Análisis Argos
EBAY
EBAYCara
eBay Inc. · Consumer Cyclical
US$ 117.44
precio al 2026-07-28
Valor justo Argos*
US$ 63–79
vs. su valor justo
66% por encima
Score Argos
45/100
LA RESPUESTA
El mercado le pide crezca 17.4% al año — más de lo que ha demostrado (7.9%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Retorno sobre el capital alto (20%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Crecimiento estancado o en baja.
VALOR2/6FUTURO2/6PASADO4/6SALUD4/6DIVIDENDO5/6
El Iris de calidad
VALOR2/6FUTURO2/6PASADO4/6SALUD4/6DIVIDENDO5/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos45de 100Cara
Ingresos8%
US$ 11.1 B
Margen operativo9%
20.5%
Flujo de caja libre15%
US$ 1.7 B
Deuda neta
US$ 5.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 52.1B
P/E25.7x
EV/EBITDA22.4x
FCF yield3.2%
ROIC19.5%
Margen operativo20.5%
Crecim. ingresos+7.9%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

youtube.com · 7 jul
The Big 3: HD, EBAY, MU
For today's Big 3, @Theotrade's Don Kaufman explains why Home Depot (HD) is going through a “necessary rotation,” sees a possibility for eBay (EBAY) shares to spike, and tilts bearish on Micron (MU) after its stellar surge. Don offers example options trades for his picks while Rick Ducat walks us through key levels to watch in the stock charts.
zacks.com · 7 jul
Etsy's Seller Tools Could Unlock Faster Marketplace Growth
Etsy's AI seller tools aim to cut listing and shop-management friction, helping merchants create faster, improve inventory quality and support marketplace growth.
youtube.com · 2 jul
MA & EBAY Options Trades & Ways Both Companies Signal Consumer Strength
​@OptionsPlay's Tony Zhang talks about why stocks are mixed to close out a holiday-shortened trading week. He offers two bullish cases in different corners of the consumer space through Mastercard (MA) and eBay Inc. (EBAY) while walking investors through example options trades in both.
fool.com · 27 jun
eBay vs. Macy's: Which Consumer Stock Is a Better Buy in 2026?
eBay continues to pivot toward high-value enthusiast categories while maintaining a capital-light marketplace model. Macy's is navigating a multiyear restructuring plan focused on store optimization and luxury brand expansion.
reuters.com · 26 jun
GameStop pledges to pursue eBay takeover
GameStop pledged on ​Friday that ‌it would pursue its ​proposed ​takeover of eBay.
cnbc.com · 25 jun
GameStop's CEO just sacrificed a $35 billion pay package. Here's how it could impact his effort to buy eBay
GameStop CEO Ryan Cohen scrapped his pay package plan that stood to net him as much as $35 billion if he hit certain performance targets, citing a desire to focus on his eBay takeover bid. However, Cohen has shared few details on how he'll move forward with his $56 billion offer for eBay since the company rejected the proposal in May.
benzinga.com · 24 jun
GameStop CEO Drops Pay Package, Doubles Down On Ebay Ambitions
GameStop Corp. (NYSE:GME) is signaling a sharper strategic pivot, as chairman and CEO Ryan Cohen has opted to forgo a proposed performance-based compensation package while the company pursues a takeover of eBay Inc. (NASDAQ:EBAY).
247wallst.com · 24 jun
GameStop's CEO Is Walking Away From a $35 Billion Payday to Chase eBay
Ryan Cohen is doing two things at once that look contradictory until you stare at them long enough.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.