PayPal: Braintree May Boost Its Sluggish Valuations
@fluffzo：
SummaryWe believe PYPL's stock price has been overly moderated against its peers, despite the excellent double beat in FQ4'22 and impressive forward guidance.It appears that there is a disconnect between its stock valuations and fundamental performance, suggesting an improved margin of safety for those looking to add.PYPL's forward performance may also be boosted by its core merchant payment platform, Braintree for large enterprises, and PPCP for SMBs.We shall discuss further.AlexSecret/iStock via Getty ImagesThe Undervalued Investment ThesisPYPL 2M Stock Price ActionTrading ViewPayPal $PayPal(PYPL)$ has continued to trade range-bound over the past two months, despite the excellent double beats in the FQ4'22 earnings call and impressive forward gu