PayPal Holdings

PayPal Holdings is a technology platform and digital payments company that enables digital and mobile payments on behalf of consumers and merchants worldwide. The company's combined payment solutions include its PayPal, PayPal Credit, Braintree, Venmo, Xoom and iZettle products and services. PayPal's payment solutions enable the company's customers to send and receive payments. PayPal helps merchants and consumers connect, transact, and complete payments, whether they are online, on a mobile device, in an app, or in person. The company provides proprietary payment solutions accepted by merchants that enable the completion of payments on the company's Payments Platform on behalf of its customers.
  • TickerPYPL
  • ISINUS70450Y1038
  • ExchangeNASDAQ Stock Market
  • SectorSupport Services
  • CountryUnited States
Valens Research
  • Valens Research
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

PYPL - Embedded Expectations Analysis - 2021 07 16

PayPal Holdings, Inc. (PYPL:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 76.1x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about meeting 2021 guidance, operating margin performance, and transaction cost reduction. Specifically, management may have concerns about raising 2021 EPS growth and net new active accounts guidance, as well as maintaining transaction cost reduction trends for Buy Now, Pay Later. Additionally, they may lack confidence in their ability to beat r...

PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

Increased risk weighs on PAYPAL HOLDINGS, penalising its rating down ...

The independent financial analyst theScreener just lowered the general evaluation of PAYPAL HOLDINGS (US), active in the Speciality Finance industry. As regards its fundamental valuation, the title still shows 0 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date May 14, 2021, the closing price was USD 246.29 and its target price was estimated at USD 207.55.

Stephane Houri ... (+2)
  • Stephane Houri
  • Martin Marandon-Carlhian
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

PayPal : An excellent Q1 and upward revision to forecasts for 2021 - T...

>Q1 2021 well above forecasts - Yesterday evening (after market close) PayPal published Q1 2021 results that came in well above forecasts. Sales were $ 6.03bn, up 31% y-o-y (relatively favourable comparison base in Q1 2020) at constant currency, i.e. beating the consensus and guidance for $ 5.91bn. Total payment volumes (TPV) came in at $ 285bn, representing a 46% y-o-y increase at constant currency (of which +63% y-o-y for Venmo) and the number of new PayPal accounts...

Stephane Houri ... (+2)
  • Stephane Houri
  • Martin Marandon-Carlhian
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

PayPal : Excellent T1 et relèvement des perspectives sur 2021 – OC rel...

>T1 2021 significativement supérieur aux attentes - PayPal a publié hier soir (après clôture) des résultats T1 2021 supérieurs aux attentes. Le CA est ressorti à 6.03 Md$, en croissance de 31% yoy (base de comparaison assez favorable au T1 2020) à tcc, soit au-dessus du consensus et de la guidance de 5.91 Md$. La valeur des transactions (TPV) a atteint 285 Md$, soit une hausse de 46% yoy à tcc (dont +63% yoy pour Venmo) et le nombre de nouveaux comptes PayPal s’est ét...

Valens Research
  • Valens Research
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

PYPL - Embedded Expectations Analysis - 2021 04 28

PayPal Holdings, Inc. (PYPL:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 73.9x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about the PayPal and Venmo wallets, domestic revenue growth, and weakness in the travel and event verticals Specifically, management may be overstating the functionality of their PayPal and Venmo wallets, their focus on capital allocation discipline, and the diversification of their product portfolio. In addition, they may lack confidence in thei...

 PRESS RELEASE
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

PayPal étend son service de transferts de fonds internationaux Xoom Ã...

SAN JOSE, Californie--(BUSINESS WIRE)-- Aujourd'hui, PayPal a lancé —son service de transferts de fonds internationaux —sur 32 marchés1 d'Europe. Les personnes résidant dans ces marchés peuvent désormais utiliser Xoom pour envoyer rapidement de l'argent, payer des factures ou recharger des téléphones sur plus de 130 marchés internationaux. L'expansion de Xoom en Europe est un jalon significatif et un autre exemple du succès de la mission de PayPal qui est de rendre le mouvement et la gestion de fonds plus pratiques, plus accessibles, plus sécurisés et moins coûteux. Ce communiqué de presse con...

 PRESS RELEASE
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

PayPal Expands its International Money Transfer Service Xoom to 32 Mar...

SAN JOSE, Calif.--(BUSINESS WIRE)-- Today, PayPal launched —its international money transfer service—in 32 markets1 across Europe. People in these markets can now use Xoom to quickly send money, pay bills or top up phones to more than 130 markets internationally. Xoom’s expansion to Europe is a significant milestone and another example of PayPal fulfilling its mission to make the movement and management of money more convenient, accessible, secure and affordable. This press release features multimedia. View the full release here: Xoom Launches in 32 Markets Across Europe (Photo: Business Wire)...

