Added to YB: 2026-02-10
Pitch date: 2026-02-06
PYPL [neutral]
PayPal Holdings, Inc.
+10.44%
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
$39.9B
Pitch Price
$40.09
Price Target
N/A
Dividend
1.24%
EV/EBITDA
6.28
P/E
8.47
EV/Sales
1.25
Sector
Financial Services
Category
turnaround
One-Foot Bars and PayPal ($PYPL)
PYPL (pass): Trading 8x earnings, $6B+ FCF, but fired 2nd CEO in 2 years, guided flat EPS vs 8% expected, stopped long-term guidance, faces intense competition from Apple/Google Pay, Stripe, Affirm. Revenue +4%, accounts flat. Turnaround thesis too complex vs simpler microcap opportunities at similar multiples.
Read full article (5 min)