Compare Stocks › EBAY vs MS
eBay Inc. (EBAY) vs Morgan Stanley (MS)
EBAY
eBay Inc.
$90.74
VS
MS
Morgan Stanley
$158.55
Rewards
EBAY
- ★eBay Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Gross margin of 71.4% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★eBay Inc. scores 93/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
MS
- ★Gross margin of 87.1% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Each dollar of retained earnings has created $6.65 of market value — management is an exceptional capital allocator.
- ★PEG ratio of 0.75 suggests the stock is undervalued relative to its growth rate — paying less than 1x for each unit of earnings growth.
Risks
EBAY
- ⚠Trailing P/E of 21.3x is 47% above the historical average of 14.5x — the stock trades at a premium to its own history.
- ⚠7 insider sales totaling $10.5M with no purchases in the past 3 months — insiders are reducing their exposure.
- ⚠Free cash flow has declined at a 7.4% CAGR over the past 4 years — a concerning trend.
MS
- ⚠High leverage (4.56x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
- ⚠Altman Z-Score of 0.29 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
- ⚠7 insider sales totaling $25.2M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →EBAY
MS
Valuation
$1.43B
Free Cash Flow
N/A
3.50%
FCF Yield
N/A
21.30
Trailing P/E
15.53
13.61
Forward P/E
12.89
Quality & Moat
12.06%
ROIC
3.43%
44.01%
ROE
14.42%
71.45%
Gross Margin
87.06%
N/A
PEG Ratio
0.75
Balance Sheet Safety
1.56
Debt / Equity
4.56
N/A
Interest Coverage
N/A
1.57
Net Debt / EBITDA
N/A
1.37%
Dividend Yield
2.52%
EBAY: 3Ties: 1MS: 4
EBAYMS
Historical Fundamentals
Learn more →EBAY
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
MS
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →EBAY
$3.15
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$5.18B
Δ Market Cap
+$16.32B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
MS
$6.65
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$20.84B
Δ Market Cap
+$138.59B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →EBAY
13.7% Margin of Safety
Price is 13.7% below estimated fair value
Current Price: $90.74
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $105.18
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
MS
45.5% Margin of Safety
Price is 45.5% below estimated fair value
Current Price: $158.55
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $290.92
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →EBAY
What growth rate is the market pricing in at $91?
+9.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +13.9%
The market implies +9.2% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +13.9%, reflecting heavy growth investment.
MS
Requires positive FCF to compute implied growth rate.
Economic Moat Score
Learn more →EBAY
93/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. Revenue Predictability is the standout factor.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
MS
32/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable moat detected, though revenue predictability shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →EBAY
-2.13
Possible Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
MS
-2.09
Possible Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →EBAY
Insiders 0.3%Institutions 94.8%Retail & Other 4.9%
No. of Institutional Holders1,716
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
MS
Insiders 24.0%Institutions 62.7%Retail & Other 13.3%
No. of Institutional Holders3,181
