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Is It Time to Buy the Dip in eBay ETFs?

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Shares of eBay Inc. (EBAY - Free Report) lost about 9.3% on Oct 24, reflecting the issuance of the below-consensus, fourth-quarter revenue guidance due to the strategic review of its portfolio amid tough competition from the likes of Amazon (AMZN - Free Report) and Walmart (WMT - Free Report) . Otherwise, the company beat on both lines on Oct 23 after hours.

eBay reported third-quarter 2019 non-GAAP earnings of 67 cents, beating the Zacks Consensus Estimate by 2 cents. The reported figure also improved 19.6% year over year. Net revenues of $2.65 billion also surpassed the Zacks Consensus Estimate of $2.64 billion. The top line was flat on a year-over-year basis (up 2% on an FX-neutral basis).

The company witnessed strong performance by its Classifieds platform during the reported quarter. Further, eBay experienced strong momentum across its managed payments offerings, which processed over $500 million worth of payments during the third quarter. However, StubHub volume failed to exhibit year-over-year growth, which affected eBay’s gross merchandise volume (GMV).

Guidance

For the fourth quarter of 2019, eBay expects revenues within $2.77-$2.82 billion. The Zacks Consensus Estimate for the same is pegged at $2.85 billion. Non-GAAP earnings are expected within 73-76 cents and the Zacks Consensus Estimate for the same is at 77 cents, before the release.

For 2019, the company expects revenues between $10.75 billion and $10.80 billion, indicating FX-neutral growth of 2-3%. The company’s previous guidance was in the range of $10.75 billion to $10.83 billion. Adjusted earnings per share are expected within $2.75-$2.78 against the Zacks Consensus Estimate of $2.75.

ETFs in Focus  

The stock carries a Zacks Rank #2 (Buy) at the time of writing. It belongs to a top-ranked Zacks industry (top 34%) and its VGM Score is an impressive A. Shares of eBay have added about 3.8% since the beginning of the year compared with the S&P 500 Index's rally of 11.2%, indicating solid value in the e-Commerce stock.

Though the pressure on revenue growth is palpable in the earnings scorecard, severe post-earnings loss in the stock justifies that weakness. Investors should also note that the recent slump in the stock could act as a buying point to some e-Bay heavy retail ETFs. This is because the basket approach is safer than the single-stock picking route as it alleviates the stock-specific weakness.

Invesco Dynamic Retail ETF

The 30-stock fund brings eBay into focus at the eighth spot with about 4.45% exposure. The fund charges 63 bps in fees and has a Zacks Rank #3 (Hold) (read: Tap Revenue Growth With These ETFs & Dump Earnings Recession).

ProShares Online Retail ETF (ONLN - Free Report)

The underlying ProShares Online Retail Index is a specialized retail index that tracks retailers who principally sell online or through other non-store channels. eBay takes the 12th position in the fund. ONLN charges 58 bps in fees.

Global X E-commerce ETF (EBIZ - Free Report)

The 40-stock fund seeks to invest in companies positioned to benefit from the increased adoption of e-commerce as a distribution model including companies with principal business in operating e-commerce platforms and providing e-commerce software plus services. The fund puts 4.30% weight in e-Bay and charges 68 bps in fees.

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