Added to YB: 2026-05-11
Pitch date: 2026-05-07
PYPL [neutral]
PayPal Holdings, Inc.
-0.55%
current return
Author Info
Inelastic Models is a research letter built around one question: can this business raise prices without losing the customer. 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
$40.0B
Pitch Price
$45.62
Price Target
91.00 (+101%)
Dividend
1.23%
EV/EBITDA
6.30
P/E
8.50
EV/Sales
1.26
Sector
Financial Services
Category
value
Paypal Earnings Update
PYPL (earnings): Q1 rev $8.35B (+7.2% YoY) beat est $8.05B; adj EPS $1.34 beat $1.27. Branded checkout TPV +2% (accel from 1%), Venmo TPV +14% (6th consec double-digit qtr). Adj FCF surged 25% to $6.8B TTM. Stock -10% on Q2 guide: high-single-digit EPS decline, FY26 EPS flat. Non-tx opex +8% compressed margins 229bps to 18.4% on tech/AI invest. Trading $40-41 vs $66 base case (11x $5.5B owner earnings), 38-40% margin of safety.
Read full article (3 min)