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Added to YB: 2026-07-29

Pitch date: 2026-05-25

PYPL [bullish]

PayPal Holdings, Inc.

Author Info

No bio for this author

Company Info

PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.

Market Cap

$49.5B

Pitch Price

N/A

Price Target

146.00

Dividend

1.00%

EV/EBITDA

7.71

P/E

10.52

EV/Sales

1.54

Sector

Financial Services

Category

value

Show full summary:
PayPal Holdings, Inc. - $PYPL

PYPL: Hated moat mispriced — market implies -9.3% FCF decline/10yrs despite mature, sticky digital payments toll road. ~$5.5B TTM FCF vs <$40B cap; no-growth=$100 PT, base $128, bull $146. Buybacks retire ~14% shares/yr. Apple/Stripe threats overstated. New CEO Lores cost-cutting. Catalysts: buybacks, Venmo spinoff.

Read full article (11 min)