PayPal Holdings, Inc. (PYPL)

US — Financial Services Sector
Peers: SMFG  WFC  DB  TRV  HDB  TFC  PNC  LYG  MFC 

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Key Metrics & Ratings

  • symbol PYPL
  • Rev/Share 33.9483
  • Book/Share 20.8657
  • PB 2.8664
  • Debt/Equity 0.5583
  • CurrentRatio 1.3395
  • ROIC 0.1391

 

  • MktCap 55961343309.0
  • FreeCF/Share 5.749
  • PFCF 10.0559
  • PE 11.7747
  • Debt/Assets 0.1413
  • DivYield 0.0023
  • ROE 0.2426

 

  • Rating A-
  • Score 4
  • Recommendation Buy
  • P/E Score 2
  • DCF Score 5
  • P/B Score 1
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade PYPL Morgan Stanley Equal Weight Underweight -- $51 Dec. 18, 2025
Downgrade PYPL Robert W. Baird Outperform Neutral -- $66 Dec. 12, 2025
Downgrade PYPL BofA Securities Buy Neutral $93 $68 Dec. 11, 2025
Downgrade PYPL JP Morgan Overweight Neutral -- $70 Dec. 4, 2025
Initiation PYPL Citigroup -- Neutral -- $78 Oct. 23, 2025
Initiation PYPL Wells Fargo -- Equal Weight -- $74 Oct. 22, 2025
Downgrade PYPL Goldman Neutral Sell -- $70 Oct. 13, 2025
Downgrade PYPL Wolfe Research Outperform Peer Perform -- -- Oct. 3, 2025
Resumed PYPL Deutsche Bank -- Hold -- $75 July 17, 2025
Upgrade PYPL Seaport Research Partners Sell Neutral -- -- July 14, 2025

News

The PayPal Dilemma: Is It The Next AutoZone Or The Next Western Union?
AZO, PYPL, WU
Published: December 22, 2025 by: Seeking Alpha
Sentiment: Positive

Paypal (PYPL) is rated a Buy, driven by durable cash generation and disciplined capital return. PYPL's investment case hinges on modest growth and aggressive share buybacks, potentially reducing share count by up to 26.4% in three years. The cannibalization thesis relies on maintaining at least $6–7 billion in annual free cash flow and avoiding structural decline.

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image for news The PayPal Dilemma: Is It The Next AutoZone Or The Next Western Union?
PayPal (NASDAQ: PYPL) Price Prediction and Forecast 2026-2030 (January 2026)
PYPL
Published: December 22, 2025 by: 24/7 Wall Street
Sentiment: Negative

Shares of PayPal Holdings, Inc. (NASDAQ:PYPL) lost 0.50% over the past month after losing 13.35% the month prior.

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image for news PayPal (NASDAQ: PYPL) Price Prediction and Forecast 2026-2030 (January 2026)
PayPal: Well Structured To Continue Aggressive Buybacks
PYPL
Published: December 19, 2025 by: Seeking Alpha
Sentiment: Positive

PayPal is my top pick for 2026, rated Strong Buy due to expanding margins, robust buybacks, and a newly introduced dividend. PYPL trades at a deep discount to its growth, with 30% YoY EPS growth and forward P/E near 11.5x, despite strong Q3 results and raised guidance. Shareholder returns remain aggressive: $6B in annual buybacks, dividend initiation, and core free cash flow supporting continued capital allocation.

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image for news PayPal: Well Structured To Continue Aggressive Buybacks
PayPal Holdings, Inc. (PYPL) is Attracting Investor Attention: Here is What You Should Know
PYPL
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Paypal (PYPL). This makes it worthwhile to examine what the stock has in store.

Read More
image for news PayPal Holdings, Inc. (PYPL) is Attracting Investor Attention: Here is What You Should Know
PayPal: Is The ILC Bank Charter A Strategic Upgrade - Or A Value Trap?
PYPL
Published: December 18, 2025 by: Seeking Alpha
Sentiment: Neutral

PayPal Holdings, Inc.'s recently announced its pursuit of an industrial loan company charter to increase its alignment with emerging small and medium-sized business lending and digital payments integration opportunities. In addition to anticipated cost-savings, the ILC charter's likely to expand PYPL's TAM as well, with PayPal Bank serving as a potential gateway to additive growth and SMB monetization opportunities. Regulatory and compliance risks from the ILC charter are likely confined to PayPal Bank, limiting valuation multiple compression and preserving balance sheet flexibility.

