Added to YB: 2025-06-11
Pitch date: 2025-06-10
PYPL [neutral]
PayPal Holdings, Inc.
-44.31%
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
$37.6B
Pitch Price
$74.93
Price Target
128.00 (+207%)
Dividend
1.37%
EV/EBITDA
5.80
P/E
7.54
EV/Sales
1.19
Sector
Financial Services
Category
growth
Show full summary:
PayPal; The data goldmine
PYPL (earnings update): Q1 TPV +6% Branded checkout, +10% Venmo; transaction margin +7%. Revenue +1% but Op Income +31%. Cutting low-margin PSP business. 2024 guidance: 6-10% EPS growth (+buybacks) appears conservative. Future growth from ads, credit, AI shopping assistant, B2B. Bull case: $128 PT (20x $6.4 EPS) by 2027 vs $73 now.
Read full article (5 min)