Added to YB: 2026-09-15
Pitch date: 2026-09-11
PYPL [bullish]
PayPal Holdings, Inc.
-0.61%
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
$54.36
Price Target
N/A
Dividend
1.04%
EV/EBITDA
7.40
P/E
10.13
EV/Sales
1.43
Sector
Financial Services
Category
value
The Elephant Blinding You to What's on Sale - PayPal Holdings, Inc.
PYPL (hold): PayPal is the largest position today: 439M active users, stabilizing branded checkout and double-digit growth in Venmo, BNPL and Braintree support the thesis, while management simplifies the business, repurchases inexpensive shares and reinvests $1.5B of planned run-rate savings into growth. At less than 7x free cash flow, valuation remains compelling, although the operational inflection will take time and European tariffs are a headwind.
Read full article (3 min)