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image for news PayPal: Is The ILC Bank Charter A Strategic Upgrade - Or A Value Trap?
PayPal: The Bank Charter Changes Things, But I Still Remain Bullish
PYPL
Published: December 17, 2025 by: Seeking Alpha
Sentiment: Positive

PayPal Holdings, Inc.'s recent application for a bank charter directly contradicts the asset-light argument that underpinned my September upgrade—I analyze whether this strategic pivot breaks the bullish case. While the market fears balance sheet risk, securing an ILC charter would allow PYPL to capture a funding cost arbitrage on SMB loans that could structurally reset operating margins higher. The Apple Playbook of aggressive capital returns now faces a major hurdle. I detail how new regulatory capital requirements will impact the pace of PYPL share buybacks and short-term ROE.

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image for news PayPal: The Bank Charter Changes Things, But I Still Remain Bullish
PayPal's Big Step: Is the Launch of PayPal Bank a Game Changer?
PYPL
Published: December 17, 2025 by: Zacks Investment Research
Sentiment: Positive

PYPL files an application to launch PayPal Bank, aiming to boost small-business lending and cut third-party reliance, and, if approved, add FDIC-insured customer deposits.

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image for news PayPal's Big Step: Is the Launch of PayPal Bank a Game Changer?
PayPal applies for US banking charter to expand lending and deposit services
PYPL
Published: December 16, 2025 by: Proactive Investors
Sentiment: Positive

PayPal Holdings Inc (NASDAQ:PYPL, XETRA:2PP) announced that it has filed applications with the Utah Department of Financial Institutions and the Federal Deposit Insurance Corporation (FDIC) to establish a Utah-chartered industrial loan company, potentially creating PayPal Bank. The move represents a shift from PayPal's traditional payments focus toward offering more comprehensive banking services, including small-business lending and interest-bearing deposit accounts.

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image for news PayPal applies for US banking charter to expand lending and deposit services
PayPal Holdings Continues To Be Underappreciated
PYPL
Published: December 16, 2025 by: Seeking Alpha
Sentiment: Positive

PayPal Holdings remains a "Strong Buy," combining robust growth, rising profitability, and ongoing innovation at an absolute valuation I find compelling. PYPL's strategic shift away from low-margin PSP transactions is boosting core transaction growth and deepening engagement among valuable customers. Venmo and Buy Now, Pay Later ("BNPL") offerings are driving double-digit payment volume and user growth, reinforcing PYPL's competitive moat.

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image for news PayPal Holdings Continues To Be Underappreciated
Fintech Stocks are a Compelling Long-Term Bet for Sustainable Returns
PYPL, STNE, XYZ
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Positive

Fintech gains momentum as StoneCo, Block and PayPal reshape payments, lending and banking, drawing investors to fast-growing digital finance platforms.

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image for news Fintech Stocks are a Compelling Long-Term Bet for Sustainable Returns
PayPal downgraded by BofA as branded checkout turnaround stalls
PYPL
Published: December 11, 2025 by: Proactive Investors
Sentiment: Negative

Bank of America on Thursday downgraded PayPal Holdings Inc (NASDAQ:PYPL, XETRA:2PP) to “Neutral,” warning that the company's effort to revive growth in its core branded checkout business is taking longer than expected and that 2026 is shaping up to be an investment-heavy year. Analysts said the firm is stepping to the sidelines until there is clearer evidence that PayPal's turnaround is gaining traction.

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image for news PayPal downgraded by BofA as branded checkout turnaround stalls
PayPal's Ecosystem Expansion: Will Partnerships Boost Profitability?
PYPL
Published: December 11, 2025 by: Zacks Investment Research
Sentiment: Positive

PYPL expands its ecosystem through new partnerships across major platforms to boost seamless commerce.

