analyzeportfolio

Amazon Com vs Ebay (AMZN vs EBAY)

Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.

Amazon Com is the larger company by revenue ($716.9B vs $11.1B) and market value ($2.8T vs $47.6B). Amazon Com has grown revenue faster over the last 4 fiscal years (+52.6% cumulative vs +6.5%). Ebay runs the higher operating margin (20.5% vs 11.2%). Amazon Com trades at the lower trailing P/E (20.2x vs 22.5x).

About Amazon Com

Amazon.com Inc operates as a global e-commerce and cloud computing company. It serves consumers through online and physical stores offering a wide range of products, manufactures electronic devices, and provides subscription services like Amazon Prime. The company also offers cloud computing services through Amazon Web Services to developers and enterprises, and provides platforms for sellers, content creators, and advertisers.

About Ebay

eBay Inc operates a global online marketplace connecting buyers and sellers in over 190 markets. Its platforms include www.ebay.com and mobile apps, offering a wide range of products such as motor vehicle parts, collectibles, apparel, luxury goods, and sneakers. eBay serves individual entrepreneurs and global businesses by providing tools for listing, advertising, shipping, and payment, while also offering buyer protections and programs to enhance trust and convenience.

Head to head (AMZN FY2025 vs EBAY FY2025)

MetricAMZNFY2025EBAYFY2025
Revenue$716.92B$11.10B
Revenue growth (YoY)12.4%7.9%
Gross margin50.3%71.5%
Operating margin11.2%20.5%
Net margin10.8%18.3%
Net income$77.67B$2.03B
Diluted EPS$7.17$4.34
FCF margin1.1%12.9%
ROE18.9%45.3%
Long-term debt / equity0.16×1.34×
Market cap$2.76T$47.64B
P/E20.2×22.5×

Fundamentals are from each company’s SEC filings (AMZN FY2025, EBAY FY2025). ROE is net income over fiscal-year-end equity; long-term debt / equity counts non-current term debt only. P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

Five-year trend (as reported)

RevenueFY2021FY2022FY2023FY2024FY2025
AMZN$469.82B$513.98B$574.78B$637.96B$716.92B
EBAY$10.42B$9.79B$10.11B$10.28B$11.10B
Net incomeFY2021FY2022FY2023FY2024FY2025
AMZN$33.36B$-2.72B$30.43B$59.25B$77.67B
EBAY$13.61B$-1.27B$2.77B$1.98B$2.03B
Operating marginFY2021FY2022FY2023FY2024FY2025
AMZN5.3%2.4%6.4%10.8%11.2%
EBAY—24.0%19.2%22.5%20.5%

Peer standing

Where each company ranks among the 403 Consumer Discretionary companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.

MetricAMZNEBAY
Gross margin
50.3%77th percentile of 274
71.5%95th percentile of 274
Operating margin
11.2%77th percentile of 347
20.5%92nd percentile of 347
Net margin
10.8%84th percentile of 376
18.3%94th percentile of 376
FCF margin
1.1%29th percentile of 350
12.9%88th percentile of 350
Revenue growth (YoY)
+12.4%82nd percentile of 394
+7.9%69th percentile of 394
ROE
18.9%76th percentile of 343
45.3%92nd percentile of 343
P/E
20.2×64th percentile of 247
22.5×70th percentile of 247
Long-term debt / equity
0.16×24th percentile of 235
1.34×78th percentile of 235
Short interest (days to cover)
2.77d30th percentile of 401
4.17d46th percentile of 401

Short interest

FINRA settlement dataAMZNEBAY
Shares sold short81.4M18.2M
Change vs prior settlement-11.5%+0.9%
Days to cover2.774.17
As of settlement2026-09-152026-09-15

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.

Insider activity (last 90 days)

Form 4 activity (codes P/S)AMZNEBAY
Buys00
Sells27 ($365.0M)26 ($5.4M)

Non-derivative purchases (code P) and sales (code S) reported on SEC Form 4, which may be open-market or private (grants, exercises and tax withholding excluded). For context, about 15% of covered companies saw any reported insider purchase (code P) in a 90-day window.

Held by the same investors

8 tracked 13F managers hold both Amazon Com and Ebay as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Point72 Asset Management, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.