Added to YB: 2024-02-16
Pitch date: 2024-02-15
PYPL [bearish]
PayPal Holdings, Inc.
-6.76%
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
$58.35
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:
PAYPAL: DESPITE –80%, I THINK IT CAN FALL ANOTHER 50%
PYPL: Not the turnaround story bulls claim. Issues: declining margins, competition (Stripe, Apple Pay), stagnant user growth, inefficient buybacks only offsetting high SBC (30% of OCF). Adjusted for SBC, trades at 16-22x FCF despite lack of growth. Unattractive.
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