eBay (EBAY) vs Wayfair (W)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Wayfair (W) has outperformed eBay (EBAY) over the past year, gaining 25.4% versus a gain of 15.6%. Over five years, EBAY leads with a +43.6% price change compared with -56.5% for W. eBay is the larger company by market cap ($47.88 billion vs $14.31 billion), about 3.3 times the size.
On valuation, eBay trades at a lower forward P/E (16.0x vs 26.9x for Wayfair). eBay pays a dividend yielding 1.12%, while Wayfair does not currently pay one. eBay converts more of its revenue into profit, with a net margin of 18.3% versus -2.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | EBAY | W |
|---|---|---|
| Share price | $107.60 | $104.47 |
| Market cap | $47.88B | $14.31B |
| 1-day change | +0.50% | -0.93% |
| YTD return | +23.47% | +3.84% |
| 1-year return | +15.58% | +25.44% |
| 5-year return | +43.58% | -56.51% |
| P/E ratio (TTM) | 22.65 | — |
| Forward P/E | 16.03 | 26.90 |
| EPS (TTM) | $4.75 | $-2.47 |
| Dividend yield | 1.12% | 0.00% |
| Annual dividend | $1.20 | $0.00 |
| Revenue (latest FY) | $11.10B | $12.46B |
| Revenue growth (YoY) | +7.95% | +5.11% |
| Net income (latest FY) | $2.03B | $-313.00M |
| Gross margin | 71.45% | 30.22% |
| Operating margin | 20.51% | 0.14% |
| Net margin | 18.30% | -2.51% |
| 52-week high | $119.31 | $119.98 |
| 52-week low | $78.03 | $55.60 |
| Distance from 52-week high | -9.81% | -12.93% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +7.91% | +18.40% |
| Average volume | 4.41M | 2.91M |
| Shares outstanding | 445.00M | 115.99M |
| Employees | 12,300 | 11,800 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Business Services | Catalog/Specialty Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- eBay is about 3.3 times larger than Wayfair by market value ($47.88B vs $14.31B).
- eBay offers a meaningfully higher dividend yield (1.12% vs 0.00%).
- eBay is more profitable, keeping 18.3 cents of every revenue dollar as net income versus -2.5 cents for Wayfair.
About eBay
EBAY stock →eBay Inc., together with its subsidiaries, operates marketplace platforms that connect buyers and sellers in the United States, the United Kingdom, China, Germany, and internationally. Its marketplace platform includes its online marketplace at ebay.com, off-platform businesses, and the eBay suite of mobile apps.
Consumer Discretionary · Business Services · 12,300 employees
About Wayfair
W stock →Wayfair Inc. engages in the e-commerce business in the United States and internationally.
Consumer Discretionary · Catalog/Specialty Distribution · 11,800 employees
EBAY vs W FAQ
Which is bigger, eBay or Wayfair?
eBay (EBAY) is larger, with a market capitalization of $47.88B compared with $14.31B for Wayfair (W).
Which stock has performed better over the past year, EBAY or W?
W returned +25.44% over the past 12 months, compared with +15.58% for EBAY (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, eBay or Wayfair?
eBay pays a dividend yielding 1.12%, while Wayfair does not currently pay a regular dividend.
Are eBay and Wayfair in the same industry?
Both are in the Consumer Discretionary sector, but in different industries: Business Services for eBay and Catalog/Specialty Distribution for Wayfair.