PayPal Holdings Inc. (PYPL)
PayPal's Treasury Stock: What It Is And Why It Matters
PayPal Holdings, Inc.'s treasury stock has grown to a record $24.06B in Q2 2024. It is a hidden treasury, less often discussed. When the treasury stock is considered, its valuation is even more — much more — attractive than on the surface.
PayPal: Early Inflection On Transaction Revenue Growth, Margins
PYPL has shown signs of a growth rebound in transaction revenue, with transaction margin dollar growth reaching its fastest pace since FY2021, driven by branded checkout. Its TPV growth remains resilient but suggests potential softness in the 2H FY2024, reflecting a conservative, yet achievable revenue outlook as its take rate continues to decline. The company's cost optimization efforts have significantly expanded operating margins but signal higher non-transaction operating costs in Q3 to fund growth opportunities.
Prediction: These Could Be the Best-Performing Fintech Stocks Through 2030
SoFi continues adding new customers and expanding profitability. PayPal's new leadership is turning the company around.
How PayPal's Growth Story Edged a New Bull Off the Sidelines
Daiwa Capital Markets upgraded shares of the fintech to Outperform from Neutral.
PayPal Stock: Buy, Sell, or Hold?
PayPal's stock tumbled as its growth cooled off. A few green shoots appeared in the first half of 2024.
PayPal: The Market Is So Wrong
PYPL remains substantially undervalued, despite another strong quarterly earnings report, an upward guidance revision, and several other favorable developments. The stock market is a voting machine in the short term, and it appears that the market's sentiment is substantially lagging behind PayPal's rapidly improving fundamentals. My discounted cash flow model indicates that the current valuation is an exceptional opportunity.
Did You Catch the Good News From PayPal?
We've also got a look at the life cycle of companies.
Is PayPal Stock a Buy?
PayPal's earnings results included stabilized margins, accelerating engagement, and guidance raises. The stock trades at just 15 times its estimated 2024 earnings.
PayPal's Stock Is Dead Money, At Best
PayPal has benefited from e-commerce growth but is facing headwinds due to increased competition in the digital payments industry. Despite strong Q2 earnings, user growth is declining, and the company's product mix is inferior, underpinning cracks. A blended P/E of 12.9x is cheap in today's pricey market, yet I see no valuation expansion with negative EPS growth in FY24.
PayPal on a ‘Fast Track' to Better Margins With New Guest Checkout System
Mizuho analysts are upbeat on the launch of the Fastlane one-click guest checkout system.
PayPal Holdings, Inc. (PYPL) is Attracting Investor Attention: Here is What You Should Know
Paypal (PYPL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
PayPal: Hard Not To Love At This Price
PayPal's Q2'24 results showed strong account growth, and the Fintech raised its outlook for free cash flow and stock buybacks. The Fintech added 1.8M customers to its payments platform in Q2 and reported double-digit growth in transactions per active account. PayPal generated $1.1B in free cash flow in the last quarter.
