Analisi facoltativa del prodotto
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PayPal Holdings, Inc.'s published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $49.3B | |
|---|---|---|
| Revenue (ttm) | 34.3B | |
| Net income (ttm) | 4.7B | |
| EPS (ttm) | $5.26 | |
| Shares out | 830.7M | |
| P/E (trailing) | 10.8x | |
| P/E (forward) | 9.1x | |
| Dividend | $0.56 (0.99%) | |
| Volume | 7,624,375 | |
| Beta | 1.28 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $25.37B | $27.52B | $29.77B | $31.80B | $33.17B | +6.9% |
| Gross profit | $14.00B | $13.77B | $13.70B | $14.66B | $15.47B | +2.5% |
| Operating income | $4.26B | $3.84B | $5.03B | $5.33B | $6.07B | +9.2% |
| Net income | $4.17B | $2.42B | $4.25B | $4.15B | $5.23B | +5.8% |
| EPS (diluted) | $3.52 | $2.09 | $3.84 | $3.99 | $5.41 | +11.3% |
| EBITDA | $5.60B | $4.99B | $6.83B | $6.74B | $7.70B | +8.3% |
| R&D | $3.04B | $3.25B | $2.97B | $2.98B | $3.10B | +0.5% |
| SG&A | $2.11B | $2.10B | $2.06B | $2.15B | $1.98B | -1.6% |
Recent company headlines from major financial publishers.
In the Bull scenario, with an estimated probability of 20.0%, the shares offer an implied return of 43.1% toward Potential value $81.87. For this scenario to materialize, Fastlane guest checkout must achieve rapid merchant adoption, Venmo monetization must expand, and operating margins must scale toward historical highs. This thesis would be disconfirmed if branded volume growth stalls or if transaction expense rates rise, observable over the coming fiscal quarters.
In the Base scenario, representing the modal path with an estimated probability of 55.0%, the shares provide an implied return of 19.5% toward Fair value $68.37. This outcome requires mid-single-digit revenue growth, operating margin stabilization through overhead discipline, and ongoing share retirement. The scenario would be disconfirmed if operating margins contract for multiple consecutive quarters, with verification available by the end of FY2026.
| Ke ↓ / g → | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 9.0% | $70.1 | $71.7 | $73.6 | $75.7 | $78.3 |
| 9.5% | $67.8 | $69.2 | $70.8 | $72.6 | $74.8 |
| 10.0% | $65.8 | $67.0 | $68.4 | $69.9 | $71.7 |
| 10.5% | $63.9 | $65.0 | $66.2 | $67.6 | $69.1 |
| 11.0% | $62.2 | $63.2 | $64.2 | $65.4 | $66.8 |
Upcoming earnings date and setup when available.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