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image for news PayPal's Ecosystem Expansion: Will Partnerships Boost Profitability?
PayPal: Writing It Off Could Be A Grave Mistake (Rating Upgrade)
PYPL
Published: December 09, 2025 by: Seeking Alpha
Sentiment: Positive

I double upgrade PayPal to a buy, citing overlooked long-term growth initiatives and a deeply discounted forward P/E near 11.5. PYPL is gaining traction in BNPL and Venmo, while innovating in agentic AI and optimizing legacy PSP for profitability. Despite sluggish near-term growth and FY2025 guidance, resilience in transaction activity and cash flow supports a constructive long-term view.

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image for news PayPal: Writing It Off Could Be A Grave Mistake (Rating Upgrade)
PayPal Casinos USA 2025: BetWhale Shines as an Online Casino That Accepts PayPal Payments
PYPL
Published: December 09, 2025 by: GlobeNewsWire
Sentiment: Neutral

New York City,, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Dec. 09, 2025 – If you're a U.S.A player trying online casinos, you've probably run into the same problems: slow withdrawals, tricky deposit methods, and confusing rules. Waiting days—or even weeks—to get your winnings can be really frustrating. That's why using a trusted payment method like PayPal matters. With PayPal, deposits are fast, withdrawals are simple, and your money stays safe. That's where BetWhale comes in.

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image for news PayPal Casinos USA 2025: BetWhale Shines as an Online Casino That Accepts PayPal Payments
PayPal Holdings, Inc. (PYPL) Is a Trending Stock: Facts to Know Before Betting on It
PYPL
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Positive

Paypal (PYPL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news PayPal Holdings, Inc. (PYPL) Is a Trending Stock: Facts to Know Before Betting on It
How to play payments stocks after essentially their worst run in 15 years
CPAY, FISV, PYPL, TOST, V, XYZ
Published: December 04, 2025 by: Market Watch
Sentiment: Neutral

J.P. Morgan recommends shares of Visa and Toast, which have both struggled for momentum in 2025 despite having quality businesses.

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image for news How to play payments stocks after essentially their worst run in 15 years
PayPal's Branded Checkout & OpEx Concern: Will Growth be Affected?
PYPL
Published: December 04, 2025 by: Zacks Investment Research
Sentiment: Negative

PYPL flags softer Q4 branded checkout growth and rising 2026 OpEx as it pushes investments.

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image for news PayPal's Branded Checkout & OpEx Concern: Will Growth be Affected?
PayPal shares fall as CFO flags weaker holiday-quarter spending trends
PYPL
Published: December 03, 2025 by: Proactive Investors
Sentiment: Negative

PayPal Holdings Inc (NASDAQ:PYPL, XETRA:2PP) shares fell on Wednesday after the company's finance chief warned that consumers are continuing to trade down, dampening expectations for growth in the key holiday quarter. CFO Jamie Miller told the UBS tech conference that average order values remain under pressure and that fourth-quarter branded checkout growth is running “a couple points” slower than the third quarter, even as the company maintained its overall guidance.

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image for news PayPal shares fall as CFO flags weaker holiday-quarter spending trends
PayPal Casinos USA 2025: High 5 Casino Voted Leading Casino for PayPal
PYPL
Published: December 03, 2025 by: GlobeNewsWire
Sentiment: Neutral

High 5 Casino is recognized in 2025 for leading PayPal payment performance, delivering fast redemptions, strong security, and a smooth experience for U.S.

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image for news PayPal Casinos USA 2025: High 5 Casino Voted Leading Casino for PayPal
PayPal Holdings, Inc. (PYPL) Presents at UBS Global Technology and AI Conference 2025 Transcript
PYPL
Published: December 03, 2025 by: Seeking Alpha
Sentiment: Neutral

PayPal Holdings, Inc. (PYPL) Presents at UBS Global Technology and AI Conference 2025 Transcript

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image for news PayPal Holdings, Inc. (PYPL) Presents at UBS Global Technology and AI Conference 2025 Transcript
PayPal Stock Drops. The CFO Delivers a Sobering Outlook.
PYPL
Published: December 03, 2025 by: Barrons
Sentiment: Negative

The payments company expects its branded checkout service to grow more slowly in the fourth quarter. Other segments look brighter.

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image for news PayPal Stock Drops. The CFO Delivers a Sobering Outlook.
Buy Now, Pay Later Companies Asked to Share Lending Practices
AFRM, KLAR, PYPL
Published: December 01, 2025 by: WSJ
Sentiment: Negative

Attorneys general from seven states are launching an inquiry into buy now, pay later lenders including Affirm, Klarna and PayPal.

