Added to YB: 2026-03-05
Pitch date: 2026-03-03
PYPL [neutral]
PayPal Holdings, Inc.
+23.6%
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
$50.0B
Pitch Price
$45.90
Price Target
N/A
Dividend
0.99%
EV/EBITDA
7.79
P/E
10.63
EV/Sales
1.55
Sector
Financial Services
Category
turnaround
Paypal - Too old for Rock n' Roll and too young to die?
PYPL (pass): Legacy player with structural issues, not temporary. Attacked on all sides by Stripe, Adyen (20% growth guide), Apple/Google Pay, Revolut, Cash App. 6 fragmented platforms vs competitors' unified systems, 2x employee count of Stripe+Adyen combined, highest pricing vulnerable to disruption. New CEO from HP lacks payments experience. 2026 guide shows shrinking revenue after deceleration each Q in 2025. Technical debt makes turnaround difficult. Cheap P/E reflects real problems.
Read full article (6 min)