Added to YB: 2026-06-23
Pitch date: 2026-06-19
PYPL [neutral]
PayPal Holdings, Inc.
+40.31%
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
$42.60
Price Target
N/A
Dividend
0.98%
EV/EBITDA
7.85
P/E
10.78
EV/Sales
1.52
Sector
Financial Services
Category
value
PayPal: Undervalued at 7.8x P/E?
PYPL (watchlist): At 7.8x NTM P/E (all-time low vs 27x avg), down 85% from 2021 peak, priced as terminal decline. Bull case: under-penetrated BNPL (capital-light via receivables sales), under-monetized Venmo (95M users) & advertising (UBER hit $2B). ~12% FCFF yield, ~17% returned LTM. Catalyst: potential Stripe takeover. Risk: declining transaction margin.
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