PAYPAL WKN: A14R7U ISIN: US70450Y1038 Kürzel: PYPL Forum: Aktien Thema: Hauptdiskussion
81,63 EUR
+0,23 %+0,19
15. Nov, 21:38:25 Uhr,
Lang & Schwarz
Kommentare 135.382
D
Datejust,
15.07.2024 8:29 Uhr
0
Da geht heute was:)
A
Arpino,
15.07.2024 8:08 Uhr
0
Guten Morgen, das geht ja heute ab 👀
b
HannsAlbern,
14.07.2024 22:11 Uhr
1
Ich fürchte Trump wird wieder Präsident. Vielleicht gut für meine Aktien aber das war’s leider auch
A
Aljosha100,
14.07.2024 21:53 Uhr
0
"ROUNDUP 5: Trump bei Attentat verletzt - weltweites Entsetzen"
https://de.investing.com/news/world-news/roundup-5-trump-bei-attentat-verletzt--weltweites-entsetzen-2658567
Waterboy,
14.07.2024 21:32 Uhr
0
Alipay … ja löst bestimmt PP bald ab , Zahlungsverkehr klappt ja super hier damit 😂😂😂
Mixery,
14.07.2024 18:00 Uhr
0
https://seekingalpha.com/article/4703863-paypal-an-undervalued-profitable-growth-stock?mailingid=36050918&messageid=must_reads&serial=36050918.2209580&source=email_must_reads&utm_campaign=Must%2BReads%2Brecurring%2B2024-07-13&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads Der Abschnitt gefällt mir am besten: While I believe Fast Lane isn't the "Breakthrough Innovation" that convincingly beats the competition and can gain market share, it provides the sustaining innovation PayPal needs to protect its market share against other fintech and big tech trying to steal market share from them by providing an even more frictionless online payment experience.
ich versuche es mal so, https://seekingalpha-com.translate.goog/article/4703863-paypal-an-undervalued-profitable-growth-stock?mailingid=36050918&messageid=must_reads&serial=36050918.2209580&source=email_must_reads&utm_campaign=Must%2BReads%2Brecurring%2B2024-07-13&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads&_x_tr_sl=auto&_x_tr_tl=de&_x_tr_hl=de&_x_tr_hist=true
A
Evoarm,
14.07.2024 16:33 Uhr
1
PayPal wird von alipay abgelöst
Gast_82810,
14.07.2024 16:25 Uhr
0
Toll Aljosha...hasse dat ganze auch auf chinesisch oder serbokroatisch...👍😎
A
Aljosha100,
14.07.2024 16:24 Uhr
0
This article was written by
Kevin Anthony D. Arroyo
As a value investor concentrating on companies with long-term growth potential at a reasonable price, I prioritize those undergoing strategic changes. I believe these changes can activate corrective forces that often return the company to a more appropriate valuation, known as mean reversion. My approach centers on analyzing company strategies and competitive advantages and how it will play a factor into its future prospect.
A
Aljosha100,
14.07.2024 16:23 Uhr
0
Conclusion
PayPal is entering a crucial inflection point. Even with competition heating up, I believe it is not to too late for PayPal to turn the ship around; well, there's no ship to turn around since they only need to partially correct a ship that has been slightly coursed in the wrong direction. The management is doing the right thing by focusing their attention on PayPal's competence and diversifying in the ads business, which is a natural extension of their business due to the amount of data they are processing on their platform. Plus, You get to buy PayPal at a price where these potentials aren't even factored in, and more importantly, you buy a profitable fintech company, which is a rare breed in this space.
A
Aljosha100,
14.07.2024 16:22 Uhr
0
Risk
Competition
PayPal has experienced a decline in active accounts since 2020 due to competition from other digital wallets, such as Apple. I expect further intense competition from companies with existing ecosystems and scale, where embedding finance services such as digital wallet and payment services enhances the value proposition of their main business, such as Meta's Facebook with Metapay, Google's Google Pay, and Grab's Grab Pay, among others. Ultimately, it will come down to if people continue to value PayPal's other value propositions, which others don't have, such as Seller & Buyer Protection.
Economic Cycle
Like any business, PayPal is sensitive to the ebb and flow of the economic cycle since a significant amount of its Transaction Volume comes from discretionary spendings, which tend to get less prioritized by consumers since they are switching some of their discretionary budgets into staple ones. But as I said earlier, economic cycles usually correct themselves in a long course. It's just a matter of when it will correct itself, which is always hard to guess.
A
Aljosha100,
14.07.2024 16:22 Uhr
0
Valuation
According to multiple research firms, digital payment is forecasted to grow at 12-20%. Although estimates widely vary, they show the potential growth of the market in which PayPal participates.
I will use the Discounted Cash Flow Method to valuate PayPal.
I will conservatively project an 8% revenue growth rate to emphasize that even if PayPal underperforms the industry growth rate, it shows that PayPal is still undervalued.
With an intrinsic value of $79.57 per share, it is undervalued by around 25%, which is a decent margin of safety for the company's growth potential.
A
Aljosha100,
14.07.2024 16:21 Uhr
0
While some can argue that the high-interest environment causes lower funding, I argue with what I said earlier. The payment segment will be dominated by players that the majority of people already use, such as PayPal, Apple Pay, Stripe, Samsung Pay, etc... Upcoming startups will most likely structure their business on providing value-added service to certain parts of the digital payment business value network or niche part of the digital payment market, where scale doesn't provide a competitive advantage.
A
Aljosha100,
14.07.2024 16:21 Uhr
0
Look, every company is at a different stage and gets to decide what they want their True North and their North Star to be. For me, it's now a time at this stage of the company to focus on profitable growth. I've been consistent from day one, it's where we’ve organized the company around, it's the way we do our operating mechanisms and the conversations that our leadership team has with each other and the way that were compensated. And so that is the North Star for the company.
Additionally, while the payment segment still receives the lion's share of capital funding in fintech, there is a clear declining trend in the amount of capital investments made into the fintech payments segment, which could lead to fewer startups challenging the incumbents and further consolidation where the incumbents are buying all the smaller players to eliminate competition or increase their scale.
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