Added to YB: 2026-07-20
Pitch date: 2026-07-16
PYPL [bullish]
PayPal Holdings, Inc.
Author Info
No bio for this author
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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
N/A
Price Target
60.50
Dividend
0.99%
EV/EBITDA
7.79
P/E
10.63
EV/Sales
1.55
Sector
Financial Services
Category
special_situation
Show full summary:
3 Ideas: Two Arb Positions, One Merger Basket - PayPal Holdings, Inc.
PYPL: Merger arb on Stripe/Advent take-private bid at $60.50 vs $56, ~8% gross spread. Large/liquid, limited downside, minimal regulatory risk (CFIUS/comp concerns unlikely). Author sees upside: company reportedly wants ~$70; activist (Elliott/Irenic) could shop for higher bid or Stripe stock.
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