Added to YB: 2024-02-13
Pitch date: 2024-02-12
PYPL [neutral]
PayPal Holdings, Inc.
-0.15%
current return
Author Info
Kroker Equity Research is a value investor that uses Discounted Cash Flow (DCF) Model or the Excess Returns Model to value stocks. Sign up for their 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
$57.24
Price Target
92.00 (+61%)
Dividend
1.04%
EV/EBITDA
7.40
P/E
10.13
EV/Sales
1.43
Sector
Financial Services
Category
value
PayPal Holdings, Inc. - $PYPL
$PYPL undervalued: TPV 23.5% CAGR since '15 but rev growth slowed to 8%; margins & efficiency strong but BNPL pressures FCF; trades at historical lows (12.5x TEV/EBIT, 15.3x P/E); DCF fair value $82-92 (141-156% margin of safety). Profitable & expanding despite headwinds.
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