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) ?1.372
Beta (levered) ?1.544
Terminal OM% ?18.5%
Segment conc. ?82% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.72%
ROIC option ?Opt 4 · 15.2%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

EBAY · eBay Inc.

$107.872026-07-21
Sector: Consumer Cyclical; Industry: Specialty Retail; Sub-Industry: Broadline Retail

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$91
-15.2% vs market
Base · active
$78
-27.7% vs market
Bear
$76
-29.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $76
Base $78
Bull $91
Market $108
Median $110
Market Price $108
Mulya.ai Base $78
Analysts Median $110
Mulya.ai IV range ($76 · $91)
Analysts Range ($96 · $124)
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
2024.Q1$10.1B22.9%24.7%$1.7B−$883MM$857MM9.3%16.9%$10.3B$6.05
2024.Q4$10.1B0.0%22.9%13.0%$2.0B$3.8B$5.8B10.4%19.0%$10.8B$6.05
2025.Q1$10.3B1.7%26.8%13.8%$2.4B$3.9B$6.3B10.1%22.1%$10.7B$4.32
2025.Q4$10.3B0.0%26.8%13.5%$2.4B−$1.9B$451MM10.5%20.2%$12.9B$4.32
2026.Q1$11.6B12.8%23.3%12.6%$2.4B−$1.7B$644MM10.1%18.9%$12.1B$4.4618.2
italics below = DCF projection · 10yr Rev CAGR: 4.9%
2027.Q1$12.3B+6.4%24.6%13.3%$2.6B−$784MM$1.8B10.1%$1.7B21.1%$12.8B$4.8322.3
2028.Q1$13.0B+5.2%25.7%14.1%$2.9B−$696MM$2.2B9.9%$1.8B21.7%$13.5B$5.2720.5
2029.Q1$13.7B+5.1%27.2%14.8%$3.2B−$733MM$2.4B9.8%$1.8B22.7%$14.3B$5.8118.6
2030.Q1$14.4B+5.2%29.1%15.5%$3.5B−$793MM$2.7B9.6%$1.9B24.0%$15.1B$6.4816.6
2031.Q1$15.1B+5.1%29.1%16.3%$3.7B−$836MM$2.8B9.5%$1.8B23.7%$15.9B$6.7516.0
Term. Yr+$19.6B4.1%18.5%20.0%$2.9B−$778MM$2.1B8.6%$19.1B15.2%
Active scenario IV: $78 (-27.7% vs market)