Added to YB: 2026-02-27
Pitch date: 2026-02-25
PYPL [neutral]
PayPal Holdings, Inc.
-4.15%
current return
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. 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
$47.50
Price Target
N/A
Dividend
1.19%
EV/EBITDA
6.64
P/E
8.69
EV/Sales
1.36
Sector
Financial Services
Category
special_situation
Musings on a Potential PayPal Takeover
PYPL (update): Bloomberg reports Stripe eyeing acquisition of all/parts at current distressed levels (-19.5% YTD despite +13% 2-day pop). Key assets: Branded Checkout (~$470B vol, largest but slowest growth), Braintree (~$590B vol, recently repriced for profitability), Venmo (66M users, $300B P2P vol, $1.7B rev). Potential buyers: Stripe, Shopify, Adyen, Apple for scale in agentic commerce era. Risk: legacy assets, terminal decline in Pay Now, bid-ask spread too wide at low multiples.
Read full article (6 min)