Added to YB: 2026-07-20
Pitch date: 2026-07-16
PYPL [bullish]
PayPal Holdings, Inc.
-7.2%
current return
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
$45.9B
Pitch Price
$56.49
Price Target
100.00 (+90%)
Dividend
0.91%
EV/EBITDA
7.39
P/E
10.12
EV/Sales
1.43
Sector
Financial Services
Category
special_situation
Show full summary:
PayPal: The Last Dance
PYPL (new position): SOTP argues pieces criminally mispriced: Branded Checkout $45, Braintree $21.50, Venmo $15, wildcards (PYUSD/Xoom) $3.50/share. Stripe/Advent's $60 lowball ($53B EV) offensive; Burry says too cheap. Author sees $70-75 settlement, $100 in auction war. Funding via NVO sale.
Read full article (4 min)