<- Go home

Added to YB: 2025-08-13

Pitch date: 2025-08-10

PYPL [bullish]

PayPal Holdings, Inc.

-14.77%

current return

Author Info

Capitalist Letters simplifies investing and makes it understandable for everybody. Sign up for the newsletter.

Company Info

PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.

Market Cap

$46.0B

Pitch Price

$67.06

Price Target

133.50 (+134%)

Dividend

1.04%

EV/EBITDA

7.40

P/E

10.13

EV/Sales

1.43

Sector

Financial Services

Category

growth

Show full summary:
PayPal: A Cannibal In Making

PYPL: Payment network with 438M users benefits from durability & network effects. Profitable with 13.7% 5yr operating income CAGR despite take rate decline. Aggressive share repurchases (16% last 5yrs) to continue. Conservative 10% annual earnings growth + 15% buyback = $133.5 price target (2030), 14.8% annualized return.

Read full article (17 min)