eBay Inc (EBAY)vsLennar Corporation (LEN)
EBAY
eBay Inc
$118.62
-1.91%
CONSUMER CYCLICAL · Cap: $52.52B
LEN
Lennar Corporation
$86.09
-5.42%
CONSUMER CYCLICAL · Cap: $19.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennar Corporation generates 166% more annual revenue ($31.97B vs $12.01B). EBAY leads profitability with a 18.6% profit margin vs 4.1%. EBAY appears more attractively valued with a PEG of 1.64. EBAY earns a higher WallStSmart Score of 70/100 (B-).
EBAY
Strong Buy70
out of 100
Grade: B-
LEN
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-26.5%
Fair Value
$95.82
Current Price
$118.62
$22.80 premium
Margin of Safety
+10.3%
Fair Value
$134.84
Current Price
$86.09
$48.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 48 in profit
Earnings expanding 55.0% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 21.6%
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 11.3x book value
Elevated debt levels
ROE of 6.1% — below average capital efficiency
4.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : EBAY
The strongest argument for EBAY centers on Return on Equity, EPS Growth, Altman Z-Score. Profitability is solid with margins at 18.6% and operating margin at 21.6%. Revenue growth of 14.8% demonstrates continued momentum.
Bull Case : LEN
The strongest argument for LEN centers on Price/Book, Altman Z-Score, Debt/Equity.
Bear Case : EBAY
The primary concerns for EBAY are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.53 is elevated, increasing financial risk.
Bear Case : LEN
The primary concerns for LEN are Return on Equity, Profit Margin, Piotroski F-Score. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
EBAY profiles as a mature stock while LEN is a value play — different risk/reward profiles.
LEN carries more volatility with a beta of 1.38 — expect wider price swings.
EBAY is growing revenue faster at 14.8% — sustainability is the question.
EBAY generates stronger free cash flow (300M), providing more financial flexibility.
Bottom Line
EBAY scores higher overall (70/100 vs 48/100), backed by strong 18.6% margins and 14.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
eBay Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
eBay Inc. is an American multinational e-commerce corporation based in San Jose, California, that facilitates consumer-to-consumer and business-to-consumer sales through its website.
Visit Website →Lennar Corporation
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida.
Visit Website →Compare with Other INTERNET RETAIL Stocks
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