Added to YB: 2025-08-13
Pitch date: 2025-08-10
PYPL [bullish]
PayPal Holdings, Inc.
-38.32%
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
$37.6B
Pitch Price
$67.65
Price Target
133.50 (+220%)
Dividend
1.37%
EV/EBITDA
5.80
P/E
7.54
EV/Sales
1.19
Sector
Financial Services
Category
growth
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)