Added to YB: 2026-07-31
Pitch date: 2026-07-29
PYPL [neutral]
PayPal Holdings, Inc.
-6.22%
current return
Author Info
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Company Info
PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.
Market Cap
$46.0B
Pitch Price
$57.29
Price Target
N/A
Dividend
1.04%
EV/EBITDA
7.40
P/E
10.13
EV/Sales
1.43
Sector
Financial Services
Category
value
Earnings Reports From 2 Cannibals - PayPal Holdings, Inc.
PYPL (earnings): Q2 rev/volume grew despite EPS/margin declines (from AI/tech reinvestment, crypto investment losses, mix shift to lower-margin Braintree/Venmo). Beat guidance, raised outlook. $1.8B adj FCF; bought back 111M shares/$6B LTM. 2026 guide: $6B FCF + $6B buybacks (~12% of shares at ~$58). Venmo debit users +50%, BNPL +26%. Rejected Stripe buyout as too low — signals undervalued, not dying.
Read full article (3 min)