eBay vs Kohls
Kohls is the larger business, with $15.53bn of revenue in fiscal 2026 against $11.10bn for eBay (1.4 times as much). eBay grew faster (7.9% against -4.3%). eBay kept more of each dollar of sales as profit: a net margin of 18.3% against 1.8%.
| Latest fiscal year | eBayEBAY, 2025 | KohlsKSS, 2026 |
|---|---|---|
| Revenue | $11.10bn | $15.53bn |
| Revenue growth | 7.9% | -4.3% |
| Net income | $2.03bn | $272m |
| Operating margin | 20.5% | — |
| Net margin | 18.3% | 1.8% |
| Return on equity | 42.1% | 6.9% |
| Free cash flow | $1.43bn | $1.01bn |
| Cash | $1.87bn | $674m |
| Total debt | $6.78bn | $1.44bn |
| Debt to equity | 151.1% | — |
| Dividend per share | — | $0.50 |
| Dividend yield | 1.0% | 2.0% |
| Share buybacks | $2.50bn | — |
| Employees | 12,300 | 84,000 |
| Market value | $53.21bn | $2.85bn |
| Price vs our value range | Above our value range | Below our value range |
| Moat score | 87 (Strong) | 43 (Weak) |
| Insider trades, 12 months | 0 buys, 108 sales | 0 buys, 15 sales |