sefa ozel
Summary
- PayPal’s performance metrics continue to suggest excellent growth across all of its offerings, with the only headwind attributed to its declining transaction margins from the dilutive Braintree segment.
- However, we believe that the bottom may be near, thanks to the refreshed management team and the stock’s moderating exponential curve.
- For now, the consensus still estimates that PYPL may generate a more than decent top and bottom line growth at a CAGR of +8.5% and +14.9% through FY2025.
- As long-term shareholders ourselves, we maintain our conviction that PYPL stock offers a value buy opportunity for investors with higher risk appetite.
- Do not miss the great upside.
We previously covered PayPal Holdings (NASDAQ:PYPL) in August 2023, discussing Mr. Market’s overreaction then as the stock sold off attributed to its declining active accounts.
We had continued to rate the stock as a Buy at that time, due to the improved upside potential, early signs of e-commerce recovery, and exemplary growth in its enterprise market.
READ FULL ARTICLE HERE!
