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

We came across a bullish thesis on PayPal Holdings, Inc. on Let it Compound’s Substack. In this article, we will summarize the bulls’ thesis on PYPL. PayPal Holdings, Inc.'s share was trading at $74.17 as of July 18th. PYPL’s trailing and forward P/E were 16.67 and 15.13, respectively according to Yahoo Finance.

PayPal remains a central player in the digital payments ecosystem, benefiting from long-term structural shifts toward a cashless economy and mobile-first commerce. With active accounts rising from 162 million in 2014 to 434 million in 2024 and transactions per user more...