Added to YB: 2026-07-22
Pitch date: 2026-07-19
PYPL [neutral]
PayPal Holdings, Inc.
-1.13%
current return
Author Info
No bio for this author
Company Info
PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.
Market Cap
$49.9B
Pitch Price
$56.49
Price Target
N/A
Dividend
0.99%
EV/EBITDA
7.77
P/E
10.60
EV/Sales
1.55
Sector
Financial Services
Category
special_situation
PYPL - sitting on sidelines
PYPL (pass): Sitting on sidelines. Stripe/Advent rumored $60.50 cash bid (11x 2026E $5.32 EPS); board expected to reject. Bulls (Burry sees $75-115 IV, distribution value) vs bears: TPV decel to 7%, take rate down to 1.85%, broken checkout promises, buybacks>FCF, <1% insider ownership, terminal value risk. At ~$57, upside/downside ~equal; if deal dies, could fall below $48. Too-hard pile.
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