EBAY

eBay Inc

TMT, Consumer


Presented:03/22/2018
Price:$40.58
Cap:$42.00B
Current Price:$66.99
Cap:$32.76B

Presented

Date03/22/2018
Price$40.58
Market Cap$42.00B
Ent Value$43.21B
P/E RatioN/A
Book Value$7.84
Div Yield0%
Shares O/S1,035.00M
Ave Daily Vol10,345,302
Short IntN/A

Current

Price$66.99
Market Cap$32.76B
eBay, Inc. operates as a commerce leader company including Marketplace, StubHub, and Classifieds platforms. It engages in the provision of investments and acquisitions to help enable commerce on platforms for buyers and sellers online or on mobile devices. It includes marketing services, including classifieds, and advertising. The company was founded by Pierre M. Omidyar in September 1995 and is headquartered in San Jose, CA.

Publicly traded companies mentioned herein: Amazon.com Inc (AMZN), Ebay Inc (EBAY), Live Nation Entertainment Inc (LYV), Paypal Holdings Inc (PYPL), Ross Stores Inc (ROST), TJX Companies Inc (TJX), Walmart Inc (WMT)

Highlights

The presenter is long shares of Ebay (EBAY), viewing it as a well-positioned company that can benefit from secular e-commerce tailwinds, despite poor investor sentiment and consumer misperception. He gives credence to EBAY’s GMV growth targets, and also highlights underappreciated payments initiatives and the impact of structured data projects. By the presenter’s model, EBAY shares stand to appreciate to $56 by the end of the year, for 35% upside.

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Idea Discussion

Commentor 1 - 2 weeks ago

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