Professional
Added to YB: 2026-04-15
Pitch date: 2026-04-10
PYPL [bullish]
PayPal Holdings, Inc.
+27.5%
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
$44.83
Price Target
60.00 (+5%)
Dividend
1.04%
EV/EBITDA
7.40
P/E
10.13
EV/Sales
1.43
Sector
Financial Services
Category
value
JB Global Capital New Position: PayPal Holdings, Inc.
PYPL (new position): Initiated at $39.84. $5.6B annual FCF, 20%+ ROIC, ~15% FCF yield. Down 20%+ after Q4 as branded checkout growth slowed to 1% & multi-yr outlook withdrawn. Bear case overstates competition; mgmt intentionally shed low-margin PSP volume, boosting transaction margin 274bps to 47.7%. Venmo ($250B+ volume) undermonetized. Base case intrinsic value >$60/share.
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