Paypal stock price 201011/11/2023 ![]() The level of negativity here is practically palpable. Investors are now bracing themselves for around 10% CAGR from PayPal.įor a business that could previously, up until a few years ago, be counted on as a 20% CAGR compounder, the fact that 2023 is set to be another year of lackluster growth has investors and analysts disenchanted with this business.Ĭlearly, as you can see above, for months on end, analysts have been downwards revising PayPal's revenue consensus estimates. Next, as you can see above, PayPal's revenue growth rates don't appear to be that exciting. ![]() To sum up it, investors have many reasons to be put off by PayPal. And did I mention that PayPal's guidance from earlier this month downwards revised their operating margins relative to prior expectations? Also, there are worries about the hyper-competitive space that digital payments have become.Īnd on top of those, the impact that a slowing e-commerce sector will have on PayPal's medium-term prospects.Įssentially, there's a lot of uncertainty facing the company. There are concerns over PayPal's slowing revenue growth rates, that we'll soon discuss. The bearish arguments facing PayPal Holdings, Inc. But when a stock is cheap and is still growing at mid-teens CAGR, that's when I believe something positive can happen. ![]() So, why should investors even consider PayPal? Yes, the stock is cheap.īut I do not believe that just because something is cheap that it's undervalued. There's the CEO transition afoot, margin compression for H2 2024 relative to prior expectations, combined with a weak backdrop in e-commerce.įurthermore, the share price performance is just awful, with PayPal's shares trading at a 5-year low. Let's just put this front and center so that we shape the thesis around this. Compare Standard and Premium Digital here.Īny changes made can be done at any time and will become effective at the end of the trial period, allowing you to retain full access for 4 weeks, even if you downgrade or cancel.PayPal Holdings, Inc. You may also opt to downgrade to Standard Digital, a robust journalistic offering that fulfils many user’s needs. If you’d like to retain your premium access and save 20%, you can opt to pay annually at the end of the trial. If you do nothing, you will be auto-enrolled in our premium digital monthly subscription plan and retain complete access for $69 per month.įor cost savings, you can change your plan at any time online in the “Settings & Account” section. For a full comparison of Standard and Premium Digital, click here.Ĭhange the plan you will roll onto at any time during your trial by visiting the “Settings & Account” section. Premium Digital includes access to our premier business column, Lex, as well as 15 curated newsletters covering key business themes with original, in-depth reporting. Standard Digital includes access to a wealth of global news, analysis and expert opinion. ![]() During your trial you will have complete digital access to FT.com with everything in both of our Standard Digital and Premium Digital packages.
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