Added to YB: 2026-05-15
Pitch date: 2026-05-13
PYPL [neutral]
PayPal Holdings, Inc.
-1.99%
current return
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. 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
$37.5B
Pitch Price
$45.19
Price Target
N/A
Dividend
1.32%
EV/EBITDA
5.92
P/E
7.96
EV/Sales
1.18
Sector
Financial Services
Category
turnaround
Payments and FinTech Earnings Recap: Q1 2026 - PayPal Holdings, Inc.
PYPL (earnings): Q1 TM$ ex-interest +3%, branded checkout TPV +2%, Braintree mid-teens growth. Shares fell on soft Q2 guide (LSD TM$ decline, low-end TPV growth) & lack of specific turnaround plan from new CEO Lores. Reorganizing into 3 segments, cutting 20% headcount to fund tech modernization. ~8x NTM EPS reflects competitive concerns, but strong FCF & buybacks continue.
Read full article (1 min)