Held · Bookmarked
1 · 0
portfolio · users
Avg position size
2.4%
of holders' portfolios
13F filers
2
institutions
Market cap
$44.8B
855M shares
52-week range
$38.46 – $79.22
34% from low
Sector
SERVICES-BUSINESS SERVICES, NEC
Exchange
NASDAQ
CS
P/S (TTM)
1.4
EV / FCF (TTM)
8.1
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 +2.0% 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 +12.1% on the P/E track.
| 9,820 |
| $444.2K |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $34.8B | +4.5% | $5.39 | $5.23–$5.54 | 9.7× | 27 |
| 2027 | $36.3B | +4.3% | $5.79 | $5.55–$6.07 | 9.0× | 27 |
| 2028 | $37.9B | +4.6% | $6.28 | $5.36–$7.18 | 8.3× | 18 |
| 2029 | $39.3B | +3.6% | $6.62 | $6.42–$6.86 | 7.9× | 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% |
| $74.1B |
| — |
| PNCThe PNC Financial Services Group, Inc. | $233.17 | +0.50% | $93.0B | — |
| SMFGSumitomo Mitsui Financial Group, Inc. | $26.24 | -1.80% | $101.7B | — |
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.
DDI
DoubleDown Interactive Co., Ltd. American Depository Shares
1 co-holder · 100% overlap
BMBL
Bumble Inc. Class A Common Stock
1 co-holder · 100% overlap
GRSD
Grandstand Limited Ordinary Shares
1 co-holder · 100% overlap
GGR
Gogoro Inc. Ordinary Shares
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
Global Ship Lease, Inc.
1 co-holder · 100% overlap
Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding PYPL.
$SBUX $COST $PYPL if anyone is looking for option trades https://www.instagram.com/options_journalist?stkn=azNxdG9qMjZrZTBs&utm_source=qr
View on StockTwits ↗$PYPL Outside of becoming 'bank' approved, what are the catalysts in play to get this dog moving to $80.00 PPS? Crypto running and FCF is supposedly AMAZING with this co. so what's the matter? What are the lynch pins holding it back!?
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$TSLA $SPCX $PYPL $QQQ Elon Musk’s companies command unusually high valuation multiples. Which one of Elon’s companies is the one making money hand over fist? One would assume that since so many people are willing to give Musk the benefit of the doubt, that there would be some kind of proven track record of incredibly profitable companies. Are there?
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$PYPL Next Big News - PayPal approval to become a bank. That will trigger "the acquisition". In Jesus Name, Amen!
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@MonkeyBananaGenius Plus you would get notifications like “Hal9000 took out a second mortgage to add more $NKE $PYPL. Portfolio is 58% dogs.”
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$NFLX $PTON $PYPL $SNAP yes trump destroyed u.s economy everyone knows and I mean everyone!
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$PYPL Enrique needs to be fired and publically shamed. The guy is a grifting dumb spic
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$AXG $AXG gave traders a strong morning move around +10%. Congrats to everyone who captured part of it. Rumor is Monday may bring another update, but I’m treating that as chatter until the company confirms it. $PYPL
View on StockTwits ↗
$NFLX,$PTON,$PYPL,$SNAP GOOD LORD THEY ARE ALL ABOUT TO GO OVER THE CLIFF!! Did they all get the same memo? 🫣
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$PYPL every weekend is a merger Monday weekend remember that…when news breaks it’s $70+ in an instant! Buy everything
View on StockTwits ↗$PYPL Coinbase is $192. Is it the less than 300 million outstanding shares?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.