Added to YB: 2025-11-19
Pitch date: 2025-10-23
XYZ [neutral]
Block, Inc.
-18.86%
current return
Author Info
No bio for this author
Company Info
Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.
Market Cap
$37.7B
Pitch Price
$79.80
Price Target
121.00 (+87%)
Dividend
N/A
EV/EBITDA
21.22
P/E
12.40
EV/Sales
1.54
Sector
Financial Services
Category
growth
BLOCK, INC (XYZ) Investment Thesis
XYZ (hold/sell recommendation): Fintech ecosystem linking merchants (Square), consumers (Cash App), BNPL (Afterpay) & Bitcoin infrastructure. Trades 15.7x fwd P/E vs PayPal 14.4x. Price targets $91 (2029), $121 (2031) imply 4.5-8.3% CAGR vs S&P 8-10%. Risks: BNPL defaults, crypto volatility, regulation. Hold/Sell - upside limited at current valuation.
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