Mulya.ai
Ticker
EBAY
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?10.2%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.371
Beta (levered) ?1.568
Terminal OM% ?19.0%
Segment conc. ?82% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 3 · 11.2%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

EBAY · eBay Inc.

$94.142026-05-17
Sector: Consumer Cyclical; Industry: Specialty Retail; Sub-Industry: Broadline Retail

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$78
-17.5% vs market
Base · active
$67
-29.0% vs market
Bear
$66
-30.3% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $66
Base $67
Bull $78
Market $94
Median $96
Market Price $94
Mulya.ai Base $67
Analysts Median $96
Mulya.ai IV range ($66 · $78)
Analysts Range ($65 · $122)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$10.4B34.3%36.7%$2.3B$4.6B$6.9B9.5%14.7%$15.4B$29.58
2022.Q4$9.8B-6.0%29.3%20.4%$2.3B$93MM$2.4B10.1%17.8%$10.3B$-2.76
2023.Q4$10.1B3.2%23.5%25.1%$1.8B−$517MM$1.3B9.8%17.9%$9.5B$6.02
2024.Q4$10.3B1.7%27.6%13.0%$2.5B$3.7B$6.2B10.4%24.5%$10.6B$4.29
2025.Q4$11.1B7.9%25.1%13.5%$2.4B−$2.1B$355MM10.5%20.2%$13.3B$4.4215.6
italics below = DCF projection · 10yr Rev CAGR: 4.9%
2026.Q4$12.0B+8.2%25.2%14.1%$2.6B−$1.1B$1.5B10.1%$1.4B18.8%$14.4B$4.6320.3
2027.Q4$12.6B+4.8%26.6%14.8%$2.8B−$710MM$2.1B9.9%$1.8B19.3%$15.1B$5.0618.6
2028.Q4$13.1B+4.3%28.6%15.4%$3.2B−$680MM$2.5B9.8%$1.9B20.5%$15.8B$5.6416.7
2029.Q4$13.8B+5.3%29.6%16.1%$3.4B−$884MM$2.5B9.6%$1.7B21.1%$16.7B$6.1015.4
2030.Q4$14.5B+4.7%29.6%16.7%$3.6B−$826MM$2.7B9.5%$1.7B20.8%$17.5B$6.3414.8
Term. Yr+$18.6B4.1%19.0%20.0%$2.8B−$1.0B$1.8B8.6%$16.2B11.2%
Active scenario IV: $67 (-29.0% vs market)