PYPL

"There's companies like PayPal and other payment providers with 50 billion, 100 billion, 200 billion market cap."

"أو حتى إذا تلقيت أموالاً عبر خدمة مثل "باي بال"، فهناك تحديان يواجهان ذلك."

"بينما يذهب 1%من الرسوم إلى الشركات التي تقبل البطاقات فعلياً، مثل "سترايب" و "باي بال" و " توست""

"يا رفاق، أنا مالك لأسهم في بايبال. عندما انخفض السهم إلى مستوى الأربعينيات المنخفض، ظهرت شائعات الاستحواذ."

"In late August of 2026, Stripe and a private equity firm offered to buy PayPal for $60.50 a share."

"Let's start off with this. PayPal holdings. I'm just kidding. If I did shock you, do let me know down in the comment section below. But honestly, that said, PayPal is still cheap. But of course, trust is currently broken."

"Now the growth has been flat over the last three quarters and this is a little bit concerning, but over the last two to three years, the company was able to grow active accounts. Now if you look at the total payment volume, which is extremely important for a company like PayPal, it grew it from 387 to 486 and it has been steadily growing it every single quarter. So more and more people and more volume is going through PayPal. That does not look like a dying company to me."

"Now, people woke up to the value of PayPal. So, it will likely hang around here for a while. And again, I would not be surprised if another buyer steps in and they get 75, potentially $80 per share. So, that's my quick opinion on PayPal since a lot of you asked me."

"Now, in terms of the value of PayPal itself, I still believe the company will get acquired, and they also have a good balance sheet, which tends to command a premium. The company has about 13.4 billion in short-term debt, long-term debt, cash and cash equivalent is about $11 billion. So, their net debt is like $2 billion. This is nothing for a company like PayPal, and those companies always go for a premium."

"I don't think shareholders would have been happy with $60. Just the free cash flow yield right now on the stock is about 10 and 1/2% and it's trading a few dollars below that. So they're buying it at about nine times earnings or 10 times free cash flow. This is extremely cheap for a company that's still growing and still has high margins and they have little to no net debt."

"In fact, I always joke and I say that the only thing that's dying with PayPal is their shares outstanding because they bought back so much stock. I mean this is how the chart looks like. They used to have 877 million shares outstanding, down from 1.2 billion and I think they're doing the right by doing a lot of buybacks at such low multiples, and that will ultimately deliver value for shareholders."

"I've been calling for the acquisition of PayPal for a while. I got no credit for it. Talked about it a few months ago and I was expecting Apple to acquire PayPal and I thought that made a lot of sense for the company. And I still believe we will likely have Apple, Meta, or potentially Amazon acquiring PayPal and integrating PayPal in their systems."

"So there's a lot of hidden value within PayPal and I and I think there's a lot of things that could be done again, which is why I think that $60 was was too low. Now if you look at PayPal again, people believe it's a dying company, but their active accounts have been growing by about 2 million every quarter from 426 million people to almost 440 million people."

"I still see it double in 5 years on PayPal alone, but I think the acquisition of $60 per share was too low. I would not be surprised if they can get between $70 to $75, and I think if the acquisition wants to come, it will likely come in the next year because now we have an administration that's very friendly to mergers and acquisition"

"But even if PayPal does not get acquired, I believe the business is fine for now. They have been experiencing a slow down in revenue growth, maybe due to branded checkouts and then other kind of things. But if you look at Venmo, which is the crown jewel of PayPal, it's growing 14% year-on-year and it has been re-accelerating in growth from 8% in 2023."

"If that doesn't happen, I still expect PayPal to deliver about a 15% annual return or about it double over next 5 years. But, I would not be surprised if in the near term the $60 buy price stands as somewhat of a ceiling where the company or I should say the stock struggles a little bit to break above the $60. I don't think it's going back to $38. I would be absolutely shocked."

"Many of you have been asking me for an update on PayPal and all crazy things have been happening with this one. The stock is still down about 81% over the last 5 years and that's why people call it Pain Pal instead of actually PayPal."

"لا تزال باي بال وبكل سهولة في منتصف الخمسينيات من الدولارات"

"بالنسبة لي، لدي مركز صغير جداً في السهم. يمثل حوالي 1%من محفظتي الاستثمارية. لذا، لدي مركز صغير جداً في باي بال اشتريته منذ فترة. وأنا معجب بوضعه الحالي. بالنسبة لي، أنا أحبه من منظور القيمة."

"عند 9.5 ضعف، يبدو أن السهم مقيم بأقل من قيمته الحقيقية. يبلغ متوسط الخمس سنوات حوالي 15 ضعفاً، ويتم تداوله حالياً عند 9.5 ضعف. لذا، على الرغم من أنني لست متأكداً تماماً من أن شركة ما ستستحوذ على باي بال، إلا أنني أعتقد أن الأمر منطقي لبعض الشركات."

