Added to YB: 2025-05-01
Pitch date: 2025-04-29
PYPL [neutral]
PayPal Holdings, Inc.
-5.15%
current return
Author Info
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Company Info
PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.
Market Cap
$57.2B
Pitch Price
$65.00
Price Target
N/A
Dividend
0.92%
EV/EBITDA
8.66
P/E
12.28
EV/Sales
1.78
Sector
Financial Services
Category
growth
Paypal Q1 2025 Earnings Analysis
PYPL (earnings update): Q1 EPS $1.33 (+23% YoY, beat by 18.8%) despite rev miss at $7.79B (+1.2%). Margins improved (Transaction +2.7pp, Gross +3.7pp, Operating +2.6pp). Venmo rev +20%, BNPL TPV +20%. Debit card TPV +64%, 2x ARPU vs online-only. Concerns: payment transactions -7.1%, U.S. rev -0.1%, FCF margin -10.5pp YoY.
Read full article (7 min)