption environment fluctuates and the demand for non-essential goods is uncertain, which may pose risks to GMV growth.
  • Competition from comprehensive e-commerce companies such as Amazon and emerging social e-commerce companies has intensified, and market share is facing challenges.
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 25.26 FCF 3.48% Buyback 5.41%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lindsell Train Nick Train 4.7% $124.7M 2026-06-30

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 3 13F filing periods
Net reducers 5 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $12.7M Estimated from net added shares
Reduction amount $424.1M Estimated from net reduced shares
Net share change / base shares -33.7% -4,267,227 / 12,650,751
Lindsell Train Nick Train 3 filing periods
13F 2025-12-31 Filed 2026-02-11
Major reduction Shares -15.3% 13F value change -$42.2M
13F 2026-03-31 Filed 2026-04-24
Minor reduction Shares -7.3% 13F value change -$5.6M
13F 2026-06-30 Filed 2026-07-15
Major reduction Shares -42.1% 13F value change -$50.7M
Settlement As of 13F 2026-06-30 · Filed 2026-07-15
Base shares 2,455,079 Last 3 periods -1,339,078 (-54.5%) Total shares 1,116,001 Value $124.7M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 62.9% 13F value change +$13.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 221,907 Last 3 periods +139,625 (+62.9%) Total shares 361,532 Value $32.9M
Smead Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Major reduction Shares -25.9% 13F value change -$20.6M
13F 2025-12-31 Filed 2026-02-09
Minor reduction Shares -6.5% 13F value change -$20.6M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -12.9% 13F value change -$15.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,932,396 Last 3 periods -1,160,902 (-39.6%) Total shares 1,771,494 Value $161.2M
Lyrical Asset Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 5.2% 13F value change +$78.0M
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -4.8% 13F value change -$30.9M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -5.1% 13F value change -$2.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 3,671,239 Last 3 periods -178,610 (-4.9%) Total shares 3,492,629 Value $317.9M
Yacktman Asset Management Stephen Yacktman 3 filing periods
13F 2025-09-30 Filed 2025-11-04
Major reduction Shares -22.6% 13F value change -$8.3M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -2.8% 13F value change -$10.0M
13F 2026-03-31 Filed 2026-05-01
Minor reduction Shares -0.2% 13F value change +$5.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 2,037,683 Last 3 periods -508,489 (-25.0%) Total shares 1,529,194 Value $139.2M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 42.5% 13F value change +$51.2M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -43.9% 13F value change -$44.5M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -89.4% 13F value change -$87.1M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 1,332,447 Last 3 periods -1,219,773 (-91.5%) Total shares 112,674 Value $9.8M

Recent mentions

No public mentions.