eBay Inc. vs FAIR ISAAC CORP, two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EBAY and FICO diverge most: on return on assets, EBAY reads 11.4% and FICO reads 40.0%; on operating margin, EBAY reads 19.8% and FICO reads 53.8%. The rest of the comparable metrics sit closer together. On valuation, today's EBAY price has a different growth bar priced in than FICO (+12.5% implied for EBAY vs +16.1% for FICO); the higher figure is the steeper assumption to clear, not a better or worse stock. What EBAY's price implies is a bet that sits within the historical range (whole-company basis). What FICO's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | EBAY | FICO |
|---|---|---|
| Price | $114.01 | $1122.97 |
| Market cap | $50.6B | $24.3B |
| Sector | Internet Retail | Internet Retail |
| Stage | Mature | Growth |
| Implied growth (priced in) | +12.5% | +16.1% |
| P/E | 25.9 | 32.5 |
| P/B | 11.47 | — |
| P/S | 4.36 | 10.13 |
| EV/EBITDA | 20.5 | 23.9 |
| Revenue growth | +12.5% | +23.6% |
| Gross margin | 74.0% | — |
| Operating margin | 19.8% | 53.8% |
| Net margin | 17.6% | 34.0% |
| Return on equity | 46.2% | — |
| Return on assets | 11.4% | 40.0% |
| Return on invested capital | 36.5% | 52.2% |
| FCF yield | 4.8% | 4.1% |
| Dividend yield | — | 0.0% |
| Debt / equity | 0.17 | — |
| Current ratio | 1.22 | 1.18 |
| Altman Z (solvency) | 6.19 | 7.80 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.