PayPal Holdings Inc
PYPL
Market Cap$68.33B
Close$
Earnings Call Q1 2025
April 29, 2025 - AI Summary
Strong Financial Performance: PayPal reported non-GAAP earnings per share (EPS) of $1.33, representing a 23% year-over-year increase, and generated $1 billion in free cash flow in Q1 2025. Transaction margin dollars grew by 8% year-over-year, excluding the impact from last year's leap day.
Branded Experience Growth: Branded experiences transaction volume (TPV) grew by 8% year-over-year, with branded checkout contributing significantly. This growth is bolstered by improvements in the online and offline checkout experience, with over 45% of U.S. checkout traffic now utilizing the new streamlined pay sheet design. PayPal aims for TPV growth of 8% to 10% by 2027 through continued enhancements and the successful rollout of BNPL.
Venmo's Monetization and Growth: Venmo achieved a notable 20% revenue growth in Q1, supported by a 30% increase in monthly active accounts and over 50% growth in TPV for "Pay with Venmo." The company is leveraging partnerships with major brands to enhance adoption, further strengthening Venmo's position as a payment method both online and in-store.
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$102.67
46.1% upside
Current Fair Value
46.1% upsideUndervalued by 46.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $68.33 Billion |
|---|---|
| Enterprise Value | $72.30 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $4.03 |
| Beta | 1.51 |
| Outstanding Shares | 986,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 15.24 |
|---|---|
| PEG | 33.92 |
| Price to Sales | 2.2 |
| Price to Book Ratio | 3.51 |
| Enterprise Value to Revenue | 2.27 |
| Enterprise Value to EBIT | 12.03 |
| Enterprise Value to Net Income | 15 |
| Total Debt to Enterprise | 0.16 |
| Debt to Equity | 0.56 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About PayPal Holdings Inc
21,800 employees
CEO: Daniel Schulman PayPal has remained at the forefront of the digital payment revolution for more than 20 years. By leveraging technology to make [nancial services and commerce more convenient, a ordable, and secure, the PayPal platform is empowering more...