Added to YB: 2026-06-23
Pitch date: 2026-06-19
PYPL [neutral]
PayPal Holdings, Inc.
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.
Market Cap
$37.5B
Pitch Price
N/A
Price Target
N/A
Dividend
1.32%
EV/EBITDA
5.92
P/E
7.96
EV/Sales
1.18
Sector
Financial Services
Category
value
Show full summary:
PayPal: Undervalued at 7.8x P/E?
PYPL (watchlist): At 7.8x NTM P/E (all-time low vs 27x avg), down 85% from 2021 peak, priced as terminal decline. Bull case: under-penetrated BNPL (capital-light via receivables sales), under-monetized Venmo (95M users) & advertising (UBER hit $2B). ~12% FCFF yield, ~17% returned LTM. Catalyst: potential Stripe takeover. Risk: declining transaction margin.
Read full article (5 min)