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Added to YB: 2025-08-08

Pitch date: 2025-08-06

PYPL [neutral]

PayPal Holdings, Inc.

-11.71%

current return

Author Info

No bio for this author

Company Info

PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.

Market Cap

$57.2B

Pitch Price

$69.84

Price Target

N/A

Dividend

0.92%

EV/EBITDA

8.66

P/E

12.28

EV/Sales

1.78

Sector

Financial Services

Category

N/A

Show full summary:
Paypal Q2 '25 update

PYPL (earnings update - pass): Cheap at 12.6x P/E but needs 20x rerating. Q2 shows improving foundations (tx margins +8%, branded payments strong, user growth +2M), but weak guidance contradicts management's optimism. Need to see Braintree driving real growth & FCF recovery (halved to 8% margin) before buying.

Read full article (5 min)