"هذا السهم مقيم بشكل عادل بنحو 91 دولارًا للسهم، باستخدام تقديرات المحللين هذه ومعدل نمو بنسبة 2.5%."

"نلقي نظرة على شركة "باي بال ", ورمزها في البورصة هو PYPL. سنستعرض أساسيات قطاع "باي بال" وطبيعة أعمالها، ثم سننتقل لمناقشة ما تفعله الشركة حالياً وأسباب مواجهتها لبعض الصعوبات. مؤخراً، يمكنكم ملاحظة أن سهم الشركة قد شهد قفزة نوعية."

"وأعتقد أن أحد الأشياء التي أضرت بسهم PayPal كثيراً، هي معدل نمو إجمالي حجم المدفوعات مقارنة بالإيرادات. نمو الإيرادات مقابل نمو إجمالي حجم المدفوعات."

"يبدو أنه حتى مع عدم وجود نمو تقريباً في هذا السهم، وعندما نقدر انعدام النمو للمستقبل، لا يزال هناك الكثير من الإمكانات الصعودية."

"Because we have looked at PayPal over the last few years and the stock, yes, was about 300, but then many were already seeing it cheap at 180, then cheap at 90"

"PayPal's a dead stock."

"As for the PayPal bull spread. Now, PayPal had a big news. PayPal stock crashed. While this position didn't really crash by much, that's purely because it is a bull spread, which means when the stock goes down, I am a little bit protected."

"And with PayPal still the same as well. I'm just waiting. I'm just waiting with that one because if we do have an improved bid, then it's definitely going to be something closer to $70 because we are now higher than the previous bit from Stripe at $60 or so."

"Future Brands Innovations, Versagent, Primo Brands, PayPal, Warner Bros. Discovery here"

"one the PayPal bull spreads still doing quite okay. Of course with PayPal we still have again the same headlines Stripe and Advent or Advent I think is the name they are still interested in acquiring the company. Now we know that the last time that they made a bid PayPal rejected it and PayPal is now at that price which means that if they were to be acquired I would assume they would have to pay $70 if not more. Ideally, they pay something closer to $80. Whether that will happen or not, I don't "

"Names like Lululemon, PayPal, Fiserve, Zoetas, Marcato, Libre, Flutter, JD.com, Tencent, and Adobe."

"PayPal is up 43%."

"PayPal bull spreads and actually quite in the green right now which is quite quite a nice surprise because stock is trading at around close to $60 per share."

"The PayPal bull spreads are in the green, so they basically cover that, but nothing has changed for me."

"you want to get me a business that is executing on a high level, not like PayPal. PayPal was a turnaround play, completely different. They were not executing on a high level."

"And look at this, even PayPal is green right now."

"Now, for those that are still interested in PayPal, PayPal over the past couple of weeks, as you can see, has gone up back above the 50 weekly here and has stayed over the 50w week, which is very good."

"Heck, we even have PayPal that's up 3 4% today. I'll cover PayPal later in this video because the company did report a quarterly figures earlier today."

"We'll of course go live. Still not sure if we're going to go live or not for PayPal tomorrow, but I guess you'll have to wait and see."

"Still have here the outside ones. PayPal bull spread still untouched."

"Of course, there's also PayPal Tuesday before the open."

"We see a PayPal here, right? A PayPal. I'd be lying if I say, "Oh, you should buy the stock before they report earnings.""

"So I guess I guess they didn't want to pay a little bit more for uh PayPal or maybe just I don't know."

"I believe we even have PayPal report on uh Tuesday."

"PayPal 18, Microsoft down 19, Netflix down 21, Palanteer down 26%, Service Now 27%, Nike is down 31%, Oracle 32%, Adobe 34%, Lululemon down 42%, and like I just said, into it down 58%"

"So the PayPal bull spreads, like I said, I didn't do anything just yet, because, well, one, it's a win-win situation. I just don't see how they were going to accept this. And so, it already moved the stock up."

"Let's look at PayPal and Mastercard. Both of them process billions of dollars, but there is a big difference. Mastercard owns the rails. It's a toll booth sitting on top of a huge percentage of the transactions on Earth. ... Now, PayPal used to have an edge well too. They used to be the giant of online payments. Why? Because they own the original digital wallet. But it's been competed away by Apple Pay, from buy now pay later companies, Shop Pay. And their gross margins are now sitting at only 4"

"then yeah, on PayPal, actually, PayPal board apparently did reject the offer from Stripe. They think it is way too low, so I guess they maybe want an a bit higher."

"I sold my PayPal. And around these parts, it'll always be referred to as PayPal. Yeah, good old PayPal. We sold it all, right? Sold it all."

"Now, the first order of business, this is the price of the company."

"In plain English, he's saying PayPal is worth far more than $60 a share."

