Added to YB: 2026-02-06
Pitch date: 2026-02-04
PYPL [neutral]
PayPal Holdings, Inc.
+12.7%
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
$37.5B
Pitch Price
$40.34
Price Target
N/A
Dividend
1.32%
EV/EBITDA
5.92
P/E
7.96
EV/Sales
1.18
Sector
Financial Services
Category
turnaround
Is It Time To Sell PayPal?
PYPL (earnings): Down 20% on earnings & CEO firing. Revenue/profits/FCF still growing but branded checkout only 1% growth vs 7% e-commerce market. New CEO Lores (ex-HP) to accelerate merchant rollout of optimized checkout (25% adopted, seeing 1-5% conversion lifts). $1.5-2B growth investments drag 2026 margins but $6B FCF/buybacks expected.
Read full article (5 min)