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →EBAY
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
MS
0
Buys (3M)
1
Buys (12M)
Total value (12M): $5,630
PETERSON DOUGLAS L
Director
$5,630
@ $156.39 · 2025-10-17
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →EBAY
7
Sells (3M)
41
Sells (12M)
Total value (12M): $66.90M
LOEGER JULIE ANNE
Officer
$1.36M
@ $90.88 · 2026-03-12
IANNONE JAMES JOSEPH
Chief Executive Officer
$2.14M
@ $88.98 · 2026-03-03
BOONE CORNELIUS
Officer
$2.91M
@ $85.26 · 2026-02-24
SPENCER REBECCA
Officer
$163,351
@ $87.40 · 2026-02-20
SWEETNAM JORDAN DOUGLAS BRADLEY
Officer
$80,589
@ $79.87 · 2026-02-18
SWEETNAM JORDAN DOUGLAS BRADLEY
Officer
$3.08M
@ $91.99 · 2026-01-30
IANNONE JAMES JOSEPH
Chief Executive Officer
$777,458
@ $87.51 · 2026-01-02
SWEETNAM JORDAN DOUGLAS BRADLEY
Officer
$71,510
@ $82.67 · 2025-12-18
BOONE CORNELIUS
Officer
$374,555
@ $83.94 · 2025-12-18
RAWASHDEH MAZEN
Chief Technology Officer
$157,248
@ $81.90 · 2025-12-17
LOEGER JULIE ANNE
Officer
$238,746
@ $82.44 · 2025-12-11
IANNONE JAMES JOSEPH
Chief Executive Officer
$1.19M
@ $82.64 · 2025-12-03
SWEETNAM JORDAN DOUGLAS BRADLEY
Officer
$82,532
@ $82.04 · 2025-11-18
IANNONE JAMES JOSEPH
Chief Executive Officer
$1.17M
@ $81.07 · 2025-11-06
SWEETNAM JORDAN DOUGLAS BRADLEY
Officer
$2.88M
@ $81.54 · 2025-11-04
IANNONE JAMES JOSEPH
Chief Executive Officer
$1.32M
@ $91.71 · 2025-10-07
BOONE CORNELIUS
Officer
$397,424
@ $89.53 · 2025-09-18
RAWASHDEH MAZEN
Chief Technology Officer
$170,582
@ $89.31 · 2025-09-17
RAWASHDEH MAZEN
Chief Technology Officer
$176,767
@ $92.55 · 2025-09-11
IANNONE JAMES JOSEPH
Chief Executive Officer
$1.33M
@ $92.37 · 2025-09-05
SPENCER REBECCA
Officer
$227,695
@ $100.75 · 2025-08-15
HAYLES CAROLE MARGARET
Director
$702,698
@ $91.39 · 2025-08-05
IANNONE JAMES JOSEPH
Chief Executive Officer
$4.84M
@ $91.93 · 2025-08-05
LOEGER JULIE ANNE
Officer
$7.08M
@ $93.25 · 2025-08-04
SPENCER REBECCA
Officer
$45,928
@ $89.18 · 2025-08-01
SWEETNAM JORDAN DOUGLAS BRADLEY
Officer
$1.73M
@ $77.90 · 2025-07-15
IANNONE JAMES JOSEPH
Chief Executive Officer
$1.79M
@ $75.90 · 2025-07-02
SWEETNAM JORDAN DOUGLAS BRADLEY
Officer
$1.67M
@ $75.04 · 2025-07-01
SWEETNAM JORDAN DOUGLAS BRADLEY
Officer
$1.83M
@ $77.38 · 2025-06-17
BOONE CORNELIUS
Officer
$239,661
@ $77.36 · 2025-06-17
IANNONE JAMES JOSEPH
Chief Executive Officer
$2.00M
@ $79.14 · 2025-06-10
BOONE CORNELIUS
Officer
$234,823
@ $78.67 · 2025-06-06
IANNONE JAMES JOSEPH
Chief Executive Officer
$1.07M
@ $71.64 · 2025-05-22
LOEGER JULIE ANNE
Officer
$6.69M
@ $72.06 · 2025-05-21
LOEGER JULIE ANNE
Officer
$8.82M
@ $69.43 · 2025-05-09
SPENCER REBECCA
Officer
$139,900
@ $69.95 · 2025-05-06
IANNONE JAMES JOSEPH
Chief Executive Officer
$1.38M
@ $68.89 · 2025-05-05
GARCIA EDWARD O
Officer
$3.84M
@ $70.12 · 2025-05-01
PRIEST STEPHEN J.
Chief Financial Officer
$77,267
@ $66.21 · 2025-04-17
IANNONE JAMES JOSEPH
Chief Executive Officer
$497,616
@ $66.35 · 2025-04-03
PRIEST STEPHEN J.
Chief Financial Officer
$1.90M
@ $67.82 · 2025-04-01
BOONE CORNELIUS
Officer
$265,423
@ $67.06 · 2025-03-18
GARCIA EDWARD O
Officer
$1.20M
@ $65.23 · 2025-03-18
GARCIA EDWARD O
Officer
$148,759
@ $67.07 · 2025-03-17
PRIEST STEPHEN J.
Chief Financial Officer
$352,482
@ $67.10 · 2025-03-17
IANNONE JAMES JOSEPH
Chief Executive Officer
$992,777
@ $66.19 · 2025-03-04
GARCIA EDWARD O
Officer
$184,961
@ $68.81 · 2025-02-19
IANNONE JAMES JOSEPH
Chief Executive Officer
$755,269
@ $67.14 · 2025-02-04
PRIEST STEPHEN J.
