PAYPAL WKN: A14R7U ISIN: US70450Y1038 Kürzel: PYPL Forum: Aktien Thema: Hauptdiskussion
80,51 USD
+1,94 %+1,53
12. Oct, 02:00:00 Uhr,
Nasdaq
Kommentare 134.132
kassykiss,
16.06.2024 22:07 Uhr
2
11/ Besides the new businesses with higher margins, another catalyst for the stock is buybacks.
In the last 5 years, it averaged 2% annual buyback rate and this is set to increase as it allocated all its $5 billion free cash flow, and potentially more, to buybacks this year.
kassykiss,
16.06.2024 22:08 Uhr
2
12/ Valuation remains attractive.
If we assume just 10% revenue growth for the next 5 years and 17% profit margin, we will have $8.7 in EPS for FY 2029 after accounting for 2% annual buyback rate.
At 15 PE, we have $130 price target.
16% annualized return. Looks attractive.
Aljosha100,
16.06.2024 22:17 Uhr
0
Vielleicht sollte Alex Mal den Post retweeten, dann würden ihn ein paar mehr Menschen wahrnehmen.
DontFuckingSell,
16.06.2024 22:07 Uhr
2
Wir haben einen aktuellen Aktienkurs von vor 7-8 Jahren. Obwohl der die Umsätze und Gewinne mehr als Doppel so hoch sind und das trotz aller aktueller Probleme. Ich Verkauf hier doch nicht. Nur weil die Aktie Börenpsychologisch schlecht geredet wurde. Die Firma ist stabil und da kommt noch mehr.
kassykiss,
16.06.2024 22:06 Uhr
2
10/ Second strategy is to create new operations with higher margins.
Fastlane was one of them and it's paying off so far.
It also announced that it will create an ad business using purchase data of the users.
This business has nearly 100% gross margin and massive potential.
kassykiss,
16.06.2024 22:06 Uhr
2
9/ However, the new management took notice of this situation and came up with tow strategies to solve this.
First is that they said they would double down on growing PayPal branded business.
We started to see its effects as transaction margin improved to 4% last quarter.
kassykiss,
16.06.2024 22:06 Uhr
2
8/ High growth of the unbranded business aggravated the problem.
Branded business grew mid-single digits lately while unbranded business grew around 35% annually in the last 2 years.
This resulted in way slower revenue growth rate than the transaction volume growth.
kassykiss,
16.06.2024 22:05 Uhr
2
7/ What's the problem?
PayPal essentially offers two checkout options: PayPal branded that has higher margins and unbranded that has lower margins.
Previous management thought doubling down on unbranded was a strategic imperative.
That significantly hurt $PYPL margins.
kassykiss,
16.06.2024 22:04 Uhr
2
6/ It was also able to translate all the revenue growth and more into earnings.
Earnings per share was up 85% against 67% revenue growth.
This means that the business is not just growing, but is also creating internal efficiencies that boost the earnings.
kassykiss,
16.06.2024 22:04 Uhr
2
5/ Unlike many people think, $PYPL business performance was solid.
In the last 5 years, revenue grew 67% or 9.3% annually.
This may not be very impressive, but indeed solid for a company that is now 26 years old.
kassykiss,
16.06.2024 22:03 Uhr
2
4/ Today, $PYPL has over 420 million active users around the world.
This network constitutes a wide moat around the business.
It is easy to match the tech stack, though, it takes billions and decades to create a global payment network and get half a billion people use it.
kassykiss,
16.06.2024 22:03 Uhr
2
3/ $PYPL is essentially a double sided market.
In early days, it paid people to use its service and become customers. This created a huge network of users.
Over time, it leveraged this network to get merchants offer checkout with PayPal.
kassykiss,
16.06.2024 22:02 Uhr
2
2/ $PYPL was built on the revolutionary idea of sending and receiving money through handset devices.
Over time, it evolved into an end-to-end payments solution that is probably the easiest way of moving money around today.
It connects individuals with each other and merchants.
kassykiss,
16.06.2024 22:02 Uhr
0
1/ $PYPL is a dying company, people say.
This is not true.
It has 420 million active users and the stock has potential to double.
Here is everything you need to know about $PYPL investment case: (Thread🧵)
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