Added to YB: 2026-01-14
Pitch date: 2026-01-12
PYPL [neutral]
PayPal Holdings, Inc.
-20.42%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. 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
$43.3B
Pitch Price
$57.21
Price Target
N/A
Dividend
1.19%
EV/EBITDA
6.64
P/E
8.69
EV/Sales
1.36
Sector
Financial Services
Category
N/A
PayPal advertising, a narrative change at last?
PYPL (update): New advertising product faces major data limitations - no SKU-level details, thin user signals, missing Amazon/Shopify spend, attribution only works with PayPal checkout. Crowded market dominated by Google/Meta/Amazon with superior targeting. High-margin opportunity but structural disadvantages limit upside potential.
Read full article (3 min)