PayPal: Why I Still See A Buy After Stripe Walked Away

Impact · against what's priced in

The news is neutral to slightly negative as the market has already stripped the Stripe takeover premium from the price. While Venmo growth and valuation metrics are positive, they are consistent with current analyst expectations and the existing price floor.

PYPL−0.10

Already priced in

The price assumes

The possibility of a strategic acquisition at roughly the current price

The market has already removed the $60.50 premium following the failed bid; the article's confirmation that Stripe walked away simply validates the current lower price.

What PYPL's price assumes · Sep 11

• earnings
• valuation
• PYPL
• buybacks
• cash flow
• fintech
• takeover

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