Held · Bookmarked
1 · 0
portfolio · users
Avg position size
2.4%
of holders' portfolios
13F filers
2
institutions
Market cap
$46.0B
855M shares
52-week range
$38.46 – $79.22
38% from low
Sector
SERVICES-BUSINESS SERVICES, NEC
Exchange
NASDAQ
CS
P/S (TTM)
1.4
EV / FCF (TTM)
8.3
PayPal was spun off from eBay in 2015 and provides electronic payment solutions to merchants and consumers, with a focus on online transactions. The company had 439 million active accounts at the end of 2025. The company also owns Venmo, a person-to-person payment platform.
www.paypal.com| Trader / Portfolio | Conviction |
|---|---|
| Robinhood Roth IraLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 193,200 | $8.7M |
| Bridgewater Associatesas of 2026-03-31 |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-04 | $0.1400 | 2026-09-25 |
| 2026-06-04 | $0.1400 | 2026-06-25 |
| 2026-03-04 | $0.1400 | 2026-03-25 |
| 2025-11-19 | $0.1400 | 2025-12-10 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 22.7% | 17.5% | 15.6% | — | — | — |
| Rev. Growth % | 4.3% | 9.1% | ||||
| Profit Margin % | 15.8% | 13.7% | 14.2% | |||
| Free Cash Flow Margin % | 16.8% | 18.0% | 20.0% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +1.9% on the P/E track.
At today's price, your expected annual return is +7.2% on the P/E track.
At today's price, your expected annual return is +12.0% on the P/E track.
| 9,820 |
| $444.2K |
DDI
DoubleDown Interactive Co., Ltd. American Depository Shares
1 co-holder · 100% overlap
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1 co-holder · 100% overlap
GRSD
Grandstand Limited Ordinary Shares
1 co-holder · 100% overlap
GGR
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1 co-holder · 100% overlap
LNSR
LENSAR, Inc. Common Stock
1 co-holder · 100% overlap
NNDM
Nano Dimension Ltd. American Depositary Shares
1 co-holder · 100% overlap
SIRI
Sirius XM Holdings, Inc
1 co-holder · 100% overlap
GSL
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1 co-holder · 100% overlap
Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding PYPL.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $34.8B | +4.5% | $5.39 | $5.23–$5.54 | 10.0× | 27 |
| 2027 | $36.3B | +4.3% | $5.79 | $5.55–$6.07 | 9.3× | 27 |
| 2028 | $37.9B | +4.6% | $6.28 | $5.36–$7.18 | 8.6× | 18 |
| 2029 | $39.3B | +3.7% | $6.62 | $6.42–$6.86 | 8.2× | 9 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | $1.28 | $1.38 | +7.8% |
| 2026-05-05 | $1.28 | $1.34 | +4.7% |
| 2026-02-03 | $1.29 | $1.23 | -4.7% |
| 2025-10-28 | $1.20 | $1.34 | +11.7% |
| 2025-07-29 | $1.30 | $1.40 | +7.7% |
| 2025-04-29 | $1.16 | $1.33 | +14.7% |
| 2025-02-04 | $1.11 | $1.19 | +7.2% |
| 2024-10-29 | $1.07 |
| $1.20 |
| +12.1% |
| $72.7B |
| — |
| PNCThe PNC Financial Services Group, Inc. | $242.72 | -0.62% | $96.8B | — |
| SMFGSumitomo Mitsui Financial Group, Inc. | $27.24 | -0.18% | $105.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$PYPL A lot of people here seem a bit shaky at working out valuation, this bottom line multiple to earnings is why $70 is not a good deal and won't be considered.
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$PYPL The latest Q2 2026 ownership data shows meaningful institutional accumulation in PayPal (PYPL). The institutions collectively added about 36.0 million shares quarter-over-quarter, taking institutional holdings to roughly 668 million shares / 76.2% of outstanding shares. Some of the largest reported increases are notable: Invesco added about 20.7M shares (+171%), Canada Pension Plan Investment Board added 4.34M (+694%), Geode added 3.22M, BlackRock Fund Advisors added 2.99M, and BNP Paribas Financial Markets added 2.77M.
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$PYPL just come out with the $75 offer which will be rejected anyways.
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$PYPL MR. MARKET IS WRONG ABOUT PAYPAL...BULLISH PayPal doesn't necessarily need to own the AI assistant. It can become the payment/identity/trust infrastructure underneath AI agents. For example, you could tell an AI assistant, “Find me the best hotel under $200 and book it with PayPal.” The agent discovers the product, obtains authorization and completes the transaction while PayPal handles payment credentials, security, fraud controls and merchant settlement. Its Agent Ready technology allows Braintree merchants to accept transactions originating from AI shopping assistants including ChatGPT, Google AI Mode and Gemini. PayPal supports both OpenAI's Agentic Commerce Protocol and Google's Universal Commerce Protocol. PayPal announced support for Google's UCP so PayPal can become a payment option within Google's AI-powered checkout experiences. It also agreed to acquire Cymbio to help merchants expose inventory and transact across AI shopping platforms.
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$PYPL rolled the Dec $60 calls to Jan “prefer not to pay more cap gains in 2026” Rolled on the $56’s exp this week and bought 10/2 $56 exp Holding 70 contracts and 2100 shares Will keep adjusting as needed
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.