PYPL系列分析
发表于 ： 2023年 5月 10日 22:09
看空的依据和推理：
PayPal: Deteriorating Results Stokes Apple Competition Fears
May 10, 2023 11:53 AM Zen Analyst 7.06K Followers
Summary
(1) Despite an apparent 33% y/y growth in EPS, PayPal's Q1 2023 earnings reveal concerning trends, including a decline in active accounts and increasing pressure on margins.
(2) Apple's strategic expansion into the financial services sector, including high-interest savings accounts and BNPL services, poses a significant competitive threat to PayPal.
(3) PayPal's financial and valuation metrics indicate slowing growth and potentially over-optimistic forecasts, casting a shadow over the company's future prospects.
看多的依据和推理：
PayPal Holdings Q1: Strong FCF, Raised Guidance, 11.6X P/E
May 10, 2023 10:43 AM The Asian Investor 19K Followers
Summary
(1) PayPal Holdings, Inc. beat Q1 2023 expectations easily yesterday.
(2) The payments company saw solid top line growth, but net new active account growth kept slowing.
(3) With $1B in Q1'23 free cash flow and a low 12X P/E ratio, I believe the risk profile for PayPal Holdings, Inc. is very attractive.
Reward Is Attractive
May 09, 2023 9:42 AM ET JZ Research 89 Followers
Summary
(1) PayPal Holdings, Inc. is prioritizing on expanding its unbranded processing business, which could result in margin compression, but is expected to drive more profitable volumes in the long term.
(2) Despite the stock has largely discounted slowdown in payment volume and weak forward guidance, the negative sentiment around the CEO's retirement continues to weigh on PayPal stock.
(3) The company's low valuations are justified by the street's pessimism toward its earnings outlook.
(4) I'm bullish on PayPal Holdings, Inc.'s long-term prospects, given that its current valuation provides a solid floor for the stock.
PayPal: Deteriorating Results Stokes Apple Competition Fears
May 10, 2023 11:53 AM Zen Analyst 7.06K Followers
Summary
(1) Despite an apparent 33% y/y growth in EPS, PayPal's Q1 2023 earnings reveal concerning trends, including a decline in active accounts and increasing pressure on margins.
(2) Apple's strategic expansion into the financial services sector, including high-interest savings accounts and BNPL services, poses a significant competitive threat to PayPal.
(3) PayPal's financial and valuation metrics indicate slowing growth and potentially over-optimistic forecasts, casting a shadow over the company's future prospects.
看多的依据和推理：
PayPal Holdings Q1: Strong FCF, Raised Guidance, 11.6X P/E
May 10, 2023 10:43 AM The Asian Investor 19K Followers
Summary
(1) PayPal Holdings, Inc. beat Q1 2023 expectations easily yesterday.
(2) The payments company saw solid top line growth, but net new active account growth kept slowing.
(3) With $1B in Q1'23 free cash flow and a low 12X P/E ratio, I believe the risk profile for PayPal Holdings, Inc. is very attractive.
Reward Is Attractive
May 09, 2023 9:42 AM ET JZ Research 89 Followers
Summary
(1) PayPal Holdings, Inc. is prioritizing on expanding its unbranded processing business, which could result in margin compression, but is expected to drive more profitable volumes in the long term.
(2) Despite the stock has largely discounted slowdown in payment volume and weak forward guidance, the negative sentiment around the CEO's retirement continues to weigh on PayPal stock.
(3) The company's low valuations are justified by the street's pessimism toward its earnings outlook.
(4) I'm bullish on PayPal Holdings, Inc.'s long-term prospects, given that its current valuation provides a solid floor for the stock.