PYPL

PayPal Holdings Inc

Finance/Real Estate, TMT


Presented:02/23/2016
Price:$35.48
Cap:$43.64B
Current Price:$79.55
Cap:$81.33B

Presented

Date02/23/2016
Price$35.48
Market Cap$43.64B
Ent Value$41.12B
P/E Ratio30.56x
Book Value$11.24
Div Yield0%
Shares O/S1,230.00M
Ave Daily Vol9,660,259
Short Int2.02%

Current

Price$79.55
Market Cap$81.33B
PayPal Holdings, Inc. operates as a holding company of PayPal, Inc. It engages in the digital and mobile payments on behalf of consumers and merchants worldwide. The company accepts payments from merchant websites, mobile devices, and applications; and at offline retail locations through payment solutions across its payments platform, including PayPal, PayPal Credit, Venmo and Braintree products. The company was founded in January 2015 and is headquartered in San Jose, CA.

Publicly traded companies mentioned herein: Apple Inc (AAPL), PayPal Holdings Inc (PYPL), MasterCard Incorporated (MA), Visa Inc (V)

Highlights

The presenter is bullish on shares of PayPal (PYPL) and sees the company as a “scarce asset deserving of a higher multiple.” He thinks the company will ultimately be the winner of the digital payments race because it has amassed the largest two-sided network in the industry and growth should continue at a robust pace. In addition, management should be able to expand margins and FCF can be deployed to shareholders. The risk/ reward appears to be favorable with the stock trading in the mid-$30s, and if PYPL can hit - or come close to - the presenter’s EPS forecast of $3 per share in 2018 there is “meaningful upside” for the stock.

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Idea Discussion

Commentor 1 - 2 weeks ago

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