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 implied growth (priced in), EBAY reads +12.2% and FICO reads -2.0%; on return on assets, EBAY reads 12.4% and FICO reads 40.0%. The rest of the comparable metrics sit closer together. On valuation, today's EBAY price has a different growth bar priced in than FICO (+12.2% implied for EBAY vs -2.0% 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 | $112.19 | $667.21 |
| Market cap | $49.9B | $14.4B |
| Sector | Internet Retail | Internet Retail |
| Stage | Mature | Growth |
| Implied growth (priced in) | +12.2% | -2.0% |
| P/E | 23.3 | 19.3 |
| P/B | 10.70 | — |
| P/S | 4.16 | 6.02 |
| EV/EBITDA | 19.4 | 15.8 |
| Revenue growth | +14.7% | +23.6% |
| Gross margin | 73.5% | — |
| Operating margin | 21.6% | 53.8% |
| Net margin | 18.5% | 34.0% |
| Return on equity | 47.6% | — |
| Return on assets | 12.4% | 40.0% |
| Return on invested capital | 19.6% | 62.7% |
| FCF yield | 4.9% | 6.7% |
| Dividend yield | — | 0.0% |
| Debt / equity | 1.44 | — |
| Current ratio | 1.02 | 1.18 |
| Altman Z (solvency) | 6.19 | 6.83 |
| Piotroski F (quality) | 6 / 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.