PayPal: A 24% FCF Yield Trading At 9.7x Earnings

Impact · against what's priced in

The news is largely neutral for PayPal as the market already prices in modest earnings growth and guidance raises. While Venmo's TPV growth is positive, it does not yet overcome the revenue miss in international markets or shift the price away from its current assumption of decelerating core revenue.

PYPL+0.10

Already priced in

The price assumes

a modest 5% annual growth in earnings per share

The raised adjusted EPS forecast confirms the modest earnings growth the market is already paying for, resulting in minimal price impact.

What PYPL's price assumes · Sep 11

• PYPL▲600%
• earnings▲27%
• valuation
• digital wallets
• fcf yield
• fintech
• payments

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