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Added to YB: 2026-02-06

Pitch date: 2026-02-04

PYPL [neutral]

PayPal Holdings, Inc.

+54.42%

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

$48.9B

Pitch Price

$40.34

Price Target

N/A

Dividend

0.98%

EV/EBITDA

7.85

P/E

10.78

EV/Sales

1.52

Sector

Financial Services

Category

turnaround

Show full summary:
Is It Time To Sell PayPal?

PYPL (earnings): Down 20% on earnings & CEO firing. Revenue/profits/FCF still growing but branded checkout only 1% growth vs 7% e-commerce market. New CEO Lores (ex-HP) to accelerate merchant rollout of optimized checkout (25% adopted, seeing 1-5% conversion lifts). $1.5-2B growth investments drag 2026 margins but $6B FCF/buybacks expected.

Read full article (5 min)