EBAY vs BABA vs ETSY Stock Comparison

Ebay, Alibaba Group Holding and Etsy Prices as of Oct 26, 2026 Peers: Industry group
EBAY Ebay Inc
$118.62 +9.9% 1M +22.0% 1Y
Market cap
$52.79B
P/E
23.8x
Revenue (TTM)
$12.01B
Div. yield
1.03%
Digital Marketplaces Technology
6 wins
BABA Alibaba Group Holding Ltd
$100.26 -8.7% 1M -42.6% 1Y
Market cap
$232.86B
P/E
22.1x
Revenue (TTM)
$150.46B
Div. yield
1.05%
Digital Marketplaces Technology
4 wins
ETSY Etsy Inc
$85.42 +24.8% 1M +15.6% 1Y
Market cap
$7.89B
P/E
38.5x
Revenue (TTM)
$2.86B
Div. yield
–
Digital Marketplaces Technology
2 wins

Head to Head

12 decided of 12

Ebay leads on 6 of the 12 questions below (Ebay 6, Alibaba Group Holding 4, Etsy 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEBAYBABAETSYLeader
Larger companyMarket capitalisation $52.79B $232.86B $7.89B BABA
Cheaper on earningsLower P/E, profitable companies only 23.8x 22.1x 38.5x BABA
Cheaper on forward earningsLower price / next fiscal year consensus EPS 20.7x 14.3x 27.3x BABA
Faster revenue growthRevenue growth, trailing twelve months +14.7% +8.1% +3.7% EBAY
More profitableNet margin, trailing twelve months 18.5% 7.0% 7.3% EBAY
Better return on capitalReturn on invested capital 19.3% 2.4% 21.9% ETSY
Less leveragedLower net debt / EBITDA 1.2x — 3.3x EBAY
Higher dividend yieldTrailing dividend yield 1.03% 1.05% — BABA
Better 1-year returnPrice return, last 12 months +22.0% -42.6% +15.6% EBAY
Better 5-year returnAnnualised price return, 5 years +8.8%/yr -9.9%/yr -18.9%/yr EBAY
Less volatileAnnualised volatility, 1 year 36.8% 40.4% 51.1% EBAY
Higher overall scoreMean of the five percentile scores vs peers 50/100 46/100 60/100 ETSY

Percentile Scorecard

EBAYBABAETSY

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisEBAYBABAETSY
Valuation 37 #105 of 167 70 #51 of 167 58 #71 of 167
Growth 50 #77 of 153 17 #127 of 153 46 #83 of 153
Profitability 87 #21 of 153 53 #72 of 153 92 #13 of 153
Financial Health 38 #111 of 179 59 #74 of 179 30 #126 of 179
Shareholder Returns 40 #57 of 94 30 #66 of 94 73 #26 of 94
Overall 50 46 60
  • EBAY ranked among 185 companies in Internet Platforms
  • BABA ranked among 185 companies in Internet Platforms
  • ETSY ranked among 185 companies in Internet Platforms

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodEBAYBABAETSYSPY
1 month +9.9%-8.7%+24.8% -0.8%
3 months +4.8%-12.8%+1.9% +3.5%
6 months +18.3%-24.3%+31.2% +7.0%
Year to date +36.2%-31.6%+54.1% +12.2%
1 year +22.0%-42.6%+15.6% +13.0%
3 years +212.2%+21.1%+36.8% +86.3%
3 years, per year +46.2%+6.6%+11.0% +23.1%
5 years +52.7%-40.8%-65.0% +68.6%
5 years, per year +8.8%-9.9%-18.9% +11.0%
10 years +311.6%-2.5%+550.6% +258.0%
10 years, per year +15.2%-0.2%+20.6% +13.6%

