Added to YB: 2026-07-21
Pitch date: 2026-07-17
PYPL [neutral]
PayPal Holdings, Inc.
+0.58%
current return
Author Info
Value and Opportunity focuses on slow investing, special situations & the occasional wild punts Sign up for their newsletter.
Company Info
PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.
Market Cap
$49.9B
Pitch Price
$56.49
Price Target
N/A
Dividend
0.99%
EV/EBITDA
7.77
P/E
10.60
EV/Sales
1.55
Sector
Financial Services
Category
special_situation
Quick Updates: Paypal vs. Strip &Advent
PYPL (watchlist): Stripe + PE giant Advent (100bn AUM) bid $60.50/share, rejected by PayPal board as too low. Shares ~$57, leaving 5-6% arb spread implying market expects higher offer. Author finds payments 'too hard' but watching; a wider ~10% spread could make it an interesting special situation.
Read full article (1 min)