What’s wrong with PayPal, is it dying? $PYPL
What are your guys thought after Q1?
-Revenue Growth up 10% Y/Y of 7.8B
-Non gap eps growth 27%.
-Over 5B in buy backs this year which is 1/12 of the company
-Venmo volume up 18%
-17B in cash 9B in debt
-5.5-6B in free cash flow this year net SBC
-14 Forward P/E
Cons
Lots of competition
seems like no one is using it much anymore
hard to tell what their future is
Why do they get a lower multiple compared to $SQ when rates are high and they actually make tons of money and buy back shares? Granted they do grow slower. Everyone is saying they are dying so I guess it could be going way lower.
-Revenue Growth up 10% Y/Y of 7.8B
-Non gap eps growth 27%.
-Over 5B in buy backs this year which is 1/12 of the company
-Venmo volume up 18%
-17B in cash 9B in debt
-5.5-6B in free cash flow this year net SBC
-14 Forward P/E
Cons
Lots of competition
seems like no one is using it much anymore
hard to tell what their future is
Why do they get a lower multiple compared to $SQ when rates are high and they actually make tons of money and buy back shares? Granted they do grow slower. Everyone is saying they are dying so I guess it could be going way lower.
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ThirtyOne : I've been adding since $61 and loaded up under $58. I go by the numbers and the numbers tell me this company isnt going anywhere and has unlimited potenial once they start innovating a bit more. I'm long here. Just my thoughts.