eBay Inc. vs Mastercard Incorporated, two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EBAY and MA diverge most: on debt / equity, EBAY reads 0.17 and MA reads 4.39; on p/b, EBAY reads 11.47 and MA reads 90.24. The rest of the comparable metrics sit closer together. On valuation, today's EBAY price has a different growth bar priced in than MA (+12.5% implied for EBAY vs +21.1% for MA); 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 MA's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | EBAY | MA |
|---|---|---|
| Price | $114.01 | $573.41 |
| Market cap | $50.6B | $506.3B |
| Sector | Internet Retail | Internet Retail |
| Stage | Mature | Mature |
| Implied growth (priced in) | +12.5% | +21.1% |
| P/E | 25.9 | 31.5 |
| P/B | 11.47 | 90.24 |
| P/S | 4.36 | 14.43 |
| EV/EBITDA | 20.5 | 24.0 |
| Revenue growth | +12.5% | +16.1% |
| Gross margin | 74.0% | — |
| Operating margin | 19.8% | 60.2% |
| Net margin | 17.6% | 46.3% |
| Return on equity | 46.2% | 289.7% |
| Return on assets | 11.4% | 28.2% |
| Return on invested capital | 36.5% | 54.1% |
| FCF yield | 4.8% | 3.3% |
| Dividend yield | — | 0.6% |
| Debt / equity | 0.17 | 4.39 |
| Current ratio | 1.22 | 1.06 |
| Altman Z (solvency) | 6.19 | 9.02 |
| 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.