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image for news Buy Now, Pay Later Companies Asked to Share Lending Practices
PYPL Stock Down 27.5% YTD: Is it a Buying Opportunity or Time to Exit?
PYPL
Published: November 28, 2025 by: Zacks Investment Research
Sentiment: Positive

PayPal's sharp YTD slide contrasts with its push into next-gen commerce, AI, crypto and fast-growing Venmo, raising big questions for investors.

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image for news PYPL Stock Down 27.5% YTD: Is it a Buying Opportunity or Time to Exit?
54% of consumers use AI for holiday shopping support: Simon-Kucher
ETSY, PYPL, SHOP, TGT, WMT, XRT
Published: November 26, 2025 by: CNBC Television
Sentiment: Positive

CNBC's "The Exchange" team discusses how AI may transform shopping amid the holiday season with Shikha Jain, lead partner for consumer and retail at Simon-Kucher.

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image for news 54% of consumers use AI for holiday shopping support: Simon-Kucher
Will Market Finally Notice PayPal?
PYPL
Published: November 25, 2025 by: Forbes
Sentiment: Positive

PayPal (PYPL) may be a smart choice for your investment portfolio, due to its substantial cash yield, solid fundamentals, and affordable valuation. Companies of this nature can utilize cash to enhance revenue growth or simply return cash to shareholders through dividends or stock repurchases.

Read More
image for news Will Market Finally Notice PayPal?
Investors Heavily Search PayPal Holdings, Inc. (PYPL): Here is What You Need to Know
PYPL
Published: November 25, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Paypal (PYPL). This makes it worthwhile to examine what the stock has in store.

Read More
image for news Investors Heavily Search PayPal Holdings, Inc. (PYPL): Here is What You Need to Know
Steal These 3 Dirt-Cheap Gems Before Wall Street Wakes Up
MU, PINS, PYPL
Published: November 25, 2025 by: 24/7 Wall Street
Sentiment: Neutral

The rise of artificial intelligence has distorted stock market valuations, pulling them far from underlying fundamentals.

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image for news Steal These 3 Dirt-Cheap Gems Before Wall Street Wakes Up
5 Financial Transaction Stocks to Watch Despite Rising Tech Costs
FISV, GPN, MA, PYPL, V
Published: November 24, 2025 by: Zacks Investment Research
Sentiment: Positive

Rising technology expenses may strain margins, but M&A activities, cross-border volume growth and enhanced digital payment solutions suite offer strong tailwinds for the Financial Transaction Services space. Companies like V, MA, PYPL, FISV and GPN are likely to navigate industry challenges.

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image for news 5 Financial Transaction Stocks to Watch Despite Rising Tech Costs
PayPal Stock Ready To Surge?
PYPL
Published: November 21, 2025 by: Forbes
Sentiment: Positive

PayPal (PYPL) stock has lagged in recent years amid softer growth and rising competition, but its large user base, strong brand, and solid margins keep it on investors' radar. With the market revisiting undervalued fintech names, the question is whether PayPal is finally poised for a rebound.

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image for news PayPal Stock Ready To Surge?
PayPal's Agentic Commerce: How is it Preparing for This Revolution?
PYPL
Published: November 20, 2025 by: Zacks Investment Research
Sentiment: Positive

PYPL teams up with Perplexity on a new agentic shopping app, letting consumers buy from 5,000+ merchants through personalized AI-powered search.

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image for news PayPal's Agentic Commerce: How is it Preparing for This Revolution?

About PayPal Holdings, Inc. (PYPL)

  • IPO Date 2015-07-06
  • Website https://www.paypal.com
  • Industry Financial - Credit Services
  • CEO Alex Chriss
  • Employees 24400

PayPal Holdings, Inc. operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It provides payment solutions under the PayPal, PayPal Credit, Braintree, Venmo, Xoom, Zettle, Hyperwallet, Honey, and Paidy names. The company's payments platform allows consumers to send and receive payments in approximately 200 markets and in approximately 100 currencies, withdraw funds to their bank accounts in 56 currencies, and hold balances in their PayPal accounts in 25 currencies. PayPal Holdings, Inc. was founded in 1998 and is headquartered in San Jose, California.