PayPal: Just Like The Stock, NFC Integration Is Undervalued

Cyn Research
169 Followers
(8min)

Summary

  • PayPal's new NFC/in-store payment integration is a game-changer, expanding its ecosystem and making it a true competitor to Apple Pay and card networks.
  • Recent earnings showed slowing revenue growth but strong EPS and decent transaction margin growth; valuation remains low despite a recent run-up.
  • The stock's risk/reward is still attractive, though less compelling than at April lows, prompting a downgrade from Strong Buy to Buy.

making mobile payments from pos device via mobile phone

by sonmez/iStock via Getty Images

Introduction

Since I last covered PayPal Holdings Inc. (NASDAQ:PYPL), shares have jumped by over 30% amid a broader market recovery following peak tariff fear lows. I rated it a Strong Buy, outlining its impeccable risk-reward

This article was written by

169 Followers
Hi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term. While I have a slight bias toward technology companies, I maintain a broad perspective, including opportunities in crypto. I take a global approach to investing, occasionally seeking value beyond the U.S. market. Thanks for reading!

Analyst’s Disclosure:I/we have a beneficial long position in the shares of PYPL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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