| Stage | PYPL | % of rev | EBAY | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $8.6B | 100.00% | $3.2B | 100.00% | PYPL ×2.68 |
| Gross profit | $8.6B | 100.00% | $2.3B | 72.33% | PYPL +27.7pp |
| Operating income | $1.4B | 16.33% | $616M | 19.21% | EBAY +2.9pp |
| Pre-tax income | $1.4B | 16.01% | $605M | 18.87% | EBAY +2.9pp |
| Net income | $1.1B | 12.50% | $497M | 15.50% | EBAY +3.0pp |
| Stage | PYPL | EBAY | Gap · A − B |
|---|---|---|---|
| Revenue | $8.6B100.00% | $3.2B100.00% | PYPL ×2.68 |
| Gross profit | 100.00%$8.6B | 72.33%$2.3B | PYPL +27.7pp |
| Operating income | 16.33%$1.4B | 19.21%$616M | EBAY +2.9pp |
| Pre-tax income | 16.01%$1.4B | 18.87%$605M | EBAY +2.9pp |
| Net income |
| 12.50%$1.1B |
| 15.50%$497M |
| EBAY +3.0pp |
No shared counterparties.