Added to YB: 2024-05-27
Pitch date: 2024-05-26
PYPL [bullish]
PayPal Holdings, Inc.
-32.86%
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
$37.6B
Pitch Price
$62.16
Price Target
92.00 (+120%)
Dividend
1.37%
EV/EBITDA
5.80
P/E
7.54
EV/Sales
1.19
Sector
Financial Services
Category
turnaround
A deep dive into PayPal Holdings – Still a value opportunity or doomed to fail?
$PYPL: ↓80% from ATH, trades at 15x FY23 EPS. New CEO & strategy to streamline ops & improve offerings. SMB 7% of volume, FastLane 80% conv. Rev +9% YoY, +6.5% guided Q2. Bear case: losing users & share to $AAPL & $SQ; take rate ↓. Bull: leader in growing digital payments, CashPass & FastLane improve UX. $92 PT on 18x FY26 EPS, 15% IRR. Risks: execution & share loss.
Read full article (18 min)