Added to YB: 2025-06-11
Pitch date: 2025-06-10
PYPL [neutral]
PayPal Holdings, Inc.
-23.04%
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
$74.27
Price Target
128.00 (+124%)
Dividend
1.04%
EV/EBITDA
7.40
P/E
10.13
EV/Sales
1.43
Sector
Financial Services
Category
growth
PayPal; The data goldmine
PYPL (earnings update): Q1 TPV +6% Branded checkout, +10% Venmo; transaction margin +7%. Revenue +1% but Op Income +31%. Cutting low-margin PSP business. 2024 guidance: 6-10% EPS growth (+buybacks) appears conservative. Future growth from ads, credit, AI shopping assistant, B2B. Bull case: $128 PT (20x $6.4 EPS) by 2027 vs $73 now.
Read full article (5 min)