Added to YB: 2024-02-26
Pitch date: 2024-02-23
PYPL [bullish]
PayPal Holdings, Inc.
-22.41%
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
$41.7B
Pitch Price
$58.62
Price Target
76.32 (+68%)
Dividend
1.24%
EV/EBITDA
6.41
P/E
8.38
EV/Sales
1.31
Sector
Financial Services
Category
growth
Savant Investors: Idea Spotlight - PayPal
PYPL: Trades <10x NTM FCF, 29% upside. 35M merchants, 400M users, 90%+ gross profit from fees. Despite NNA slowdown & competition, strong network: 28% better conversion (Nielsen), focus on high-value MAUs, Venmo adoption by Amazon & others, Braintree +30% YoY vs Stripe/Adyen. Simplified PPCP strategy resonating w/ SMBs. Upcoming one-click checkout to boost conversion. $15B buyback, high ROIC focus. Compelling price for growth & competitive position.
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