 PRESS RELEASE
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

Lime Looks to Hyperwallet to Facilitate Payments to Growing Scooter â€...

SAN JOSE, Calif.--(BUSINESS WIRE)-- , a PayPal service, announced today that it is handling outbound payments on behalf of , a global scooter rental platform that brings easy and affordable urban mobility to people in over 100 cities around the world. Through a partnership with Hyperwallet, a leading global payouts provider to millions of independent workers, Lime will now be able to quickly and easily send payments to its growing global community of “Juicers,” a network of freelancers who charge the company’s fleet of scooters. "In less than three years, Lime has reimagined urban mobility,"...

 PRESS RELEASE
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

PayPal Announces Planned Departure of Bill Ready

SAN JOSE, Calif.--(BUSINESS WIRE)-- PayPal Holdings, Inc. (NASDAQ: PYPL), global technology platform and digital payments leader, today announced that Bill Ready will transition at the end of 2019 to pursue entrepreneurial interests outside the Company. “Since joining PayPal six years ago, I have had the privilege of working alongside many incredibly talented people, and I am proud of what we as a leadership team have accomplished together,” said Bill Ready. “The transformative work we are doing has positioned PayPal for success well into the future. I am excited for PayPal’s future and comm...

 PRESS RELEASE
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

UK Competition & Markets Authority Approves PayPal’s Completed Acq...

SAN JOSE, Calif.--(BUSINESS WIRE)-- PayPal Holdings, Inc. (NASDAQ: PYPL) announced today that it welcomes the United Kingdom Competition and Markets Authority's (CMA) decision to provide final and unconditional approval of the company’s previously completed acquisition of iZettle. PayPal will now begin to integrate iZettle’s products and teams in the UK and around the globe, significantly strengthening PayPal’s in-store presence and platform. "I am pleased our acquisition of iZettle has been unconditionally approved," said Da...

Valens Research
  • Valens Research
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

PYPL - Embedded Expectations Analysis - 2021 07 16

PayPal Holdings, Inc. (PYPL:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 76.1x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about meeting 2021 guidance, operating margin performance, and transaction cost reduction. Specifically, management may have concerns about raising 2021 EPS growth and net new active accounts guidance, as well as maintaining transaction cost reduction trends for Buy Now, Pay Later. Additionally, they may lack confidence in their ability to beat r...

Stephane Houri ... (+2)
  • Stephane Houri
  • Martin Marandon-Carlhian
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

PayPal : An excellent Q1 and upward revision to forecasts for 2021 - T...

>Q1 2021 well above forecasts - Yesterday evening (after market close) PayPal published Q1 2021 results that came in well above forecasts. Sales were $ 6.03bn, up 31% y-o-y (relatively favourable comparison base in Q1 2020) at constant currency, i.e. beating the consensus and guidance for $ 5.91bn. Total payment volumes (TPV) came in at $ 285bn, representing a 46% y-o-y increase at constant currency (of which +63% y-o-y for Venmo) and the number of new PayPal accounts...

Stephane Houri ... (+2)
  • Stephane Houri
  • Martin Marandon-Carlhian
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

PayPal : Excellent T1 et relèvement des perspectives sur 2021 – OC rel...

>T1 2021 significativement supérieur aux attentes - PayPal a publié hier soir (après clôture) des résultats T1 2021 supérieurs aux attentes. Le CA est ressorti à 6.03 Md$, en croissance de 31% yoy (base de comparaison assez favorable au T1 2020) à tcc, soit au-dessus du consensus et de la guidance de 5.91 Md$. La valeur des transactions (TPV) a atteint 285 Md$, soit une hausse de 46% yoy à tcc (dont +63% yoy pour Venmo) et le nombre de nouveaux comptes PayPal s’est ét...

Valens Research
  • Valens Research
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

PYPL - Embedded Expectations Analysis - 2021 04 28

PayPal Holdings, Inc. (PYPL:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 73.9x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about the PayPal and Venmo wallets, domestic revenue growth, and weakness in the travel and event verticals Specifically, management may be overstating the functionality of their PayPal and Venmo wallets, their focus on capital allocation discipline, and the diversification of their product portfolio. In addition, they may lack confidence in thei...

Moshe Katri ... (+2)
  • Moshe Katri
  • Ryan Campbell
PYPL PAYPAL HOLDINGS (Industrial Goods & Services)

Increased risk weighs on PAYPAL HOLDINGS, penalising its rating down ...

The independent financial analyst theScreener just lowered the general evaluation of PAYPAL HOLDINGS (US), active in the Speciality Finance industry. As regards its fundamental valuation, the title still shows 0 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date May 14, 2021, the closing price was USD 246.29 and its target price was estimated at USD 207.55.

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