"Stripe, the company that's now trying to buy PayPal, is one of the competitor that's been eating PayPal's business for years."

"If that future plays out even partially, it gives PayPal a growth engine that nobody is pricing into the stock right now."

"But let's zoom out a little bit because that pop still leaves PayPal in a rough spot."

"I personally agree with Michael Bur. The second I saw this, I I even wrote in our group chat for Everything Money, I said something along the lines of this is garbage."

"Michael Bur, yep, the guy from the big short, one of the most famous investors alive, actually owns PayPal stock."

"Run whatever stocks you've been thinking about, even your own assumptions on PayPal, and see what the numbers actually tell you before you spend a single dollar on it."

"If you're going to own PayPal or if you're sitting on shares wondering whether to take this buyout offer, you need to know what could go wrong."

"For years, that PayPal button at checkout was the default."

"Bull case number one, PayPal is extremely absurdly cheap for what it actually is."

"But remember, if I offered you PayPal for $1, not $1 per share, $1 total, would you take it?"

"Instant checkout powered by PayPal without ever leaving the conversation."

"Barecase number two. PayPal is processing more money but keeping less of it."

"The branded PayPal button, the one that you actually see and click, that's the high margin, premium business."

"The bears worry that a real operational recovery is still years away and that the buyout offer from Stripe might actually be the best outcome shareholders can hope for."

"Stripe, one of PayPal's biggest competitors, and a private equity firm called Advent International, have reportedly made an offer to buy PayPal for $60.50 a share."

"So, first off, I'm doing a 10-year analysis."

"A big chunk of that growth is coming from a part of the business called Brainree."

"If you own PayPal, especially if you bought it under $60 a share, you need to hear this."

"The bears say that PayPal has been in turnaround mode for years now."

"But PayPal is none of those."

"PayPal has been aggressively shrinking that share count and it's driving that earnings per share higher and higher even when the revenue growth is modest."

"Today, we have three bull cases, three bare cases, and then we're going to run the numbers and find out what PayPal is really worth to determine if someone's just trying to steal the company at a good price."

"PayPal signed a major strategic partnership with OpenAI to embed its digital wallet directly inside Chat GPT."

"So, while everyone is focused on the stock going down, PayPal's management has been doing something really smart with all that free cash flow that they generate."

"He publicly said that $60 is simply way too low."

"And in a few minutes, we're going to go over what the right price to pay for PayPal is."

"He built a full position in PayPal at an average cost of about $49 a share."

"Is $60.50 50 cents a fair price or is Stripe trying to grab this company on the cheap while it's beaten down?"

"The Bulls say that this is a company that's getting leaner, more profitable, and more shareholder friendly every single quarter, and the price hasn't caught up yet."

"To me, that validates the business more than people the story has been justifying."

"That means if you bought PayPal anywhere near those highs, this stock has been absolutely painful."

"If PayPal management do accept this, well, I guess they'll just continue the same trend of disappointing shareholders because I do think that PayPal, if they sell, they should be selling for more than $60 billion."

"But PayPal, again, you have a company that's generating $6 billion in free cash flow, virtually, right, no debt. You have Venmo that's extremely valuable. It's probably the the big chunk of the valuation today."

"PayPal just Well, it's it's still PayPal. At the moment, we'll see what happens with that bid, with that offer, if PayPal will respond until the earnings report and earnings call."

"PayPal shareholders might actually have an exit strategy. Might not be the best one, but it is an option as of right now. PayPal stock at the time of recording this video is up around 20%."

"Perhaps a good example is PayPal. The P ratio just went down to eight, seven. You can see the destruction there."

"The PayPal bull spreads still the same. It's it's one for December 2028. Nothing has changed there with regards to the core position. So, I used to own shares. Now I own call option, a $60 call option for January 2028, which is extremely safe right now. Of course, it's not the cheapest one out there, but to me it's it's quite safe. I could have taken 70, could have taken 80 as well, but right now I chose this. I might, if the stock is still under pressure, I might buy another 100 shares or so an"

"well, pull up a chart of Plug or PayPal or any of the losers out there, and I can tell you your stock's going to be a loser one day."

"And if you look at PayPal here, or PayPal as I call it, it had a beautiful run up. It was a glorious stock. It went from well, it more than doubled. It almost tripled. And then what happened? Well, it went down, I don't know, 80%, 90%, something like that, right? Something like that. I think 85% down. So, buy and hold, not so much, right? But if you'd sold here with our rule, would you be a little happier?"

"buying the hated, beaten-down value names, Adobe, PayPal, Fiserv, even Microsoft."

"Then PayPal, [58s] uh, decent move here today, $2,300 [61s] there."

"With regards to core reef and the PayPal bull spreads, nothing has changed there."

"There's so many different competitors from CLA to PayPal to even government entities making their own payment rails."