PayPal: A Great Value Play


  • PayPal’s valuation is extremely compelling, with a very low multiple relative to historical averages and compared to revenue and earnings growth.
  • The company is focused on reshaping the business and improving innovation and cost efficiency.
  • The potential of Venmo and its debit card to drive revenue growth is being overlooked in PayPal’s valuation.
  • I expect PayPal to significantly outperform in 2025.

Woman purchasing clothes on a mobile app

Alistair Berg


I first covered PayPal Holdings (NASDAQ:PYPL) at the end of December with a Strong Buy rating, stating that the bull case is compelling and bear case is crumbling. I followed this up with an

Analyst’s Disclosure: I/we have a beneficial long position in the shares of PYPL 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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