Risk

MeasureEBAYBABAETSYSPY
Volatility, 1Y 36.8%40.4%51.1% 12.7%
Downside volatility, 1Y 43.2%36.0%54.3% 12.7%
Beta vs S&P 500, 1Y 0.701.111.04 1.00
Return / volatility, 1Y 0.60-1.060.30 1.02
Max drawdown, 5Y -52.6%-62.9%-86.3% -25.4%
From 52-week high -3.5%-44.3%-6.0% -1.8%
52-week high $122.91$179.97$90.88 $779.14
52-week low $79.41$94.81$44.05 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleEBAYBABAETSY
P/E now vs peer median 23.8xmedian 17.5x 22.1xmedian 17.5x 38.5xmedian 17.5x
P/S now vs peer median 4.4xmedian 1.4x 1.5xmedian 1.4x 2.8xmedian 1.4x
EV/EBITDA now vs peer median 19.2xmedian 14.5x —median 14.5x 17.5xmedian 14.5x
P/FCF now vs peer median 21.1xmedian 12.1x 7.0xmedian 12.1x 10.1xmedian 12.1x
P/B now vs peer median 11.3xmedian 1.7x 1.4xmedian 1.7x -5.7xmedian 1.7x
PEG now vs peer median 0.95median 0.41 -15.35median 0.41 1.17median 0.41

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsEBAYBABAETSY
Revenue $12.01B $150.46B $2.86B
Gross profit $8.70B $57.45B $2.07B
Operating income $2.46B $4.39B $457.22M
Net income $2.22B $10.08B $209.27M
Free cash flow $2.51B $33.19B $785.04M
R&D $1.79B $10.68B $427.79M
EPS (diluted) $4.88 $4.38 $1.74
Cash & equivalents $2.31B $21.06B $901.28M
Total debt $6.74B $83.76B $2.99B
Shares (diluted) 455.00M 2.40B 119.96M
Enterprise value $39.32B $54.93B $2.25B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricEBAYBABAETSY
P/E 23.8x 22.1x 38.5x
P/FCF 21.1x 7.0x 10.1x
P/Operating cash flow 17.0x 20.6x 9.9x
P/S 4.4x 1.5x 2.8x
P/B 11.3x 1.4x -5.7x
P/Tangible book 11.3x 1.5x -5.6x
EV/EBITDA 19.2x – 17.5x
EV/EBIT 22.8x 48.0x 21.3x
EV/Revenue 4.7x 1.4x 3.4x
EV/FCF 22.4x 6.3x 12.4x
EV/Operating cash flow 18.1x 18.6x 12.3x
PEG (3Y EPS CAGR) 0.95 -15.35 1.17

Growth

14 metrics
MetricEBAYBABAETSY
Revenue growth (1Y) 14.7% 8.1% 3.7%
Revenue CAGR (3Y) 6.5% 5.6% 2.3%
Gross profit growth (1Y) 14.9% 0.2% 2.5%
Gross profit CAGR (3Y) 6.6% 6.5% 3.1%
Operating income growth (1Y) 10.6% -77.5% 37.6%
Operating income CAGR (3Y) 3.7% -35.9% 37.8%
Net income growth (1Y) 2.1% -50.0% 27.6%
Net income CAGR (3Y) 18.3% -3.6% 31.8%
EPS growth (1Y) 5.5% -47.9% 29.2%
EPS CAGR (3Y) 25.1% -1.4% 32.8%
Operating cash flow growth (1Y) 68.5% -45.8% 13.1%
Operating cash flow CAGR (3Y) 2.8% -27.8% 4.7%
Free cash flow growth (1Y) 77.8% -8.5% 15.0%
Free cash flow CAGR (3Y) 1.9% -0.6% 4.8%

Profitability

14 metrics
MetricEBAYBABAETSY
Gross margin 72.5% 38.2% 72.3%
EBITDA margin 24.4% – 19.5%
Operating margin 20.5% 2.9% 16.0%
Pretax margin 20.6% 9.7% 17.2%
Net margin 18.5% 7.0% 7.3%
FCF margin 20.9% 22.1% 27.5%
Operating cash flow margin 25.9% 7.5% 27.7%
Return on equity 49.0% 6.2% –
Return on assets 12.4% 3.6% 8.2%
Return on invested capital 19.3% 2.4% 21.9%
Return on capital employed 20.5% 2.1% 35.4%
Asset turnover 0.7x 0.5x 1.1x
Cash conversion (OCF / net income) 1.4x 1.1x 3.8x
Stock comp / revenue 5.4% 1.1% 8.4%

