SuperDizzyy
2022-11-07

Gd

@007ws：
$PayPal(PYPL)$Seems like the company is oversold and we might expect a short term bounce. While discretionary spending might slow due to the ongoing headwinds, and PayPal has indeed guided revenue growth for 2022 slightly lower, its fundamentals remain generally intact. PayPal even guided that EPS will move to $4.07 from $3.97, even as account openings have slowed since the heights of the pandemic. I remain bullish in the payments space. This is a very high margin business, and at these levels, PayPal looks undervalued. There is even an activist investor (Elliot Management) that has gotten involved, who is known for making businesses to be more cost-efficient and engage in stock buybacks.
$PayPal(PYPL)$Seems like the company is oversold and we might expect a short term bounce. While discretionary spending might slow due to the ongoing headwinds, and PayPal has indeed guided revenue growth for 2022 slightly lower, its fundamentals remain generally intact. PayPal even guided that EPS will move to $4.07 from $3.97, even as account openings have slowed since the heights of the pandemic. I remain bullish in the payments space. This is a very high margin business, and at these levels, PayPal looks undervalued. There is even an activist investor (Elliot Management) that has gotten involved, who is known for making businesses to be more cost-efficient and engage in stock buybacks.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet