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

We came across a bullish thesis on PayPal Holdings, Inc. (PYPL) on Substack by Hidden Market Gems. In this article, we will summarize the bulls’ thesis on PYPL. PayPal Holdings, Inc. (PYPL)'s share was trading at $63.95 as of April 9th. PYPL’s trailing and forward P/E were 16.03 and 12.79 respectively according to Yahoo Finance.

PayPal (PYPL) has been massively de-rated over the past two years and now trades at a P/E below 14, despite remaining a key infrastructure layer for digital payments. In today’s uncertain environment—marked by sticky inflation, high rates, and growing...