Financial Health

11 metrics
MetricEBAYBABAETSY
Debt / assets 37.6% 7.5% 122.4%
Debt / equity 1.4x 0.1x -2.1x
Net debt / EBITDA 1.2x – 3.3x
Debt / FCF 2.7x 0.6x 3.8x
Liabilities / assets 74.0% 43.6% 157.2%
Equity / assets 26.0% 56.4% -57.2%
Interest coverage 9.9x 3.2x 22.1x
Current ratio 1.0x 1.4x 1.5x
Quick ratio 0.9x 0.6x 1.0x
Cash ratio 0.6x 0.6x 0.9x
Altman Z-score 6.65 2.30 1.73

Shareholder Returns

7 metrics
MetricEBAYBABAETSY
Dividend yield 1.0% 1.0% –
Net buyback yield 3.7% – 7.9%
Shareholder yield 4.7% 1.0% 7.9%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusEBAYBABAETSY
Forward P/E 20.7xFY2026 14.3xFY2026 27.3xFY2026
EPS, next fiscal year $5.73FY2026 $7.00FY2026 $3.13FY2026
EPS growth, next FY +3.8%FY2026 +80.4%FY2026 +125.2%FY2026
EPS growth, the year after +14.3% +23.1% +37.1%
Revenue, next fiscal year $11.91BFY2026 $173.86BFY2026 $2.94BFY2026
Revenue growth, next FY +7.3%FY2026 +17.2%FY2026 +2.0%FY2026
Revenue growth, the year after +7.7% +14.7% -3.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEBAYBABAETSY
Held by institutions 92.4% 10.1% 100.0%
Institutions holding 1,293 1,218 556
Change in shares held, QoQ +0.3% -5.4% +0.0%
Institutions buying 616 555 282
Institutions selling 485 421 184
Buyers to sellers 1.27 1.32 1.53

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

EBAYBABAETSY
EBAY 1.00 0.15 0.48
BABA 0.15 1.00 0.04
ETSY 0.48 0.04 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EBAY, BABA and ETSY?

Alibaba Group Holding (BABA) is the largest by market capitalisation: Ebay (EBAY) $52.79B, Alibaba Group Holding (BABA) $232.86B, Etsy (ETSY) $7.89B.

Which stock is cheaper, EBAY, BABA and ETSY?

Alibaba Group Holding (BABA) trades on the lowest price-to-earnings ratio (Ebay (EBAY) 23.8x, Alibaba Group Holding (BABA) 22.1x, Etsy (ETSY) 38.5x). On next year's consensus earnings, Alibaba Group Holding (BABA) is cheapest (Ebay (EBAY) 20.7x, Alibaba Group Holding (BABA) 14.3x, Etsy (ETSY) 27.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Ebay (EBAY) grew revenue fastest over the trailing twelve months: Ebay (EBAY) +14.7%, Alibaba Group Holding (BABA) +8.1%, Etsy (ETSY) +3.7%.

Which company is more profitable?

Ebay (EBAY) has the highest net margin (Ebay (EBAY) 18.5%, Alibaba Group Holding (BABA) 7.0%, Etsy (ETSY) 7.3%). On return on invested capital, Etsy (ETSY) leads (Ebay (EBAY) 19.3%, Alibaba Group Holding (BABA) 2.4%, Etsy (ETSY) 21.9%).

Which stock has performed better?

Over the past year Ebay (EBAY) returned the most: Ebay (EBAY) +22.0%, Alibaba Group Holding (BABA) -42.6%, Etsy (ETSY) +15.6%. Over five years, Ebay (EBAY) compounded fastest (Ebay (EBAY) +8.8%/yr, Alibaba Group Holding (BABA) -9.9%/yr, Etsy (ETSY) -18.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Alibaba Group Holding (BABA) has the highest dividend yield: Ebay (EBAY) 1.03%, Alibaba Group Holding (BABA) 1.05%. Etsy (ETSY) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Ebay (EBAY) has been the steadiest (Ebay (EBAY) 36.8%, Alibaba Group Holding (BABA) 40.4%, Etsy (ETSY) 51.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, EBAY, BABA and ETSY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ebay (EBAY) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.