Added to YB: 2024-02-26
Pitch date: 2024-02-23
PYPL [bullish]
PayPal Holdings, Inc.
+4.31%
current return
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
$57.2B
Pitch Price
$58.79
Price Target
76.32 (+24%)
Dividend
0.92%
EV/EBITDA
8.66
P/E
12.28
EV/Sales
1.78
Sector
Financial Services
Category
growth
Savant Investors: Idea Spotlight - PayPal
PYPL: Trades <10x NTM FCF, 29% upside. 35M merchants, 400M users, 90%+ gross profit from fees. Despite NNA slowdown & competition, strong network: 28% better conversion (Nielsen), focus on high-value MAUs, Venmo adoption by Amazon & others, Braintree +30% YoY vs Stripe/Adyen. Simplified PPCP strategy resonating w/ SMBs. Upcoming one-click checkout to boost conversion. $15B buyback, high ROIC focus. Compelling price for growth & competitive position.
Read full article (38 min)