Chief Financial Officer
$67,073
@ $64.93 · 2025-01-16
IANNONE JAMES JOSEPH
Chief Executive Officer
$698,400
@ $62.08 · 2025-01-03
BOONE CORNELIUS
Officer
$260,083
@ $65.20 · 2024-12-17
GARCIA EDWARD O
Officer
$64,548
@ $65.20 · 2024-12-17
PRIEST STEPHEN J.
Chief Financial Officer
$334,200
@ $63.63 · 2024-12-16
IANNONE JAMES JOSEPH
Chief Executive Officer
$710,665
@ $63.17 · 2024-12-04
SPENCER REBECCA
Officer
$112,823
@ $65.14 · 2024-11-26
GARCIA EDWARD O
Officer
$167,350
@ $61.01 · 2024-11-19
IANNONE JAMES JOSEPH
Chief Executive Officer
$680,850
@ $60.52 · 2024-11-05
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
MS
7
Sells (3M)
16
Sells (12M)
Total value (12M): $62.45M
SIMKOWITZ DANIEL A
President
$6.02M
@ $182.61 · 2026-01-30
GROSSMAN ERIC F
Officer
$3.97M
@ $184.00 · 2026-01-20
CRAWLEY MANDELL L.
Officer
$1.44M
@ $183.45 · 2026-01-20
YESHAYA SHARON
Chief Financial Officer
$2.94M
@ $185.77 · 2026-01-20
SMITH CHARLES AUBREY III
Officer
$1.55M
@ $182.08 · 2026-01-20
PIZZI MICHAEL A
Officer
$3.69M
@ $184.55 · 2026-01-20
SAPERSTEIN ANDREW MICHAEL
President
$5.57M
@ $183.62 · 2026-01-20
PICK EDWARD N.
Chief Executive Officer
$16.43M
@ $164.34 · 2025-10-31
GROSSMAN ERIC F
Officer
$1.69M
@ $141.12 · 2025-07-17
SIMKOWITZ DANIEL A
President
$4.09M
@ $141.13 · 2025-07-17
SMITH CHARLES AUBREY III
Officer
$2.81M
@ $140.30 · 2025-07-17
PIZZI MICHAEL A
Officer
$2.53M
@ $140.62 · 2025-07-17
SIMKOWITZ DANIEL A
President
$3.70M
@ $127.37 · 2025-05-12
HERZ ROBERT H
Director
$95,459
@ $119.32 · 2025-05-02
SAPERSTEIN ANDREW MICHAEL
President
$4.80M
@ $120.00 · 2025-05-02
GROSSMAN ERIC F
Officer
$1.12M
@ $111.65 · 2025-04-15
CRAWLEY MANDELL L.
Officer
$1.15M
@ $138.06 · 2025-01-22
GROSSMAN ERIC F
Officer
$1.78M
@ $136.20 · 2025-01-21
SIMKOWITZ DANIEL A
President
$5.00M
@ $136.61 · 2025-01-21
AKRAM RAJA
Chief Financial Officer
$2.38M
@ $136.01 · 2025-01-21
PIZZI MICHAEL A
Officer
$2.52M
@ $136.92 · 2025-01-21
SAPERSTEIN ANDREW MICHAEL
President
$4.20M
@ $136.43 · 2025-01-21
CRAWLEY MANDELL L.
Officer
$368,375
@ $105.25 · 2024-07-26
AKRAM RAJA
Officer
$797,764
@ $106.37 · 2024-07-18
SIMKOWITZ DANIEL A
President
$4.26M
@ $106.54 · 2024-07-17
HERZ ROBERT H
Director
$106,621
@ $106.62 · 2024-07-17
CRAWLEY MANDELL L.
Officer
$692,663
@ $99.61 · 2024-05-14
GORMAN JAMES P
Officer and Director
$9.02M
@ $90.21 · 2024-04-18
SMITH CHARLES AUBREY III
Officer
$1.01M
@ $90.09 · 2024-04-17
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →EBAY
😐Neutral(55/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
MS
😐Neutral(48/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →EBAY
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (55)
MS
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (48)