October 29, 2018

EBAY – Market expectations are for further Uniform ROA compression, but management is confident about their initiatives and product lines


  • eBay Inc. (EBAY:USA)is currently trading well below corporate averages relative to UAFRS-based (Uniform) Earnings, with an 11.0x Uniform P/E, implying bearish expectations for the firm. However, management is confident in their recent initiatives and expanding product lines
  • Specifically, management is confident that their recent initiatives will materially impact their customers and their business. Additionally, they are confident that they will expand their product lines to include more high-velocity products in H2 2018, and in their improved guaranteed delivery accuracy. They are also confident in their ability to make changes to their website without disrupting the experience of existing customers
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