SHOP compared with EBAY: revenue, margins and what each company keeps, and the suppliers and customers both name

SHOPShopify Inc.

Mkt capRevenueRevenue

EBAYeBay Inc

Mkt capRevenueRevenue

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SHOPShopify Inc.

EBAYeBay Inc

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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SHOPShopify Inc.

148.92▲+3.60%· post 148.94

Mkt cap$192.2BRevenue$3.7BQ3 FY26Revenue$11.6BFY25

EBAYeBay Inc

121.96▼−1.13%· post 121.90

ClosedNov 6 '26

Mkt cap$53.5BRevenue$3.2BQ3 FY26Revenue$11.1BFY25

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ClosedNov 6 '26

SHOPShopify Inc.

EBAYeBay Inc

148.92▲+3.60%post 148.94

Price

121.96▼−1.13%post 121.90

$192.2B

Mkt cap

$53.5B

Q3 FY26$3.7B

Revenue

$3.2BQ3 FY26

FY25$11.6B

Revenue

$11.1BFY25

SHOP148.92▲+3.60%vsEBAY121.96▼−1.13%ClosedNov 6 '26

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only SHOP 18

METAMetacustomer

VVisasupplier

MAMastercardsupplier

AXPAmerican Expresssupplier

14 more · SHOP chain ›

Shared 1

LUCYInnovative Eyewearcustomer · both

SHOP · LUCY 10-KMar 25 '26

“We also offer two affiliate platforms via Awin and Shopify for peer-driven sales.”

EBAY · LUCY 10-KMar 25 '26

“In addition to our online sales through Lucyd.co and Amazon.com, our products are also sold on Walmart.com, Target.com, BestBuy.com, DicksSportingGoods.com, and eBay.”

Only EBAY 5

PTRNPatternsupplier

ETSYEtsysupplier

KRTKarat Packagingsupplier

PRTSCarParts.comsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

1 more · EBAY chain ›