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Added to YB: 2025-05-01

Pitch date: 2025-04-29

PYPL [neutral]

PayPal Holdings, Inc.

-5.15%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

Show full summary:
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)