Professional
Added to YB: 2026-03-26
Pitch date: 2026-01-20
PYPL [neutral]
PayPal Holdings, Inc.
-20.88%
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
$55.17
Price Target
N/A
Dividend
1.32%
EV/EBITDA
5.92
P/E
7.96
EV/Sales
1.18
Sector
Financial Services
Category
turnaround
Show full summary:
Marram Investment Management Portfolio Holding: PayPal Holdings, Inc.
PYPL (holding update): Rev/share +42% (+12% CAGR), FCF/share +54% (+15% CAGR) over 3yr, yet stock -37% YoY. New CEO (Dec '23) refocusing on product innovation, integrating acquisitions, cutting bloat. Venmo & BNPL growing fast; mature segments flat. 10% FCF yield, <5% FCF growth + buybacks = 10%+ FCF/share growth, est 20%+ IRR.
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