Added to YB: 2026-08-03
Pitch date: 2026-07-31
PYPL [neutral]
PayPal Holdings, Inc.
-6.86%
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
$46.0B
Pitch Price
$58.01
Price Target
N/A
Dividend
1.04%
EV/EBITDA
7.40
P/E
10.13
EV/Sales
1.43
Sector
Financial Services
Category
turnaround
PayPal (PYPL) Q2 2026 Earnings Report
PYPL (holding update): Q2 FY26 beat top/bottom line + guidance raise. TTM adj FCF ~$7B (+24% ex-WC swing); record TPV/rev; buybacks eating shares. Venmo/BNPL/financial services (~20% of transaction margin, growing 2x co) firing; VAS laggard. Turnaround inflects 2027 as $400M cost savings hit. Mgmt sees double-digit earnings growth. Stripe's $60.50 offer (~9x FCF) too low; board unlikely below $70. Not a melting ice cube. Holding, adding on pullbacks.
Read full article (7 min)