eBay vs Kohl's
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KIRA’s take AI analyst
I put eBay and Kohl's side by side, using each one’s latest annual report. Here is what stands out:
- Kohl's is the larger business, with $15.5B of revenue in fiscal 2025 against $11.1B for eBay.
- eBay grew revenue faster (8.0%, against −4.3%).
- eBay kept more of each dollar of sales as operating profit (20.5% operating margin, against 4.0%).
- eBay turned more of its sales into free cash flow (12.9% FCF margin, against 6.5%).
- eBay earned a higher return on the capital invested in it (26.8%, against 7.2%).
- Investors pay more for each dollar of eBay’s earnings: a P/E of 24.6x against 10.3x for Kohl's.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
eBay
EBAY
10/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
Kohl's
KSS
1/11
Piotroski F-score
Side by side
Best in the row
| Latest fiscal year | EBAY FY25 | KSS FY25 |
|---|---|---|
| Size | ||
| Market cap | $54.0B | $2.8B |
| Revenue | $11.1B | $15.5B |
| Free cash flow | $1.4B | $1.0B |
| Net income | $2.0B | $272M |
| Growth | ||
| Revenue growth | 8.0% | −4.3% |
| 5-year growth | 4.5% | −0.5% |
| Share count change | −6.6% | 1.8% |
| Profitability | ||
| Gross margin | 71.5% | 40.6% |
| Operating margin | 20.5% | 4.0% |
| Net margin | 18.3% | 1.8% |
| FCF margin | 12.9% | 6.5% |
| Return on capital | 26.8% | 7.2% |
| Return on equity | 41.6% | 6.9% |
| Balance sheet | ||
| Net debt | $3.8B | $2.8B |
| Net debt / EBITDA | 1.4x | 2.1x |
| Dividends and buybacks | $3.0B | $56.0M |
| Valuation & quality | ||
| P/E | 24.6x | 10.3x |
| Piotroski F-score | 5 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.