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 2.7542
  • Debt/Equity 0.5583
  • CurrentRatio 1.3395
  • ROIC 0.1391

 

  • MktCap 53771169217.0
  • FreeCF/Share 5.749
  • PFCF 9.6624
  • PE 11.3138
  • Debt/Assets 0.1413
  • DivYield 0.0024
  • ROE 0.2426

 

  • Rating A-
  • Score 4
  • Recommendation Buy
  • P/E Score 3
  • 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 Monness Crespi & Hardt Buy Neutral -- -- Jan. 5, 2026
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

News

PayPal Teams With Microsoft to Power Checkout in Copilot
MSFT, PYPL
Published: January 08, 2026 by: PYMNTS
Sentiment: Positive

PayPal is working with Microsoft to support the launch of the tech giant's Copilot Checkout. This service allows shoppers to browse and pay without needing to leave Copilot, the companies said in a Thursday (Jan. 8) news release.

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image for news PayPal Teams With Microsoft to Power Checkout in Copilot
Should You Consider Buying PayPal Stock?
PYPL
Published: January 08, 2026 by: Forbes
Sentiment: Positive

We believe that PayPal (PYPL) stock has the potential to be a strong value purchase. It is presently trading at a lower than average valuation, is experiencing growth, albeit modest, and boasts robust margins in conjunction with its low valuation.

Read More
image for news Should You Consider Buying PayPal Stock?
PayPal's Inflection Point Has Arrived In 2026
PYPL
Published: January 06, 2026 by: Seeking Alpha
Sentiment: Positive

PayPal remains a global payments leader, yet stock is ~75% below 2021 highs despite revenue +53% since 2020 and EPS up 120% on growth. Despite branded checkout stagnation and rising competition, PYPL's partnerships and AI-driven initiatives offer significant upside for 2026 and beyond. Venmo's accelerating TPV growth and margin improvements, along with BNPL presentment shifts, are expected to drive transaction volume and profitability.

Read More
image for news PayPal's Inflection Point Has Arrived In 2026
PayPal Leverages Massive Data Trove to Challenge Advertising Giants
PYPL
Published: January 06, 2026 by: PYMNTS
Sentiment: Positive

PayPal announced in a press release Tuesday (Jan 6) the launch of its Transaction Graph Insights & Measurement program, designed to give merchants a “full-funnel” view of consumer spending habits across the internet.

Read More
image for news PayPal Leverages Massive Data Trove to Challenge Advertising Giants
PayPal Ads Launches Transaction Graph Insights and Measurement to Improve Commerce Advertising Outcomes
PYPL
Published: January 06, 2026 by: PRNewsWire
Sentiment: Neutral

New solution gives brands cross-platform view of actual purchase behavior, not just clicks and impressions from one retailer SAN JOSE, Calif., Jan. 6, 2026 /PRNewswire/ -- PayPal today announced the launch of PayPal's Transaction Graph Insights & Measurement program, providing merchants & advertisers with a unique, cross-merchant view into real shopper behavior, campaign effectiveness, and data-driven recommendations to grow their business.

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image for news PayPal Ads Launches Transaction Graph Insights and Measurement to Improve Commerce Advertising Outcomes
PayPal: A Buy, But With A Huge Caveat (Rating Upgrade)
PYPL
Published: December 31, 2025 by: Seeking Alpha
Sentiment: Positive

PayPal (PYPL) receives a cautious buy rating due to attractive valuation and ongoing efforts to reinvent its ecosystem despite competitive pressures. PYPL's core business faces commoditization and a deteriorating moat, but initiatives like BNPL, Venmo, and value-added services offer growth potential. Current valuation at 11x earnings and a projected 9.8% earnings yield is fair enough, not great, reflecting slower revenue growth and industry headwinds.

Read More
image for news PayPal: A Buy, But With A Huge Caveat (Rating Upgrade)
PayPal Holdings, Inc. (PYPL) Is a Trending Stock: Facts to Know Before Betting on It
PYPL
Published: December 30, 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.

Read More
image for news PayPal Holdings, Inc. (PYPL) Is a Trending Stock: Facts to Know Before Betting on It
Is Everyone Under-Estimating Paypal Stock?
PYPL
Published: December 30, 2025 by: Forbes
Sentiment: Positive

We believe PayPal (PYPL) stock may represent a good value buy. It is presently trading below its average valuation, is experiencing growth, albeit modestly, and boasts strong margins alongside its low valuation.

Read More
image for news Is Everyone Under-Estimating Paypal Stock?
PayPal: Ultimate Gift For 2026
PYPL
Published: December 29, 2025 by: Seeking Alpha
Sentiment: Neutral

PayPal Holdings faces pressure from concerns over legacy product growth, yet trades near yearly lows around $60. The online payments company is pivoting towards crypto and agentic AI payments to drive business expansion over the long term amid legacy branded checkout headwinds. PayPal is spending upwards of $6 billion on repurchasing cheap shares in 2025 and has extra cash to initiate a $0.14 quarterly dividend.

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image for news PayPal: Ultimate Gift For 2026
PayPal Stock Trades Below Industry P/E: How to Play the Stock?
PYPL
Published: December 29, 2025 by: Zacks Investment Research
Sentiment: Neutral

PYPL trades below its industry's average P/E as earnings estimates rise, shares decline, partnerships expand and Venmo grows.

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image for news PayPal Stock Trades Below Industry P/E: How to Play the Stock?
StoneCo vs. PayPal: Which Fintech Stock Has More Upside Potential?
PYPL, STNE
Published: December 29, 2025 by: Zacks Investment Research
Sentiment: Positive

STNE's Brazil-focused model, rising MSMB adoption and strong ROE contrast with PayPal's scale as the analysis weighs which fintech offers more upside.

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image for news StoneCo vs. PayPal: Which Fintech Stock Has More Upside Potential?
Visa vs. PayPal: Which Fintech Stock Has More Upside Today?
PYPL, V
Published: December 23, 2025 by: Zacks Investment Research
Sentiment: Positive

PYPL is betting on AI-driven commerce and platform engagement as it competes with V's scale-led payments network.

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image for news Visa vs. PayPal: Which Fintech Stock Has More Upside Today?
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.

Read More
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.

Read More
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.

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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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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

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.