PayPal: Investors May Be Underestimating The Braintree Growth Story


  • PayPal has seen struggles to branded processing growth amidst stiff competition.
  • The company maintains a net cash balance sheet and is repurchasing shares.
  • I see Braintree eventually driving long-term profitable growth.
  • The stock is too cheap given the strong balance sheet and share repurchase program, I reiterate my strong buy rating.

Woman holding iPhone 6 Space Gray with service PayPal


PayPal Holdings, Inc. (NASDAQ:PYPL) may be making investors impatient. 2024 is intended to be a transition year, and investors may be wondering where the company fits amidst growing competition including from the likes of Apple Inc. (

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

I am long all positions in the Best of Breed Growth Stocks Portfolio.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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