Added to YB: 2026-09-03
Pitch date: 2026-08-31
PYPL [neutral]
PayPal Holdings, Inc.
+4.71%
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
$45.1B
Pitch Price
$52.21
Price Target
N/A
Dividend
1.06%
EV/EBITDA
7.26
P/E
9.93
EV/Sales
1.41
Sector
Financial Services
Category
N/A
PayPal: Endgame
PYPL (hold): PayPal remains a 3% portfolio position after an earlier sale and repurchase, with emotional attachment—not renewed conviction—driving the decision to sit tight. Declining branded-checkout take rates and doubts about execution weigh on the business, while optionality comes from $6.5B of free cash flow, agentic payments and a possible acquisition: Stripe reportedly declined an offer but could return in two years as PayPal’s valuation deteriorates.
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