PayPal: An Investment For The Next Decade


  • While PayPal’s bottom line declined steeply in 2022, top line growth was still solid and free cash flow was stable.
  • For fiscal 2023, management issued strong guidance and will focus on improving its cost structure and share buybacks.
  • And when assuming that PayPal will still be able to grow at a solid pace in the years to come, the stock is deeply undervalued.

PayPal"s Stock Tumbles On Poor Quarterly Earnings Report

Justin Sullivan

In my last article I said the buying opportunity for PayPal Holdings, Inc. (NASDAQ:PYPL) might vanish quickly. But compared to some other companies and stocks – like Meta Platforms, Inc. (META), Alibaba Group Holding

PayPal FY'22 key operating metrics

PayPal Q4/22 Earnings Release

PayPal: Full year 2022 summary

PayPal Q4/22 Presentation

PayPal: Full year 2023 guidance

PayPal Q4/22 Presentation

Capital allocation in the last few years

PayPal Q4/22 Presentation

PayPal's Payment Solutions

PayPal Annual Report 2022

Data by YCharts

Disclosure: I/we have a beneficial long position in the shares of BABA, BIDU, META, PYPL, TCEHY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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