Added to YB: 2025-08-13
Pitch date: 2025-08-10
PYPL [bullish]
PayPal Holdings, Inc.
-32.57%
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
$41.7B
Pitch Price
$67.45
Price Target
133.50 (+194%)
Dividend
1.24%
EV/EBITDA
6.41
P/E
8.38
EV/Sales
1.31
Sector
Financial Services
Category
growth
PayPal: A Cannibal In Making
PYPL: Payment network with 438M users benefits from durability & network effects. Profitable with 13.7% 5yr operating income CAGR despite take rate decline. Aggressive share repurchases (16% last 5yrs) to continue. Conservative 10% annual earnings growth + 15% buyback = $133.5 price target (2030), 14.8% annualized return.
Read full article (17 min)