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PayPal Holdings, Inc. (PYPL): A Bull Case Theory

We came across a bullish thesis on PayPal Holdings, Inc. (PYPL) on Emerging Value’s Substack. In this article, we will summarize the bulls’ thesis on PYPL. PayPal Holdings, Inc. (PYPL)'s share was trading at $74.61 as of 11th June. PYPL’s trailing and forward P/E were 16.77 and 15.13 respectively according to Yahoo Finance.

[caption id="attachment_418282" align="aligncenter" width="750"] Denys Prykhodov / Shutterstock.com[/caption]

PayPal’s Q1 2025 results delivered a mixed bag: revenue grew only 1%, TPV (Total Payment Volume) dropped 7% to 6.0 billion, though excluding...