Added to YB: 2025-10-06
Pitch date: 2025-10-02
PYPL [bullish]
PayPal Holdings, Inc.
-32.86%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. 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
$41.7B
Pitch Price
$67.74
Price Target
150.00 (+230%)
Dividend
1.24%
EV/EBITDA
6.41
P/E
8.38
EV/Sales
1.31
Sector
Financial Services
Category
turnaround
PayPal: Deep Dive Analysis
PYPL: Dominant payments franchise w/ 438M users trading at 13x P/E, 10% FCF yield despite 6% revenue growth & 20% margins. New CEO streamlining, Venmo +20% YoY, aggressive $6B buybacks. Bull case $150+ on PayPal World cross-border expansion; bear $40s-50s on moat decay. Base case $105-120 PT.
Read full article (23 min)